DCRE vs DFAR

ADCRE

BDFAR

Measures won3–2DCRE wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.22%DFAR · $22 on $10k

Most income5.25%DCRE · $525 on $10k

Smallest drop−0.7%DCRE · worst fall in 1Y

Held in common[…]DCRE and DFAR

DCRE

DFAR

DoubleLine Commercial Real Estate ETF · $432MDFA Real Estate Securities Portfolio ETF Class Shares · $8.5B

+5.7%3 years · per year$11,818 · $15,153+14.9%

[…]5 years · per year[…]

0.39%Expense ratio$39 · $22 on $10k · lower wins0.22%

5.25%12-mo yield$525 · $338 on $10k3.38%

−0.7%Worst dropSmaller wins−11.5%

1.3%VolatilityLower wins13.7%

3–2DCRE wins

$10,000 · 5 yearsOne scale

No price history on file for these funds yet […]

Shared top holdingsDCRE · DFAR

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

End-of-day Nov 3, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend							5Y/yr
1	ADCRE	DoubleLine Commercial Real Estate ETFRead Desk		0.39%	5.25%	−0.1%	+2.3%	+3.1%	+5.7%	new	−0.7%	$432M
2	BDFAR	DFA Real Estate Securities Portfolio ETF Class SharesRead Desk		0.22%	3.38%	+0.1%	+14.3%	+14.3%	+14.9%	new	−11.5%	$8.5B

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend							5Y/yr
1	ADCRE	DoubleLine Commercial Real Estate ETFRead Desk		0.39%	5.25%	−0.1%	+2.3%	+3.1%	+5.7%	new	−0.7%	$432M
2	BDFAR	DFA Real Estate Securities Portfolio ETF Class SharesRead Desk		0.22%	3.38%	+0.1%	+14.3%	+14.3%	+14.9%	new	−11.5%	$8.5B

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DCRE vs DFAR

DCRE

DoubleLine Commercial Real Estate

[…]

DFAR

DFA Real Estate Securities Portfolio ETF Class Shares

[…]

MeasureDCREDFAR

Fee0.39%0.22%

Cost on $10k a year$39$22

Yield5.25%3.38%

5 years, per year[…][…]

3 years, per year+5.7%+14.9%

Worst drop · 1Y−0.7%−11.5%

Volatility · 1Y1.3%13.7%

3–2measures won
DCRE first

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: DCRE, DFAR

Today

[…]holdings […]

DCREDFAR

DCRE—[…]

DFAR[…]—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$486most kept, DCRE

DCRE$525 − $39 = $486

DFAR$338 − $22 = $316

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee