DCRE vs DFAR

ADCRE

BDFAR

Measures won3–2DCRE wins · of 6 · 5Y

$10,000 · 5Y$16,157XLF

Lowest cost0.08%XLF · $8 on $10k

Most income5.24%DCRE · $524 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 · $8.8B

+5.7%3 years · per year$11,825 · $15,520+15.8%

[…]5 years · per year[…]

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

5.24%12-mo yield$524 · $329 on $10k3.29%

−0.7%Worst dropSmaller wins−11.5%

1.3%VolatilityLower wins14.0%

3–2DCRE wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDCRE · DFAR

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

Held in common[…]

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.40%	+3.5%	+9.4%	+15.3%	+24.7%	+10.1%	−14.8%	$53.8B
2	ADCRE	DoubleLine Commercial Real Estate ETFRead Desk	0.39%	5.24%	+0.1%	+2.4%	+3.1%	+5.7%	new	−0.7%	$432M
3	BDFAR	DFA Real Estate Securities Portfolio ETF Class SharesRead Desk	0.22%	3.29%	+3.0%	+17.7%	+17.7%	+15.8%	new	−11.5%	$8.8B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.40%	+3.5%	+9.4%	+15.3%	+24.7%	+10.1%	−14.8%	$53.8B
2	ADCRE	DoubleLine Commercial Real Estate ETFRead Desk	0.39%	5.24%	+0.1%	+2.4%	+3.1%	+5.7%	new	−0.7%	$432M
3	BDFAR	DFA Real Estate Securities Portfolio ETF Class SharesRead Desk	0.22%	3.29%	+3.0%	+17.7%	+17.7%	+15.8%	new	−11.5%	$8.8B

End-of-day Nov 4, 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

Yield5.24%3.29%

5 years, per year[…][…]

3 years, per year+5.7%+15.8%

Worst drop · 1Y−0.7%−11.5%

Volatility · 1Y1.3%14.0%

3–2measures won
DCRE first

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: DCRE, DFAR, XLF

Today

0.0%most shared, DFAR and XLF

DCREDFARXLF

DCRE—[…][…]

DFAR[…]—0.0%

XLF[…]0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$485most kept, DCRE

DCRE$524 − $39 = $485

DFAR$329 − $22 = $307

XLF$140 − $8 = $132

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee