DFAR vs CLIM

ADFAR

BCLIM

Measures won2–0DFAR wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.22%DFAR · $22 on $10k

Most income3.34%DFAR · $334 on $10k

Smallest drop−11.5%DFAR · worst fall in 1Y

Held in common55.8%DFAR and CLIM

DFAR

CLIM

DFA Real Estate Securities Portfolio ETF Class Shares · $8.8BClimate Global-Climate Resilient REIT Index ETF · $2M

+14.4%3 years · per year$14,980 · […][…]

[…]5 years · per year[…]

0.22%Expense ratio$22 · $90 on $10k · lower wins0.90%

3.34%12-mo yield$334 · $143 on $10k1.43%

−11.5%Worst dropSmaller wins[…]

14.1%VolatilityLower wins[…]

2–0DFAR wins

$10,000 · 5 yearsOne scale

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

Shared top holdingsDFAR · CLIM

7.5%WELL4.4%

5.0%AMT3.8%

5.0%SPG3.1%

6.3%PLD3.0%

Held in common55.8%

End-of-day Nov 5, 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	ADFAR	DFA Real Estate Securities Portfolio ETF Class SharesRead Desk		0.22%	3.34%	−1.7%	+15.8%	+15.6%	+14.4%	new	−11.5%	$8.8B
2	BCLIM	Climate Global-Climate Resilient REIT Index ETFRead Desk		0.90%	1.43%	−1.4%	new	new	new	new	[…]	$2M

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

Both

5Y2 funds

#			Trend							5Y/yr
1	ADFAR	DFA Real Estate Securities Portfolio ETF Class SharesRead Desk		0.22%	3.34%	−1.7%	+15.8%	+15.6%	+14.4%	new	−11.5%	$8.8B
2	BCLIM	Climate Global-Climate Resilient REIT Index ETFRead Desk		0.90%	1.43%	−1.4%	new	new	new	new	[…]	$2M

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

Cards for this view

DFAR vs CLIM

DFAR

DFA Real Estate Securities Portfolio ETF Class Shares

[…]

CLIM

Climate Global-Climate Resilient REIT Index

[…]

MeasureDFARCLIM

Fee0.22%0.90%

Cost on $10k a year$22$90

Yield3.34%1.43%

5 years, per year[…][…]

3 years, per year+14.4%[…]

Worst drop · 1Y−11.5%[…]

Volatility · 1Y14.1%[…]

2–0measures won
DFAR first

55.8%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: DFAR, CLIM

Today

55.8%most shared, DFAR and CLIM

DFARCLIM

DFAR—55.8%

CLIM55.8%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$312most kept, DFAR

DFAR$334 − $22 = $312

CLIM$143 − $90 = $53

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee