DFAR vs CLIM

ADFAR

BCLIM

Measures won2–0DFAR wins · of 6 · 5Y

$10,000 · 5Y$20,649VGT

Lowest cost0.09%VGT · $9 on $10k

Most income3.35%DFAR · $335 on $10k

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

Held in common55.9%DFAR and CLIM

DFAR

CLIM

DFA Real Estate Securities Portfolio ETF Class Shares · $8.6BClimate Global-Climate Resilient REIT Index ETF · $2M

+14.0%3 years · per year$14,831 · […][…]

[…]5 years · per year[…]

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

3.35%12-mo yield$335 · $143 on $10k1.43%

−11.5%Worst dropSmaller wins[…]

14.1%VolatilityLower wins[…]

2–0DFAR wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFAR · CLIM

7.6%WELL4.5%

5.1%AMT3.9%

5.0%SPG3.1%

6.3%PLD3.0%

Held in common55.9%

End-of-day Nov 6, 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	VGT	Vanguard Information Technology ETFRead Desk	0.09%	0.44%	+1.4%	+15.6%	+12.1%	+28.6%	+15.6%	−17.5%	$154.5B
2	ADFAR	DFA Real Estate Securities Portfolio ETF Class SharesRead Desk	0.22%	3.35%	−0.4%	+15.3%	+14.9%	+14.0%	new	−11.5%	$8.6B
3	BCLIM	Climate Global-Climate Resilient REIT Index ETFRead Desk	0.90%	1.43%	−0.2%	new	new	new	new	[…]	$2M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VGT	Vanguard Information Technology ETFRead Desk	0.09%	0.44%	+1.4%	+15.6%	+12.1%	+28.6%	+15.6%	−17.5%	$154.5B
2	ADFAR	DFA Real Estate Securities Portfolio ETF Class SharesRead Desk	0.22%	3.35%	−0.4%	+15.3%	+14.9%	+14.0%	new	−11.5%	$8.6B
3	BCLIM	Climate Global-Climate Resilient REIT Index ETFRead Desk	0.90%	1.43%	−0.2%	new	new	new	new	[…]	$2M

End-of-day Nov 6, 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

Yield3.35%1.43%

5 years, per year[…][…]

3 years, per year+14.0%[…]

Worst drop · 1Y−11.5%[…]

Volatility · 1Y14.1%[…]

2–0measures won
DFAR first

55.9%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

XLK vs VGT

YTD

SPDRXLK

+14.8%

VGTVanguard

+15.6%

+14.8%Year to date+15.6%

0.08% · $8Fee · on $10k a year0.09% · $9

$108BAssets$155B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: DFAR, CLIM, VGT

Today

55.9%most shared, DFAR and CLIM

DFARCLIMVGT

DFAR—55.9%0.0%

CLIM55.9%—0.0%

VGT0.0%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$313most kept, DFAR

DFAR$335 − $22 = $313

CLIM$143 − $90 = $53

VGT$44 − $9 = $35

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee