DFAR vs CSRE

ADFAR

BCSRE

Measures won2–1DFAR wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.22%DFAR · $22 on $10k

Most income3.35%DFAR · $335 on $10k

Smallest drop−10.6%CSRE · worst fall in 1Y

Held in common52.4%DFAR and CSRE

DFAR

CSRE

DFA Real Estate Securities Portfolio ETF Class Shares · $8.6BCohen & Steers Real Estate Active ETF · $688M

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

[…]5 years · per year[…]

0.22%Expense ratio$22 · $70 on $10k · lower wins0.70%

3.35%12-mo yield$335 · $201 on $10k2.01%

−11.5%Worst dropSmaller wins−10.6%

14.1%VolatilityLower wins14.1%

2–1DFAR wins

$10,000 · 5 yearsOne scale

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

Shared top holdingsDFAR · CSRE

7.6%WELL15.5%

6.3%PLD5.8%

5.1%EQIX5.8%

5.1%AMT4.7%

Held in common52.4%

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

Both

5Y2 funds

#			Trend							5Y/yr
1	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
2	BCSRE	Cohen & Steers Real Estate Active ETFRead Desk		0.70%	2.01%	−0.5%	+13.9%	+13.7%	new	new	−10.6%	$688M

End-of-day Nov 6, 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%	3.35%	−0.4%	+15.3%	+14.9%	+14.0%	new	−11.5%	$8.6B
2	BCSRE	Cohen & Steers Real Estate Active ETFRead Desk		0.70%	2.01%	−0.5%	+13.9%	+13.7%	new	new	−10.6%	$688M

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 CSRE

DFAR

DFA Real Estate Securities Portfolio ETF Class Shares

[…]

CSRE

Cohen & Steers Real Estate Active

[…]

MeasureDFARCSRE

Fee0.22%0.70%

Cost on $10k a year$22$70

Yield3.35%2.01%

5 years, per year[…][…]

3 years, per year+14.0%[…]

Worst drop · 1Y−11.5%−10.6%

Volatility · 1Y14.1%14.1%

2–1measures won
DFAR first

52.4%

holdings shared

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

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: DFAR, CSRE

Today

52.4%most shared, DFAR and CSRE

DFARCSRE

DFAR—52.4%

CSRE52.4%—

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

CSRE$201 − $70 = $131

KeptFee

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