DFAR vs DCRE

ADFAR

BDCRE

Measures won2–3DCRE wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.22%DFAR · $22 on $10k

Most income5.24%DCRE · $524 on $10k

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

Held in common[…]DFAR and DCRE

DFAR

DCRE

DFA Real Estate Securities Portfolio ETF Class Shares · $8.5BDoubleLine Commercial Real Estate ETF · $432M

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

[…]5 years · per year[…]

0.22%Expense ratio$22 · $39 on $10k · lower wins0.39%

3.29%12-mo yield$329 · $524 on $10k5.24%

−11.5%Worst dropSmaller wins−0.7%

14.0%VolatilityLower wins1.3%

2–3DCRE wins

$10,000 · 5 yearsOne scale

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

Shared top holdingsDFAR · DCRE

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

Both

5Y2 funds

#			Trend							5Y/yr
1	ADFAR	DFA Real Estate Securities Portfolio ETF Class SharesRead Desk		0.22%	3.29%	+3.0%	+17.7%	+17.7%	+15.8%	new	−11.5%	$8.5B
2	BDCRE	DoubleLine Commercial Real Estate ETFRead Desk		0.39%	5.24%	+0.1%	+2.4%	+3.1%	+5.7%	new	−0.7%	$432M

End-of-day Nov 4, 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%	3.29%	+3.0%	+17.7%	+17.7%	+15.8%	new	−11.5%	$8.5B
2	BDCRE	DoubleLine Commercial Real Estate ETFRead Desk		0.39%	5.24%	+0.1%	+2.4%	+3.1%	+5.7%	new	−0.7%	$432M

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

DFAR vs DCRE

DFAR

DFA Real Estate Securities Portfolio ETF Class Shares

[…]

DCRE

DoubleLine Commercial Real Estate

[…]

MeasureDFARDCRE

Fee0.22%0.39%

Cost on $10k a year$22$39

Yield3.29%5.24%

5 years, per year[…][…]

3 years, per year+15.8%+5.7%

Worst drop · 1Y−11.5%−0.7%

Volatility · 1Y14.0%1.3%

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%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: DFAR, DCRE

Today

[…]holdings […]

DFARDCRE

DFAR—[…]

DCRE[…]—

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

KeptFee

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