DFAR vs DCRE

ADFAR

BDCRE

Measures won2–3DCRE wins · of 6 · 5Y

$10,000 · 5Y$15,474XLF

Lowest cost0.08%XLF · $8 on $10k

Most income5.23%DCRE · $523 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 · $8.6BDoubleLine Commercial Real Estate ETF · $433M

+14.0%3 years · per year$14,831 · $11,832+5.8%

[…]5 years · per year[…]

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

3.35%12-mo yield$335 · $523 on $10k5.23%

−11.5%Worst dropSmaller wins−0.7%

14.1%VolatilityLower wins1.3%

2–3DCRE wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFAR · DCRE

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

Held in common[…]

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	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.44%	−0.6%	+5.7%	+10.4%	+22.5%	+9.1%	−14.8%	$54.5B
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	BDCRE	DoubleLine Commercial Real Estate ETFRead Desk	0.39%	5.23%	+0.1%	+2.6%	+3.2%	+5.8%	new	−0.7%	$433M

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	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.44%	−0.6%	+5.7%	+10.4%	+22.5%	+9.1%	−14.8%	$54.5B
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	BDCRE	DoubleLine Commercial Real Estate ETFRead Desk	0.39%	5.23%	+0.1%	+2.6%	+3.2%	+5.8%	new	−0.7%	$433M

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 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

Yield3.35%5.23%

5 years, per year[…][…]

3 years, per year+14.0%+5.8%

Worst drop · 1Y−11.5%−0.7%

Volatility · 1Y14.1%1.3%

3–2measures won
DCRE first

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%

$40.7BAssets$45.2B

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: DFAR, DCRE, XLF

Today

0.0%most shared, DFAR and XLF

DFARDCREXLF

DFAR—[…]0.0%

DCRE[…]—[…]

XLF0.0%[…]—

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

Income After Fees on $10,000

$484most kept, DCRE

DCRE$523 − $39 = $484

DFAR$335 − $22 = $313

XLF$144 − $8 = $136

KeptFee

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