DFAR vs DFGR

ADFAR

BDFGR

Measures won1–3DFGR wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.22%DFAR · $22 on $10k

Most income3.92%DFGR · $392 on $10k

Smallest drop−10.8%DFGR · worst fall in 1Y

Held in common73.4%DFAR and DFGR

DFAR

DFGR

DFA Real Estate Securities Portfolio ETF Class Shares · $8.5BDimensional - Global Real Estate ETF · $3.9B

+14.9%3 years · per year$15,153 · $14,845+14.1%

[…]5 years · per year[…]

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

3.38%12-mo yield$338 · $392 on $10k3.92%

−11.5%Worst dropSmaller wins−10.8%

13.7%VolatilityLower wins12.1%

1–3DFGR wins

$10,000 · 5 yearsOne scale

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

Shared top holdingsDFAR · DFGR

7.4%WELL8.9%

6.4%PLD6.3%

5.1%EQIX5.0%

5.1%AMT4.4%

Held in common73.4%

End-of-day Nov 3, 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%	3.38%	+0.1%	+14.3%	+14.3%	+14.9%	new	−11.5%	$8.5B
2	BDFGR	Dimensional - Global Real Estate ETFRead Desk		0.22%	3.92%	0.0%	+9.0%	+9.6%	+14.1%	new	−10.8%	$3.9B

End-of-day Nov 3, 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%	3.38%	+0.1%	+14.3%	+14.3%	+14.9%	new	−11.5%	$8.5B
2	BDFGR	Dimensional - Global Real Estate ETFRead Desk		0.22%	3.92%	0.0%	+9.0%	+9.6%	+14.1%	new	−10.8%	$3.9B

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

Cards for this view

DFAR vs DFGR

DFAR

DFA Real Estate Securities Portfolio ETF Class Shares

[…]

DFGR

Dimensional - Global Real Estate

[…]

MeasureDFARDFGR

Fee0.22%0.22%

Cost on $10k a year$22$22

Yield3.38%3.92%

5 years, per year[…][…]

3 years, per year+14.9%+14.1%

Worst drop · 1Y−11.5%−10.8%

Volatility · 1Y13.7%12.1%

3–1measures won
DFGR first

73.4%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: DFAR, DFGR

Today

73.4%most shared, DFAR and DFGR

DFARDFGR

DFAR—73.4%

DFGR73.4%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$370most kept, DFGR

DFGR$392 − $22 = $370

DFAR$338 − $22 = $316

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee