DFAR vs FPRO

ADFAR

BFPRO

Measures won3–2DFAR wins · of 6 · 5Y

$10,000 · 5Y$11,398FPRO

Lowest cost0.22%DFAR · $22 on $10k

Most income3.29%DFAR · $329 on $10k

Smallest drop−11.0%FPRO · worst fall in 1Y

Held in common59.8%DFAR and FPRO

DFAR

FPRO

DFA Real Estate Securities Portfolio ETF Class Shares · $8.8BFidelity Real Estate Investment ETF · $15M

+15.8%3 years · per year$15,520 · $15,319+15.3%

[…]5 years · per year[…] · $11,398+2.7%

0.22%Expense ratio$22 · $57 on $10k · lower wins0.57%

3.29%12-mo yield$329 · $238 on $10k2.38%

−11.5%Worst dropSmaller wins−11.0%

14.0%VolatilityLower wins13.9%

3–2DFAR wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFAR · FPRO

7.5%WELL8.6%

6.4%PLD10.4%

5.2%EQIX10.5%

5.1%AMT9.5%

Held in common59.8%

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
1	BFPRO	Fidelity Real Estate Investment ETFRead Desk		0.57%	2.38%	+3.1%	+15.4%	+15.5%	+15.3%	+2.7%	−11.0%	$15M
2	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%	$8.8B

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
1	BFPRO	Fidelity Real Estate Investment ETFRead Desk		0.57%	2.38%	+3.1%	+15.4%	+15.5%	+15.3%	+2.7%	−11.0%	$15M
2	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%	$8.8B

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 FPRO

DFAR

DFA Real Estate Securities Portfolio ETF Class Shares

[…]

FPRO

Fidelity Real Estate Investment

$11,398

MeasureDFARFPRO

Fee0.22%0.57%

Cost on $10k a year$22$57

Yield3.29%2.38%

5 years, per year[…]+2.7%

3 years, per year+15.8%+15.3%

Worst drop · 1Y−11.5%−11.0%

Volatility · 1Y14.0%13.9%

3–2measures won
DFAR first

59.8%

holdings shared

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%

$123BAssets$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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: DFAR, FPRO

Today

59.8%most shared, DFAR and FPRO

DFARFPRO

DFAR—59.8%

FPRO59.8%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$307most kept, DFAR

DFAR$329 − $22 = $307

FPRO$238 − $57 = $181

KeptFee

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