DFAR vs FPRO

ADFAR

BFPRO

Measures won3–1DFAR wins · of 6 · 5Y

$10,000 · 5Y$20,466VGT · FPRO $11,021

Lowest cost0.09%VGT · $9 on $10k

Most income3.34%DFAR · $334 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

+14.4%3 years · per year$14,980 · $14,741+13.8%

[…]5 years · per year[…] · $11,021+2.0%

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

3.34%12-mo yield$334 · $243 on $10k2.43%

−11.5%Worst dropSmaller wins−11.0%

14.1%VolatilityLower wins14.1%

3–1DFAR wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFAR · FPRO

7.5%WELL8.6%

6.3%PLD10.4%

5.3%EQIX10.5%

5.0%AMT9.5%

Held in common59.8%

End-of-day Nov 5, 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	VGT	Vanguard Information Technology ETFRead Desk	0.09%	0.44%	−7.3%	+14.0%	+11.1%	+28.8%	+15.4%	−17.5%	$154.5B
2	BFPRO	Fidelity Real Estate Investment ETFRead Desk	0.57%	2.43%	−2.1%	+13.2%	+12.9%	+13.8%	+2.0%	−11.0%	$15M
3	ADFAR	DFA Real Estate Securities Portfolio ETF Class SharesRead Desk	0.22%	3.34%	−1.7%	+15.8%	+15.6%	+14.4%	new	−11.5%	$8.8B

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

All Three

5Y3 funds

#
1	VGT	Vanguard Information Technology ETFRead Desk	0.09%	0.44%	−7.3%	+14.0%	+11.1%	+28.8%	+15.4%	−17.5%	$154.5B
2	BFPRO	Fidelity Real Estate Investment ETFRead Desk	0.57%	2.43%	−2.1%	+13.2%	+12.9%	+13.8%	+2.0%	−11.0%	$15M
3	ADFAR	DFA Real Estate Securities Portfolio ETF Class SharesRead Desk	0.22%	3.34%	−1.7%	+15.8%	+15.6%	+14.4%	new	−11.5%	$8.8B

End-of-day Nov 5, 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

$11,021

MeasureDFARFPRO

Fee0.22%0.57%

Cost on $10k a year$22$57

Yield3.34%2.43%

5 years, per year[…]+2.0%

3 years, per year+14.4%+13.8%

Worst drop · 1Y−11.5%−11.0%

Volatility · 1Y14.1%14.1%

3–1measures won
DFAR first

59.8%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

XLK vs VGT

YTD

SPDRXLK

+13.2%

VGTVanguard

+14.0%

+13.2%Year to date+14.0%

0.08% · $8Fee · on $10k a year0.09% · $9

$117BAssets$155B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: DFAR, FPRO, VGT

Today

59.8%most shared, DFAR and FPRO

DFARFPROVGT

DFAR—59.8%0.0%

FPRO59.8%—0.0%

VGT0.0%0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$312most kept, DFAR

DFAR$334 − $22 = $312

FPRO$243 − $57 = $186

VGT$44 − $9 = $35

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee