DFAR vs FPRO

ADFAR

BFPRO

Measures won3–1DFAR wins · of 6 · 5Y

$10,000 · 5Y$21,164XLK · FPRO $11,100

Lowest cost0.08%XLK · $8 on $10k

Most income3.35%DFAR · $335 on $10k

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

Held in common60.0%DFAR and FPRO

DFAR

FPRO

DFA Real Estate Securities Portfolio ETF Class Shares · $8.6BFidelity Real Estate Investment ETF · $15M

+14.0%3 years · per year$14,831 · $14,600+13.4%

[…]5 years · per year[…] · $11,100+2.1%

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

3.35%12-mo yield$335 · $244 on $10k2.44%

−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

7.6%WELL8.6%

6.3%PLD10.4%

5.1%AMT9.5%

5.1%EQIX10.5%

Held in common60.0%

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	XLK	State Street Technology Select Sector SPDR ETFRead Desk	0.08%	0.51%	+1.5%	+14.8%	+12.2%	+26.2%	+16.2%	−19.6%	$116.9B
2	BFPRO	Fidelity Real Estate Investment ETFRead Desk	0.57%	2.44%	−0.6%	+12.8%	+12.6%	+13.4%	+2.1%	−11.0%	$15M
3	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

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	XLK	State Street Technology Select Sector SPDR ETFRead Desk	0.08%	0.51%	+1.5%	+14.8%	+12.2%	+26.2%	+16.2%	−19.6%	$116.9B
2	BFPRO	Fidelity Real Estate Investment ETFRead Desk	0.57%	2.44%	−0.6%	+12.8%	+12.6%	+13.4%	+2.1%	−11.0%	$15M
3	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

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 FPRO

DFAR

DFA Real Estate Securities Portfolio ETF Class Shares

[…]

FPRO

Fidelity Real Estate Investment

$11,100

MeasureDFARFPRO

Fee0.22%0.57%

Cost on $10k a year$22$57

Yield3.35%2.44%

5 years, per year[…]+2.1%

3 years, per year+14.0%+13.4%

Worst drop · 1Y−11.5%−11.0%

Volatility · 1Y14.1%14.1%

3–1measures won
DFAR first

60.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

XLK vs VGT

YTD

SPDRXLK

+14.8%

VGTVanguard

+15.6%

+14.8%Year to date+15.6%

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

$117BAssets$155B

1–1level

End-of-day Nov 6, 2026

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: DFAR, FPRO, XLK

Today

60.0%most shared, DFAR and FPRO

DFARFPROXLK

DFAR—60.0%0.0%

FPRO60.0%—0.0%

XLK0.0%0.0%—

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

Income After Fees on $10,000

$313most kept, DFAR

DFAR$335 − $22 = $313

FPRO$244 − $57 = $187

XLK$51 − $8 = $43

KeptFee

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