DFAR vs FPRO

ADFAR

BFPRO

Measures won3–1DFAR wins · of 6 · 5Y

$10,000 · 5Y$15,163XLV · FPRO $11,240

Lowest cost0.08%XLV · $8 on $10k

Most income3.33%DFAR · $333 on $10k

Smallest drop−10.5%XLV · worst fall in 1Y

Held in common59.9%DFAR and FPRO

DFA Real Estate Securities Portfolio ETF Class Shares · $8.7BFidelity Real Estate Investment ETF · $15M

+13.3%3 years · per year$14,540 · $14,415+13.0%

[…]5 years · per year[…] · $11,240+2.4%

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

3.33%12-mo yield$333 · $240 on $10k

Cards for this view

DFAR

DFA Real Estate Securities Portfolio ETF Class Shares

[…]

FPRO

Fidelity Real Estate Investment

$11,240

MeasureDFARFPRO

Fee0.22%0.57%

Cost on $10k a year$22$57

Yield3.33%2.40%

5 years, per year[…]+2.4%

3 years, per year+13.3%+13.0%

Worst drop · 1Y−11.5%−11.0%

Volatility · 1Y14.0%

#
1	XLV	State Street Health Care Select Sector SPDR ETFRead Desk	0.08%	1.36%	−0.6%	+22.8%	+26.7%	+15.4%	+8.7%	−10.5%	$50.4B
2	BFPRO	Fidelity Real Estate Investment ETFRead Desk	0.57%	2.40%	−0.1%	+14.5%	+12.3%	+13.0%	+2.4%	−11.0%	$15M
3	ADFAR	DFA Real Estate Securities Portfolio ETF Class SharesRead Desk	0.22%	3.33%	−0.5%	+16.3%	+13.5%	+13.3%	new	−11.5%	$8.7B

#
1	XLV	State Street Health Care Select Sector SPDR ETFRead Desk	0.08%	1.36%	−0.6%	+22.8%	+26.7%	+15.4%	+8.7%	−10.5%	$50.4B
2	BFPRO	Fidelity Real Estate Investment ETFRead Desk	0.57%	2.40%	−0.1%	+14.5%	+12.3%	+13.0%	+2.4%	−11.0%	$15M
3	ADFAR	DFA Real Estate Securities Portfolio ETF Class SharesRead Desk	0.22%	3.33%	−0.5%	+16.3%	+13.5%	+13.3%	new	−11.5%	$8.7B

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