DFAR vs FREL

ADFAR

BFREL

Measures won4–1DFAR wins · of 6 · 5Y

$10,000 · 5Y$10,901FREL

Lowest cost0.08%FREL · $8 on $10k

Most income3.29%DFAR · $329 on $10k

Smallest drop−11.5%DFAR · worst fall in 1Y

Held in common84.7%DFAR and FREL

DFAR

FREL

DFA Real Estate Securities Portfolio ETF Class Shares · $8.5BFidelity MSCI Real Estate Index ETF · $1.4B

+15.8%3 years · per year$15,520 · $15,343+15.3%

[…]5 years · per year[…] · $10,901+1.7%

0.22%Expense ratio$22 · $8 on $10k · lower wins0.08%

3.29%12-mo yield$329 · $327 on $10k3.27%

−11.5%Worst dropSmaller wins−11.6%

14.0%VolatilityLower wins14.1%

4–1DFAR wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFAR · FREL

7.5%WELL9.7%

6.4%PLD7.3%

5.2%EQIX5.4%

5.1%AMT4.9%

Held in common84.7%

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	BFREL	Fidelity MSCI Real Estate Index ETFRead Desk		0.08%	3.27%	+3.2%	+13.6%	+13.9%	+15.3%	+1.7%	−11.6%	$1.4B
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%	$8.5B

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	BFREL	Fidelity MSCI Real Estate Index ETFRead Desk		0.08%	3.27%	+3.2%	+13.6%	+13.9%	+15.3%	+1.7%	−11.6%	$1.4B
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%	$8.5B

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 FREL

DFAR

DFA Real Estate Securities Portfolio ETF Class Shares

[…]

FREL

Fidelity MSCI Real Estate Index

$10,901

MeasureDFARFREL

Fee0.22%0.08%

Cost on $10k a year$22$8

Yield3.29%3.27%

5 years, per year[…]+1.7%

3 years, per year+15.8%+15.3%

Worst drop · 1Y−11.5%−11.6%

Volatility · 1Y14.0%14.1%

3–1measures won
DFAR first

84.7%

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%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: DFAR, FREL

Today

84.7%most shared, DFAR and FREL

DFARFREL

DFAR—84.7%

FREL84.7%—

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

Income After Fees on $10,000

$319most kept, FREL

FREL$327 − $8 = $319

DFAR$329 − $22 = $307

KeptFee

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