DFAR vs FREL

ADFAR

BFREL

Measures won4–1DFAR wins · of 6 · 5Y

$10,000 · 5Y$20,649VGT · FREL $10,633

Lowest cost0.08%FREL · $8 on $10k

Most income3.35%DFAR · $335 on $10k

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

Held in common84.8%DFAR and FREL

DFAR

FREL

DFA Real Estate Securities Portfolio ETF Class Shares · $8.6BFidelity MSCI Real Estate Index ETF · $1.4B

+14.0%3 years · per year$14,831 · $14,643+13.6%

[…]5 years · per year[…] · $10,633+1.2%

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

3.35%12-mo yield$335 · $334 on $10k3.34%

−11.5%Worst dropSmaller wins−11.6%

14.1%VolatilityLower wins14.3%

4–1DFAR wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFAR · FREL

7.6%WELL9.8%

6.3%PLD7.2%

5.1%EQIX5.3%

5.1%AMT4.9%

Held in common84.8%

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	VGT	Vanguard Information Technology ETFRead Desk	0.09%	0.44%	+1.4%	+15.6%	+12.1%	+28.6%	+15.6%	−17.5%	$154.5B
2	BFREL	Fidelity MSCI Real Estate Index ETFRead Desk	0.08%	3.34%	−0.5%	+11.1%	+11.1%	+13.6%	+1.2%	−11.6%	$1.4B
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	VGT	Vanguard Information Technology ETFRead Desk	0.09%	0.44%	+1.4%	+15.6%	+12.1%	+28.6%	+15.6%	−17.5%	$154.5B
2	BFREL	Fidelity MSCI Real Estate Index ETFRead Desk	0.08%	3.34%	−0.5%	+11.1%	+11.1%	+13.6%	+1.2%	−11.6%	$1.4B
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 FREL

DFAR

DFA Real Estate Securities Portfolio ETF Class Shares

[…]

FREL

Fidelity MSCI Real Estate Index

$10,633

MeasureDFARFREL

Fee0.22%0.08%

Cost on $10k a year$22$8

Yield3.35%3.34%

5 years, per year[…]+1.2%

3 years, per year+14.0%+13.6%

Worst drop · 1Y−11.5%−11.6%

Volatility · 1Y14.1%14.3%

4–1measures won
DFAR first

84.8%

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, FREL, VGT

Today

84.8%most shared, DFAR and FREL

DFARFRELVGT

DFAR—84.8%0.0%

FREL84.8%—0.0%

VGT0.0%0.0%—

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

Income After Fees on $10,000

$326most kept, FREL

FREL$334 − $8 = $326

DFAR$335 − $22 = $313

VGT$44 − $9 = $35

KeptFee

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