DFAR vs FRI

ADFAR

BFRI

Measures won3–2DFAR wins · of 6 · 5Y

$10,000 · 5Y$20,466VGT · FRI $11,730

Lowest cost0.09%VGT · $9 on $10k

Most income3.34%DFAR · $334 on $10k

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

Held in common86.4%DFAR and FRI

DFAR

FRI

DFA Real Estate Securities Portfolio ETF Class Shares · $8.6BFirst Trust S&P REIT Index Fund · $209M

+14.4%3 years · per year$14,980 · $15,611+16.0%

[…]5 years · per year[…] · $11,730+3.2%

0.22%Expense ratio$22 · $51 on $10k · lower wins0.51%

3.34%12-mo yield$334 · $256 on $10k2.56%

−11.5%Worst dropSmaller wins−12.1%

14.1%VolatilityLower wins13.7%

3–2DFAR wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFAR · FRI

7.5%WELL12.9%

6.3%PLD9.0%

5.0%SPG4.8%

5.3%EQIX4.7%

Held in common86.4%

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	BFRI	First Trust S&P REIT Index FundRead Desk	0.51%	2.56%	−1.6%	+16.0%	+15.9%	+16.0%	+3.2%	−12.1%	$209M
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%	$8.6B

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	BFRI	First Trust S&P REIT Index FundRead Desk	0.51%	2.56%	−1.6%	+16.0%	+15.9%	+16.0%	+3.2%	−12.1%	$209M
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%	$8.6B

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 FRI

DFAR

DFA Real Estate Securities Portfolio ETF Class Shares

[…]

FRI

First Trust S&P REIT Index Fund

$11,730

MeasureDFARFRI

Fee0.22%0.51%

Cost on $10k a year$22$51

Yield3.34%2.56%

5 years, per year[…]+3.2%

3 years, per year+14.4%+16.0%

Worst drop · 1Y−11.5%−12.1%

Volatility · 1Y14.1%13.7%

3–2measures won
DFAR first

86.4%

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%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: DFAR, FRI, VGT

Today

86.4%most shared, DFAR and FRI

DFARFRIVGT

DFAR—86.4%0.0%

FRI86.4%—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

FRI$256 − $51 = $205

VGT$44 − $9 = $35

KeptFee

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