DFAR vs FRI

ADFAR

BFRI

Measures won3–2DFAR wins · of 6 · 5Y

$10,000 · 5Y$15,474XLF · FRI $11,821

Lowest cost0.08%XLF · $8 on $10k

Most income3.35%DFAR · $335 on $10k

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

Held in common86.2%DFAR and FRI

DFAR

FRI

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

+14.0%3 years · per year$14,831 · $15,457+15.6%

[…]5 years · per year[…] · $11,821+3.4%

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

3.35%12-mo yield$335 · $257 on $10k2.57%

−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

7.6%WELL12.9%

6.3%PLD8.9%

5.0%SPG4.6%

5.1%EQIX4.5%

Held in common86.2%

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	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.44%	−0.6%	+5.7%	+10.4%	+22.5%	+9.1%	−14.8%	$55.5B
2	BFRI	First Trust S&P REIT Index FundRead Desk	0.51%	2.57%	−0.3%	+15.7%	+15.4%	+15.6%	+3.4%	−12.1%	$209M
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	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.44%	−0.6%	+5.7%	+10.4%	+22.5%	+9.1%	−14.8%	$55.5B
2	BFRI	First Trust S&P REIT Index FundRead Desk	0.51%	2.57%	−0.3%	+15.7%	+15.4%	+15.6%	+3.4%	−12.1%	$209M
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 FRI

DFAR

DFA Real Estate Securities Portfolio ETF Class Shares

[…]

FRI

First Trust S&P REIT Index Fund

$11,821

MeasureDFARFRI

Fee0.22%0.51%

Cost on $10k a year$22$51

Yield3.35%2.57%

5 years, per year[…]+3.4%

3 years, per year+14.0%+15.6%

Worst drop · 1Y−11.5%−12.1%

Volatility · 1Y14.1%13.7%

3–2measures won
DFAR first

86.2%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: DFAR, FRI, XLF

Today

86.2%most shared, DFAR and FRI

DFARFRIXLF

DFAR—86.2%0.0%

FRI86.2%—0.0%

XLF0.0%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

FRI$257 − $51 = $206

XLF$144 − $8 = $136

KeptFee

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