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ADFAR

BFRI

Measures won3–2DFAR wins · of 6 · 5Y

$10,000 · 5Y$26,590XLE · XLF $15,980

Lowest cost0.08%XLF · $8 on $10k

Most income3.33%DFAR · $333 on $10k

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

Held in common86.3%DFAR and FRI

DFA Real Estate Securities Portfolio ETF Class Shares · $8.6BFirst Trust S&P REIT Index Fund · $210M

+13.1%3 years · per year$14,460 · $15,055+14.6%

[…]5 years · per year[…] · $11,701+3.2%

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

3.33%12-mo yield$333 · $256 on $10k

Cards for this view

DFAR

DFA Real Estate Securities Portfolio ETF Class Shares

[…]

FRI

First Trust S&P REIT Index Fund

$11,701

MeasureDFARFRI

Fee0.22%0.51%

Cost on $10k a year$22$51

Yield3.33%2.56%

5 years, per year[…]+3.2%

3 years, per year+13.1%+14.6%

Worst drop · 1Y−11.5%−12.1%

Volatility · 1Y14.0%

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1	XLE	State Street Energy Select Sector SPDR ETFRead Desk	0.08%	2.35%	+1.0%	+48.2%	+48.0%	+19.9%	+21.6%	−15.0%	$42.1B
2	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.41%	+0.8%	+8.5%	+11.1%	+22.2%	+9.8%	−14.8%	$54.2B
3	BFRI	First Trust S&P REIT Index FundRead Desk	0.51%	2.56%	−0.1%	+16.4%	+15.1%	+14.6%	+3.2%	−12.1%	$210M
4	ADFAR	DFA Real Estate Securities Portfolio ETF Class SharesRead Desk	0.22%	3.33%	0.0%	+16.3%	+14.5%	+13.1%	new	−11.5%	$8.6B

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1	XLE	State Street Energy Select Sector SPDR ETFRead Desk	0.08%	2.35%	+1.0%	+48.2%	+48.0%	+19.9%	+21.6%	−15.0%	$42.1B
2	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.41%	+0.8%	+8.5%	+11.1%	+22.2%	+9.8%	−14.8%	$54.2B
3	BFRI	First Trust S&P REIT Index FundRead Desk	0.51%	2.56%	−0.1%	+16.4%	+15.1%	+14.6%	+3.2%	−12.1%	$210M
4	ADFAR	DFA Real Estate Securities Portfolio ETF Class SharesRead Desk	0.22%	3.33%	0.0%	+16.3%	+14.5%	+13.1%	new	−11.5%	$8.6B