DFAR vs FRI

ADFAR

BFRI

Measures won3–2DFAR wins · of 6 · 5Y

$10,000 · 5Y$22,110XLK · FRI $11,726

Lowest cost0.08%XLK · $8 on $10k

Most income3.31%DFAR · $331 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 · $8.7BFirst Trust S&P REIT Index Fund · $211M

+13.1%3 years · per year$14,473 · $15,096+14.7%

[…]5 years · per year[…] · $11,726+3.2%

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

3.31%12-mo yield$331 · $254 on $10k

Cards for this view

DFAR

DFA Real Estate Securities Portfolio ETF Class Shares

[…]

FRI

First Trust S&P REIT Index Fund

$11,726

MeasureDFARFRI

Fee0.22%0.51%

Cost on $10k a year$22$51

Yield3.31%2.54%

5 years, per year[…]+3.2%

3 years, per year+13.1%+14.7%

Worst drop · 1Y−11.5%−12.1%

Volatility · 1Y14.1%

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1	XLK	State Street Technology Select Sector SPDR ETFRead Desk	0.08%	0.48%	+3.2%	+21.5%	+18.6%	+27.1%	+17.2%	−19.6%	$112.8B
2	BFRI	First Trust S&P REIT Index FundRead Desk	0.51%	2.54%	−0.1%	+17.2%	+15.8%	+14.7%	+3.2%	−12.1%	$211M
3	ADFAR	DFA Real Estate Securities Portfolio ETF Class SharesRead Desk	0.22%	3.31%	−0.2%	+16.9%	+15.4%	+13.1%	new	−11.5%	$8.7B

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1	XLK	State Street Technology Select Sector SPDR ETFRead Desk	0.08%	0.48%	+3.2%	+21.5%	+18.6%	+27.1%	+17.2%	−19.6%	$112.8B
2	BFRI	First Trust S&P REIT Index FundRead Desk	0.51%	2.54%	−0.1%	+17.2%	+15.8%	+14.7%	+3.2%	−12.1%	$211M
3	ADFAR	DFA Real Estate Securities Portfolio ETF Class SharesRead Desk	0.22%	3.31%	−0.2%	+16.9%	+15.4%	+13.1%	new	−11.5%	$8.7B

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