DFAR vs ICF

ADFAR

BICF

Measures won3–2DFAR wins · of 6 · 5Y

$10,000 · 5Y$11,287ICF

Lowest cost0.22%DFAR · $22 on $10k

Most income3.29%DFAR · $329 on $10k

Smallest drop−10.6%ICF · worst fall in 1Y

Held in common75.6%DFAR and ICF

DFAR

ICF

DFA Real Estate Securities Portfolio ETF Class Shares · $8.5BiShares Select U.S. REIT ETF · $2.0B

+15.8%3 years · per year$15,520 · $15,662+16.1%

[…]5 years · per year[…] · $11,287+2.5%

0.22%Expense ratio$22 · $32 on $10k · lower wins0.32%

3.29%12-mo yield$329 · $252 on $10k2.52%

−11.5%Worst dropSmaller wins−10.6%

14.0%VolatilityLower wins14.4%

3–2DFAR wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFAR · ICF

7.5%WELL8.3%

6.4%PLD7.5%

5.2%EQIX7.9%

5.1%AMT7.5%

Held in common75.6%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BICF	iShares Select U.S. REIT ETFRead Desk		0.32%	2.52%	+3.2%	+18.0%	+17.8%	+16.1%	+2.5%	−10.6%	$2.0B
2	ADFAR	DFA Real Estate Securities Portfolio ETF Class SharesRead Desk		0.22%	3.29%	+3.0%	+17.7%	+17.7%	+15.8%	new	−11.5%	$8.5B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BICF	iShares Select U.S. REIT ETFRead Desk		0.32%	2.52%	+3.2%	+18.0%	+17.8%	+16.1%	+2.5%	−10.6%	$2.0B
2	ADFAR	DFA Real Estate Securities Portfolio ETF Class SharesRead Desk		0.22%	3.29%	+3.0%	+17.7%	+17.7%	+15.8%	new	−11.5%	$8.5B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DFAR vs ICF

DFAR

DFA Real Estate Securities Portfolio ETF Class Shares

[…]

ICF

iShares Select U.S. REIT

$11,287

MeasureDFARICF

Fee0.22%0.32%

Cost on $10k a year$22$32

Yield3.29%2.52%

5 years, per year[…]+2.5%

3 years, per year+15.8%+16.1%

Worst drop · 1Y−11.5%−10.6%

Volatility · 1Y14.0%14.4%

3–2measures won
DFAR first

75.6%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: DFAR, ICF

Today

75.6%most shared, DFAR and ICF

DFARICF

DFAR—75.6%

ICF75.6%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$307most kept, DFAR

DFAR$329 − $22 = $307

ICF$252 − $32 = $220

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee