DFAR vs PFFR

ADFAR

BPFFR

Measures won2–3PFFR wins · of 6 · 5Y

$10,000 · 5Y$10,104PFFR

Lowest cost0.22%DFAR · $22 on $10k

Most income8.94%PFFR · $894 on $10k

Smallest drop−7.5%PFFR · worst fall in 1Y

Held in common0.0%DFAR and PFFR

DFAR

PFFR

DFA Real Estate Securities Portfolio ETF Class Shares · $8.5BInfraCap REIT Preferred ETF · $110M

+15.8%3 years · per year$15,520 · $12,994+9.1%

[…]5 years · per year[…] · $10,104+0.2%

0.22%Expense ratio$22 · $45 on $10k · lower wins0.45%

3.29%12-mo yield$329 · $894 on $10k8.94%

−11.5%Worst dropSmaller wins−7.5%

14.0%VolatilityLower wins8.7%

2–3PFFR wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFAR · PFFR

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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	BPFFR	InfraCap REIT Preferred ETFRead Desk		0.45%	8.94%	+2.2%	−2.1%	−2.6%	+9.1%	+0.2%	−7.5%	$110M
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	BPFFR	InfraCap REIT Preferred ETFRead Desk		0.45%	8.94%	+2.2%	−2.1%	−2.6%	+9.1%	+0.2%	−7.5%	$110M
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 PFFR

DFAR

DFA Real Estate Securities Portfolio ETF Class Shares

[…]

PFFR

InfraCap REIT Preferred

$10,104

MeasureDFARPFFR

Fee0.22%0.45%

Cost on $10k a year$22$45

Yield3.29%8.94%

5 years, per year[…]+0.2%

3 years, per year+15.8%+9.1%

Worst drop · 1Y−11.5%−7.5%

Volatility · 1Y14.0%8.7%

3–2measures won
PFFR first

0.0%

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, PFFR

Today

0.0%most shared, DFAR and PFFR

DFARPFFR

DFAR—0.0%

PFFR0.0%—

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

Income After Fees on $10,000

$849most kept, PFFR

PFFR$894 − $45 = $849

DFAR$329 − $22 = $307

KeptFee

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