DFAR vs PPTY

ADFAR

BPPTY

Measures won4–1DFAR wins · of 6 · 5Y

$10,000 · 5Y$10,516PPTY

Lowest cost0.22%DFAR · $22 on $10k

Most income3.29%DFAR · $329 on $10k

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

Held in common48.9%DFAR and PPTY

DFAR

PPTY

DFA Real Estate Securities Portfolio ETF Class Shares · $8.8BUS Diversified Real Estate ETF · $23M

+15.8%3 years · per year$15,520 · $14,700+13.7%

[…]5 years · per year[…] · $10,792+1.5%

0.22%Expense ratio$22 · $53 on $10k · lower wins0.53%

3.29%12-mo yield$329 · $249 on $10k2.49%

−11.5%Worst dropSmaller wins−11.8%

14.0%VolatilityLower wins13.9%

4–1DFAR wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFAR · PPTY

5.3%EQIX4.4%

6.3%PLD3.8%

4.5%DLR3.6%

7.5%WELL3.3%

Held in common48.9%

End-of-day Nov 5, 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	BPPTY	US Diversified Real Estate ETFRead Desk		0.53%	2.49%	+3.1%	+14.2%	+15.6%	+13.7%	+1.5%	−11.8%	$23M
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%	$8.8B

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

Both

5Y2 funds

#			Trend
1	BPPTY	US Diversified Real Estate ETFRead Desk		0.53%	2.49%	+3.1%	+14.2%	+15.6%	+13.7%	+1.5%	−11.8%	$23M
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%	$8.8B

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

Cards for this view

DFAR vs PPTY

DFAR

DFA Real Estate Securities Portfolio ETF Class Shares

[…]

PPTY

US Diversified Real Estate

$10,792

MeasureDFARPPTY

Fee0.22%0.53%

Cost on $10k a year$22$53

Yield3.29%2.49%

5 years, per year[…]+1.5%

3 years, per year+15.8%+13.7%

Worst drop · 1Y−11.5%−11.8%

Volatility · 1Y14.0%13.9%

4–1measures won
DFAR first

48.9%

holdings shared

Nov 5, 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%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 5, 2026

Overlap: DFAR, PPTY

Today

48.9%most shared, DFAR and PPTY

DFARPPTY

DFAR—48.9%

PPTY48.9%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$307most kept, DFAR

DFAR$329 − $22 = $307

PPTY$249 − $53 = $196

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee