DFAR vs PSR

ADFAR

BPSR

Measures won4–1DFAR wins · of 6 · 5Y

$10,000 · 5Y$10,999PSR

Lowest cost0.22%DFAR · $22 on $10k

Most income3.29%DFAR · $329 on $10k

Smallest drop−11.2%PSR · worst fall in 1Y

Held in common58.8%DFAR and PSR

DFAR

PSR

DFA Real Estate Securities Portfolio ETF Class Shares · $8.5BInvesco Active U.S. Real Estate ETF · $58M

+15.8%3 years · per year$15,520 · $15,160+14.9%

[…]5 years · per year[…] · $10,999+1.9%

0.22%Expense ratio$22 · $35 on $10k · lower wins0.35%

3.29%12-mo yield$329 · $259 on $10k2.59%

−11.5%Worst dropSmaller wins−11.2%

14.0%VolatilityLower wins14.2%

4–1DFAR wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFAR · PSR

7.5%WELL10.6%

6.4%PLD8.5%

5.2%EQIX7.5%

5.1%AMT6.9%

Held in common58.8%

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	BPSR	Invesco Active U.S. Real Estate ETFRead Desk		0.35%	2.59%	+3.1%	+18.7%	+18.9%	+14.9%	+1.9%	−11.2%	$58M
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	BPSR	Invesco Active U.S. Real Estate ETFRead Desk		0.35%	2.59%	+3.1%	+18.7%	+18.9%	+14.9%	+1.9%	−11.2%	$58M
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 PSR

DFAR

DFA Real Estate Securities Portfolio ETF Class Shares

[…]

PSR

Invesco Active U.S. Real Estate

$10,999

MeasureDFARPSR

Fee0.22%0.35%

Cost on $10k a year$22$35

Yield3.29%2.59%

5 years, per year[…]+1.9%

3 years, per year+15.8%+14.9%

Worst drop · 1Y−11.5%−11.2%

Volatility · 1Y14.0%14.2%

4–1measures won
DFAR first

58.8%

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, PSR

Today

58.8%most shared, DFAR and PSR

DFARPSR

DFAR—58.8%

PSR58.8%—

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

PSR$259 − $35 = $224

KeptFee

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