DFAR vs SCHH

ADFAR

BSCHH

Measures won3–2DFAR wins · of 6 · 5Y

$10,000 · 5Y$11,386SCHH

Lowest cost0.07%SCHH · $7 on $10k

Most income3.29%DFAR · $329 on $10k

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

Held in common92.9%DFAR and SCHH

DFAR

SCHH

DFA Real Estate Securities Portfolio ETF Class Shares · $8.8BSchwab U.S. REIT ETF · $11.4B

+15.8%3 years · per year$15,520 · $15,578+15.9%

[…]5 years · per year[…] · $11,386+2.6%

0.22%Expense ratio$22 · $7 on $10k · lower wins0.07%

3.29%12-mo yield$329 · $283 on $10k2.83%

−11.5%Worst dropSmaller wins−11.9%

14.0%VolatilityLower wins14.2%

3–2DFAR wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFAR · SCHH

7.5%WELL10.2%

6.4%PLD8.3%

5.1%AMT4.9%

5.0%SPG4.8%

Held in common92.9%

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	BSCHH	Schwab U.S. REIT ETFRead Desk		0.07%	2.83%	+2.9%	+17.1%	+17.5%	+15.9%	+2.6%	−11.9%	$11.4B
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 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSCHH	Schwab U.S. REIT ETFRead Desk		0.07%	2.83%	+2.9%	+17.1%	+17.5%	+15.9%	+2.6%	−11.9%	$11.4B
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 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DFAR vs SCHH

DFAR

DFA Real Estate Securities Portfolio ETF Class Shares

[…]

SCHH

Schwab U.S. REIT

$11,386

MeasureDFARSCHH

Fee0.22%0.07%

Cost on $10k a year$22$7

Yield3.29%2.83%

5 years, per year[…]+2.6%

3 years, per year+15.8%+15.9%

Worst drop · 1Y−11.5%−11.9%

Volatility · 1Y14.0%14.2%

3–2measures won
DFAR first

92.9%

holdings shared

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

VNQ vs SCHH

YTD

VanguardVNQ

+13.9%

SCHHSchwab

+17.1%

+13.9%Year to date+17.1%

3.5%Yield2.8%

$35.9BAssets$11.4B

1–1level

End-of-day Nov 4, 2026

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 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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: DFAR, SCHH

Today

92.9%most shared, DFAR and SCHH

DFARSCHH

DFAR—92.9%

SCHH92.9%—

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

SCHH$283 − $7 = $276

KeptFee

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