DFAR vs SPY

ADFAR

BSPY

Measures won1–4SPY wins · of 6 · 5Y

$10,000 · 5Y$18,060SPY

Lowest cost0.09%SPY · $9 on $10k

Most income3.29%DFAR · $329 on $10k

Smallest drop−8.9%SPY · worst fall in 1Y

Held in common1.7%DFAR and SPY

DFAR

SPY

DFA Real Estate Securities Portfolio ETF Class Shares · $8.8BState Street SPDR S&P 500 ETF · $805B

+15.8%3 years · per year$15,520 · $19,132+24.1%

[…]5 years · per year[…] · $18,060+12.6%

0.22%Expense ratio$22 · $9 on $10k · lower wins0.09%

3.29%12-mo yield$329 · $99 on $10k0.99%

−11.5%Worst dropSmaller wins−8.9%

14.0%VolatilityLower wins12.9%

1–4SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFAR · SPY

7.5%WELL0.3%

6.4%PLD0.2%

5.2%EQIX0.2%

5.1%AMT0.1%

Held in common1.7%

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B
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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B
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 SPY

DFAR

DFA Real Estate Securities Portfolio ETF Class Shares

[…]

SPY

SPDR S&P 500

$18,060

MeasureDFARSPY

Fee0.22%0.09%

Cost on $10k a year$22$9

Yield3.29%0.99%

5 years, per year[…]+12.6%

3 years, per year+15.8%+24.1%

Worst drop · 1Y−11.5%−8.9%

Volatility · 1Y14.0%12.9%

4–1measures won
SPY first

1.7%

holdings shared

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

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 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, SPY

Today

1.7%most shared, DFAR and SPY

DFARSPY

DFAR—1.7%

SPY1.7%—

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

SPY$99 − $9 = $90

KeptFee

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