DFAR vs SPY

ADFAR

BSPY

Measures won1–4SPY wins · of 6 · 5Y

$10,000 · 5Y$17,177IVV · SPY $17,118

Lowest cost0.03%IVV · $3 on $10k

Most income3.35%DFAR · $335 on $10k

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

Held in common1.8%DFAR and SPY

DFAR

SPY

DFA Real Estate Securities Portfolio ETF Class Shares · $8.6BState Street SPDR S&P 500 ETF · $819B

+14.0%3 years · per year$14,831 · $18,039+21.7%

[…]5 years · per year[…] · $17,118+11.3%

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

3.35%12-mo yield$335 · $103 on $10k1.03%

−11.5%Worst dropSmaller wins−8.9%

14.1%VolatilityLower wins13.6%

1–4SPY wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFAR · SPY

7.6%WELL0.3%

6.3%PLD0.2%

5.1%EQIX0.2%

5.1%AMT0.1%

Held in common1.8%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
3	ADFAR	DFA Real Estate Securities Portfolio ETF Class SharesRead Desk	0.22%	3.35%	−0.4%	+15.3%	+14.9%	+14.0%	new	−11.5%	$8.6B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
3	ADFAR	DFA Real Estate Securities Portfolio ETF Class SharesRead Desk	0.22%	3.35%	−0.4%	+15.3%	+14.9%	+14.0%	new	−11.5%	$8.6B

End-of-day Nov 6, 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

$17,118

MeasureDFARSPY

Fee0.22%0.09%

Cost on $10k a year$22$9

Yield3.35%1.03%

5 years, per year[…]+11.3%

3 years, per year+14.0%+21.7%

Worst drop · 1Y−11.5%−8.9%

Volatility · 1Y14.1%13.6%

4–1measures won
SPY first

1.8%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

Overlap: DFAR, SPY, IVV

Today

99.9%most shared, SPY and IVV

DFARSPYIVV

DFAR—1.8%1.8%

SPY1.8%—99.9%

IVV1.8%99.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$313most kept, DFAR

DFAR$335 − $22 = $313

IVV$114 − $3 = $111

SPY$103 − $9 = $94

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee