DFAR vs USRT

ADFAR

BUSRT

Measures won2–3USRT wins · of 6 · 5Y

$10,000 · 5Y$12,294USRT

Lowest cost0.08%USRT · $8 on $10k

Most income3.29%DFAR · $329 on $10k

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

Held in common89.4%DFAR and USRT

DFAR

USRT

DFA Real Estate Securities Portfolio ETF Class Shares · $8.5BiShares Core U.S. REIT ETF · $4.3B

+15.8%3 years · per year$15,520 · $16,301+17.7%

[…]5 years · per year[…] · $12,294+4.2%

0.22%Expense ratio$22 · $8 on $10k · lower wins0.08%

3.29%12-mo yield$329 · $264 on $10k2.64%

−11.5%Worst dropSmaller wins−12.4%

14.0%VolatilityLower wins13.8%

2–3USRT wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFAR · USRT

7.5%WELL9.2%

6.4%PLD6.9%

5.2%EQIX6.0%

5.0%SPG4.8%

Held in common89.4%

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	BUSRT	iShares Core U.S. REIT ETFRead Desk		0.08%	2.64%	+2.8%	+18.5%	+18.4%	+17.7%	+4.2%	−12.4%	$4.3B
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	BUSRT	iShares Core U.S. REIT ETFRead Desk		0.08%	2.64%	+2.8%	+18.5%	+18.4%	+17.7%	+4.2%	−12.4%	$4.3B
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 USRT

DFAR

DFA Real Estate Securities Portfolio ETF Class Shares

[…]

USRT

iShares Core U.S. REIT

$12,294

MeasureDFARUSRT

Fee0.22%0.08%

Cost on $10k a year$22$8

Yield3.29%2.64%

5 years, per year[…]+4.2%

3 years, per year+15.8%+17.7%

Worst drop · 1Y−11.5%−12.4%

Volatility · 1Y14.0%13.8%

3–2measures won
USRT first

89.4%

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, USRT

Today

89.4%most shared, DFAR and USRT

DFARUSRT

DFAR—89.4%

USRT89.4%—

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

USRT$264 − $8 = $256

KeptFee

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