DFAR vs VGSR

ADFAR

BVGSR

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.22%DFAR · $22 on $10k

Most income3.29%DFAR · $329 on $10k

Smallest drop−10.6%VGSR · worst fall in 1Y

Held in common58.2%DFAR and VGSR

DFAR

VGSR

DFA Real Estate Securities Portfolio ETF Class Shares · $8.8BVert Global Sustainable Real Estate ETF · $500M

+15.8%3 years · per year$15,520 · […][…]

[…]5 years · per year[…]

0.22%Expense ratio$22 · $51 on $10k · lower wins0.51%

3.29%12-mo yield$329 · $278 on $10k2.78%

−11.5%Worst dropSmaller wins−10.6%

14.0%VolatilityLower wins13.1%

2–2Level

$10,000 · 5 yearsOne scale

No price history on file for these funds yet […]

Shared top holdingsDFAR · VGSR

5.1%AMT5.0%

7.5%WELL5.0%

5.0%SPG5.2%

6.4%PLD4.8%

Held in common58.2%

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							5Y/yr
1	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
2	BVGSR	Vert Global Sustainable Real Estate ETFRead Desk		0.51%	2.78%	+2.7%	+12.0%	+12.6%	new	new	−10.6%	$500M

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							5Y/yr
1	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
2	BVGSR	Vert Global Sustainable Real Estate ETFRead Desk		0.51%	2.78%	+2.7%	+12.0%	+12.6%	new	new	−10.6%	$500M

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 VGSR

DFAR

DFA Real Estate Securities Portfolio ETF Class Shares

[…]

VGSR

Vert Global Sustainable Real Estate

[…]

MeasureDFARVGSR

Fee0.22%0.51%

Cost on $10k a year$22$51

Yield3.29%2.78%

5 years, per year[…][…]

3 years, per year+15.8%[…]

Worst drop · 1Y−11.5%−10.6%

Volatility · 1Y14.0%13.1%

2–2measures won
level

58.2%

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%

$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

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

Overlap: DFAR, VGSR

Today

58.2%most shared, DFAR and VGSR

DFARVGSR

DFAR—58.2%

VGSR58.2%—

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

VGSR$278 − $51 = $227

KeptFee

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