DFAR vs VGT

ADFAR

BVGT

Measures won3–2DFAR wins · of 6 · 5Y

$10,000 · 5Y$25,622XLE · VGT $20,861

Lowest cost0.08%XLE · $8 on $10k

Most income3.30%DFAR · $330 on $10k

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

Held in common0.0%DFAR and VGT

DFA Real Estate Securities Portfolio ETF Class Shares · $8.7BVanguard Information Technology ETF · $155B

+12.6%3 years · per year$14,290 · $21,003+28.1%

[…]5 years · per year[…] · $20,861+15.8%

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

3.30%12-mo yield$330 · $43 on $10k

Cards for this view

DFAR

DFA Real Estate Securities Portfolio ETF Class Shares

[…]

VGT

Vanguard Information Technology

$20,861

MeasureDFARVGT

Fee0.22%0.09%

Cost on $10k a year$22$9

Yield3.30%0.43%

5 years, per year[…]+15.8%

3 years, per year+12.6%+28.1%

Worst drop · 1Y−11.5%−17.5%

Volatility · 1Y14.1%

#
1	XLE	State Street Energy Select Sector SPDR ETFRead Desk	0.08%	2.45%	+0.4%	+41.9%	+42.9%	+16.4%	+20.7%	−15.0%	$40.7B
2	BVGT	Vanguard Information Technology ETFRead Desk	0.09%	0.43%	−1.3%	+17.7%	+16.7%	+28.1%	+15.8%	−17.5%	$154.5B
3	ADFAR	DFA Real Estate Securities Portfolio ETF Class SharesRead Desk	0.22%	3.30%	0.0%	+17.1%	+15.3%	+12.6%	new	−11.5%	$8.7B

#
1	XLE	State Street Energy Select Sector SPDR ETFRead Desk	0.08%	2.45%	+0.4%	+41.9%	+42.9%	+16.4%	+20.7%	−15.0%	$40.7B
2	BVGT	Vanguard Information Technology ETFRead Desk	0.09%	0.43%	−1.3%	+17.7%	+16.7%	+28.1%	+15.8%	−17.5%	$154.5B
3	ADFAR	DFA Real Estate Securities Portfolio ETF Class SharesRead Desk	0.22%	3.30%	0.0%	+17.1%	+15.3%	+12.6%	new	−11.5%	$8.7B

Loading…