DFAR vs VNQ

ADFAR

BVNQ

Measures won2–3VNQ wins · of 6 · 5Y

$10,000 · 5Y$10,664VNQ

Lowest cost0.13%VNQ · $13 on $10k

Most income3.56%VNQ · $356 on $10k

Smallest drop−11.4%VNQ · worst fall in 1Y

Held in common84.5%DFAR and VNQ

DFAR

VNQ

DFA Real Estate Securities Portfolio ETF Class Shares · $8.6BVanguard Real Estate ETF · $35.9B

+14.0%3 years · per year$14,831 · $14,676+13.6%

[…]5 years · per year[…] · $10,664+1.3%

0.22%Expense ratio$22 · $13 on $10k · lower wins0.13%

3.35%12-mo yield$335 · $356 on $10k3.56%

−11.5%Worst dropSmaller wins−11.4%

14.1%VolatilityLower wins14.2%

2–3VNQ wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFAR · VNQ

7.6%WELL10.7%

6.3%PLD8.0%

5.1%EQIX6.6%

5.1%AMT5.1%

Held in common84.5%

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

Both

5Y2 funds

#			Trend
1	BVNQ	Vanguard Real Estate ETFRead Desk		0.13%	3.56%	−0.5%	+11.2%	+11.3%	+13.6%	+1.3%	−11.4%	$35.9B
2	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

Both

5Y2 funds

#			Trend
1	BVNQ	Vanguard Real Estate ETFRead Desk		0.13%	3.56%	−0.5%	+11.2%	+11.3%	+13.6%	+1.3%	−11.4%	$35.9B
2	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 VNQ

DFAR

DFA Real Estate Securities Portfolio ETF Class Shares

[…]

VNQ

Vanguard Real Estate

$10,664

MeasureDFARVNQ

Fee0.22%0.13%

Cost on $10k a year$22$13

Yield3.35%3.56%

5 years, per year[…]+1.3%

3 years, per year+14.0%+13.6%

Worst drop · 1Y−11.5%−11.4%

Volatility · 1Y14.1%14.2%

3–2measures won
VNQ first

84.5%

holdings shared

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

VNQ vs SCHH

YTD

VanguardVNQ

+11.2%

SCHHSchwab

+14.7%

+11.2%Year to date+14.7%

3.6%Yield2.9%

$35.9BAssets$11.2B

1–1level

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: DFAR, VNQ

Today

84.5%most shared, DFAR and VNQ

DFARVNQ

DFAR—84.5%

VNQ84.5%—

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

Income After Fees on $10,000

$343most kept, VNQ

VNQ$356 − $13 = $343

DFAR$335 − $22 = $313

KeptFee

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