DFAR vs VOO

ADFAR

BVOO

Measures won1–4VOO wins · of 6 · 5Y

$10,000 · 5Y$18,118IVV · VOO $18,115

Lowest cost0.03%VOO · $3 on $10k

Most income3.29%DFAR · $329 on $10k

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

Held in common1.6%DFAR and VOO

DFAR

VOO

DFA Real Estate Securities Portfolio ETF Class Shares · $8.8BVanguard S&P 500 ETF · $1.00T

+15.8%3 years · per year$15,520 · $19,172+24.2%

[…]5 years · per year[…] · $18,115+12.6%

0.22%Expense ratio$22 · $3 on $10k · lower wins0.03%

3.29%12-mo yield$329 · $105 on $10k1.05%

−11.5%Worst dropSmaller wins−8.9%

14.0%VolatilityLower wins12.8%

1–4VOO wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFAR · VOO

7.5%WELL0.3%

6.4%PLD0.2%

5.2%EQIX0.2%

5.1%AMT0.1%

Held in common1.6%

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

All Three

5Y3 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$886.8B
2	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
3	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

End-of-day Nov 4, 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%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$886.8B
2	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
3	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

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 VOO

DFAR

DFA Real Estate Securities Portfolio ETF Class Shares

[…]

VOO

Vanguard S&P 500

$18,115

MeasureDFARVOO

Fee0.22%0.03%

Cost on $10k a year$22$3

Yield3.29%1.05%

5 years, per year[…]+12.6%

3 years, per year+15.8%+24.2%

Worst drop · 1Y−11.5%−8.9%

Volatility · 1Y14.0%12.8%

4–1measures won
VOO first

1.6%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

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

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

Overlap: DFAR, VOO, IVV

Today

94.5%most shared, VOO and IVV

DFARVOOIVV

DFAR—1.6%1.7%

VOO1.6%—94.5%

IVV1.7%94.5%—

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

IVV$109 − $3 = $106

VOO$105 − $3 = $102

KeptFee

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