DFAR vs VTI

ADFAR

BVTI

Measures won1–4VTI wins · of 6 · 5Y

$10,000 · 5Y$17,177IVV · VTI $16,375

Lowest cost0.03%VTI · $3 on $10k

Most income3.35%DFAR · $335 on $10k

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

Held in common1.9%DFAR and VTI

DFAR

VTI

DFA Real Estate Securities Portfolio ETF Class Shares · $8.6BVanguard Morningstar Total Stock Market ETF · $689B

+14.0%3 years · per year$14,831 · $18,004+21.7%

[…]5 years · per year[…] · $16,375+10.4%

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

3.35%12-mo yield$335 · $109 on $10k1.09%

−11.5%Worst dropSmaller wins−8.9%

14.1%VolatilityLower wins13.7%

1–4VTI wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFAR · VTI

7.6%WELL0.2%

6.3%PLD0.2%

5.1%EQIX0.1%

5.1%AMT0.1%

Held in common1.9%

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

All Three

5Y3 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
2	BVTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.09%	+0.4%	+8.9%	+9.9%	+21.7%	+10.4%	−8.9%	$689.2B
3	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

All Three

5Y3 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
2	BVTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.09%	+0.4%	+8.9%	+9.9%	+21.7%	+10.4%	−8.9%	$689.2B
3	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 VTI

DFAR

DFA Real Estate Securities Portfolio ETF Class Shares

[…]

VTI

Vanguard Morningstar Total Stock Market

$16,375

MeasureDFARVTI

Fee0.22%0.03%

Cost on $10k a year$22$3

Yield3.35%1.09%

5 years, per year[…]+10.4%

3 years, per year+14.0%+21.7%

Worst drop · 1Y−11.5%−8.9%

Volatility · 1Y14.1%13.7%

4–1measures won
VTI first

1.9%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

VTI vs ITOT

YTD

VanguardVTI

+8.9%

ITOTiShares

+8.8%

+8.9%Year to date+8.8%

1.1%Yield1.0%

$689BAssets$93.2B

2–0VTI wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026

Overlap: DFAR, VTI, IVV

Today

85.5%most shared, VTI and IVV

DFARVTIIVV

DFAR—1.9%1.8%

VTI1.9%—85.5%

IVV1.8%85.5%—

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

Income After Fees on $10,000

$313most kept, DFAR

DFAR$335 − $22 = $313

IVV$114 − $3 = $111

VTI$109 − $3 = $106

KeptFee

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