DFAR vs VTI

ADFAR

BVTI

Measures won1–4VTI wins · of 6 · 5Y

$10,000 · 5Y$17,214SPY · VTI $16,543

Lowest cost0.03%VTI · $3 on $10k

Most income3.33%DFAR · $333 on $10k

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

Held in common1.9%DFAR and VTI

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

+13.3%3 years · per year$14,540 · $17,911+21.4%

[…]5 years · per year[…] · $16,542+10.6%

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

3.33%12-mo yield$333 · $106 on $10k

Cards for this view

DFAR

DFA Real Estate Securities Portfolio ETF Class Shares

[…]

VTI

Vanguard Morningstar Total Stock Market

$16,542

MeasureDFARVTI

Fee0.22%0.03%

Cost on $10k a year$22$3

Yield3.33%1.06%

5 years, per year[…]+10.6%

3 years, per year+13.3%+21.4%

Worst drop · 1Y−11.5%−8.9%

Volatility · 1Y14.0%

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1	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.00%	−0.4%	+11.9%	+12.0%	+21.6%	+11.6%	−8.9%	$805.7B
2	BVTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.06%	−0.4%	+12.1%	+12.2%	+21.4%	+10.6%	−8.9%	$689.2B
3	ADFAR	DFA Real Estate Securities Portfolio ETF Class SharesRead Desk	0.22%	3.33%	−0.5%	+16.3%	+13.5%	+13.3%	new	−11.5%	$8.6B

#
1	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.00%	−0.4%	+11.9%	+12.0%	+21.6%	+11.6%	−8.9%	$805.7B
2	BVTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.06%	−0.4%	+12.1%	+12.2%	+21.4%	+10.6%	−8.9%	$689.2B
3	ADFAR	DFA Real Estate Securities Portfolio ETF Class SharesRead Desk	0.22%	3.33%	−0.5%	+16.3%	+13.5%	+13.3%	new	−11.5%	$8.6B

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