DFAR vs VYM

ADFAR

BVYM

Measures won1–4VYM wins · of 6 · 5Y

$10,000 · 5Y$17,387VYM · VIG $16,596

Lowest cost0.04%VYM · $4 on $10k

Most income3.33%DFAR · $333 on $10k

Smallest drop−6.7%VYM · worst fall in 1Y

Held in common0.0%DFAR and VYM

DFA Real Estate Securities Portfolio ETF Class Shares · $8.6BVanguard High Dividend Yield ETF · $78.9B

+13.3%3 years · per year$14,540 · $17,411+20.3%

[…]5 years · per year[…] · $17,387+11.7%

0.22%Expense ratio$22 · $4 on $10k · lower wins0.04%

3.33%12-mo yield$333 · $223 on $10k

Cards for this view

DFAR

DFA Real Estate Securities Portfolio ETF Class Shares

[…]

VYM

Vanguard High Dividend Yield

$17,387

MeasureDFARVYM

Fee0.22%0.04%

Cost on $10k a year$22$4

Yield3.33%2.23%

5 years, per year[…]+11.7%

3 years, per year+13.3%+20.3%

Worst drop · 1Y−11.5%−6.7%

Volatility · 1Y14.0%

#
1	BVYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.23%	+0.1%	+17.1%	+19.1%	+20.3%	+11.7%	−6.7%	$78.9B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.45%	0.0%	+16.0%	+16.9%	+18.9%	+10.7%	−7.9%	$109.1B
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	BVYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.23%	+0.1%	+17.1%	+19.1%	+20.3%	+11.7%	−6.7%	$78.9B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.45%	0.0%	+16.0%	+16.9%	+18.9%	+10.7%	−7.9%	$109.1B
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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