DFAR vs XLRE

ADFAR

BXLRE

Measures won3–2DFAR wins · of 6 · 5Y

$10,000 · 5Y$10,907XLRE

Lowest cost0.08%XLRE · $8 on $10k

Most income3.35%DFAR · $335 on $10k

Smallest drop−11.1%XLRE · worst fall in 1Y

Held in common72.5%DFAR and XLRE

DFAR

XLRE

DFA Real Estate Securities Portfolio ETF Class Shares · $8.6BState Street Real Estate Select Sector SPDR ETF · $8.6B

+14.0%3 years · per year$14,831 · $14,657+13.6%

[…]5 years · per year[…] · $10,907+1.8%

0.22%Expense ratio$22 · $8 on $10k · lower wins0.08%

3.35%12-mo yield$335 · $328 on $10k3.28%

−11.5%Worst dropSmaller wins−11.1%

14.1%VolatilityLower wins14.7%

3–2DFAR wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFAR · XLRE

7.6%WELL11.6%

6.3%PLD8.0%

5.1%AMT5.9%

5.1%EQIX6.4%

Held in common72.5%

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	BXLRE	State Street Real Estate Select Sector SPDR ETFRead Desk		0.08%	3.28%	−0.7%	+11.6%	+11.3%	+13.6%	+1.8%	−11.1%	$8.6B
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	BXLRE	State Street Real Estate Select Sector SPDR ETFRead Desk		0.08%	3.28%	−0.7%	+11.6%	+11.3%	+13.6%	+1.8%	−11.1%	$8.6B
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 XLRE

DFAR

DFA Real Estate Securities Portfolio ETF Class Shares

[…]

XLRE

Real Estate Select Sector SPDR

$10,907

MeasureDFARXLRE

Fee0.22%0.08%

Cost on $10k a year$22$8

Yield3.35%3.28%

5 years, per year[…]+1.8%

3 years, per year+14.0%+13.6%

Worst drop · 1Y−11.5%−11.1%

Volatility · 1Y14.1%14.7%

3–2measures won
DFAR first

72.5%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: DFAR, XLRE

Today

72.5%most shared, DFAR and XLRE

DFARXLRE

DFAR—72.5%

XLRE72.5%—

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

Income After Fees on $10,000

$320most kept, XLRE

XLRE$328 − $8 = $320

DFAR$335 − $22 = $313

KeptFee

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