DFGR vs DFAR

ADFGR

BDFAR

Measures won3–1DFGR wins · of 6 · 5Y

$10,000 · 5Y$22,983XLK · VGT $22,178

Lowest cost0.08%XLK · $8 on $10k

Most income3.92%DFGR · $392 on $10k

Smallest drop−10.8%DFGR · worst fall in 1Y

Held in common73.4%DFGR and DFAR

DFGR

DFAR

Dimensional - Global Real Estate ETF · $3.9BDFA Real Estate Securities Portfolio ETF Class Shares · $8.5B

+14.1%3 years · per year$14,845 · $15,153+14.9%

[…]5 years · per year[…]

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

3.92%12-mo yield$392 · $338 on $10k3.38%

−10.8%Worst dropSmaller wins−11.5%

12.1%VolatilityLower wins13.7%

3–1DFGR wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsDFGR · DFAR

8.9%WELL7.4%

6.3%PLD6.4%

5.0%EQIX5.1%

4.4%AMT5.1%

Held in common73.4%

End-of-day Nov 3, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	XLK	State Street Technology Select Sector SPDR ETFRead Desk	0.08%	0.47%	+1.3%	+23.0%	+18.0%	+30.7%	+18.1%	−15.9%	$115.0B
2	VGT	Vanguard Information Technology ETFRead Desk	0.09%	0.41%	+1.3%	+22.8%	+16.8%	+32.7%	+17.3%	−15.8%	$154.5B
3	ADFGR	Dimensional - Global Real Estate ETFRead Desk	0.22%	3.92%	0.0%	+9.0%	+9.6%	+14.1%	new	−10.8%	$3.9B
4	BDFAR	DFA Real Estate Securities Portfolio ETF Class SharesRead Desk	0.22%	3.38%	+0.1%	+14.3%	+14.3%	+14.9%	new	−11.5%	$8.5B

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	XLK	State Street Technology Select Sector SPDR ETFRead Desk	0.08%	0.47%	+1.3%	+23.0%	+18.0%	+30.7%	+18.1%	−15.9%	$115.0B
2	VGT	Vanguard Information Technology ETFRead Desk	0.09%	0.41%	+1.3%	+22.8%	+16.8%	+32.7%	+17.3%	−15.8%	$154.5B
3	ADFGR	Dimensional - Global Real Estate ETFRead Desk	0.22%	3.92%	0.0%	+9.0%	+9.6%	+14.1%	new	−10.8%	$3.9B
4	BDFAR	DFA Real Estate Securities Portfolio ETF Class SharesRead Desk	0.22%	3.38%	+0.1%	+14.3%	+14.3%	+14.9%	new	−11.5%	$8.5B

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DFGR vs DFAR

DFGR

Dimensional - Global Real Estate

[…]

DFAR

DFA Real Estate Securities Portfolio ETF Class Shares

[…]

MeasureDFGRDFAR

Fee0.22%0.22%

Cost on $10k a year$22$22

Yield3.92%3.38%

5 years, per year[…][…]

3 years, per year+14.1%+14.9%

Worst drop · 1Y−10.8%−11.5%

Volatility · 1Y12.1%13.7%

3–1measures won
DFGR first

73.4%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: DFGR, DFAR, XLK, VGT

Today

84.7%most shared, XLK and VGT

DFGRDFARXLKVGT

DFGR—73.4%0.0%0.0%

DFAR73.4%—0.0%0.0%

XLK0.0%0.0%—84.7%

VGT0.0%0.0%84.7%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$370most kept, DFGR

DFGR$392 − $22 = $370

DFAR$338 − $22 = $316

XLK$47 − $8 = $39

VGT$41 − $9 = $32

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee