DFGR vs REET

ADFGR

BREET

Measures won3–2DFGR wins · of 6 · 5Y

$10,000 · 5Y$10,701REET

Lowest cost0.14%REET · $14 on $10k

Most income3.92%DFGR · $392 on $10k

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

Held in common89.1%DFGR and REET

DFGR

REET

Dimensional - Global Real Estate ETF · $3.9BiShares Global REIT ETF · $4.8B

+14.1%3 years · per year$14,845 · $14,936+14.3%

[…]5 years · per year[…] · $10,701+1.4%

0.22%Expense ratio$22 · $14 on $10k · lower wins0.14%

3.92%12-mo yield$392 · $348 on $10k3.48%

−10.8%Worst dropSmaller wins−11.3%

12.1%VolatilityLower wins12.2%

3–2DFGR wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFGR · REET

8.9%WELL9.6%

6.3%PLD6.9%

5.0%EQIX5.7%

3.7%SPG3.9%

Held in common89.1%

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

Both

5Y2 funds

#			Trend
1	BREET	iShares Global REIT ETFRead Desk		0.14%	3.48%	+0.1%	+9.3%	+9.8%	+14.3%	+1.4%	−11.3%	$4.8B
2	ADFGR	Dimensional - Global Real Estate ETFRead Desk		0.22%	3.92%	0.0%	+9.0%	+9.6%	+14.1%	new	−10.8%	$3.9B

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

Both

5Y2 funds

#			Trend
1	BREET	iShares Global REIT ETFRead Desk		0.14%	3.48%	+0.1%	+9.3%	+9.8%	+14.3%	+1.4%	−11.3%	$4.8B
2	ADFGR	Dimensional - Global Real Estate ETFRead Desk		0.22%	3.92%	0.0%	+9.0%	+9.6%	+14.1%	new	−10.8%	$3.9B

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 REET

DFGR

Dimensional - Global Real Estate

[…]

REET

iShares Global REIT

$10,701

MeasureDFGRREET

Fee0.22%0.14%

Cost on $10k a year$22$14

Yield3.92%3.48%

5 years, per year[…]+1.4%

3 years, per year+14.1%+14.3%

Worst drop · 1Y−10.8%−11.3%

Volatility · 1Y12.1%12.2%

3–2measures won
DFGR first

89.1%

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, REET

Today

89.1%most shared, DFGR and REET

DFGRREET

DFGR—89.1%

REET89.1%—

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

REET$348 − $14 = $334

KeptFee

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