DFGR vs RWR

ADFGR

BRWR

Measures won4–1DFGR wins · of 6 · 5Y

$10,000 · 5Y$11,818RWR

Lowest cost0.22%DFGR · $22 on $10k

Most income3.83%DFGR · $383 on $10k

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

Held in common61.9%DFGR and RWR

DFGR

RWR

Dimensional - Global Real Estate ETF · $4.0BState Street SPDR Dow Jones REIT ETF · $1.9B

+12.6%3 years · per year$14,261 · $15,315+15.3%

[…]5 years · per year[…] · $11,818+3.4%

0.22%Expense ratio$22 · $25 on $10k · lower wins0.25%

3.83%12-mo yield$383 · $334 on $10k3.34%

−10.8%Worst dropSmaller wins−12.8%

12.6%VolatilityLower wins14.3%

4–1DFGR wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFGR · RWR

9.0%WELL10.3%

6.1%PLD9.3%

5.1%EQIX4.3%

3.8%SPG5.0%

Held in common61.9%

End-of-day Nov 9, 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	BRWR	State Street SPDR Dow Jones REIT ETFRead Desk		0.25%	3.34%	+1.5%	+17.5%	+18.4%	+15.3%	+3.4%	−12.8%	$1.9B
2	ADFGR	Dimensional - Global Real Estate ETFRead Desk		0.22%	3.83%	+1.4%	+11.5%	+12.2%	+12.6%	new	−10.8%	$4.0B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BRWR	State Street SPDR Dow Jones REIT ETFRead Desk		0.25%	3.34%	+1.5%	+17.5%	+18.4%	+15.3%	+3.4%	−12.8%	$1.9B
2	ADFGR	Dimensional - Global Real Estate ETFRead Desk		0.22%	3.83%	+1.4%	+11.5%	+12.2%	+12.6%	new	−10.8%	$4.0B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DFGR vs RWR

DFGR

Dimensional - Global Real Estate

[…]

RWR

SPDR Dow Jones REIT

$11,818

MeasureDFGRRWR

Fee0.22%0.25%

Cost on $10k a year$22$25

Yield3.83%3.34%

5 years, per year[…]+3.4%

3 years, per year+12.6%+15.3%

Worst drop · 1Y−10.8%−12.8%

Volatility · 1Y12.6%14.3%

4–1measures won
DFGR first

61.9%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: DFGR, RWR

Today

61.9%most shared, DFGR and RWR

DFGRRWR

DFGR—61.9%

RWR61.9%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$361most kept, DFGR

DFGR$383 − $22 = $361

RWR$334 − $25 = $309

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee