DFGR vs USRT

ADFGR

BUSRT

Measures won3–2DFGR wins · of 6 · 5Y

$10,000 · 5Y$15,474XLF · USRT $12,000

Lowest cost0.08%USRT · $8 on $10k

Most income3.88%DFGR · $388 on $10k

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

Held in common67.7%DFGR and USRT

DFGR

USRT

Dimensional - Global Real Estate ETF · $4.0BiShares Core U.S. REIT ETF · $4.2B

+13.3%3 years · per year$14,527 · $15,602+16.0%

[…]5 years · per year[…] · $12,000+3.7%

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

3.88%12-mo yield$388 · $269 on $10k2.69%

−10.8%Worst dropSmaller wins−12.4%

12.5%VolatilityLower wins13.9%

3–2DFGR wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFGR · USRT

8.9%WELL9.3%

6.2%PLD6.8%

5.0%EQIX5.9%

3.7%SPG4.8%

Held in common67.7%

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

All Three

5Y3 funds

#
1	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.44%	−0.6%	+5.7%	+10.4%	+22.5%	+9.1%	−14.8%	$55.5B
2	BUSRT	iShares Core U.S. REIT ETFRead Desk	0.08%	2.69%	−0.3%	+16.2%	+16.0%	+16.0%	+3.7%	−12.4%	$4.2B
3	ADFGR	Dimensional - Global Real Estate ETFRead Desk	0.22%	3.88%	−0.5%	+10.0%	+10.4%	+13.3%	new	−10.8%	$4.0B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.44%	−0.6%	+5.7%	+10.4%	+22.5%	+9.1%	−14.8%	$55.5B
2	BUSRT	iShares Core U.S. REIT ETFRead Desk	0.08%	2.69%	−0.3%	+16.2%	+16.0%	+16.0%	+3.7%	−12.4%	$4.2B
3	ADFGR	Dimensional - Global Real Estate ETFRead Desk	0.22%	3.88%	−0.5%	+10.0%	+10.4%	+13.3%	new	−10.8%	$4.0B

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

DFGR vs USRT

DFGR

Dimensional - Global Real Estate

[…]

USRT

iShares Core U.S. REIT

$12,000

MeasureDFGRUSRT

Fee0.22%0.08%

Cost on $10k a year$22$8

Yield3.88%2.69%

5 years, per year[…]+3.7%

3 years, per year+13.3%+16.0%

Worst drop · 1Y−10.8%−12.4%

Volatility · 1Y12.5%13.9%

3–2measures won
DFGR first

67.7%

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: DFGR, USRT, XLF

Today

67.7%most shared, DFGR and USRT

DFGRUSRTXLF

DFGR—67.7%0.0%

USRT67.7%—0.0%

XLF0.0%0.0%—

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

Income After Fees on $10,000

$366most kept, DFGR

DFGR$388 − $22 = $366

USRT$269 − $8 = $261

XLF$144 − $8 = $136

KeptFee

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