DFGR vs VNQ

ADFGR

BVNQ

Measures won3–2DFGR wins · of 6 · 5Y

$10,000 · 5Y$10,664VNQ

Lowest cost0.13%VNQ · $13 on $10k

Most income3.88%DFGR · $388 on $10k

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

Held in common74.6%DFGR and VNQ

DFGR

VNQ

Dimensional - Global Real Estate ETF · $4.0BVanguard Real Estate ETF · $35.9B

+13.3%3 years · per year$14,527 · $14,676+13.6%

[…]5 years · per year[…] · $10,664+1.3%

0.22%Expense ratio$22 · $13 on $10k · lower wins0.13%

3.88%12-mo yield$388 · $356 on $10k3.56%

−10.8%Worst dropSmaller wins−11.4%

12.5%VolatilityLower wins14.2%

3–2DFGR wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFGR · VNQ

8.9%WELL10.7%

6.2%PLD8.0%

5.0%EQIX6.6%

4.4%AMT5.1%

Held in common74.6%

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	BVNQ	Vanguard Real Estate ETFRead Desk		0.13%	3.56%	−0.5%	+11.2%	+11.3%	+13.6%	+1.3%	−11.4%	$35.9B
2	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

Both

5Y2 funds

#			Trend
1	BVNQ	Vanguard Real Estate ETFRead Desk		0.13%	3.56%	−0.5%	+11.2%	+11.3%	+13.6%	+1.3%	−11.4%	$35.9B
2	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 VNQ

DFGR

Dimensional - Global Real Estate

[…]

VNQ

Vanguard Real Estate

$10,664

MeasureDFGRVNQ

Fee0.22%0.13%

Cost on $10k a year$22$13

Yield3.88%3.56%

5 years, per year[…]+1.3%

3 years, per year+13.3%+13.6%

Worst drop · 1Y−10.8%−11.4%

Volatility · 1Y12.5%14.2%

3–2measures won
DFGR first

74.6%

holdings shared

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

VNQ vs SCHH

YTD

VanguardVNQ

+11.2%

SCHHSchwab

+14.7%

+11.2%Year to date+14.7%

3.6%Yield2.9%

$35.9BAssets$11.2B

1–1level

End-of-day Nov 6, 2026

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

Overlap: DFGR, VNQ

Today

74.6%most shared, DFGR and VNQ

DFGRVNQ

DFGR—74.6%

VNQ74.6%—

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

VNQ$356 − $13 = $343

KeptFee

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