ERET vs DFAR

AERET

BDFAR

Measures won2–3DFAR wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.22%DFAR · $22 on $10k

Most income3.38%ERET · $338 on $10k

Smallest drop−11.5%DFAR · worst fall in 1Y

Held in common62.2%ERET and DFAR

ERET

DFAR

iShares Environmentally Aware Real Estate ETF · $14MDFA Real Estate Securities Portfolio ETF Class Shares · $8.6B

+12.6%3 years · per year$14,268 · $14,831+14.0%

[…]5 years · per year[…]

0.30%Expense ratio$30 · $22 on $10k · lower wins0.22%

3.38%12-mo yield$338 · $335 on $10k3.35%

−11.6%Worst dropSmaller wins−11.5%

12.6%VolatilityLower wins14.1%

2–3DFAR wins

$10,000 · 5 yearsOne scale

No price history on file for these funds yet […]

Shared top holdingsERET · DFAR

7.8%WELL7.6%

5.4%PLD6.3%

5.1%O4.4%

4.1%EQIX5.1%

Held in common62.2%

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							5Y/yr
1	AERET	iShares Environmentally Aware Real Estate ETFRead Desk		0.30%	3.38%	−1.1%	+7.5%	+8.8%	+12.6%	new	−11.6%	$14M
2	BDFAR	DFA Real Estate Securities Portfolio ETF Class SharesRead Desk		0.22%	3.35%	−0.4%	+15.3%	+14.9%	+14.0%	new	−11.5%	$8.6B

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							5Y/yr
1	AERET	iShares Environmentally Aware Real Estate ETFRead Desk		0.30%	3.38%	−1.1%	+7.5%	+8.8%	+12.6%	new	−11.6%	$14M
2	BDFAR	DFA Real Estate Securities Portfolio ETF Class SharesRead Desk		0.22%	3.35%	−0.4%	+15.3%	+14.9%	+14.0%	new	−11.5%	$8.6B

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

ERET vs DFAR

ERET

iShares Environmentally Aware Real Estate

[…]

DFAR

DFA Real Estate Securities Portfolio ETF Class Shares

[…]

MeasureERETDFAR

Fee0.30%0.22%

Cost on $10k a year$30$22

Yield3.38%3.35%

5 years, per year[…][…]

3 years, per year+12.6%+14.0%

Worst drop · 1Y−11.6%−11.5%

Volatility · 1Y12.6%14.1%

3–1measures won
DFAR first

62.2%

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: ERET, DFAR

Today

62.2%most shared, ERET and DFAR

ERETDFAR

ERET—62.2%

DFAR62.2%—

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

Income After Fees on $10,000

$313most kept, DFAR

DFAR$335 − $22 = $313

ERET$338 − $30 = $308

KeptFee

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