FPRO vs DFAR

AFPRO

BDFAR

Measures won2–3DFAR wins · of 6 · 5Y

$10,000 · 5Y$11,398FPRO

Lowest cost0.22%DFAR · $22 on $10k

Most income3.29%DFAR · $329 on $10k

Smallest drop−11.0%FPRO · worst fall in 1Y

Held in common59.8%FPRO and DFAR

FPRO

DFAR

Fidelity Real Estate Investment ETF · $15MDFA Real Estate Securities Portfolio ETF Class Shares · $8.5B

+15.3%3 years · per year$15,319 · $15,520+15.8%

+2.7%5 years · per year$11,398 · […][…]

0.57%Expense ratio$57 · $22 on $10k · lower wins0.22%

2.38%12-mo yield$238 · $329 on $10k3.29%

−11.0%Worst dropSmaller wins−11.5%

13.9%VolatilityLower wins14.0%

2–3DFAR wins

$10,000 · 5 yearsOne scale

Shared top holdingsFPRO · DFAR

8.6%WELL7.5%

10.4%PLD6.4%

10.5%EQIX5.2%

9.5%AMT5.1%

Held in common59.8%

End-of-day Nov 4, 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	AFPRO	Fidelity Real Estate Investment ETFRead Desk		0.57%	2.38%	+3.1%	+15.4%	+15.5%	+15.3%	+2.7%	−11.0%	$15M
2	BDFAR	DFA Real Estate Securities Portfolio ETF Class SharesRead Desk		0.22%	3.29%	+3.0%	+17.7%	+17.7%	+15.8%	new	−11.5%	$8.5B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AFPRO	Fidelity Real Estate Investment ETFRead Desk		0.57%	2.38%	+3.1%	+15.4%	+15.5%	+15.3%	+2.7%	−11.0%	$15M
2	BDFAR	DFA Real Estate Securities Portfolio ETF Class SharesRead Desk		0.22%	3.29%	+3.0%	+17.7%	+17.7%	+15.8%	new	−11.5%	$8.5B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FPRO vs DFAR

FPRO

Fidelity Real Estate Investment

$11,398

DFAR

DFA Real Estate Securities Portfolio ETF Class Shares

[…]

MeasureFPRODFAR

Fee0.57%0.22%

Cost on $10k a year$57$22

Yield2.38%3.29%

5 years, per year+2.7%[…]

3 years, per year+15.3%+15.8%

Worst drop · 1Y−11.0%−11.5%

Volatility · 1Y13.9%14.0%

3–2measures won
DFAR first

59.8%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: FPRO, DFAR

Today

59.8%most shared, FPRO and DFAR

FPRODFAR

FPRO—59.8%

DFAR59.8%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$307most kept, DFAR

DFAR$329 − $22 = $307

FPRO$238 − $57 = $181

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee