FREL vs DFAR

AFREL

BDFAR

Measures won1–4DFAR wins · of 6 · 5Y

$10,000 · 5Y$15,353XLF · FREL $10,483

Lowest cost0.08%FREL · $8 on $10k

Most income3.38%DFAR · $338 on $10k

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

Held in common84.5%FREL and DFAR

FREL

DFAR

Fidelity MSCI Real Estate Index ETF · $1.4BDFA Real Estate Securities Portfolio ETF Class Shares · $8.5B

+14.4%3 years · per year$14,959 · $15,153+14.9%

+0.9%5 years · per year$10,483 · […][…]

0.08%Expense ratio$8 · $22 on $10k · lower wins0.22%

3.37%12-mo yield$337 · $338 on $10k3.38%

−11.6%Worst dropSmaller wins−11.5%

13.8%VolatilityLower wins13.7%

1–4DFAR wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFREL · DFAR

9.7%WELL7.4%

7.3%PLD6.4%

5.3%EQIX5.1%

4.8%AMT5.1%

Held in common84.5%

End-of-day Nov 3, 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%	+10.9%	+24.0%	+9.0%	−14.8%	$54.2B
2	AFREL	Fidelity MSCI Real Estate Index ETFRead Desk	0.08%	3.37%	−0.1%	+10.2%	+10.2%	+14.4%	+0.9%	−11.6%	$1.4B
3	BDFAR	DFA Real Estate Securities Portfolio ETF Class SharesRead Desk	0.22%	3.38%	+0.1%	+14.3%	+14.3%	+14.9%	new	−11.5%	$8.5B

End-of-day Nov 3, 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%	+10.9%	+24.0%	+9.0%	−14.8%	$54.2B
2	AFREL	Fidelity MSCI Real Estate Index ETFRead Desk	0.08%	3.37%	−0.1%	+10.2%	+10.2%	+14.4%	+0.9%	−11.6%	$1.4B
3	BDFAR	DFA Real Estate Securities Portfolio ETF Class SharesRead Desk	0.22%	3.38%	+0.1%	+14.3%	+14.3%	+14.9%	new	−11.5%	$8.5B

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

Cards for this view

FREL vs DFAR

FREL

Fidelity MSCI Real Estate Index

$10,483

DFAR

DFA Real Estate Securities Portfolio ETF Class Shares

[…]

MeasureFRELDFAR

Fee0.08%0.22%

Cost on $10k a year$8$22

Yield3.37%3.38%

5 years, per year+0.9%[…]

3 years, per year+14.4%+14.9%

Worst drop · 1Y−11.6%−11.5%

Volatility · 1Y13.8%13.7%

3–1measures won
DFAR first

84.5%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: FREL, DFAR, XLF

Today

84.5%most shared, FREL and DFAR

FRELDFARXLF

FREL—84.5%0.0%

DFAR84.5%—0.0%

XLF0.0%0.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$329most kept, FREL

FREL$337 − $8 = $329

DFAR$338 − $22 = $316

XLF$144 − $8 = $136

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee