FRI vs DFAR

AFRI

BDFAR

Measures won2–3DFAR wins · of 6 · 5Y

$10,000 · 5Y$12,099FRI

Lowest cost0.22%DFAR · $22 on $10k

Most income3.29%DFAR · $329 on $10k

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

Held in common86.4%FRI and DFAR

FRI

DFAR

First Trust S&P REIT Index Fund · $203MDFA Real Estate Securities Portfolio ETF Class Shares · $8.5B

+17.3%3 years · per year$16,141 · $15,520+15.8%

+3.9%5 years · per year$12,099 · […][…]

0.51%Expense ratio$51 · $22 on $10k · lower wins0.22%

2.52%12-mo yield$252 · $329 on $10k3.29%

−12.1%Worst dropSmaller wins−11.5%

13.6%VolatilityLower wins14.0%

2–3DFAR wins

$10,000 · 5 yearsOne scale

Shared top holdingsFRI · DFAR

12.8%WELL7.5%

9.1%PLD6.4%

4.8%SPG5.0%

4.7%EQIX5.2%

Held in common86.4%

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	AFRI	First Trust S&P REIT Index FundRead Desk		0.51%	2.52%	+2.6%	+17.9%	+17.8%	+17.3%	+3.9%	−12.1%	$203M
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	AFRI	First Trust S&P REIT Index FundRead Desk		0.51%	2.52%	+2.6%	+17.9%	+17.8%	+17.3%	+3.9%	−12.1%	$203M
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

FRI vs DFAR

FRI

First Trust S&P REIT Index Fund

$12,099

DFAR

DFA Real Estate Securities Portfolio ETF Class Shares

[…]

MeasureFRIDFAR

Fee0.51%0.22%

Cost on $10k a year$51$22

Yield2.52%3.29%

5 years, per year+3.9%[…]

3 years, per year+17.3%+15.8%

Worst drop · 1Y−12.1%−11.5%

Volatility · 1Y13.6%14.0%

3–2measures won
DFAR first

86.4%

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: FRI, DFAR

Today

86.4%most shared, FRI and DFAR

FRIDFAR

FRI—86.4%

DFAR86.4%—

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

FRI$252 − $51 = $201

KeptFee

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