FRI vs DFAR

AFRI

BDFAR

Measures won2–3DFAR wins · of 6 · 5Y

$10,000 · 5Y$15,861XLF · FRI $11,701

Lowest cost0.08%XLF · $8 on $10k

Most income3.33%DFAR · $333 on $10k

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

Held in common86.3%FRI and DFAR

First Trust S&P REIT Index Fund · $211MDFA Real Estate Securities Portfolio ETF Class Shares · $8.6B

+14.9%3 years · per year$15,184 · $14,540+13.3%

+3.4%5 years · per year$11,809 · […][…]

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

2.55%12-mo yield$255 · $333 on $10k

Cards for this view

FRI

First Trust S&P REIT Index Fund

$11,809

DFAR

DFA Real Estate Securities Portfolio ETF Class Shares

[…]

MeasureFRIDFAR

Fee0.51%0.22%

Cost on $10k a year$51$22

Yield2.55%3.33%

5 years, per year+3.4%[…]

3 years, per year+14.9%+13.3%

Worst drop · 1Y−12.1%−11.5%

Volatility · 1Y13.7%

#
1	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.42%	−0.7%	+7.6%	+11.1%	+22.0%	+9.7%	−14.8%	$54.2B
2	AFRI	First Trust S&P REIT Index FundRead Desk	0.51%	2.55%	−0.6%	+16.5%	+14.3%	+14.9%	+3.4%	−12.1%	$211M
3	BDFAR	DFA Real Estate Securities Portfolio ETF Class SharesRead Desk	0.22%	3.33%	−0.5%	+16.3%	+13.5%	+13.3%	new	−11.5%	$8.6B

#
1	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.42%	−0.7%	+7.6%	+11.1%	+22.0%	+9.7%	−14.8%	$54.2B
2	AFRI	First Trust S&P REIT Index FundRead Desk	0.51%	2.55%	−0.6%	+16.5%	+14.3%	+14.9%	+3.4%	−12.1%	$211M
3	BDFAR	DFA Real Estate Securities Portfolio ETF Class SharesRead Desk	0.22%	3.33%	−0.5%	+16.3%	+13.5%	+13.3%	new	−11.5%	$8.6B

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