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AFRI

BDFAR

Measures won2–3DFAR wins · of 6 · 5Y

$10,000 · 5Y$21,150XLK · FRI $11,701

Lowest cost0.08%XLK · $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 · $210MDFA Real Estate Securities Portfolio ETF Class Shares · $8.6B

+14.6%3 years · per year$15,055 · $14,460+13.1%

+3.2%5 years · per year$11,701 · […][…]

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

2.56%12-mo yield$256 · $333 on $10k

Cards for this view

FRI

First Trust S&P REIT Index Fund

$11,701

DFAR

DFA Real Estate Securities Portfolio ETF Class Shares

[…]

MeasureFRIDFAR

Fee0.51%0.22%

Cost on $10k a year$51$22

Yield2.56%3.33%

5 years, per year+3.2%[…]

3 years, per year+14.6%+13.1%

Worst drop · 1Y−12.1%−11.5%

Volatility · 1Y13.7%

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1	XLK	State Street Technology Select Sector SPDR ETFRead Desk	0.08%	0.49%	−2.0%	+18.7%	+16.5%	+25.4%	+16.2%	−19.6%	$116.8B
2	AFRI	First Trust S&P REIT Index FundRead Desk	0.51%	2.56%	−0.1%	+16.4%	+15.1%	+14.6%	+3.2%	−12.1%	$210M
3	BDFAR	DFA Real Estate Securities Portfolio ETF Class SharesRead Desk	0.22%	3.33%	0.0%	+16.3%	+14.5%	+13.1%	new	−11.5%	$8.6B

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1	XLK	State Street Technology Select Sector SPDR ETFRead Desk	0.08%	0.49%	−2.0%	+18.7%	+16.5%	+25.4%	+16.2%	−19.6%	$116.8B
2	AFRI	First Trust S&P REIT Index FundRead Desk	0.51%	2.56%	−0.1%	+16.4%	+15.1%	+14.6%	+3.2%	−12.1%	$210M
3	BDFAR	DFA Real Estate Securities Portfolio ETF Class SharesRead Desk	0.22%	3.33%	0.0%	+16.3%	+14.5%	+13.1%	new	−11.5%	$8.6B