GQRE vs DFAR

AGQRE

BDFAR

Measures won2–3DFAR wins · of 6 · 5Y

$10,000 · 5Y$10,411GQRE

Lowest cost0.22%DFAR · $22 on $10k

Most income4.28%GQRE · $428 on $10k

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

Held in common45.4%GQRE and DFAR

GQRE

DFAR

Northern Trust Global Quality Real Estate ETF · $440MDFA Real Estate Securities Portfolio ETF Class Shares · $8.6B

+13.4%3 years · per year$14,599 · $14,831+14.0%

+0.8%5 years · per year$10,411 · […][…]

0.46%Expense ratio$46 · $22 on $10k · lower wins0.22%

4.28%12-mo yield$428 · $335 on $10k3.35%

−11.7%Worst dropSmaller wins−11.5%

12.3%VolatilityLower wins14.1%

2–3DFAR wins

$10,000 · 5 yearsOne scale

Shared top holdingsGQRE · DFAR

6.6%PLD6.3%

5.3%WELL7.6%

4.2%EQIX5.1%

3.9%SPG5.0%

Held in common45.4%

End-of-day Nov 6, 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	AGQRE	Northern Trust Global Quality Real Estate ETFRead Desk		0.46%	4.28%	−0.5%	+7.2%	+8.9%	+13.4%	+0.8%	−11.7%	$440M
2	BDFAR	DFA Real Estate Securities Portfolio ETF Class SharesRead Desk		0.22%	3.35%	−0.4%	+15.3%	+14.9%	+14.0%	new	−11.5%	$8.6B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AGQRE	Northern Trust Global Quality Real Estate ETFRead Desk		0.46%	4.28%	−0.5%	+7.2%	+8.9%	+13.4%	+0.8%	−11.7%	$440M
2	BDFAR	DFA Real Estate Securities Portfolio ETF Class SharesRead Desk		0.22%	3.35%	−0.4%	+15.3%	+14.9%	+14.0%	new	−11.5%	$8.6B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

GQRE vs DFAR

GQRE

Northern Trust Global Quality Real Estate

$10,411

DFAR

DFA Real Estate Securities Portfolio ETF Class Shares

[…]

MeasureGQREDFAR

Fee0.46%0.22%

Cost on $10k a year$46$22

Yield4.28%3.35%

5 years, per year+0.8%[…]

3 years, per year+13.4%+14.0%

Worst drop · 1Y−11.7%−11.5%

Volatility · 1Y12.3%14.1%

3–2measures won
DFAR first

45.4%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: GQRE, DFAR

Today

45.4%most shared, GQRE and DFAR

GQREDFAR

GQRE—45.4%

DFAR45.4%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$382most kept, GQRE

GQRE$428 − $46 = $382

DFAR$335 − $22 = $313

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee