HAUS vs DFAR

AHAUS

BDFAR

Measures won0–5DFAR wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

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 common28.5%HAUS and DFAR

HAUS

DFAR

Residential REIT ETF · $8MDFA Real Estate Securities Portfolio ETF Class Shares · $8.5B

+12.3%3 years · per year$14,147 · $15,520+15.8%

[…]5 years · per year[…]

0.60%Expense ratio$60 · $22 on $10k · lower wins0.22%

3.24%12-mo yield$324 · $329 on $10k3.29%

−13.4%Worst dropSmaller wins−11.5%

15.2%VolatilityLower wins14.0%

0–5DFAR wins

$10,000 · 5 yearsOne scale

No price history on file for these funds yet […]

Shared top holdingsHAUS · DFAR

6.3%WELL7.5%

5.8%PSA4.4%

5.6%VTR3.5%

9.7%VMRK3.5%

Held in common28.5%

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							5Y/yr
1	AHAUS	Residential REIT ETFRead Desk		0.60%	3.24%	+3.2%	+4.2%	+8.9%	+12.3%	new	−13.4%	$8M
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							5Y/yr
1	AHAUS	Residential REIT ETFRead Desk		0.60%	3.24%	+3.2%	+4.2%	+8.9%	+12.3%	new	−13.4%	$8M
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

HAUS vs DFAR

HAUS

Residential REIT

[…]

DFAR

DFA Real Estate Securities Portfolio ETF Class Shares

[…]

MeasureHAUSDFAR

Fee0.60%0.22%

Cost on $10k a year$60$22

Yield3.24%3.29%

5 years, per year[…][…]

3 years, per year+12.3%+15.8%

Worst drop · 1Y−13.4%−11.5%

Volatility · 1Y15.2%14.0%

5–0measures won
DFAR first

28.5%

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: HAUS, DFAR

Today

28.5%most shared, HAUS and DFAR

HAUSDFAR

HAUS—28.5%

DFAR28.5%—

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

HAUS$324 − $60 = $264

KeptFee

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