IYR vs DFAR

AIYR

BDFAR

Measures won0–5DFAR wins · of 6 · 5Y

$10,000 · 5Y$10,398IYR

Lowest cost0.22%DFAR · $22 on $10k

Most income3.38%DFAR · $338 on $10k

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

Held in common85.5%IYR and DFAR

IYR

DFAR

iShares U.S. Real Estate ETF · $4.0BDFA Real Estate Securities Portfolio ETF Class Shares · $8.5B

+13.8%3 years · per year$14,739 · $15,153+14.9%

+0.8%5 years · per year$10,398 · […][…]

0.37%Expense ratio$37 · $22 on $10k · lower wins0.22%

2.37%12-mo yield$237 · $338 on $10k3.38%

−11.8%Worst dropSmaller wins−11.5%

14.0%VolatilityLower wins13.7%

0–5DFAR wins

$10,000 · 5 yearsOne scale

Shared top holdingsIYR · DFAR

10.0%WELL7.4%

8.7%PLD6.4%

5.0%AMT5.1%

4.8%SPG5.0%

Held in common85.5%

End-of-day Nov 3, 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	AIYR	iShares U.S. Real Estate ETFRead Desk		0.37%	2.37%	0.0%	+9.1%	+9.2%	+13.8%	+0.8%	−11.8%	$4.0B
2	BDFAR	DFA Real Estate Securities Portfolio ETF Class SharesRead Desk		0.22%	3.38%	+0.1%	+14.3%	+14.3%	+14.9%	new	−11.5%	$8.5B

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

Both

5Y2 funds

#			Trend
1	AIYR	iShares U.S. Real Estate ETFRead Desk		0.37%	2.37%	0.0%	+9.1%	+9.2%	+13.8%	+0.8%	−11.8%	$4.0B
2	BDFAR	DFA Real Estate Securities Portfolio ETF Class SharesRead Desk		0.22%	3.38%	+0.1%	+14.3%	+14.3%	+14.9%	new	−11.5%	$8.5B

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

Cards for this view

IYR vs DFAR

IYR

iShares U.S. Real Estate

$10,398

DFAR

DFA Real Estate Securities Portfolio ETF Class Shares

[…]

MeasureIYRDFAR

Fee0.37%0.22%

Cost on $10k a year$37$22

Yield2.37%3.38%

5 years, per year+0.8%[…]

3 years, per year+13.8%+14.9%

Worst drop · 1Y−11.8%−11.5%

Volatility · 1Y14.0%13.7%

5–0measures won
DFAR first

85.5%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: IYR, DFAR

Today

85.5%most shared, IYR and DFAR

IYRDFAR

IYR—85.5%

DFAR85.5%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$316most kept, DFAR

DFAR$338 − $22 = $316

IYR$237 − $37 = $200

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee