LPRE vs DFAR

ALPRE

BDFAR

Measures won0–4DFAR 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 common21.3%LPRE and DFAR

LPRE

DFAR

Long Pond Real Estate Select ETF · $186MDFA Real Estate Securities Portfolio ETF Class Shares · $8.5B

[…]3 years · per year[…] · $15,520+15.8%

[…]5 years · per year[…]

1.00%Expense ratio$100 · $22 on $10k · lower wins0.22%

1.72%12-mo yield$172 · $329 on $10k3.29%

−12.8%Worst dropSmaller wins−11.5%

15.9%VolatilityLower wins14.0%

0–4DFAR wins

$10,000 · 5 yearsOne scale

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

Shared top holdingsLPRE · DFAR

4.8%PLD6.4%

3.3%DLR4.6%

4.2%SBAC1.5%

1.5%AMT5.1%

Held in common21.3%

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	ALPRE	Long Pond Real Estate Select ETFRead Desk		1.00%	1.72%	+3.2%	+12.9%	+19.0%	new	new	−12.8%	$186M
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	ALPRE	Long Pond Real Estate Select ETFRead Desk		1.00%	1.72%	+3.2%	+12.9%	+19.0%	new	new	−12.8%	$186M
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

LPRE vs DFAR

LPRE

Long Pond Real Estate Select

[…]

DFAR

DFA Real Estate Securities Portfolio ETF Class Shares

[…]

MeasureLPREDFAR

Fee1.00%0.22%

Cost on $10k a year$100$22

Yield1.72%3.29%

5 years, per year[…][…]

3 years, per year[…]+15.8%

Worst drop · 1Y−12.8%−11.5%

Volatility · 1Y15.9%14.0%

4–0measures won
DFAR first

21.3%

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: LPRE, DFAR

Today

21.3%most shared, LPRE and DFAR

LPREDFAR

LPRE—21.3%

DFAR21.3%—

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

LPRE$172 − $100 = $72

KeptFee

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