LPRE vs DFAR

ALPRE

BDFAR

Measures won0–4DFAR wins · of 6 · 5Y

$10,000 · 5Y$15,474XLF

Lowest cost0.08%XLF · $8 on $10k

Most income3.35%DFAR · $335 on $10k

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

Held in common21.2%LPRE and DFAR

LPRE

DFAR

Long Pond Real Estate Select ETF · $202MDFA Real Estate Securities Portfolio ETF Class Shares · $8.6B

[…]3 years · per year[…] · $14,831+14.0%

[…]5 years · per year[…]

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

1.74%12-mo yield$174 · $335 on $10k3.35%

−12.8%Worst dropSmaller wins−11.5%

15.9%VolatilityLower wins14.1%

0–4DFAR wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsLPRE · DFAR

4.7%PLD6.3%

3.1%DLR4.4%

4.3%SBAC1.6%

1.5%AMT5.1%

Held in common21.2%

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

All Three

5Y3 funds

#
1	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.44%	−0.6%	+5.7%	+10.4%	+22.5%	+9.1%	−14.8%	$55.5B
2	ALPRE	Long Pond Real Estate Select ETFRead Desk	1.00%	1.74%	−0.3%	+11.9%	+16.8%	new	new	−12.8%	$202M
3	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

All Three

5Y3 funds

#
1	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.44%	−0.6%	+5.7%	+10.4%	+22.5%	+9.1%	−14.8%	$55.5B
2	ALPRE	Long Pond Real Estate Select ETFRead Desk	1.00%	1.74%	−0.3%	+11.9%	+16.8%	new	new	−12.8%	$202M
3	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

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

Yield1.74%3.35%

5 years, per year[…][…]

3 years, per year[…]+14.0%

Worst drop · 1Y−12.8%−11.5%

Volatility · 1Y15.9%14.1%

4–0measures won
DFAR first

21.2%

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: LPRE, DFAR, XLF

Today

21.2%most shared, LPRE and DFAR

LPREDFARXLF

LPRE—21.2%0.0%

DFAR21.2%—0.0%

XLF0.0%0.0%—

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

Income After Fees on $10,000

$313most kept, DFAR

DFAR$335 − $22 = $313

XLF$144 − $8 = $136

LPRE$174 − $100 = $74

KeptFee

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