PFFR vs DFAR

APFFR

BDFAR

Measures won3–2PFFR wins · of 6 · 5Y

$10,000 · 5Y$9,877PFFR

Lowest cost0.22%DFAR · $22 on $10k

Most income9.13%PFFR · $913 on $10k

Smallest drop−7.5%PFFR · worst fall in 1Y

Held in common0.0%PFFR and DFAR

PFFR

DFAR

InfraCap REIT Preferred ETF · $110MDFA Real Estate Securities Portfolio ETF Class Shares · $8.5B

+7.8%3 years · per year$12,539 · $15,153+14.9%

−0.2%5 years · per year$9,877 · […][…]

0.45%Expense ratio$45 · $22 on $10k · lower wins0.22%

9.13%12-mo yield$913 · $338 on $10k3.38%

−7.5%Worst dropSmaller wins−11.5%

8.5%VolatilityLower wins13.7%

3–2PFFR wins

$10,000 · 5 yearsOne scale

Shared top holdingsPFFR · DFAR

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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	APFFR	InfraCap REIT Preferred ETFRead Desk		0.45%	9.13%	−1.2%	−4.2%	−4.9%	+7.8%	−0.2%	−7.5%	$110M
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	APFFR	InfraCap REIT Preferred ETFRead Desk		0.45%	9.13%	−1.2%	−4.2%	−4.9%	+7.8%	−0.2%	−7.5%	$110M
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

PFFR vs DFAR

PFFR

InfraCap REIT Preferred

$9,877

DFAR

DFA Real Estate Securities Portfolio ETF Class Shares

[…]

MeasurePFFRDFAR

Fee0.45%0.22%

Cost on $10k a year$45$22

Yield9.13%3.38%

5 years, per year−0.2%[…]

3 years, per year+7.8%+14.9%

Worst drop · 1Y−7.5%−11.5%

Volatility · 1Y8.5%13.7%

3–2measures won
PFFR first

0.0%

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: PFFR, DFAR

Today

0.0%most shared, PFFR and DFAR

PFFRDFAR

PFFR—0.0%

DFAR0.0%—

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

Income After Fees on $10,000

$868most kept, PFFR

PFFR$913 − $45 = $868

DFAR$338 − $22 = $316

KeptFee

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