PPTY vs DFAR

APPTY

BDFAR

Measures won1–4DFAR wins · of 6 · 5Y

$10,000 · 5Y$10,792PPTY

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 common48.9%PPTY and DFAR

PPTY

DFAR

US Diversified Real Estate ETF · $23MDFA Real Estate Securities Portfolio ETF Class Shares · $8.5B

+13.7%3 years · per year$14,700 · $15,520+15.8%

+1.5%5 years · per year$10,792 · […][…]

0.53%Expense ratio$53 · $22 on $10k · lower wins0.22%

2.49%12-mo yield$249 · $329 on $10k3.29%

−11.8%Worst dropSmaller wins−11.5%

13.9%VolatilityLower wins14.0%

1–4DFAR wins

$10,000 · 5 yearsOne scale

Shared top holdingsPPTY · DFAR

4.4%EQIX5.2%

3.8%PLD6.4%

3.6%DLR4.6%

3.3%WELL7.5%

Held in common48.9%

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
1	APPTY	US Diversified Real Estate ETFRead Desk		0.53%	2.49%	+3.1%	+14.2%	+15.6%	+13.7%	+1.5%	−11.8%	$23M
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
1	APPTY	US Diversified Real Estate ETFRead Desk		0.53%	2.49%	+3.1%	+14.2%	+15.6%	+13.7%	+1.5%	−11.8%	$23M
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

PPTY vs DFAR

PPTY

US Diversified Real Estate

$10,792

DFAR

DFA Real Estate Securities Portfolio ETF Class Shares

[…]

MeasurePPTYDFAR

Fee0.53%0.22%

Cost on $10k a year$53$22

Yield2.49%3.29%

5 years, per year+1.5%[…]

3 years, per year+13.7%+15.8%

Worst drop · 1Y−11.8%−11.5%

Volatility · 1Y13.9%14.0%

4–1measures won
DFAR first

48.9%

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: PPTY, DFAR

Today

48.9%most shared, PPTY and DFAR

PPTYDFAR

PPTY—48.9%

DFAR48.9%—

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

PPTY$249 − $53 = $196

KeptFee

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