PPTY vs DFAR

APPTY

BDFAR

Measures won1–4DFAR wins · of 6 · 5Y

$10,000 · 5Y$20,649VGT · PPTY $10,581

Lowest cost0.09%VGT · $9 on $10k

Most income3.35%DFAR · $335 on $10k

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

Held in common48.8%PPTY and DFAR

PPTY

DFAR

US Diversified Real Estate ETF · $23MDFA Real Estate Securities Portfolio ETF Class Shares · $8.6B

+12.3%3 years · per year$14,162 · $14,831+14.0%

+1.1%5 years · per year$10,581 · […][…]

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

2.54%12-mo yield$254 · $335 on $10k3.35%

−11.8%Worst dropSmaller wins−11.5%

14.0%VolatilityLower wins14.1%

1–4DFAR wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsPPTY · DFAR

4.2%EQIX5.1%

3.8%PLD6.3%

3.5%DLR4.4%

3.4%WELL7.6%

Held in common48.8%

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	VGT	Vanguard Information Technology ETFRead Desk	0.09%	0.44%	+1.4%	+15.6%	+12.1%	+28.6%	+15.6%	−17.5%	$154.5B
2	APPTY	US Diversified Real Estate ETFRead Desk	0.53%	2.54%	−0.3%	+12.2%	+12.8%	+12.3%	+1.1%	−11.8%	$23M
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	VGT	Vanguard Information Technology ETFRead Desk	0.09%	0.44%	+1.4%	+15.6%	+12.1%	+28.6%	+15.6%	−17.5%	$154.5B
2	APPTY	US Diversified Real Estate ETFRead Desk	0.53%	2.54%	−0.3%	+12.2%	+12.8%	+12.3%	+1.1%	−11.8%	$23M
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

PPTY vs DFAR

PPTY

US Diversified Real Estate

$10,581

DFAR

DFA Real Estate Securities Portfolio ETF Class Shares

[…]

MeasurePPTYDFAR

Fee0.53%0.22%

Cost on $10k a year$53$22

Yield2.54%3.35%

5 years, per year+1.1%[…]

3 years, per year+12.3%+14.0%

Worst drop · 1Y−11.8%−11.5%

Volatility · 1Y14.0%14.1%

4–1measures won
DFAR first

48.8%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

XLK vs VGT

YTD

SPDRXLK

+14.8%

VGTVanguard

+15.6%

+14.8%Year to date+15.6%

0.08% · $8Fee · on $10k a year0.09% · $9

$108BAssets$155B

1–1level

End-of-day Nov 6, 2026

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: PPTY, DFAR, VGT

Today

48.8%most shared, PPTY and DFAR

PPTYDFARVGT

PPTY—48.8%0.0%

DFAR48.8%—0.0%

VGT0.0%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

PPTY$254 − $53 = $201

VGT$44 − $9 = $35

KeptFee

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