REET vs DFGR

AREET

BDFGR

Measures won2–3DFGR wins · of 6 · 5Y

$10,000 · 5Y$10,828REET

Lowest cost0.14%REET · $14 on $10k

Most income3.88%DFGR · $388 on $10k

Smallest drop−10.8%DFGR · worst fall in 1Y

Held in common89.0%REET and DFGR

REET

DFGR

iShares Global REIT ETF · $4.9BDimensional - Global Real Estate ETF · $4.0B

+13.6%3 years · per year$14,647 · $14,527+13.3%

+1.6%5 years · per year$10,828 · […][…]

0.14%Expense ratio$14 · $22 on $10k · lower wins0.22%

3.45%12-mo yield$345 · $388 on $10k3.88%

−11.3%Worst dropSmaller wins−10.8%

12.6%VolatilityLower wins12.5%

2–3DFGR wins

$10,000 · 5 yearsOne scale

Shared top holdingsREET · DFGR

9.8%WELL8.9%

6.7%PLD6.2%

5.4%EQIX5.0%

4.0%SPG3.7%

Held in common89.0%

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

Both

5Y2 funds

#			Trend
1	AREET	iShares Global REIT ETFRead Desk		0.14%	3.45%	−0.3%	+10.2%	+10.8%	+13.6%	+1.6%	−11.3%	$4.9B
2	BDFGR	Dimensional - Global Real Estate ETFRead Desk		0.22%	3.88%	−0.5%	+10.0%	+10.4%	+13.3%	new	−10.8%	$4.0B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AREET	iShares Global REIT ETFRead Desk		0.14%	3.45%	−0.3%	+10.2%	+10.8%	+13.6%	+1.6%	−11.3%	$4.9B
2	BDFGR	Dimensional - Global Real Estate ETFRead Desk		0.22%	3.88%	−0.5%	+10.0%	+10.4%	+13.3%	new	−10.8%	$4.0B

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

REET vs DFGR

REET

iShares Global REIT

$10,828

DFGR

Dimensional - Global Real Estate

[…]

MeasureREETDFGR

Fee0.14%0.22%

Cost on $10k a year$14$22

Yield3.45%3.88%

5 years, per year+1.6%[…]

3 years, per year+13.6%+13.3%

Worst drop · 1Y−11.3%−10.8%

Volatility · 1Y12.6%12.5%

3–2measures won
DFGR first

89.0%

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%

$40.7BAssets$45.2B

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: REET, DFGR

Today

89.0%most shared, REET and DFGR

REETDFGR

REET—89.0%

DFGR89.0%—

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

Income After Fees on $10,000

$366most kept, DFGR

DFGR$388 − $22 = $366

REET$345 − $14 = $331

KeptFee

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