RWO vs DFAR

ARWO

BDFAR

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$10,966RWO

Lowest cost0.22%DFAR · $22 on $10k

Most income3.29%RWO · $329 on $10k

Smallest drop−11.3%RWO · worst fall in 1Y

Held in common68.6%RWO and DFAR

RWO

DFAR

State Street SPDR Dow Jones Global Real Estate ETF · $1.3BDFA Real Estate Securities Portfolio ETF Class Shares · $8.8B

+15.4%3 years · per year$15,353 · $15,520+15.8%

+1.9%5 years · per year$10,966 · […][…]

0.50%Expense ratio$50 · $22 on $10k · lower wins0.22%

3.29%12-mo yield$329 · $329 on $10k3.29%

−11.3%Worst dropSmaller wins−11.5%

13.2%VolatilityLower wins14.0%

2–2Level

$10,000 · 5 yearsOne scale

Shared top holdingsRWO · DFAR

10.5%WELL7.5%

7.4%PLD6.4%

6.0%EQIX5.2%

4.3%SPG5.0%

Held in common68.6%

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	ARWO	State Street SPDR Dow Jones Global Real Estate ETFRead Desk		0.50%	3.29%	+2.7%	+12.9%	+14.0%	+15.4%	+1.9%	−11.3%	$1.3B
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%	$8.8B

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	ARWO	State Street SPDR Dow Jones Global Real Estate ETFRead Desk		0.50%	3.29%	+2.7%	+12.9%	+14.0%	+15.4%	+1.9%	−11.3%	$1.3B
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%	$8.8B

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

RWO vs DFAR

RWO

SPDR Dow Jones Global Real Estate

$10,966

DFAR

DFA Real Estate Securities Portfolio ETF Class Shares

[…]

MeasureRWODFAR

Fee0.50%0.22%

Cost on $10k a year$50$22

Yield3.29%3.29%

5 years, per year+1.9%[…]

3 years, per year+15.4%+15.8%

Worst drop · 1Y−11.3%−11.5%

Volatility · 1Y13.2%14.0%

2–2measures won
level

68.6%

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%

$123BAssets$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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: RWO, DFAR

Today

68.6%most shared, RWO and DFAR

RWODFAR

RWO—68.6%

DFAR68.6%—

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

RWO$329 − $50 = $279

KeptFee

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