RWR vs DFAR

ARWR

BDFAR

Measures won2–3DFAR wins · of 6 · 5Y

$10,000 · 5Y$11,973RWR

Lowest cost0.22%DFAR · $22 on $10k

Most income3.34%RWR · $334 on $10k

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

Held in common80.7%RWR and DFAR

RWR

DFAR

State Street SPDR Dow Jones REIT ETF · $1.8BDFA Real Estate Securities Portfolio ETF Class Shares · $8.5B

+17.5%3 years · per year$16,229 · $15,520+15.8%

+3.7%5 years · per year$11,973 · […][…]

0.25%Expense ratio$25 · $22 on $10k · lower wins0.22%

3.34%12-mo yield$334 · $329 on $10k3.29%

−12.8%Worst dropSmaller wins−11.5%

14.2%VolatilityLower wins14.0%

2–3DFAR wins

$10,000 · 5 yearsOne scale

Shared top holdingsRWR · DFAR

10.2%WELL7.5%

9.5%PLD6.4%

4.9%SPG5.0%

4.4%EQIX5.2%

Held in common80.7%

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	ARWR	State Street SPDR Dow Jones REIT ETFRead Desk		0.25%	3.34%	+2.9%	+17.8%	+18.8%	+17.5%	+3.7%	−12.8%	$1.8B
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	ARWR	State Street SPDR Dow Jones REIT ETFRead Desk		0.25%	3.34%	+2.9%	+17.8%	+18.8%	+17.5%	+3.7%	−12.8%	$1.8B
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

RWR vs DFAR

RWR

SPDR Dow Jones REIT

$11,973

DFAR

DFA Real Estate Securities Portfolio ETF Class Shares

[…]

MeasureRWRDFAR

Fee0.25%0.22%

Cost on $10k a year$25$22

Yield3.34%3.29%

5 years, per year+3.7%[…]

3 years, per year+17.5%+15.8%

Worst drop · 1Y−12.8%−11.5%

Volatility · 1Y14.2%14.0%

3–1measures won
DFAR first

80.7%

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: RWR, DFAR

Today

80.7%most shared, RWR and DFAR

RWRDFAR

RWR—80.7%

DFAR80.7%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$309most kept, RWR

RWR$334 − $25 = $309

DFAR$329 − $22 = $307

KeptFee

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