TRUR vs DFAR

ATRUR

BDFAR

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.17%TRUR · $17 on $10k

Most income3.29%DFAR · $329 on $10k

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

Held in common71.8%TRUR and DFAR

TRUR

DFAR

VanEck Real Estate TruSector ETF · $0MDFA Real Estate Securities Portfolio ETF Class Shares · $8.8B

[…]3 years · per year[…] · $15,520+15.8%

[…]5 years · per year[…]

0.17%Expense ratio$17 · $22 on $10k · lower wins0.22%

0.74%12-mo yield$74 · $329 on $10k3.29%

[…]Worst dropSmaller wins−11.5%

[…]VolatilityLower wins14.0%

1–1Level

$10,000 · 5 yearsOne scale

No price history on file for these funds yet […]

Shared top holdingsTRUR · DFAR

13.7%WELL7.5%

9.7%PLD6.4%

7.8%EQIX5.2%

6.9%AMT5.1%

Held in common71.8%

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							5Y/yr
1	ATRUR	VanEck Real Estate TruSector ETFRead Desk		0.17%	0.74%	+3.3%	new	new	new	new	[…]	$255K
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							5Y/yr
1	ATRUR	VanEck Real Estate TruSector ETFRead Desk		0.17%	0.74%	+3.3%	new	new	new	new	[…]	$255K
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

TRUR vs DFAR

TRUR

VanEck Real Estate TruSector

[…]

DFAR

DFA Real Estate Securities Portfolio ETF Class Shares

[…]

MeasureTRURDFAR

Fee0.17%0.22%

Cost on $10k a year$17$22

Yield0.74%3.29%

5 years, per year[…][…]

3 years, per year[…]+15.8%

Worst drop · 1Y[…]−11.5%

Volatility · 1Y[…]14.0%

1–1measures won
level

71.8%

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: TRUR, DFAR

Today

71.8%most shared, TRUR and DFAR

TRURDFAR

TRUR—71.8%

DFAR71.8%—

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

TRUR$74 − $17 = $57

KeptFee

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