USRT vs DFAR

AUSRT

BDFAR

Measures won3–2USRT wins · of 6 · 5Y

$10,000 · 5Y$12,294USRT

Lowest cost0.08%USRT · $8 on $10k

Most income3.29%DFAR · $329 on $10k

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

Held in common89.4%USRT and DFAR

USRT

DFAR

iShares Core U.S. REIT ETF · $4.3BDFA Real Estate Securities Portfolio ETF Class Shares · $8.5B

+17.7%3 years · per year$16,301 · $15,520+15.8%

+4.2%5 years · per year$12,294 · […][…]

0.08%Expense ratio$8 · $22 on $10k · lower wins0.22%

2.64%12-mo yield$264 · $329 on $10k3.29%

−12.4%Worst dropSmaller wins−11.5%

13.8%VolatilityLower wins14.0%

3–2USRT wins

$10,000 · 5 yearsOne scale

Shared top holdingsUSRT · DFAR

9.2%WELL7.5%

6.9%PLD6.4%

6.0%EQIX5.2%

4.8%SPG5.0%

Held in common89.4%

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	AUSRT	iShares Core U.S. REIT ETFRead Desk		0.08%	2.64%	+2.8%	+18.5%	+18.4%	+17.7%	+4.2%	−12.4%	$4.3B
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%	$8.5B

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	AUSRT	iShares Core U.S. REIT ETFRead Desk		0.08%	2.64%	+2.8%	+18.5%	+18.4%	+17.7%	+4.2%	−12.4%	$4.3B
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%	$8.5B

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

USRT vs DFAR

USRT

iShares Core U.S. REIT

$12,294

DFAR

DFA Real Estate Securities Portfolio ETF Class Shares

[…]

MeasureUSRTDFAR

Fee0.08%0.22%

Cost on $10k a year$8$22

Yield2.64%3.29%

5 years, per year+4.2%[…]

3 years, per year+17.7%+15.8%

Worst drop · 1Y−12.4%−11.5%

Volatility · 1Y13.8%14.0%

3–2measures won
USRT first

89.4%

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: USRT, DFAR

Today

89.4%most shared, USRT and DFAR

USRTDFAR

USRT—89.4%

DFAR89.4%—

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

USRT$264 − $8 = $256

KeptFee

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