USRT vs DFAR

AUSRT

BDFAR

Measures won3–2USRT wins · of 6 · 5Y

$10,000 · 5Y$20,649VGT · USRT $12,000

Lowest cost0.08%USRT · $8 on $10k

Most income3.35%DFAR · $335 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 · $4.2BDFA Real Estate Securities Portfolio ETF Class Shares · $8.6B

+16.0%3 years · per year$15,602 · $14,831+14.0%

+3.7%5 years · per year$12,000 · […][…]

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

2.69%12-mo yield$269 · $335 on $10k3.35%

−12.4%Worst dropSmaller wins−11.5%

13.9%VolatilityLower wins14.1%

3–2USRT wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsUSRT · DFAR

9.3%WELL7.6%

6.8%PLD6.3%

5.9%EQIX5.1%

4.8%SPG5.0%

Held in common89.4%

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

All Three

5Y3 funds

#
1	VGT	Vanguard Information Technology ETFRead Desk	0.09%	0.44%	+1.4%	+15.6%	+12.1%	+28.6%	+15.6%	−17.5%	$154.5B
2	AUSRT	iShares Core U.S. REIT ETFRead Desk	0.08%	2.69%	−0.3%	+16.2%	+16.0%	+16.0%	+3.7%	−12.4%	$4.2B
3	BDFAR	DFA Real Estate Securities Portfolio ETF Class SharesRead Desk	0.22%	3.35%	−0.4%	+15.3%	+14.9%	+14.0%	new	−11.5%	$8.6B

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

All Three

5Y3 funds

#
1	VGT	Vanguard Information Technology ETFRead Desk	0.09%	0.44%	+1.4%	+15.6%	+12.1%	+28.6%	+15.6%	−17.5%	$154.5B
2	AUSRT	iShares Core U.S. REIT ETFRead Desk	0.08%	2.69%	−0.3%	+16.2%	+16.0%	+16.0%	+3.7%	−12.4%	$4.2B
3	BDFAR	DFA Real Estate Securities Portfolio ETF Class SharesRead Desk	0.22%	3.35%	−0.4%	+15.3%	+14.9%	+14.0%	new	−11.5%	$8.6B

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

USRT vs DFAR

USRT

iShares Core U.S. REIT

$12,000

DFAR

DFA Real Estate Securities Portfolio ETF Class Shares

[…]

MeasureUSRTDFAR

Fee0.08%0.22%

Cost on $10k a year$8$22

Yield2.69%3.35%

5 years, per year+3.7%[…]

3 years, per year+16.0%+14.0%

Worst drop · 1Y−12.4%−11.5%

Volatility · 1Y13.9%14.1%

3–2measures won
USRT first

89.4%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

XLK vs VGT

YTD

SPDRXLK

+14.8%

VGTVanguard

+15.6%

+14.8%Year to date+15.6%

0.08% · $8Fee · on $10k a year0.09% · $9

$108BAssets$155B

1–1level

End-of-day Nov 6, 2026

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

Overlap: USRT, DFAR, VGT

Today

89.4%most shared, USRT and DFAR

USRTDFARVGT

USRT—89.4%0.0%

DFAR89.4%—0.0%

VGT0.0%0.0%—

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

Income After Fees on $10,000

$313most kept, DFAR

DFAR$335 − $22 = $313

USRT$269 − $8 = $261

VGT$44 − $9 = $35

KeptFee

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