VGSR vs DFAR

AVGSR

BDFAR

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.22%DFAR · $22 on $10k

Most income3.29%DFAR · $329 on $10k

Smallest drop−10.6%VGSR · worst fall in 1Y

Held in common58.2%VGSR and DFAR

VGSR

DFAR

Vert Global Sustainable Real Estate ETF · $499MDFA Real Estate Securities Portfolio ETF Class Shares · $8.5B

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

[…]5 years · per year[…]

0.51%Expense ratio$51 · $22 on $10k · lower wins0.22%

2.78%12-mo yield$278 · $329 on $10k3.29%

−10.6%Worst dropSmaller wins−11.5%

13.1%VolatilityLower wins14.0%

2–2Level

$10,000 · 5 yearsOne scale

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

Shared top holdingsVGSR · DFAR

5.0%AMT5.1%

5.0%WELL7.5%

5.2%SPG5.0%

4.8%PLD6.4%

Held in common58.2%

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	AVGSR	Vert Global Sustainable Real Estate ETFRead Desk		0.51%	2.78%	+2.7%	+12.0%	+12.6%	new	new	−10.6%	$499M
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							5Y/yr
1	AVGSR	Vert Global Sustainable Real Estate ETFRead Desk		0.51%	2.78%	+2.7%	+12.0%	+12.6%	new	new	−10.6%	$499M
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

VGSR vs DFAR

VGSR

Vert Global Sustainable Real Estate

[…]

DFAR

DFA Real Estate Securities Portfolio ETF Class Shares

[…]

MeasureVGSRDFAR

Fee0.51%0.22%

Cost on $10k a year$51$22

Yield2.78%3.29%

5 years, per year[…][…]

3 years, per year[…]+15.8%

Worst drop · 1Y−10.6%−11.5%

Volatility · 1Y13.1%14.0%

2–2measures won
level

58.2%

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: VGSR, DFAR

Today

58.2%most shared, VGSR and DFAR

VGSRDFAR

VGSR—58.2%

DFAR58.2%—

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

VGSR$278 − $51 = $227

KeptFee

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