WTRE vs DFAR

AWTRE

BDFAR

Measures won1–4DFAR wins · of 6 · 5Y

$10,000 · 5Y$9,608WTRE

Lowest cost0.22%DFAR · $22 on $10k

Most income3.29%DFAR · $329 on $10k

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

Held in common30.2%WTRE and DFAR

WTRE

DFAR

WisdomTree New Economy Real Estate Fund · $14MDFA Real Estate Securities Portfolio ETF Class Shares · $8.8B

+16.6%3 years · per year$15,870 · $15,520+15.8%

−0.8%5 years · per year$9,608 · […][…]

0.58%Expense ratio$58 · $22 on $10k · lower wins0.22%

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

−20.6%Worst dropSmaller wins−11.5%

21.3%VolatilityLower wins14.0%

1–4DFAR wins

$10,000 · 5 yearsOne scale

Shared top holdingsWTRE · DFAR

5.4%EQIX5.2%

5.2%PLD6.4%

5.9%AMT5.1%

5.3%DLR4.6%

Held in common30.2%

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
1	AWTRE	WisdomTree New Economy Real Estate FundRead Desk		0.58%	2.64%	+1.6%	+4.8%	−2.8%	+16.6%	−0.8%	−20.6%	$14M
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
1	AWTRE	WisdomTree New Economy Real Estate FundRead Desk		0.58%	2.64%	+1.6%	+4.8%	−2.8%	+16.6%	−0.8%	−20.6%	$14M
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

WTRE vs DFAR

WTRE

WisdomTree New Economy Real Estate Fund

$9,608

DFAR

DFA Real Estate Securities Portfolio ETF Class Shares

[…]

MeasureWTREDFAR

Fee0.58%0.22%

Cost on $10k a year$58$22

Yield2.64%3.29%

5 years, per year−0.8%[…]

3 years, per year+16.6%+15.8%

Worst drop · 1Y−20.6%−11.5%

Volatility · 1Y21.3%14.0%

4–1measures won
DFAR first

30.2%

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%

$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: WTRE, DFAR

Today

30.2%most shared, WTRE and DFAR

WTREDFAR

WTRE—30.2%

DFAR30.2%—

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

WTRE$264 − $58 = $206

KeptFee

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