Compare · 3 funds side by side · dividends reinvested

DCRE, DFAR and XLF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,503XLF · best of the three

02 / 04

DCRE, DFAR and XLF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

DFA Real Estate Securities Portfolio ETF Class SharesSectors · Real estate0.22%3.34%+15.8%+15.6%+14.4%[…]−11.5%14.1%$8.6B1.7

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.44%+6.3%+11.4%+23.0%+9.2%−14.8%15.3%$55.5B2.0

DoubleLine Commercial Real Estate ETFSectors · Real estate0.39%5.24%+2.5%+3.2%+5.8%[…]−0.7%1.3%$432M2.1

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: DCRE 2023 · DFAR 1993 · XLF 1998

Head to Head

Swap sides Versus in desk

Head to Head

DoubleLine Commercial Real Estate ETF · $432M[…]

DCRE

DFAR

DFA Real Estate Securities Portfolio ETF Class Shares · $8.6B[…]

$10,000 five years ago, dividends reinvested

DCREMeasureDFAR

+2.5%Year to dateJan 1 → Nov 5+15.8%

+3.2%1 yearTotal return+15.6%

+5.8%3 years · per year$10,000 became $11,839 · $14,980+14.4%

[…]5 years · per year[…]

0.39%Expense ratio$39 · $22 a year on $10k · lower is better0.22%

5.24%Trailing 12-mo yield$524 · $334 a year on $10k3.34%

−0.7%Worst dropSmaller is better−11.5%

1.3%VolatilityLower is calmer14.1%

DCREDFAR Winner of the row, in its colourEach row: the bigger of the two fills its side

3–4DFAR wins

End-of-day Nov 5, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DCRE vs DFAR: Top 5 Holdings

Today

DCRE

[…]in top 5

DFAR

in top 529.1%

DCREStockDFAR

not top 5WELL7.5%

not top 5PLD6.3%

not top 5EQIX5.3%

not top 5AMT5.0%

not top 5SPG5.0%

Held in common[…]

End-of-day Nov 5, 2026 · share of each fund

DCRE vs DFAR Returns, Every Period

DoubleLineDCRE

+3.2%

past year

DFARDimensional

+15.6%

past year

DCREDFARFaded: behind in that period

0–3DFAR wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

DCRE vs DFAR

YTD

DoubleLineDCRE

+2.5%

DFARDimensional

+15.8%

+2.5%Year to date+15.8%

−0.7%Worst drop · 1Y−11.5%

1.3%Volatility · 1Y14.1%

5.2%Yield3.3%

$432MAssets$8.6B

3–1DCRE wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DCRE, DFAR, XLF

Today

0.08%lowest, XLF

FundExpense ratioFee$10k

XLF0.08%$8

DFAR0.22%$22

DCRE0.39%$39

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: DCRE, DFAR, XLF

5.24%highest, DCRE

FundTrailing yieldYield$10k

DCRE5.24%$524

DFAR3.34%$334

XLF1.44%$144

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$485most kept, DCRE

DCRE$524 − $39 = $485

DFAR$334 − $22 = $312

XLF$144 − $8 = $136

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: DCRE, DFAR, XLF

Today

0.0%most shared, DFAR and XLF

DCREDFARXLF

DCRE—[…][…]

DFAR[…]—0.0%

XLF[…]0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+15.6%DFAR, at 14.1% volatility

DCREWorst drop−0.7%1.3% vol

DFARWorst drop−11.5%14.1% vol

XLFWorst drop−14.8%15.3% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

DCREDFAR

+2.5%Year to date+15.8%

5.2%Yield3.3%

+3.2%Past year+15.6%

0.39%Fee0.22%

3–1DFAR wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026