Compare · 3 funds side by side · dividends reinvested

DFAR, CLIM and XLF

DFARDimensional×CLIMClimate Global×XLFSPDR×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,765XLF · best of the three

Story of the three · IncomeMost incomeDFAR · 3.31% · $331 a year on $10k

Story of the three · RiskSmallest drop

DFAR, CLIM and XLF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

DFA Real Estate Securities Portfolio ETF Class SharesSectors · Real estate0.22%3.31%+16.9%+15.4%+13.1%[…]−11.5%14.1%$8.7B1.3

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.41%+8.4%+12.4%+22.2%+9.5%−14.8%15.3%$54.1B1.8

Climate Global-Climate Resilient REIT Index ETFSectors · Real estate0.90%1.43%[…][…][…][…][…][…]$2M2.5

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

End-of-day Nov 11, 2026 · returns include dividends · since: DFAR 1993 · CLIM 2026 · XLF 1998

Head to Head

Swap sides Versus in desk

Head to Head

5Y

DFA Real Estate Securities Portfolio ETF Class Shares · $8.7B[…]

DFAR

CLIM

Climate Global-Climate Resilient REIT Index ETF · $2M[…]

$10,000 five years ago, dividends reinvested · they hold 55.9% in common

DFAR

More Ways to See the Pairs

DFAR vs CLIM: Top 5 Holdings

Today

DFAR

29.0%in top 5

CLIM

in top 517.5%

DFARStockCLIM

7.6%WELL4.5%

6.3%PLD3.0%

5.3%EQIXnot top 5

5.1%SPG3.2%

4.8%AMT

Cost, Income and Risk

Fees: DFAR, CLIM, XLF

Today

0.08%lowest, XLF

FundExpense ratioFee$10k

XLF0.08%$8

DFAR0.22%$22

CLIM0.90%$90

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: DFAR, CLIM, XLF

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

Measure

CLIM

+16.9%Year to dateJan 1 → Nov 11[…]

+15.4%1 yearTotal return[…]

+13.1%3 years · per year$10,000 became $14,473 · […][…]

[…]5 years · per year[…]

0.22%Expense ratio$22 · $90 a year on $10k · lower is better0.90%

3.31%Trailing 12-mo yield$331 · $143 a year on $10k1.43%

−11.5%Worst dropSmaller is better[…]

14.1%VolatilityLower is calmer[…]

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

2–0DFAR wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

3.8%

not top 5O3.0%

Held in common55.9%

End-of-day Nov 11, 2026 · share of each fund

DFAR vs CLIM Returns, Every Period

1Y

DimensionalDFAR

+15.4%

past year

CLIMClimate Global

[…]

past year

Returns […]

DFARCLIMFaded: behind in that period

0–0Level

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

DFAR vs CLIM

YTD

DimensionalDFAR

+16.9%

CLIMClimate Global

[…]

+16.9%Year to date[…]

−11.5%Worst drop · 1Y[…]

14.1%Volatility · 1Y[…]

3.3%Yield1.4%

$8.7BAssets$1.6M

1–0DFAR wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

1Y

3.31%highest, DFAR

FundTrailing yieldYield$10k

DFAR3.31%$331

CLIM1.43%$143

XLF1.41%$141

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$309most kept, DFAR

DFAR$331 − $22 = $309

XLF$141 − $8 = $133

CLIM$143 − $90 = $53

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: DFAR, CLIM, XLF

Today

55.9%most shared, DFAR and CLIM

DFARCLIMXLF

DFAR—55.9%0.0%

CLIM55.9%—0.0%

XLF0.0%0.0%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+15.4%DFAR, at 14.1% volatility

DFARWorst drop−11.5%14.1% vol

XLFWorst drop−14.8%15.3% vol

CLIMWorst drop[…][…]

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

DFARXLF

+16.9%Year to date+8.4%

3.3%Yield1.4%

+15.4%Past year+12.4%

0.22%Fee0.08%

3–1DFAR wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 11, 2026

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 11, 2026

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DFAR, CLIM and XLF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three