Compare · 3 funds side by side · dividends reinvested

DFAR, FPRO and XLK

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$21,164XLK · best of the three

02 / 04

DFAR, FPRO and XLK, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

DFA Real Estate Securities Portfolio ETF Class SharesSectors · Real estate0.22%3.35%+15.3%+14.9%+14.0%[…]−11.5%14.1%$8.6B1.6

Fidelity Real Estate Investment ETFSectors · Real estate0.57%2.44%+12.8%+12.6%+13.4%+2.1%−11.0%14.1%$15M2.1

State Street Technology Select Sector SPDR ETFSectors · Technology0.08%0.51%+14.8%+12.2%+26.2%+16.2%−19.6%28.5%$117B2.1

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

End-of-day Nov 6, 2026 · returns include dividends · since: DFAR 1993 · FPRO 2021 · XLK 1998

Head to Head

Swap sides Versus in desk

Head to Head

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

DFAR

FPRO

Fidelity Real Estate Investment ETF · $15M$11,100

$10,000 five years ago, dividends reinvested · they hold 60.0% in common

DFARMeasureFPRO

+15.3%Year to dateJan 1 → Nov 6+12.8%

+14.9%1 yearTotal return+12.6%

+14.0%3 years · per year$10,000 became $14,831 · $14,600+13.4%

[…]5 years · per year$10,000 became […] · $11,100+2.1%

0.22%Expense ratio$22 · $57 a year on $10k · lower is better0.57%

3.35%Trailing 12-mo yield$335 · $244 a year on $10k2.44%

−11.5%Worst dropSmaller is better−11.0%

14.1%VolatilityLower is calmer14.1%

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

5–1DFAR wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DFAR vs FPRO: Top 5 Holdings

Today

DFAR

29.1%in top 5

FPRO

in top 543.6%

DFARStockFPRO

5.1%EQIX10.5%

6.3%PLD10.4%

5.1%AMT9.5%

7.6%WELL8.6%

5.0%SPG4.5%

Held in common60.0%

End-of-day Nov 6, 2026 · share of each fund

DFAR vs FPRO Returns, Every Period

DimensionalDFAR

+14.9%

past year

FPROFidelity

+12.6%

past year

DFARFPROFaded: behind in that period

3–0DFAR wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

DFAR vs FPRO

YTD

DimensionalDFAR

+15.3%

FPROFidelity

+12.8%

+15.3%Year to date+12.8%

−11.5%Worst drop · 1Y−11.0%

14.1%Volatility · 1Y14.1%

3.4%Yield2.4%

$8.6BAssets$14.5M

2–1DFAR wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFAR, FPRO, XLK

Today

0.08%lowest, XLK

FundExpense ratioFee$10k

XLK0.08%$8

DFAR0.22%$22

FPRO0.57%$57

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: DFAR, FPRO, XLK

3.35%highest, DFAR

FundTrailing yieldYield$10k

DFAR3.35%$335

FPRO2.44%$244

XLK0.51%$51

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$313most kept, DFAR

DFAR$335 − $22 = $313

FPRO$244 − $57 = $187

XLK$51 − $8 = $43

KeptFee

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

Overlap: DFAR, FPRO, XLK

Today

60.0%most shared, DFAR and FPRO

DFARFPROXLK

DFAR—60.0%0.0%

FPRO60.0%—0.0%

XLK0.0%0.0%—

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

Return vs Bumpiness: 3 ETFs

+14.9%DFAR, at 14.1% volatility

FPROWorst drop−11.0%14.1% vol

DFARWorst drop−11.5%14.1% vol

XLKWorst drop−19.6%28.5% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

DFARXLK

+15.3%Year to date+14.8%

3.4%Yield0.5%

+14.9%Past year+12.2%

0.22%Fee0.08%

3–1DFAR wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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

$117BAssets$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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026