Compare · 3 funds side by side · dividends reinvested

DFAR, FRI and XLF

DFARDimensional×FRIFirst Trust×XLFSPDR×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,474XLF · best of the three

02 / 04

DFAR, FRI and XLF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust S&P REIT Index FundSectors · Real estate0.51%2.57%+15.7%+15.4%+15.6%+3.4%−12.1%13.7%$209M1.8

DFA Real Estate Securities Portfolio ETF Class SharesSectors · Real estate0.22%3.35%+15.3%+14.9%+14.0%[…]−11.5%14.1%$8.6B1.9

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.44%+5.7%+10.4%+22.5%+9.1%−14.8%15.3%$55.5B2.3

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 · FRI 2007 · XLF 1998

Head to Head

Swap sides Versus in desk

Head to Head

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

DFAR

FRI

First Trust S&P REIT Index Fund · $209M$11,821

$10,000 five years ago, dividends reinvested · they hold 86.2% in common

DFARMeasureFRI

+15.3%Year to dateJan 1 → Nov 6+15.7%

+14.9%1 yearTotal return+15.4%

+14.0%3 years · per year$10,000 became $14,831 · $15,457+15.6%

[…]5 years · per year$10,000 became […] · $11,821+3.4%

0.22%Expense ratio$22 · $51 a year on $10k · lower is better0.51%

3.35%Trailing 12-mo yield$335 · $257 a year on $10k2.57%

−11.5%Worst dropSmaller is better−12.1%

14.1%VolatilityLower is calmer13.7%

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

3–4FRI 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 FRI: Top 5 Holdings

Today

DFAR

29.1%in top 5

FRI

in top 535.5%

DFARStockFRI

7.6%WELL12.9%

6.3%PLD8.9%

5.1%AMTnot top 5

5.1%EQIX4.5%

5.0%SPG4.6%

not top 5DLR4.5%

Held in common86.2%

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

DFAR vs FRI Returns, Every Period

DimensionalDFAR

+14.9%

past year

FRIFirst Trust

+15.4%

past year

DFARFRIFaded: behind in that period

0–3FRI wins

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

DFAR vs FRI

YTD

DimensionalDFAR

+15.3%

FRIFirst Trust

+15.7%

+15.3%Year to date+15.7%

−11.5%Worst drop · 1Y−12.1%

14.1%Volatility · 1Y13.7%

3.4%Yield2.6%

$8.6BAssets$209M

2–2level

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

Cost, Income and Risk

Fees: DFAR, FRI, XLF

Today

0.08%lowest, XLF

FundExpense ratioFee$10k

XLF0.08%$8

DFAR0.22%$22

FRI0.51%$51

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

Yields: DFAR, FRI, XLF

3.35%highest, DFAR

FundTrailing yieldYield$10k

DFAR3.35%$335

FRI2.57%$257

XLF1.44%$144

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

Income After Fees on $10,000

$313most kept, DFAR

DFAR$335 − $22 = $313

FRI$257 − $51 = $206

XLF$144 − $8 = $136

KeptFee

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

Overlap: DFAR, FRI, XLF

Today

86.2%most shared, DFAR and FRI

DFARFRIXLF

DFAR—86.2%0.0%

FRI86.2%—0.0%

XLF0.0%0.0%—

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

Return vs Bumpiness: 3 ETFs

+15.4%FRI, at 13.7% volatility

FRIWorst drop−12.1%13.7% vol

DFARWorst drop−11.5%14.1% vol

XLFWorst drop−14.8%15.3% vol

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

Paid More vs Made More

YTD

DFARFRI

+15.3%Year to date+15.7%

3.4%Yield2.6%

+14.9%Past year+15.4%

0.22%Fee0.51%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026