Compare · 4 funds side by side · dividends reinvested

DFAR, NETL, VGT and XLE

DFARDimensional×NETLNETL×VGTVanguard×XLESPDR×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$25,568XLE · best of the four

02 / 04

DFAR, NETL, VGT and XLE, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.47%+40.6%+45.0%+16.8%+20.7%−15.0%23.3%$40.5B1.8

DFA Real Estate Securities Portfolio ETF Class SharesSectors · Real estate0.22%3.35%+15.3%+14.9%+14.0%[…]−11.5%14.1%$8.6B2.1

Vanguard Information Technology ETFSectors · Technology0.09%0.44%+15.6%+12.1%+28.6%+15.6%−17.5%26.5%$155B2.8

Colterpoint Net Lease Real Estate ETFSectors · Real estate0.60%5.22%+6.1%+6.2%+9.6%−0.4%−16.7%14.9%$48M3.1

Rank among the four1st → 4thFee, 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 · NETL 2019 · VGT 2004 · XLE 1998

Head to Head

Swap sides Versus in desk

Head to Head

State Street Energy Select Sector SPDR ETF · $40.5B$25,568

XLE

DFAR

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

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

XLEMeasureDFAR

+40.6%Year to dateJan 1 → Nov 6+15.3%

+45.0%1 yearTotal return+14.9%

+16.8%3 years · per year$10,000 became $15,939 · $14,831+14.0%

+20.7%5 years · per year$10,000 became $25,568 · […][…]

0.08%Expense ratio$8 · $22 a year on $10k · lower is better0.22%

2.47%Trailing 12-mo yield$247 · $335 a year on $10k3.35%

−15.0%Worst dropSmaller is better−11.5%

23.3%VolatilityLower is calmer14.1%

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

4–3XLE wins

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

More Ways to See the Pairs

XLE vs DFAR: Top 5 Holdings

Today

XLE

59.5%in top 5

DFAR

in top 529.1%

XLEStockDFAR

24.4%XOMnot top 5

18.8%CVXnot top 5

not top 5WELL7.6%

7.3%COPnot top 5

not top 5PLD6.3%

not top 5AMT5.1%

not top 5EQIX5.1%

not top 5SPG5.0%

4.5%PSXnot top 5

4.5%MPCnot top 5

Held in common0.0%

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

XLE vs DFAR Returns, Every Period

SPDRXLE

+45.0%

past year

DFARDimensional

+14.9%

past year

XLEDFARFaded: behind in that period

3–0XLE wins

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

XLE vs NETL

YTD

SPDRXLE

+40.6%

NETLNETL

+6.1%

+40.6%Year to date+6.1%

−15.0%Worst drop · 1Y−16.7%

23.3%Volatility · 1Y14.9%

2.5%Yield5.2%

$40.5BAssets$48.2M

2–2level

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

Cost, Income and Risk

Fees: DFAR, NETL, VGT, XLE

Today

0.08%lowest, XLE

FundExpense ratioFee$10k

XLE0.08%$8

VGT0.09%$9

DFAR0.22%$22

NETL0.60%$60

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

Yields: DFAR, NETL, VGT, XLE

5.22%highest, NETL

FundTrailing yieldYield$10k

NETL5.22%$522

DFAR3.35%$335

XLE2.47%$247

VGT0.44%$44

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

Income After Fees on $10,000

$462most kept, NETL

NETL$522 − $60 = $462

DFAR$335 − $22 = $313

XLE$247 − $8 = $239

VGT$44 − $9 = $35

KeptFee

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

Overlap: DFAR, NETL, VGT, XLE

Today

12.3%most shared, DFAR and NETL

DFARNETLVGTXLE

DFAR—12.3%0.0%0.0%

NETL12.3%—0.0%0.0%

VGT0.0%0.0%—0.0%

XLE0.0%0.0%0.0%—

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

Return vs Bumpiness: 4 ETFs

+45.0%XLE, at 23.3% volatility

DFARWorst drop−11.5%14.1% vol

NETLWorst drop−16.7%14.9% vol

XLEWorst drop−15.0%23.3% vol

VGTWorst drop−17.5%26.5% vol

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

Paid More vs Made More

YTD

NETLXLE

+6.1%Year to date+40.6%

5.2%Yield2.5%

+6.2%Past year+45.0%

0.60%Fee0.08%

3–1XLE wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

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

$108BAssets$155B

1–1level

End-of-day Nov 6, 2026

XLE vs VDE

YTD

SPDRXLE

+40.6%

VDEVanguard

+38.6%

+40.6%Year to date+38.6%

2.5%Yield2.4%

$40.5BAssets$10.4B

2–0XLE wins

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