Compare · 4 funds side by side · dividends reinvested

DFAR, NETL, XLE and VGT

DFARDimensional×NETLNETL×XLESPDR×VGTVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$25,271XLE · best of the four

02 / 04

DFAR, NETL, XLE and VGT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.46%+41.3%+44.3%+15.9%+20.4%−15.0%23.3%$40.5B1.8

DFA Real Estate Securities Portfolio ETF Class SharesSectors · Real estate0.22%3.30%+17.1%+17.2%+13.4%[…]−11.5%14.1%$8.6B2.3

Vanguard Information Technology ETFSectors · Technology0.09%0.42%+19.3%+18.0%+29.2%+16.3%−17.5%26.6%$155B2.6

Colterpoint Net Lease Real Estate ETFSectors · Real estate0.60%5.14%+7.6%+8.6%+9.0%−0.3%−16.7%15.0%$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 9, 2026 · returns include dividends · since: DFAR 1993 · NETL 2019 · XLE 1998 · VGT 2004

Head to Head

Swap sides Versus in desk

Head to Head

State Street Energy Select Sector SPDR ETF · $40.5B$25,271

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

+41.3%Year to dateJan 1 → Nov 9+17.1%

+44.3%1 yearTotal return+17.2%

+15.9%3 years · per year$10,000 became $15,555 · $14,584+13.4%

+20.4%5 years · per year$10,000 became $25,271 · […][…]

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

2.46%Trailing 12-mo yield$246 · $330 a year on $10k3.30%

−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 9, 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

59.6%in top 5

DFAR

in top 528.9%

XLEStockDFAR

24.5%XOMnot top 5

18.8%CVXnot top 5

not top 5WELL7.6%

7.3%COPnot top 5

not top 5PLD6.3%

not top 5EQIX5.1%

not top 5SPG5.0%

not top 5AMT4.9%

4.5%PSXnot top 5

4.4%MPCnot top 5

Held in common0.0%

End-of-day Nov 9, 2026 · share of each fund

XLE vs DFAR Returns, Every Period

SPDRXLE

+44.3%

past year

DFARDimensional

+17.2%

past year

XLEDFARFaded: behind in that period

3–0XLE wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

XLE vs NETL

YTD

SPDRXLE

+41.3%

NETLNETL

+7.6%

+41.3%Year to date+7.6%

−15.0%Worst drop · 1Y−16.7%

23.3%Volatility · 1Y15.0%

2.5%Yield5.1%

$40.5BAssets$48.2M

2–2level

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFAR, NETL, XLE, VGT

Today

0.08%lowest, XLE

FundExpense ratioFee$10k

XLE0.08%$8

VGT0.09%$9

DFAR0.22%$22

NETL0.60%$60

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: DFAR, NETL, XLE, VGT

5.14%highest, NETL

FundTrailing yieldYield$10k

NETL5.14%$514

DFAR3.30%$330

XLE2.46%$246

VGT0.42%$42

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$454most kept, NETL

NETL$514 − $60 = $454

DFAR$330 − $22 = $308

XLE$246 − $8 = $238

VGT$42 − $9 = $33

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: DFAR, NETL, XLE, VGT

Today

12.2%most shared, DFAR and NETL

DFARNETLXLEVGT

DFAR—12.2%0.0%0.0%

NETL12.2%—0.0%0.0%

XLE0.0%0.0%—0.0%

VGT0.0%0.0%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+44.3%XLE, at 23.3% volatility

DFARWorst drop−11.5%14.1% vol

NETLWorst drop−16.7%15.0% vol

XLEWorst drop−15.0%23.3% vol

VGTWorst drop−17.5%26.6% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

NETLXLE

+7.6%Year to date+41.3%

5.1%Yield2.5%

+8.6%Past year+44.3%

0.60%Fee0.08%

3–1XLE wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

XLK vs VGT

YTD

SPDRXLK

+19.1%

VGTVanguard

+19.3%

+19.1%Year to date+19.3%

0.08% · $8Fee · on $10k a year0.09% · $9

$110BAssets$155B

1–1level

End-of-day Nov 9, 2026

XLE vs VDE

YTD

SPDRXLE

+41.3%

VDEVanguard

+39.4%

+41.3%Year to date+39.4%

2.5%Yield2.4%

$40.5BAssets$10.4B

2–0XLE wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026