Compare · 4 funds side by side · dividends reinvested

DFAR, NETL, XLE and XLF

DFARDimensional×NETLNETL×XLESPDR×XLFSPDR×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$26,671XLE · best of the four

Story of the four · IncomeMost incomeNETL · 5.25% · $525 a year on $10k

Story of the four · RiskSmallest drop

DFAR, NETL, XLE and XLF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

DFA Real Estate Securities Portfolio ETF Class SharesSectors · Real estate0.22%3.33%+16.3%+13.5%+13.3%[…]−11.5%14.0%$8.7B2.0

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.37%+46.7%+44.6%+19.1%+21.7%−15.0%23.4%$40.9B2.0

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.42%+7.6%+11.1%+22.0%+9.7%−14.8%15.3%$54.1B2.4

Colterpoint Net Lease Real Estate ETFSectors · Real estate0.60%5.25%+5.4%+3.8%+8.3%−0.5%−16.7%14.9%$48M3.3

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 12, 2026 · returns include dividends · since: DFAR 1993 · NETL 2019 · XLE 1998 · 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

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DFAR vs XLE: Top 5 Holdings

Today

DFAR

29.2%in top 5

XLE

in top 558.8%

DFARStockXLE

not top 5XOM24.0%

not top 5CVX18.4%

7.6%WELLnot top 5

not top 5COP7.2%

6.3%PLDnot top 5

Cost, Income and Risk

Fees: DFAR, NETL, XLE, XLF

Today

0.08%lowest, XLE

FundExpense ratioFee$10k

XLE0.08%$8

XLF0.08%$8

DFAR0.22%$22

NETL0.60%$60

End-of-day Nov 12, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

XLE vs VDE

YTD

SPDRXLE

+46.7%

VDEVanguard

+44.8%

+46.7%Year to date+44.8%

2.4%Yield2.3%

$40.9BAssets$10.4B

2–0XLE wins

End-of-day Nov 12, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

XLE

State Street Energy Select Sector SPDR ETF · $40.9B$26,671

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

DFARMeasureXLE

+16.3%Year to dateJan 1 → Nov 12+46.7%

+13.5%1 yearTotal return+44.6%

+13.3%3 years · per year$10,000 became $14,540 · $16,880+19.1%

[…]5 years · per year$10,000 became […] · $26,671+21.7%

0.22%Expense ratio$22 · $8 a year on $10k · lower is better0.08%

3.33%Trailing 12-mo yield$333 · $237 a year on $10k2.37%

−11.5%Worst dropSmaller is better−15.0%

14.0%VolatilityLower is calmer23.4%

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

3–4XLE wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

5.4%EQIXnot top 5

5.1%SPGnot top 5

4.8%AMTnot top 5

not top 5MPC4.7%

not top 5PSX4.6%

Held in common0.0%

End-of-day Nov 12, 2026 · share of each fund

DFAR vs XLE Returns, Every Period

1Y

DimensionalDFAR

+13.5%

past year

XLESPDR

+44.6%

past year

DFARXLEFaded: behind in that period

0–3XLE wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

DFAR vs NETL

YTD

DimensionalDFAR

+16.3%

NETLNETL

+5.4%

+16.3%Year to date+5.4%

−11.5%Worst drop · 1Y−16.7%

14.0%Volatility · 1Y14.9%

3.3%Yield5.2%

$8.7BAssets$48.1M

3–1DFAR wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

Yields: DFAR, NETL, XLE, XLF

1Y

5.25%highest, NETL

FundTrailing yieldYield$10k

NETL5.25%$525

DFAR3.33%$333

XLE2.37%$237

XLF1.42%$142

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

Income After Fees on $10,000

1Y

$465most kept, NETL

NETL$525 − $60 = $465

DFAR$333 − $22 = $311

XLE$237 − $8 = $229

XLF$142 − $8 = $134

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: DFAR, NETL, XLE, XLF

Today

12.2%most shared, DFAR and NETL

DFARNETLXLEXLF

DFAR—12.2%0.0%0.0%

NETL12.2%—0.0%0.0%

XLE0.0%0.0%—0.0%

XLF0.0%0.0%0.0%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+44.6%XLE, at 23.4% volatility

DFARWorst drop−11.5%14.0% vol

NETLWorst drop−16.7%14.9% vol

XLFWorst drop−14.8%15.3% vol

XLEWorst drop−15.0%23.4% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

NETLXLE

+5.4%Year to date+46.7%

5.2%Yield2.4%

+3.8%Past year+44.6%

0.60%Fee0.08%

3–1XLE wins

End-of-day Nov 12, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

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DFAR, NETL, XLE and XLF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four