Compare · 4 funds side by side · dividends reinvested

DFAR, NETL, XLE and XLV

DFARDimensional×NETLNETL×XLESPDR×XLVSPDR×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$25,404XLE · best of the four

02 / 04

DFAR, NETL, XLE and XLV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.47%+40.6%+45.4%+16.7%+20.5%−15.0%23.3%$42.0B1.9

State Street Health Care Select Sector SPDR ETFSectors · Health care0.08%1.38%+20.9%+29.6%+16.0%+8.6%−10.5%16.8%$50.9B2.1

DFA Real Estate Securities Portfolio ETF Class SharesSectors · Real estate0.22%3.34%+15.8%+15.6%+14.4%[…]−11.5%14.1%$8.6B2.4

Colterpoint Net Lease Real Estate ETFSectors · Real estate0.60%5.18%+6.8%+7.5%+10.5%−0.6%−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 5, 2026 · returns include dividends · since: DFAR 1993 · NETL 2019 · XLE 1998 · XLV 1998

Head to Head

Swap sides Versus in desk

Head to Head

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

DFAR

NETL

Colterpoint Net Lease Real Estate ETF · $48M$9,724

$10,000 five years ago, dividends reinvested · they hold 12.1% in common

DFARMeasureNETL

+15.8%Year to dateJan 1 → Nov 5+6.8%

+15.6%1 yearTotal return+7.5%

+14.4%3 years · per year$10,000 became $14,980 · $13,485+10.5%

[…]5 years · per year$10,000 became […] · $9,724−0.6%

0.22%Expense ratio$22 · $60 a year on $10k · lower is better0.60%

3.34%Trailing 12-mo yield$334 · $518 a year on $10k5.18%

−11.5%Worst dropSmaller is better−16.7%

14.1%VolatilityLower is calmer14.9%

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

6–1DFAR wins

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

More Ways to See the Pairs

DFAR vs NETL: Top 5 Holdings

Today

DFAR

29.1%in top 5

NETL

in top 542.3%

DFARStockNETL

not top 5VICI8.7%

not top 5ADC8.6%

not top 5O8.6%

not top 5WPC8.3%

not top 5NNN8.2%

7.5%WELLnot top 5

6.3%PLDnot top 5

5.3%EQIXnot top 5

5.0%AMTnot top 5

5.0%SPGnot top 5

Held in common12.1%

End-of-day Nov 5, 2026 · share of each fund

DFAR vs NETL Returns, Every Period

DimensionalDFAR

+15.6%

past year

NETLNETL

+7.5%

past year

DFARNETLFaded: behind in that period

3–0DFAR wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

DFAR vs NETL

YTD

DimensionalDFAR

+15.8%

NETLNETL

+6.8%

+15.8%Year to date+6.8%

−11.5%Worst drop · 1Y−16.7%

14.1%Volatility · 1Y14.9%

3.3%Yield5.2%

$8.6BAssets$47.9M

3–1DFAR wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFAR, NETL, XLE, XLV

Today

0.08%lowest, XLE

FundExpense ratioFee$10k

XLE0.08%$8

XLV0.08%$8

DFAR0.22%$22

NETL0.60%$60

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: DFAR, NETL, XLE, XLV

5.18%highest, NETL

FundTrailing yieldYield$10k

NETL5.18%$518

DFAR3.34%$334

XLE2.47%$247

XLV1.38%$138

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$458most kept, NETL

NETL$518 − $60 = $458

DFAR$334 − $22 = $312

XLE$247 − $8 = $239

XLV$138 − $8 = $130

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: DFAR, NETL, XLE, XLV

Today

12.1%most shared, DFAR and NETL

DFARNETLXLEXLV

DFAR—12.1%0.0%0.0%

NETL12.1%—0.0%0.0%

XLE0.0%0.0%—0.0%

XLV0.0%0.0%0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+45.4%XLE, at 23.3% volatility

DFARWorst drop−11.5%14.1% vol

NETLWorst drop−16.7%14.9% vol

XLVWorst drop−10.5%16.8% vol

XLEWorst drop−15.0%23.3% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

NETLXLE

+6.8%Year to date+40.6%

5.2%Yield2.5%

+7.5%Past year+45.4%

0.60%Fee0.08%

3–1XLE wins

End-of-day Nov 5, 2026

Popular Pairs Near These Four

XLE vs VDE

YTD

SPDRXLE

+40.6%

VDEVanguard

+38.4%

+40.6%Year to date+38.4%

2.5%Yield2.4%

$42.0BAssets$10.4B

2–0XLE wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026