Compare · 4 funds side by side · dividends reinvested

DFAR, NETL, XLF and XLE

DFARDimensional×NETLNETL×XLFSPDR×XLESPDR×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$26,316XLE · best of the four

Story of the four · IncomeMost incomeNETL · 5.20% · $520 a year on $10k

Story of the four · RiskSmallest drop

DFAR, NETL, XLF and XLE, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

DFA Real Estate Securities Portfolio ETF Class SharesSectors · Real estate0.22%3.31%+16.9%+15.4%+13.1%[…]−11.5%14.1%$8.7B2.0

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.40%+44.5%+44.3%+17.6%+21.4%−15.0%23.3%$40.7B2.0

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.41%+8.4%+12.4%+22.2%+9.5%−14.8%15.3%$53.6B2.4

Colterpoint Net Lease Real Estate ETFSectors · Real estate0.60%5.20%+6.4%+5.9%+8.5%−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 11, 2026 · returns include dividends · since: DFAR 1993 · NETL 2019 · XLF 1998 · XLE 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

29.0%in top 5

XLE

in top 558.9%

DFARStockXLE

not top 5XOM24.1%

not top 5CVX18.5%

7.6%WELLnot top 5

not top 5COP7.2%

6.3%PLDnot top 5

Cost, Income and Risk

Fees: DFAR, NETL, XLF, XLE

Today

0.08%lowest, XLF

FundExpense ratioFee$10k

XLF0.08%$8

XLE0.08%$8

DFAR0.22%$22

NETL0.60%$60

End-of-day Nov 11, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

XLE vs VDE

YTD

SPDRXLE

+44.5%

VDEVanguard

+42.6%

+44.5%Year to date+42.6%

2.4%Yield2.3%

$40.7BAssets$10.4B

2–0XLE wins

End-of-day Nov 11, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

XLE

State Street Energy Select Sector SPDR ETF · $40.7B$26,316

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

DFARMeasureXLE

+16.9%Year to dateJan 1 → Nov 11+44.5%

+15.4%1 yearTotal return+44.3%

+13.1%3 years · per year$10,000 became $14,473 · $16,257+17.6%

[…]5 years · per year$10,000 became […] · $26,316+21.4%

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

3.31%Trailing 12-mo yield$331 · $240 a year on $10k2.40%

−11.5%Worst dropSmaller is better−15.0%

14.1%VolatilityLower is calmer23.3%

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

3–4XLE wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

5.3%EQIXnot top 5

5.1%SPGnot top 5

4.8%AMTnot top 5

not top 5MPC4.6%

not top 5PSX4.5%

Held in common0.0%

End-of-day Nov 11, 2026 · share of each fund

DFAR vs XLE Returns, Every Period

1Y

DimensionalDFAR

+15.4%

past year

XLESPDR

+44.3%

past year

DFARXLEFaded: behind in that period

0–3XLE wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

DFAR vs NETL

YTD

DimensionalDFAR

+16.9%

NETLNETL

+6.4%

+16.9%Year to date+6.4%

−11.5%Worst drop · 1Y−16.7%

14.1%Volatility · 1Y14.9%

3.3%Yield5.2%

$8.7BAssets$48.4M

3–1DFAR wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

Yields: DFAR, NETL, XLF, XLE

1Y

5.20%highest, NETL

FundTrailing yieldYield$10k

NETL5.20%$520

DFAR3.31%$331

XLE2.40%$240

XLF1.41%$141

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$460most kept, NETL

NETL$520 − $60 = $460

DFAR$331 − $22 = $309

XLE$240 − $8 = $232

XLF$141 − $8 = $133

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: DFAR, NETL, XLF, XLE

Today

12.2%most shared, DFAR and NETL

DFARNETLXLFXLE

DFAR—12.2%0.0%0.0%

NETL12.2%—0.0%0.0%

XLF0.0%0.0%—0.0%

XLE0.0%0.0%0.0%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+44.3%XLE, at 23.3% volatility

DFARWorst drop−11.5%14.1% vol

NETLWorst drop−16.7%14.9% vol

XLFWorst drop−14.8%15.3% vol

XLEWorst drop−15.0%23.3% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

NETLXLE

+6.4%Year to date+44.5%

5.2%Yield2.4%

+5.9%Past year+44.3%

0.60%Fee0.08%

3–1XLE wins

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 11, 2026

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DFAR, NETL, XLF and XLE

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four