Compare · 3 funds side by side · dividends reinvested

DFAR, PPTY and XLF

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,980XLF · best of the three

Story of the three · IncomeMost incomeDFAR · 3.33% · $333 a year on $10k

Story of the three · RiskSmallest drop

DFAR, PPTY 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%+14.5%+13.1%[…]−11.5%14.0%$8.6B1.4

US Diversified Real Estate ETFSectors · Real estate0.53%2.53%+12.5%+12.1%+11.3%+0.7%−11.8%13.9%$23M2.1

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.41%+8.5%+11.1%+22.2%+9.8%−14.8%15.3%$54.2B2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 13, 2026 · returns include dividends · since: DFAR 1993 · PPTY 2018 · XLF 1998

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

DFAR

PPTY

US Diversified Real Estate ETF · $23M$10,371

$10,000 five years ago, dividends reinvested · they hold 49.1% in common

DFAR

More Ways to See the Pairs

DFAR vs PPTY: Top 5 Holdings

Today

DFAR

29.2%in top 5

PPTY

in top 522.7%

DFARStockPPTY

7.6%WELLnot top 5

not top 5EQR6.9%

6.3%PLD3.8%

5.4%EQIX4.5%

5.1%SPG

Cost, Income and Risk

Fees: DFAR, PPTY, XLF

Today

0.08%lowest, XLF

FundExpense ratioFee$10k

XLF0.08%$8

DFAR0.22%$22

PPTY0.53%$53

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: DFAR, PPTY, XLF

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

Measure

PPTY

+16.3%Year to dateJan 1 → Nov 13+12.5%

+14.5%1 yearTotal return+12.1%

+13.1%3 years · per year$10,000 became $14,460 · $13,783+11.3%

[…]5 years · per year$10,000 became […] · $10,371+0.7%

0.22%Expense ratio$22 · $53 a year on $10k · lower is better0.53%

3.33%Trailing 12-mo yield$333 · $253 a year on $10k2.53%

−11.5%Worst dropSmaller is better−11.8%

14.0%VolatilityLower is calmer13.9%

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

6–1DFAR wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5

4.8%AMTnot top 5

not top 5FCPT3.9%

not top 5DLR3.6%

Held in common49.1%

End-of-day Nov 13, 2026 · share of each fund

DFAR vs PPTY Returns, Every Period

1Y

DimensionalDFAR

+14.5%

past year

PPTYVident

+12.1%

past year

DFARPPTYFaded: behind in that period

3–0DFAR wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

DFAR vs PPTY

YTD

DimensionalDFAR

+16.3%

PPTYVident

+12.5%

+16.3%Year to date+12.5%

−11.5%Worst drop · 1Y−11.8%

14.0%Volatility · 1Y13.9%

3.3%Yield2.5%

$8.6BAssets$23.1M

3–1DFAR wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

1Y

3.33%highest, DFAR

FundTrailing yieldYield$10k

DFAR3.33%$333

PPTY2.53%$253

XLF1.41%$141

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$311most kept, DFAR

DFAR$333 − $22 = $311

PPTY$253 − $53 = $200

XLF$141 − $8 = $133

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: DFAR, PPTY, XLF

Today

49.1%most shared, DFAR and PPTY

DFARPPTYXLF

DFAR—49.1%0.0%

PPTY49.1%—0.0%

XLF0.0%0.0%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+14.5%DFAR, at 14.0% volatility

PPTYWorst drop−11.8%13.9% vol

DFARWorst drop−11.5%14.0% vol

XLFWorst drop−14.8%15.3% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

DFARPPTY

+16.3%Year to date+12.5%

3.3%Yield2.5%

+14.5%Past year+12.1%

0.22%Fee0.53%

4–0DFAR wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.5BAssets$47.1B

1–1level

End-of-day Nov 13, 2026

Year to date

+11.5%

1.0%Yield1.0%

$186BAssets$807B

0–0level

End-of-day Nov 13, 2026

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DFAR, PPTY and XLF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three