Compare · 3 funds side by side · dividends reinvested

DFAR, USRT and XLK

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$21,542XLK · best of the three

Story of the three · IncomeMost incomeDFAR · 3.30% · $330 a year on $10k

Story of the three · RiskSmallest drop

DFAR, USRT and XLK, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core U.S. REIT ETFSectors · Real estate0.08%2.65%+18.0%+16.2%+14.6%+3.7%−12.4%13.9%$4.3B1.6

State Street Technology Select Sector SPDR ETFSectors · Technology0.08%0.49%+17.7%+17.8%+26.1%+16.6%−19.6%28.7%$114B1.9

DFA Real Estate Securities Portfolio ETF Class SharesSectors · Real estate0.22%3.30%+17.1%+15.3%+12.6%[…]−11.5%14.1%$8.7B2.3

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

End-of-day Nov 10, 2026 · returns include dividends · since: DFAR 1993 · USRT 2007 · XLK 1998

Head to Head

Swap sides Versus in desk

Head to Head

5Y

DFA Real Estate Securities Portfolio ETF Class Shares · $8.7B[…]

DFAR

USRT

iShares Core U.S. REIT ETF · $4.3B$12,019

$10,000 five years ago, dividends reinvested · they hold 89.3% in common

DFAR

More Ways to See the Pairs

DFAR vs USRT: Top 5 Holdings

Today

DFAR

29.0%in top 5

USRT

in top 531.7%

DFARStockUSRT

7.6%WELL9.3%

6.3%PLD7.1%

5.3%EQIX6.3%

5.0%SPG4.6%

4.8%

Cost, Income and Risk

Fees: DFAR, USRT, XLK

Today

0.08%lowest, USRT

FundExpense ratioFee$10k

USRT0.08%$8

XLK0.08%$8

DFAR0.22%$22

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

Yields: DFAR, USRT, XLK

Popular Pairs Near These Three

XLK vs VGT

YTD

SPDRXLK

+17.7%

VGTVanguard

+17.7%

+17.7%Year to date+17.7%

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

$114BAssets$155B

1–0XLK wins

End-of-day Nov 10, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

Measure

USRT

+17.1%Year to dateJan 1 → Nov 10+18.0%

+15.3%1 yearTotal return+16.2%

+12.6%3 years · per year$10,000 became $14,290 · $15,048+14.6%

[…]5 years · per year$10,000 became […] · $12,019+3.7%

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

3.30%Trailing 12-mo yield$330 · $265 a year on $10k2.65%

−11.5%Worst dropSmaller is better−12.4%

14.1%VolatilityLower is calmer13.9%

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

2–5USRT wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

AMT

not top 5

not top 5DLR4.4%

Held in common89.3%

End-of-day Nov 10, 2026 · share of each fund

DFAR vs USRT Returns, Every Period

1Y

DimensionalDFAR

+15.3%

past year

USRTiShares

+16.2%

past year

DFARUSRTFaded: behind in that period

0–3USRT wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

DFAR vs USRT

YTD

DimensionalDFAR

+17.1%

USRTiShares

+18.0%

+17.1%Year to date+18.0%

−11.5%Worst drop · 1Y−12.4%

14.1%Volatility · 1Y13.9%

3.3%Yield2.7%

$8.7BAssets$4.3B

2–2level

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1Y

3.30%highest, DFAR

FundTrailing yieldYield$10k

DFAR3.30%$330

USRT2.65%$265

XLK0.49%$49

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$308most kept, DFAR

DFAR$330 − $22 = $308

USRT$265 − $8 = $257

XLK$49 − $8 = $41

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: DFAR, USRT, XLK

Today

89.3%most shared, DFAR and USRT

DFARUSRTXLK

DFAR—89.3%0.0%

USRT89.3%—0.0%

XLK0.0%0.0%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+17.8%XLK, at 28.7% volatility

USRTWorst drop−12.4%13.9% vol

DFARWorst drop−11.5%14.1% vol

XLKWorst drop−19.6%28.7% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

DFARUSRT

+17.1%Year to date+18.0%

3.3%Yield2.7%

+15.3%Past year+16.2%

0.22%Fee0.08%

3–1USRT wins

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 10, 2026

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DFAR, USRT and XLK

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three