Compare · 3 funds side by side · dividends reinvested

DFAR, XLE and XLF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$26,379XLE · best of the three

02 / 04

DFAR, XLE and XLF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.40%+44.9%+48.2%+18.0%+21.4%−15.0%23.2%$44.1B1.8

DFA Real Estate Securities Portfolio ETF Class SharesSectors · Real estate0.22%3.29%+17.7%+17.7%+15.8%[…]−11.5%14.0%$8.8B1.9

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.40%+9.4%+15.3%+24.7%+10.1%−14.8%15.0%$53.8B2.1

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

End-of-day Nov 4, 2026 · returns include dividends · since: DFAR 1993 · XLE 1998 · XLF 1998

Head to Head

Swap sides Versus in desk

Head to Head

DFA Real Estate Securities Portfolio ETF Class Shares · $8.8B[…]

DFAR

XLE

State Street Energy Select Sector SPDR ETF · $44.1B$26,379

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

DFARMeasureXLE

+17.7%Year to dateJan 1 → Nov 4+44.9%

+17.7%1 yearTotal return+48.2%

+15.8%3 years · per year$10,000 became $15,520 · $16,447+18.0%

[…]5 years · per year$10,000 became […] · $26,379+21.4%

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

3.29%Trailing 12-mo yield$329 · $240 a year on $10k2.40%

−11.5%Worst dropSmaller is better−15.0%

14.0%VolatilityLower is calmer23.2%

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

3–4XLE wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DFAR vs XLE: Top 5 Holdings

Today

DFAR

29.2%in top 5

XLE

in top 559.1%

DFARStockXLE

not top 5XOM24.2%

not top 5CVX18.4%

7.5%WELLnot top 5

not top 5COP7.2%

6.4%PLDnot top 5

5.2%EQIXnot top 5

5.1%AMTnot top 5

5.0%SPGnot top 5

not top 5MPC4.7%

not top 5PSX4.6%

Held in common0.0%

End-of-day Nov 4, 2026 · share of each fund

DFAR vs XLE Returns, Every Period

DimensionalDFAR

+17.7%

past year

XLESPDR

+48.2%

past year

DFARXLEFaded: behind in that period

0–3XLE wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

DFAR vs XLE

YTD

DimensionalDFAR

+17.7%

XLESPDR

+44.9%

+17.7%Year to date+44.9%

−11.5%Worst drop · 1Y−15.0%

14.0%Volatility · 1Y23.2%

3.3%Yield2.4%

$8.8BAssets$44.1B

3–1DFAR wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFAR, XLE, XLF

Today

0.08%lowest, XLE

FundExpense ratioFee$10k

XLE0.08%$8

XLF0.08%$8

DFAR0.22%$22

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: DFAR, XLE, XLF

3.29%highest, DFAR

FundTrailing yieldYield$10k

DFAR3.29%$329

XLE2.40%$240

XLF1.40%$140

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$307most kept, DFAR

DFAR$329 − $22 = $307

XLE$240 − $8 = $232

XLF$140 − $8 = $132

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: DFAR, XLE, XLF

Today

0.0%most shared, DFAR and XLE

DFARXLEXLF

DFAR—0.0%0.0%

XLE0.0%—0.0%

XLF0.0%0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+48.2%XLE, at 23.2% volatility

DFARWorst drop−11.5%14.0% vol

XLFWorst drop−14.8%15.0% vol

XLEWorst drop−15.0%23.2% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

DFARXLE

+17.7%Year to date+44.9%

3.3%Yield2.4%

+17.7%Past year+48.2%

0.22%Fee0.08%

3–1XLE wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

XLE vs VDE

YTD

SPDRXLE

+44.9%

VDEVanguard

+42.7%

+44.9%Year to date+42.7%

2.4%Yield2.3%

$44.1BAssets$10.4B

2–0XLE wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026