Compare · 2 funds side by side · dividends reinvested

DFAR and XLF

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,157XLF · best of the two

02 / 04

DFAR and XLF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

DFA Real Estate Securities Portfolio ETF Class SharesSectors · Real estate0.22%3.29%+17.7%+17.7%+15.8%[…]−11.5%14.0%$8.5B1.3

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.40%+9.4%+15.3%+24.7%+10.1%−14.8%15.0%$54.2B1.6

Rank among the two1st → 2ndFee, 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 · XLF 1998

Head to Head

Swap sides Versus in desk

Head to Head

DFA Real Estate Securities Portfolio ETF Class Shares · $8.5B[…]

DFAR

XLF

State Street Financial Select Sector SPDR ETF · $54.2B$16,157

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

DFARMeasureXLF

+17.7%Year to dateJan 1 → Nov 4+9.4%

+17.7%1 yearTotal return+15.3%

+15.8%3 years · per year$10,000 became $15,520 · $19,384+24.7%

[…]5 years · per year$10,000 became […] · $16,157+10.1%

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

3.29%Trailing 12-mo yield$329 · $140 a year on $10k1.40%

−11.5%Worst dropSmaller is better−14.8%

14.0%VolatilityLower is calmer15.0%

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

5–2DFAR 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 XLF: Top 5 Holdings

Today

DFAR

29.2%in top 5

XLF

in top 543.4%

DFARStockXLF

not top 5BRK-B12.9%

not top 5JPM11.2%

not top 5V8.9%

7.5%WELLnot top 5

not top 5MA6.5%

6.4%PLDnot top 5

5.2%EQIXnot top 5

5.1%AMTnot top 5

5.0%SPGnot top 5

not top 5BAC4.0%

Held in common0.0%

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

DFAR vs XLF Returns, Every Period

DimensionalDFAR

+17.7%

past year

XLFSPDR

+15.3%

past year

DFARXLFFaded: behind in that period

2–1DFAR wins

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

DFAR vs XLF

YTD

DimensionalDFAR

+17.7%

XLFSPDR

+9.4%

+17.7%Year to date+9.4%

−11.5%Worst drop · 1Y−14.8%

14.0%Volatility · 1Y15.0%

3.3%Yield1.4%

$8.5BAssets$54.2B

4–0DFAR wins

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

Cost, Income and Risk

Fees: DFAR, XLF

Today

0.08%lowest, XLF

FundExpense ratioFee$10k

XLF0.08%$8

DFAR0.22%$22

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

Yields: DFAR, XLF

3.29%highest, DFAR

FundTrailing yieldYield$10k

DFAR3.29%$329

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

XLF$140 − $8 = $132

KeptFee

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

Overlap: DFAR, XLF

Today

0.0%most shared, DFAR and XLF

DFARXLF

DFAR—0.0%

XLF0.0%—

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

Return vs Bumpiness: 2 ETFs

+17.7%DFAR, at 14.0% volatility

DFARWorst drop−11.5%14.0% vol

XLFWorst drop−14.8%15.0% vol

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

Paid More vs Made More

YTD

DFARXLF

+17.7%Year to date+9.4%

3.3%Yield1.4%

+17.7%Past year+15.3%

0.22%Fee0.08%

3–1DFAR wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026