Compare · 3 funds side by side · dividends reinvested

DFAR, XLF and VGT

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$20,466VGT · best of the three

02 / 04

DFAR, XLF and VGT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

DFA Real Estate Securities Portfolio ETF Class SharesSectors · Real estate0.22%3.34%+15.8%+15.6%+14.4%[…]−11.5%14.1%$8.6B1.6

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.44%+6.3%+11.4%+23.0%+9.2%−14.8%15.3%$55.5B2.0

Vanguard Information Technology ETFSectors · Technology0.09%0.44%+14.0%+11.1%+28.8%+15.4%−17.5%26.5%$155B2.3

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

End-of-day Nov 5, 2026 · returns include dividends · since: DFAR 1993 · XLF 1998 · VGT 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

DFAR

XLF

State Street Financial Select Sector SPDR ETF · $55.5B$15,503

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

DFARMeasureXLF

+15.8%Year to dateJan 1 → Nov 5+6.3%

+15.6%1 yearTotal return+11.4%

+14.4%3 years · per year$10,000 became $14,980 · $18,620+23.0%

[…]5 years · per year$10,000 became […] · $15,503+9.2%

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

3.34%Trailing 12-mo yield$334 · $144 a year on $10k1.44%

−11.5%Worst dropSmaller is better−14.8%

14.1%VolatilityLower is calmer15.3%

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

5–2DFAR wins

End-of-day Nov 5, 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

29.1%in top 5

XLF

in top 543.7%

DFARStockXLF

not top 5BRK-B12.9%

not top 5JPM11.2%

not top 5V8.9%

7.5%WELLnot top 5

not top 5MA6.5%

6.3%PLDnot top 5

5.3%EQIXnot top 5

5.0%AMTnot top 5

5.0%SPGnot top 5

not top 5BAC4.0%

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

DFAR vs XLF Returns, Every Period

DimensionalDFAR

+15.6%

past year

XLFSPDR

+11.4%

past year

DFARXLFFaded: behind in that period

2–1DFAR wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

DFAR vs XLF

YTD

DimensionalDFAR

+15.8%

XLFSPDR

+6.3%

+15.8%Year to date+6.3%

−11.5%Worst drop · 1Y−14.8%

14.1%Volatility · 1Y15.3%

3.3%Yield1.4%

$8.6BAssets$55.5B

4–0DFAR wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFAR, XLF, VGT

Today

0.08%lowest, XLF

FundExpense ratioFee$10k

XLF0.08%$8

VGT0.09%$9

DFAR0.22%$22

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: DFAR, XLF, VGT

3.34%highest, DFAR

FundTrailing yieldYield$10k

DFAR3.34%$334

XLF1.44%$144

VGT0.44%$44

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$312most kept, DFAR

DFAR$334 − $22 = $312

XLF$144 − $8 = $136

VGT$44 − $9 = $35

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: DFAR, XLF, VGT

Today

0.0%most shared, DFAR and XLF

DFARXLFVGT

DFAR—0.0%0.0%

XLF0.0%—0.0%

VGT0.0%0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+15.6%DFAR, at 14.1% volatility

DFARWorst drop−11.5%14.1% vol

XLFWorst drop−14.8%15.3% vol

VGTWorst drop−17.5%26.5% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

DFARVGT

+15.8%Year to date+14.0%

3.3%Yield0.4%

+15.6%Past year+11.1%

0.22%Fee0.09%

3–1DFAR wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

XLK vs VGT

YTD

SPDRXLK

+13.2%

VGTVanguard

+14.0%

+13.2%Year to date+14.0%

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

$117BAssets$155B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026