Compare · 3 funds side by side · dividends reinvested

DFAR, XLF and VNQ

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,733XLF · best of the three

Story of the three · IncomeMost incomeVNQ · 3.51% · $351 a year on $10k

Story of the three · RiskSmallest drop

DFAR, XLF and VNQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

DFA Real Estate Securities Portfolio ETF Class SharesSectors · Real estate0.22%3.30%+17.1%+15.3%+12.6%[…]−11.5%14.1%$8.7B1.7

Vanguard Real Estate ETFSectors · Real estate0.13%3.51%+12.8%+11.7%+12.1%+1.4%−11.4%14.2%$35.9B2.0

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.42%+7.7%+12.2%+21.8%+9.5%−14.8%15.3%$53.4B2.1

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

End-of-day Nov 10, 2026 · returns include dividends · since: DFAR 1993 · XLF 1998 · VNQ 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

DFAR

XLF

State Street Financial Select Sector SPDR ETF · $53.4B$15,733

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

DFAR

More Ways to See the Pairs

DFAR vs XLF: Top 5 Holdings

Today

DFAR

29.0%in top 5

XLF

in top 543.6%

DFARStockXLF

not top 5BRK-B13.1%

not top 5JPM11.1%

not top 5V8.8%

7.6%WELLnot top 5

not top 5MA6.5%

Cost, Income and Risk

Fees: DFAR, XLF, VNQ

Today

0.08%lowest, XLF

FundExpense ratioFee$10k

XLF0.08%$8

VNQ0.13%$13

DFAR0.22%$22

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

Yields: DFAR, XLF, VNQ

Popular Pairs Near These Three

VNQ vs SCHH

YTD

VanguardVNQ

+12.8%

SCHHSchwab

+16.6%

+12.8%Year to date+16.6%

3.5%Yield2.8%

$35.9BAssets$11.4B

1–1level

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

XLF

+17.1%Year to dateJan 1 → Nov 10+7.7%

+15.3%1 yearTotal return+12.2%

+12.6%3 years · per year$10,000 became $14,290 · $18,086+21.8%

[…]5 years · per year$10,000 became […] · $15,733+9.5%

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

3.30%Trailing 12-mo yield$330 · $142 a year on $10k1.42%

−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 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

6.3%PLDnot top 5

5.3%EQIXnot top 5

5.0%SPGnot top 5

4.8%AMTnot top 5

not top 5BAC4.0%

Held in common0.0%

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

DFAR vs XLF Returns, Every Period

1Y

DimensionalDFAR

+15.3%

past year

XLFSPDR

+12.2%

past year

DFARXLFFaded: behind in that period

2–1DFAR wins

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

DFAR vs VNQ

YTD

DimensionalDFAR

+17.1%

VNQVanguard

+12.8%

+17.1%Year to date+12.8%

−11.5%Worst drop · 1Y−11.4%

14.1%Volatility · 1Y14.2%

3.3%Yield3.5%

$8.7BAssets$35.9B

2–2level

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

1Y

3.51%highest, VNQ

FundTrailing yieldYield$10k

VNQ3.51%$351

DFAR3.30%$330

XLF1.42%$142

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

Income After Fees on $10,000

1Y

$338most kept, VNQ

VNQ$351 − $13 = $338

DFAR$330 − $22 = $308

XLF$142 − $8 = $134

KeptFee

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

Overlap: DFAR, XLF, VNQ

Today

84.5%most shared, DFAR and VNQ

DFARXLFVNQ

DFAR—0.0%84.5%

XLF0.0%—0.0%

VNQ84.5%0.0%—

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

Return vs Bumpiness: 3 ETFs

1Y

+15.3%DFAR, at 14.1% volatility

DFARWorst drop−11.5%14.1% vol

VNQWorst drop−11.4%14.2% vol

XLFWorst drop−14.8%15.3% vol

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

Paid More vs Made More

YTD

VNQDFAR

+12.8%Year to date+17.1%

3.5%Yield3.3%

+11.7%Past year+15.3%

0.13%Fee0.22%

2–2level

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

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DFAR, XLF and VNQ

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three