Compare · 2 funds side by side · dividends reinvested

DFAR and XLRE

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$10,775XLRE · best of the two

02 / 04

DFAR and XLRE, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

DFA Real Estate Securities Portfolio ETF Class SharesSectors · Real estate0.22%3.38%+14.3%+14.3%+14.9%[…]−11.5%13.7%$8.5B1.3

State Street Real Estate Select Sector SPDR ETFSectors · Real estate0.08%3.30%+10.8%+10.5%+14.4%+1.5%−11.1%14.2%$8.3B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: DFAR 1993 · XLRE 2015

Head to Head

Swap sides Versus in desk

Head to Head

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

DFAR

XLRE

State Street Real Estate Select Sector SPDR ETF · $8.3B$10,775

$10,000 five years ago, dividends reinvested · they hold 72.5% in common

DFARMeasureXLRE

+14.3%Year to dateJan 1 → Nov 3+10.8%

+14.3%1 yearTotal return+10.5%

+14.9%3 years · per year$10,000 became $15,153 · $14,961+14.4%

[…]5 years · per year$10,000 became […] · $10,775+1.5%

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

3.38%Trailing 12-mo yield$338 · $330 a year on $10k3.30%

−11.5%Worst dropSmaller is better−11.1%

13.7%VolatilityLower is calmer14.2%

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

5–2DFAR wins

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

More Ways to See the Pairs

DFAR vs XLRE: Top 5 Holdings

Today

DFAR

29.1%in top 5

XLRE

in top 537.0%

DFARStockXLRE

7.4%WELL11.3%

6.4%PLD8.2%

5.1%EQIX6.9%

5.1%AMT5.8%

5.0%SPGnot top 5

not top 5PSA4.9%

Held in common72.5%

End-of-day Nov 3, 2026 · share of each fund

DFAR vs XLRE Returns, Every Period

DimensionalDFAR

+14.3%

past year

XLRESPDR

+10.5%

past year

DFARXLREFaded: behind in that period

3–0DFAR wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

DFAR vs XLRE

YTD

DimensionalDFAR

+14.3%

XLRESPDR

+10.8%

+14.3%Year to date+10.8%

−11.5%Worst drop · 1Y−11.1%

13.7%Volatility · 1Y14.2%

3.4%Yield3.3%

$8.5BAssets$8.3B

3–1DFAR wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFAR, XLRE

Today

0.08%lowest, XLRE

FundExpense ratioFee$10k

XLRE0.08%$8

DFAR0.22%$22

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: DFAR, XLRE

3.38%highest, DFAR

FundTrailing yieldYield$10k

DFAR3.38%$338

XLRE3.30%$330

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$322most kept, XLRE

XLRE$330 − $8 = $322

DFAR$338 − $22 = $316

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: DFAR, XLRE

Today

72.5%most shared, DFAR and XLRE

DFARXLRE

DFAR—72.5%

XLRE72.5%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+14.3%DFAR, at 13.7% volatility

DFARWorst drop−11.5%13.7% vol

XLREWorst drop−11.1%14.2% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

DFARXLRE

+14.3%Year to date+10.8%

3.4%Yield3.3%

+14.3%Past year+10.5%

0.22%Fee0.08%

3–1DFAR wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026