Compare · 3 funds side by side · dividends reinvested

DFGR, DFAR and XLK

DFGRDimensional×DFARDimensional×XLKSPDR×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$20,952XLK · best of the three

02 / 04

DFGR, DFAR and XLK, 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%$8.8B1.7

Dimensional - Global Real Estate ETFSectors · Real estate0.22%3.87%+10.5%+11.1%+13.8%[…]−10.8%12.5%$4.0B1.9

State Street Technology Select Sector SPDR ETFSectors · Technology0.08%0.51%+13.2%+11.1%+26.4%+15.9%−19.6%28.5%$117B2.1

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

End-of-day Nov 5, 2026 · returns include dividends · since: DFGR 2022 · DFAR 1993 · XLK 1998

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - Global Real Estate ETF · $4.0B[…]

DFGR

DFAR

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

$10,000 five years ago, dividends reinvested · they hold 73.8% in common

DFGRMeasureDFAR

+10.5%Year to dateJan 1 → Nov 5+15.8%

+11.1%1 yearTotal return+15.6%

+13.8%3 years · per year$10,000 became $14,720 · $14,980+14.4%

[…]5 years · per year[…]

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

3.87%Trailing 12-mo yield$387 · $334 a year on $10k3.34%

−10.8%Worst dropSmaller is better−11.5%

12.5%VolatilityLower is calmer14.1%

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

3–3Level

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

More Ways to See the Pairs

DFGR vs DFAR: Top 5 Holdings

Today

DFGR

28.5%in top 5

DFAR

in top 529.1%

DFGRStockDFAR

9.0%WELL7.5%

6.2%PLD6.3%

5.2%EQIX5.3%

4.4%AMT5.0%

3.7%SPG5.0%

Held in common73.8%

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

DFGR vs DFAR Returns, Every Period

DimensionalDFGR

+11.1%

past year

DFARDimensional

+15.6%

past year

DFGRDFARFaded: behind in that period

0–3DFAR wins

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

DFGR vs DFAR

YTD

DimensionalDFGR

+10.5%

DFARDimensional

+15.8%

+10.5%Year to date+15.8%

−10.8%Worst drop · 1Y−11.5%

12.5%Volatility · 1Y14.1%

3.9%Yield3.3%

$4.0BAssets$8.8B

3–1DFGR wins

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

Cost, Income and Risk

Fees: DFGR, DFAR, XLK

Today

0.08%lowest, XLK

FundExpense ratioFee$10k

XLK0.08%$8

DFGR0.22%$22

DFAR0.22%$22

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

Yields: DFGR, DFAR, XLK

3.87%highest, DFGR

FundTrailing yieldYield$10k

DFGR3.87%$387

DFAR3.34%$334

XLK0.51%$51

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

Income After Fees on $10,000

$365most kept, DFGR

DFGR$387 − $22 = $365

DFAR$334 − $22 = $312

XLK$51 − $8 = $43

KeptFee

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

Overlap: DFGR, DFAR, XLK

Today

73.8%most shared, DFGR and DFAR

DFGRDFARXLK

DFGR—73.8%0.0%

DFAR73.8%—0.0%

XLK0.0%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

DFGRWorst drop−10.8%12.5% vol

DFARWorst drop−11.5%14.1% vol

XLKWorst drop−19.6%28.5% vol

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

Paid More vs Made More

YTD

DFGRDFAR

+10.5%Year to date+15.8%

3.9%Yield3.3%

+11.1%Past year+15.6%

0.22%Fee0.22%

2–1DFAR 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%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026