Compare · 3 funds side by side · dividends reinvested

DFGR, USRT and XLF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,474XLF · best of the three

02 / 04

DFGR, USRT and XLF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core U.S. REIT ETFSectors · Real estate0.08%2.69%+16.2%+16.0%+16.0%+3.7%−12.4%13.9%$4.2B1.6

Dimensional - Global Real Estate ETFSectors · Real estate0.22%3.88%+10.0%+10.4%+13.3%[…]−10.8%12.5%$4.0B1.9

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.44%+5.7%+10.4%+22.5%+9.1%−14.8%15.3%$55.5B2.3

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

End-of-day Nov 6, 2026 · returns include dividends · since: DFGR 2022 · USRT 2007 · XLF 1998

Head to Head

Swap sides Versus in desk

Head to Head

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

DFGR

USRT

iShares Core U.S. REIT ETF · $4.2B$12,000

$10,000 five years ago, dividends reinvested · they hold 67.7% in common

DFGRMeasureUSRT

+10.0%Year to dateJan 1 → Nov 6+16.2%

+10.4%1 yearTotal return+16.0%

+13.3%3 years · per year$10,000 became $14,527 · $15,602+16.0%

[…]5 years · per year$10,000 became […] · $12,000+3.7%

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

3.88%Trailing 12-mo yield$388 · $269 a year on $10k2.69%

−10.8%Worst dropSmaller is better−12.4%

12.5%VolatilityLower is calmer13.9%

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

3–4USRT wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DFGR vs USRT: Top 5 Holdings

Today

DFGR

28.2%in top 5

USRT

in top 531.4%

DFGRStockUSRT

8.9%WELL9.3%

6.2%PLD6.8%

5.0%EQIX5.9%

3.7%SPG4.8%

not top 5PSA4.6%

4.4%AMTnot top 5

Held in common67.7%

End-of-day Nov 6, 2026 · share of each fund

DFGR vs USRT Returns, Every Period

DimensionalDFGR

+10.4%

past year

USRTiShares

+16.0%

past year

DFGRUSRTFaded: behind in that period

0–3USRT wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

DFGR vs USRT

YTD

DimensionalDFGR

+10.0%

USRTiShares

+16.2%

+10.0%Year to date+16.2%

−10.8%Worst drop · 1Y−12.4%

12.5%Volatility · 1Y13.9%

3.9%Yield2.7%

$4.0BAssets$4.2B

3–1DFGR wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFGR, USRT, XLF

Today

0.08%lowest, USRT

FundExpense ratioFee$10k

USRT0.08%$8

XLF0.08%$8

DFGR0.22%$22

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: DFGR, USRT, XLF

3.88%highest, DFGR

FundTrailing yieldYield$10k

DFGR3.88%$388

USRT2.69%$269

XLF1.44%$144

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$366most kept, DFGR

DFGR$388 − $22 = $366

USRT$269 − $8 = $261

XLF$144 − $8 = $136

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: DFGR, USRT, XLF

Today

67.7%most shared, DFGR and USRT

DFGRUSRTXLF

DFGR—67.7%0.0%

USRT67.7%—0.0%

XLF0.0%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+16.0%USRT, at 13.9% volatility

DFGRWorst drop−10.8%12.5% vol

USRTWorst drop−12.4%13.9% vol

XLFWorst drop−14.8%15.3% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

DFGRUSRT

+10.0%Year to date+16.2%

3.9%Yield2.7%

+10.4%Past year+16.0%

0.22%Fee0.08%

3–1USRT wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026