Compare · 3 funds side by side · dividends reinvested

DFGR, USRT and XLK

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$22,110XLK · best of the three

Story of the three · IncomeMost incomeDFGR · 3.85% · $385 a year on $10k

Story of the three · RiskSmallest drop

DFGR, USRT and XLK, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Technology Select Sector SPDR ETFSectors · Technology0.08%0.48%+21.5%+18.6%+27.1%+17.2%−19.6%28.7%$114B1.8

iShares Core U.S. REIT ETFSectors · Real estate0.08%2.66%+17.8%+16.5%+15.1%+3.6%−12.4%13.9%$4.3B1.9

Dimensional - Global Real Estate ETFSectors · Real estate0.22%3.85%+11.0%+10.3%+12.1%[…]−10.8%12.5%$4.0B2.1

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

End-of-day Nov 11, 2026 · returns include dividends · since: DFGR 2022 · USRT 2007 · XLK 1998

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

DFGR

USRT

iShares Core U.S. REIT ETF · $4.3B$11,911

$10,000 five years ago, dividends reinvested · they hold 68.2% in common

DFGR

More Ways to See the Pairs

DFGR vs USRT: Top 5 Holdings

Today

DFGR

28.5%in top 5

USRT

in top 531.7%

DFGRStockUSRT

9.0%WELL9.3%

6.2%PLD7.0%

5.2%EQIX6.3%

3.8%SPG4.6%

not top 5DLR

Cost, Income and Risk

Fees: DFGR, USRT, XLK

Today

0.08%lowest, USRT

FundExpense ratioFee$10k

USRT0.08%$8

XLK0.08%$8

DFGR0.22%$22

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: DFGR, USRT, XLK

Popular Pairs Near These Three

XLK vs VGT

YTD

SPDRXLK

+21.5%

VGTVanguard

+21.1%

+21.5%Year to date+21.1%

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

$114BAssets$155B

2–0XLK wins

End-of-day Nov 11, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

Measure

USRT

+11.0%Year to dateJan 1 → Nov 11+17.8%

+10.3%1 yearTotal return+16.5%

+12.1%3 years · per year$10,000 became $14,072 · $15,247+15.1%

[…]5 years · per year$10,000 became […] · $11,911+3.6%

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

3.85%Trailing 12-mo yield$385 · $266 a year on $10k2.66%

−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 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

4.4%

4.3%AMTnot top 5

Held in common68.2%

End-of-day Nov 11, 2026 · share of each fund

DFGR vs USRT Returns, Every Period

1Y

DimensionalDFGR

+10.3%

past year

USRTiShares

+16.5%

past year

DFGRUSRTFaded: behind in that period

0–3USRT wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

DFGR vs USRT

YTD

DimensionalDFGR

+11.0%

USRTiShares

+17.8%

+11.0%Year to date+17.8%

−10.8%Worst drop · 1Y−12.4%

12.5%Volatility · 1Y13.9%

3.8%Yield2.7%

$4.0BAssets$4.3B

3–1DFGR wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

1Y

3.85%highest, DFGR

FundTrailing yieldYield$10k

DFGR3.85%$385

USRT2.66%$266

XLK0.48%$48

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$363most kept, DFGR

DFGR$385 − $22 = $363

USRT$266 − $8 = $258

XLK$48 − $8 = $40

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: DFGR, USRT, XLK

Today

68.2%most shared, DFGR and USRT

DFGRUSRTXLK

DFGR—68.2%0.0%

USRT68.2%—0.0%

XLK0.0%0.0%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+18.6%XLK, at 28.7% volatility

DFGRWorst drop−10.8%12.5% vol

USRTWorst drop−12.4%13.9% vol

XLKWorst drop−19.6%28.7% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

DFGRXLK

+11.0%Year to date+21.5%

3.8%Yield0.5%

+10.3%Past year+18.6%

0.22%Fee0.08%

3–1XLK wins

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 11, 2026

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DFGR, USRT and XLK

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three