Compare · 2 funds side by side · dividends reinvested

DFGR and XLF

DFGRDimensional×XLFSPDR×

Versus in desk

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

02 / 04

DFGR and XLF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - Global Real Estate ETFSectors · Real estate0.22%3.88%+10.0%+10.4%+13.3%[…]−10.8%12.5%$4.0B1.3

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.44%+5.7%+10.4%+22.5%+9.1%−14.8%15.3%$55.5B1.6

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

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

Head to Head

Swap sides Versus in desk

Head to Head

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

DFGR

XLF

State Street Financial Select Sector SPDR ETF · $55.5B$15,474

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

DFGRMeasureXLF

+10.0%Year to dateJan 1 → Nov 6+5.7%

+10.4%1 yearTotal return+10.4%

+13.3%3 years · per year$10,000 became $14,527 · $18,391+22.5%

[…]5 years · per year$10,000 became […] · $15,474+9.1%

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

3.88%Trailing 12-mo yield$388 · $144 a year on $10k1.44%

−10.8%Worst dropSmaller is better−14.8%

12.5%VolatilityLower is calmer15.3%

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

4–2DFGR 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 XLF: Top 5 Holdings

Today

DFGR

28.2%in top 5

XLF

in top 543.7%

DFGRStockXLF

not top 5BRK-B13.2%

not top 5JPM11.1%

8.9%WELLnot top 5

not top 5V8.9%

not top 5MA6.5%

6.2%PLDnot top 5

5.0%EQIXnot top 5

4.4%AMTnot top 5

not top 5BAC4.0%

3.7%SPGnot top 5

Held in common0.0%

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

DFGR vs XLF Returns, Every Period

DimensionalDFGR

+10.4%

past year

XLFSPDR

+10.4%

past year

DFGRXLFFaded: behind in that period

1–1Level

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

DFGR vs XLF

YTD

DimensionalDFGR

+10.0%

XLFSPDR

+5.7%

+10.0%Year to date+5.7%

−10.8%Worst drop · 1Y−14.8%

12.5%Volatility · 1Y15.3%

3.9%Yield1.4%

$4.0BAssets$55.5B

4–0DFGR wins

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

Cost, Income and Risk

Fees: DFGR, XLF

Today

0.08%lowest, XLF

FundExpense ratioFee$10k

XLF0.08%$8

DFGR0.22%$22

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

Yields: DFGR, XLF

3.88%highest, DFGR

FundTrailing yieldYield$10k

DFGR3.88%$388

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

XLF$144 − $8 = $136

KeptFee

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

Overlap: DFGR, XLF

Today

0.0%most shared, DFGR and XLF

DFGRXLF

DFGR—0.0%

XLF0.0%—

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

Return vs Bumpiness: 2 ETFs

+10.4%DFGR, at 12.5% volatility

DFGRWorst drop−10.8%12.5% 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

DFGRXLF

+10.0%Year to date+5.7%

3.9%Yield1.4%

+10.4%Past year+10.4%

0.22%Fee0.08%

2–1DFGR wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

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