Compare · 3 funds side by side · dividends reinvested

DFGR, XLK and VGT

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$22,983XLK · best of the three

02 / 04

DFGR, XLK and VGT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Technology Select Sector SPDR ETFSectors · Technology0.08%0.47%+23.0%+18.0%+30.7%+18.1%−15.9%27.3%$115B1.8

Vanguard Information Technology ETFSectors · Technology0.09%0.41%+22.8%+16.8%+32.7%+17.3%−15.8%25.5%$155B2.0

Dimensional - Global Real Estate ETFSectors · Real estate0.22%3.92%+9.0%+9.6%+14.1%[…]−10.8%12.1%$3.9B2.1

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

End-of-day Nov 3, 2026 · returns include dividends · since: DFGR 2022 · XLK 1998 · VGT 2004

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - Global Real Estate ETF · $3.9B[…]

DFGR

XLK

State Street Technology Select Sector SPDR ETF · $115B$22,983

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

DFGRMeasureXLK

+9.0%Year to dateJan 1 → Nov 3+23.0%

+9.6%1 yearTotal return+18.0%

+14.1%3 years · per year$10,000 became $14,845 · $22,326+30.7%

[…]5 years · per year$10,000 became […] · $22,983+18.1%

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

3.92%Trailing 12-mo yield$392 · $47 a year on $10k0.47%

−10.8%Worst dropSmaller is better−15.9%

12.1%VolatilityLower is calmer27.3%

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

3–4XLK wins

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

More Ways to See the Pairs

DFGR vs XLK: Top 5 Holdings

Today

DFGR

28.3%in top 5

XLK

in top 550.8%

DFGRStockXLK

not top 5NVDA15.0%

not top 5AAPL14.8%

not top 5MSFT11.4%

8.9%WELLnot top 5

6.3%PLDnot top 5

5.0%EQIXnot top 5

not top 5AMD4.9%

not top 5AVGO4.8%

4.4%AMTnot top 5

3.7%SPGnot top 5

Held in common0.0%

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

DFGR vs XLK Returns, Every Period

DimensionalDFGR

+9.6%

past year

XLKSPDR

+18.0%

past year

DFGRXLKFaded: behind in that period

0–3XLK wins

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

DFGR vs XLK

YTD

DimensionalDFGR

+9.0%

XLKSPDR

+23.0%

+9.0%Year to date+23.0%

−10.8%Worst drop · 1Y−15.9%

12.1%Volatility · 1Y27.3%

3.9%Yield0.5%

$3.9BAssets$115B

3–1DFGR wins

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

Cost, Income and Risk

Fees: DFGR, XLK, VGT

Today

0.08%lowest, XLK

FundExpense ratioFee$10k

XLK0.08%$8

VGT0.09%$9

DFGR0.22%$22

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

Yields: DFGR, XLK, VGT

3.92%highest, DFGR

FundTrailing yieldYield$10k

DFGR3.92%$392

XLK0.47%$47

VGT0.41%$41

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

Income After Fees on $10,000

$370most kept, DFGR

DFGR$392 − $22 = $370

XLK$47 − $8 = $39

VGT$41 − $9 = $32

KeptFee

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

Overlap: DFGR, XLK, VGT

Today

84.7%most shared, XLK and VGT

DFGRXLKVGT

DFGR—0.0%0.0%

XLK0.0%—84.7%

VGT0.0%84.7%—

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

Return vs Bumpiness: 3 ETFs

+18.0%XLK, at 27.3% volatility

DFGRWorst drop−10.8%12.1% vol

VGTWorst drop−15.8%25.5% vol

XLKWorst drop−15.9%27.3% vol

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

Paid More vs Made More

YTD

DFGRXLK

+9.0%Year to date+23.0%

3.9%Yield0.5%

+9.6%Past year+18.0%

0.22%Fee0.08%

3–1XLK wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

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