Compare · 2 funds side by side · dividends reinvested

DFGR and XLRE

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$11,213XLRE · best of the two

02 / 04

DFGR and XLRE, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Real Estate Select Sector SPDR ETFSectors · Real estate0.08%3.20%+14.5%+14.4%+15.5%+2.3%−11.1%14.5%$8.3B1.4

Dimensional - Global Real Estate ETFSectors · Real estate0.22%3.81%+12.1%+12.7%+14.8%[…]−10.8%12.4%$3.9B1.6

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

End-of-day Nov 4, 2026 · returns include dividends · since: DFGR 2022 · XLRE 2015

Head to Head

Swap sides Versus in desk

Head to Head

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

DFGR

XLRE

State Street Real Estate Select Sector SPDR ETF · $8.3B$11,213

$10,000 five years ago, dividends reinvested · they hold 57.1% in common

DFGRMeasureXLRE

+12.1%Year to dateJan 1 → Nov 4+14.5%

+12.7%1 yearTotal return+14.4%

+14.8%3 years · per year$10,000 became $15,148 · $15,410+15.5%

[…]5 years · per year$10,000 became […] · $11,213+2.3%

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

3.81%Trailing 12-mo yield$381 · $320 a year on $10k3.20%

−10.8%Worst dropSmaller is better−11.1%

12.4%VolatilityLower is calmer14.5%

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

3–4XLRE wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DFGR vs XLRE: Top 5 Holdings

Today

DFGR

28.4%in top 5

XLRE

in top 537.1%

DFGRStockXLRE

8.9%WELL11.5%

6.3%PLD8.1%

5.1%EQIX6.6%

4.3%AMT5.8%

not top 5PSA5.0%

3.7%SPGnot top 5

Held in common57.1%

End-of-day Nov 4, 2026 · share of each fund

DFGR vs XLRE Returns, Every Period

DimensionalDFGR

+12.7%

past year

XLRESPDR

+14.4%

past year

DFGRXLREFaded: behind in that period

0–3XLRE wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

DFGR vs XLRE

YTD

DimensionalDFGR

+12.1%

XLRESPDR

+14.5%

+12.1%Year to date+14.5%

−10.8%Worst drop · 1Y−11.1%

12.4%Volatility · 1Y14.5%

3.8%Yield3.2%

$3.9BAssets$8.3B

3–1DFGR wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFGR, XLRE

Today

0.08%lowest, XLRE

FundExpense ratioFee$10k

XLRE0.08%$8

DFGR0.22%$22

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: DFGR, XLRE

3.81%highest, DFGR

FundTrailing yieldYield$10k

DFGR3.81%$381

XLRE3.20%$320

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$359most kept, DFGR

DFGR$381 − $22 = $359

XLRE$320 − $8 = $312

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: DFGR, XLRE

Today

57.1%most shared, DFGR and XLRE

DFGRXLRE

DFGR—57.1%

XLRE57.1%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+14.4%XLRE, at 14.5% volatility

DFGRWorst drop−10.8%12.4% vol

XLREWorst drop−11.1%14.5% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

DFGRXLRE

+12.1%Year to date+14.5%

3.8%Yield3.2%

+12.7%Past year+14.4%

0.22%Fee0.08%

3–1XLRE wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026