Compare · 3 funds side by side · dividends reinvested

FREL, DFAR and XLF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,353XLF · best of the three

02 / 04

FREL, DFAR and XLF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

DFA Real Estate Securities Portfolio ETF Class SharesSectors · Real estate0.22%3.38%+14.3%+14.3%+14.9%[…]−11.5%13.7%$8.5B1.4

Fidelity MSCI Real Estate Index ETFSectors · Real estate0.08%3.37%+10.2%+10.2%+14.4%+0.9%−11.6%13.8%$1.4B2.1

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.44%+5.7%+10.9%+24.0%+9.0%−14.8%14.6%$54.2B2.1

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: FREL 2015 · DFAR 1993 · XLF 1998

Head to Head

Swap sides Versus in desk

Head to Head

Fidelity MSCI Real Estate Index ETF · $1.4B$10,483

FREL

DFAR

DFA Real Estate Securities Portfolio ETF Class Shares · $8.5B[…]

$10,000 five years ago, dividends reinvested · they hold 84.5% in common

FRELMeasureDFAR

+10.2%Year to dateJan 1 → Nov 3+14.3%

+10.2%1 yearTotal return+14.3%

+14.4%3 years · per year$10,000 became $14,959 · $15,153+14.9%

+0.9%5 years · per year$10,000 became $10,483 · […][…]

0.08%Expense ratio$8 · $22 a year on $10k · lower is better0.22%

3.37%Trailing 12-mo yield$337 · $338 a year on $10k3.38%

−11.6%Worst dropSmaller is better−11.5%

13.8%VolatilityLower is calmer13.7%

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

1–6DFAR wins

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

More Ways to See the Pairs

FREL vs DFAR: Top 5 Holdings

Today

FREL

31.8%in top 5

DFAR

in top 529.1%

FRELStockDFAR

9.7%WELL7.4%

7.3%PLD6.4%

5.3%EQIX5.1%

4.8%AMT5.1%

4.6%SPG5.0%

Held in common84.5%

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

FREL vs DFAR Returns, Every Period

FidelityFREL

+10.2%

past year

DFARDimensional

+14.3%

past year

FRELDFARFaded: behind in that period

0–3DFAR wins

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

FREL vs DFAR

YTD

FidelityFREL

+10.2%

DFARDimensional

+14.3%

+10.2%Year to date+14.3%

−11.6%Worst drop · 1Y−11.5%

13.8%Volatility · 1Y13.7%

3.4%Yield3.4%

$1.4BAssets$8.5B

3–0DFAR wins

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

Cost, Income and Risk

Fees: FREL, DFAR, XLF

Today

0.08%lowest, FREL

FundExpense ratioFee$10k

FREL0.08%$8

XLF0.08%$8

DFAR0.22%$22

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

Yields: FREL, DFAR, XLF

3.38%highest, DFAR

FundTrailing yieldYield$10k

DFAR3.38%$338

FREL3.37%$337

XLF1.44%$144

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

Income After Fees on $10,000

$329most kept, FREL

FREL$337 − $8 = $329

DFAR$338 − $22 = $316

XLF$144 − $8 = $136

KeptFee

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

Overlap: FREL, DFAR, XLF

Today

84.5%most shared, FREL and DFAR

FRELDFARXLF

FREL—84.5%0.0%

DFAR84.5%—0.0%

XLF0.0%0.0%—

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

Return vs Bumpiness: 3 ETFs

+14.3%DFAR, at 13.7% volatility

DFARWorst drop−11.5%13.7% vol

FRELWorst drop−11.6%13.8% vol

XLFWorst drop−14.8%14.6% vol

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

Paid More vs Made More

YTD

DFARFREL

+14.3%Year to date+10.2%

3.4%Yield3.4%

+14.3%Past year+10.2%

0.22%Fee0.08%

2–1DFAR 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