Compare · 3 funds side by side · dividends reinvested

FREL, DFAR and XLV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,979XLV · best of the three

02 / 04

FREL, DFAR and XLV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Health Care Select Sector SPDR ETFSectors · Health care0.08%1.38%+20.9%+29.0%+15.9%+8.4%−10.5%16.8%$50.9B1.5

DFA Real Estate Securities Portfolio ETF Class SharesSectors · Real estate0.22%3.35%+15.3%+14.9%+14.0%[…]−11.5%14.1%$8.6B1.9

Fidelity MSCI Real Estate Index ETFSectors · Real estate0.08%3.34%+11.1%+11.1%+13.6%+1.2%−11.6%14.3%$1.4B2.4

Rank among the three1st → 3rdFee, 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: FREL 2015 · DFAR 1993 · XLV 1998

Head to Head

Swap sides Versus in desk

Head to Head

Fidelity MSCI Real Estate Index ETF · $1.4B$10,633

FREL

DFAR

DFA Real Estate Securities Portfolio ETF Class Shares · $8.6B[…]

$10,000 five years ago, dividends reinvested · they hold 84.8% in common

FRELMeasureDFAR

+11.1%Year to dateJan 1 → Nov 6+15.3%

+11.1%1 yearTotal return+14.9%

+13.6%3 years · per year$10,000 became $14,643 · $14,831+14.0%

+1.2%5 years · per year$10,000 became $10,633 · […][…]

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

3.34%Trailing 12-mo yield$334 · $335 a year on $10k3.35%

−11.6%Worst dropSmaller is better−11.5%

14.3%VolatilityLower is calmer14.1%

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

1–6DFAR wins

End-of-day Nov 6, 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

31.9%in top 5

DFAR

in top 529.1%

FRELStockDFAR

9.8%WELL7.6%

7.2%PLD6.3%

5.3%EQIX5.1%

4.9%AMT5.1%

4.7%SPG5.0%

Held in common84.8%

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

FREL vs DFAR Returns, Every Period

FidelityFREL

+11.1%

past year

DFARDimensional

+14.9%

past year

FRELDFARFaded: behind in that period

0–3DFAR wins

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

FREL vs DFAR

YTD

FidelityFREL

+11.1%

DFARDimensional

+15.3%

+11.1%Year to date+15.3%

−11.6%Worst drop · 1Y−11.5%

14.3%Volatility · 1Y14.1%

3.3%Yield3.4%

$1.4BAssets$8.6B

4–0DFAR wins

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

Cost, Income and Risk

Fees: FREL, DFAR, XLV

Today

0.08%lowest, FREL

FundExpense ratioFee$10k

FREL0.08%$8

XLV0.08%$8

DFAR0.22%$22

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

Yields: FREL, DFAR, XLV

3.35%highest, DFAR

FundTrailing yieldYield$10k

DFAR3.35%$335

FREL3.34%$334

XLV1.38%$138

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$326most kept, FREL

FREL$334 − $8 = $326

DFAR$335 − $22 = $313

XLV$138 − $8 = $130

KeptFee

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

Overlap: FREL, DFAR, XLV

Today

84.8%most shared, FREL and DFAR

FRELDFARXLV

FREL—84.8%0.0%

DFAR84.8%—0.0%

XLV0.0%0.0%—

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

Return vs Bumpiness: 3 ETFs

+29.0%XLV, at 16.8% volatility

DFARWorst drop−11.5%14.1% vol

FRELWorst drop−11.6%14.3% vol

XLVWorst drop−10.5%16.8% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

DFARXLV

+15.3%Year to date+20.9%

3.4%Yield1.4%

+14.9%Past year+29.0%

0.22%Fee0.08%

3–1XLV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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