Compare · 3 funds side by side · dividends reinvested

LPRE, DFAR and XLF

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

02 / 04

LPRE, DFAR and XLF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

DFA Real Estate Securities Portfolio ETF Class SharesSectors · Real estate0.22%3.35%+15.3%+14.9%+14.0%[…]−11.5%14.1%$8.6B1.4

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.44%+5.7%+10.4%+22.5%+9.1%−14.8%15.3%$55.5B2.1

Long Pond Real Estate Select ETFSectors · Real estate1.00%1.74%+11.9%+16.8%[…][…]−12.8%15.9%$202M2.2

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: LPRE 2025 · DFAR 1993 · XLF 1998

Head to Head

Swap sides Versus in desk

Head to Head

Long Pond Real Estate Select ETF · $202M[…]

LPRE

DFAR

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

$10,000 five years ago, dividends reinvested · they hold 21.2% in common

LPREMeasureDFAR

+11.9%Year to dateJan 1 → Nov 6+15.3%

+16.8%1 yearTotal return+14.9%

[…]3 years · per year$10,000 became […] · $14,831+14.0%

[…]5 years · per year[…]

1.00%Expense ratio$100 · $22 a year on $10k · lower is better0.22%

1.74%Trailing 12-mo yield$174 · $335 a year on $10k3.35%

−12.8%Worst dropSmaller is better−11.5%

15.9%VolatilityLower is calmer14.1%

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

1–5DFAR wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

LPRE vs DFAR: Top 5 Holdings

Today

LPRE

34.9%in top 5

DFAR

in top 529.1%

LPREStockDFAR

7.7%ELSnot top 5

not top 5WELL7.6%

7.5%IRTnot top 5

7.1%HGVnot top 5

6.4%Hnot top 5

not top 5PLD6.3%

6.2%JANnot top 5

not top 5AMT5.1%

not top 5EQIX5.1%

not top 5SPG5.0%

Held in common21.2%

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

LPRE vs DFAR Returns, Every Period

Long PondLPRE

+16.8%

past year

DFARDimensional

+14.9%

past year

LPREDFARFaded: behind in that period

1–1Level

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

LPRE vs DFAR

YTD

Long PondLPRE

+11.9%

DFARDimensional

+15.3%

+11.9%Year to date+15.3%

−12.8%Worst drop · 1Y−11.5%

15.9%Volatility · 1Y14.1%

1.7%Yield3.4%

$202MAssets$8.6B

4–0DFAR wins

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

Cost, Income and Risk

Fees: LPRE, DFAR, XLF

Today

0.08%lowest, XLF

FundExpense ratioFee$10k

XLF0.08%$8

DFAR0.22%$22

LPRE1.00%$100

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

Yields: LPRE, DFAR, XLF

3.35%highest, DFAR

FundTrailing yieldYield$10k

DFAR3.35%$335

LPRE1.74%$174

XLF1.44%$144

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

Income After Fees on $10,000

$313most kept, DFAR

DFAR$335 − $22 = $313

XLF$144 − $8 = $136

LPRE$174 − $100 = $74

KeptFee

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

Overlap: LPRE, DFAR, XLF

Today

21.2%most shared, LPRE and DFAR

LPREDFARXLF

LPRE—21.2%0.0%

DFAR21.2%—0.0%

XLF0.0%0.0%—

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

Return vs Bumpiness: 3 ETFs

+16.8%LPRE, at 15.9% volatility

DFARWorst drop−11.5%14.1% vol

XLFWorst drop−14.8%15.3% vol

LPREWorst drop−12.8%15.9% vol

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

Paid More vs Made More

YTD

DFARLPRE

+15.3%Year to date+11.9%

3.4%Yield1.7%

+14.9%Past year+16.8%

0.22%Fee1.00%

3–1DFAR 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