Compare · 3 funds side by side · dividends reinvested

LPRE, DFAR and XLF

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,980XLF · best of the three

Story of the three · IncomeMost incomeDFAR · 3.33% · $333 a year on $10k

Story of the three · RiskSmallest drop

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%3.33%+16.3%+14.5%+13.1%[…]−11.5%14.0%$8.6B1.4

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.41%+8.5%+11.1%+22.2%+9.8%−14.8%15.3%$54.2B2.1

Long Pond Real Estate Select ETFSectors · Real estate1.00%1.73%+12.1%+15.2%[…][…]−12.8%15.9%$193M2.2

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

End-of-day Nov 13, 2026 · returns include dividends · since: LPRE 2025 · DFAR 1993 · XLF 1998

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Long Pond Real Estate Select ETF · $193M[…]

LPRE

DFAR

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

$10,000 five years ago, dividends reinvested · they hold 24.1% in common

LPRE

More Ways to See the Pairs

LPRE vs DFAR: Top 5 Holdings

Today

LPRE

32.8%in top 5

DFAR

in top 529.2%

LPREStockDFAR

7.6%ELSnot top 5

not top 5WELL7.6%

7.3%IRTnot top 5

6.6%JANnot top 5

not top 5PLD6.3%

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 13, 2026 · fee on $10,000 a year

Yields: LPRE, DFAR, XLF

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

Measure

DFAR

+12.1%Year to dateJan 1 → Nov 13+16.3%

+15.2%1 yearTotal return+14.5%

[…]3 years · per year$10,000 became […] · $14,460+13.1%

[…]5 years · per year[…]

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

1.73%Trailing 12-mo yield$173 · $333 a year on $10k3.33%

−12.8%Worst dropSmaller is better−11.5%

15.9%VolatilityLower is calmer14.0%

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

1–5DFAR wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

5.6%MAAnot top 5

5.6%DLRnot top 5

not top 5EQIX5.4%

not top 5SPG5.1%

not top 5AMT4.8%

Held in common24.1%

End-of-day Nov 13, 2026 · share of each fund

LPRE vs DFAR Returns, Every Period

1Y

Long PondLPRE

+15.2%

past year

DFARDimensional

+14.5%

past year

LPREDFARFaded: behind in that period

1–1Level

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

LPRE vs DFAR

YTD

Long PondLPRE

+12.1%

DFARDimensional

+16.3%

+12.1%Year to date+16.3%

−12.8%Worst drop · 1Y−11.5%

15.9%Volatility · 1Y14.0%

1.7%Yield3.3%

$193MAssets$8.6B

4–0DFAR wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

1Y

3.33%highest, DFAR

FundTrailing yieldYield$10k

DFAR3.33%$333

LPRE1.73%$173

XLF1.41%$141

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$311most kept, DFAR

DFAR$333 − $22 = $311

XLF$141 − $8 = $133

LPRE$173 − $100 = $73

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: LPRE, DFAR, XLF

Today

24.1%most shared, LPRE and DFAR

LPREDFARXLF

LPRE—24.1%0.0%

DFAR24.1%—0.0%

XLF0.0%0.0%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+15.2%LPRE, at 15.9% volatility

DFARWorst drop−11.5%14.0% vol

XLFWorst drop−14.8%15.3% vol

LPREWorst drop−12.8%15.9% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

DFARLPRE

+16.3%Year to date+12.1%

3.3%Yield1.7%

+14.5%Past year+15.2%

0.22%Fee1.00%

3–1DFAR wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 13, 2026

Year to date

+11.5%

1.0%Yield1.0%

$186BAssets$806B

0–0level

End-of-day Nov 13, 2026

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LPRE, DFAR and XLF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three