Compare · 3 funds side by side · dividends reinvested

NETL, DFAR and XLF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,690XLF · best of the three

02 / 04

NETL, DFAR and XLF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

DFA Real Estate Securities Portfolio ETF Class SharesSectors · Real estate0.22%3.30%+17.1%+17.2%+13.4%[…]−11.5%14.1%$8.6B1.4

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.42%+7.2%+12.4%+22.2%+9.4%−14.8%15.3%$53.4B2.0

Colterpoint Net Lease Real Estate ETFSectors · Real estate0.60%5.14%+7.6%+8.6%+9.0%−0.3%−16.7%15.0%$48M2.4

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

End-of-day Nov 9, 2026 · returns include dividends · since: NETL 2019 · DFAR 1993 · XLF 1998

Head to Head

Swap sides Versus in desk

Head to Head

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

DFAR

XLF

State Street Financial Select Sector SPDR ETF · $53.4B$15,690

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

DFARMeasureXLF

+17.1%Year to dateJan 1 → Nov 9+7.2%

+17.2%1 yearTotal return+12.4%

+13.4%3 years · per year$10,000 became $14,584 · $18,230+22.2%

[…]5 years · per year$10,000 became […] · $15,690+9.4%

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

3.30%Trailing 12-mo yield$330 · $142 a year on $10k1.42%

−11.5%Worst dropSmaller is better−14.8%

14.1%VolatilityLower is calmer15.3%

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

5–2DFAR wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DFAR vs XLF: Top 5 Holdings

Today

DFAR

28.9%in top 5

XLF

in top 543.8%

DFARStockXLF

not top 5BRK-B13.2%

not top 5JPM11.1%

not top 5V9.0%

7.6%WELLnot top 5

not top 5MA6.6%

6.3%PLDnot top 5

5.1%EQIXnot top 5

5.0%SPGnot top 5

4.9%AMTnot top 5

not top 5BAC4.0%

Held in common0.0%

End-of-day Nov 9, 2026 · share of each fund

DFAR vs XLF Returns, Every Period

DimensionalDFAR

+17.2%

past year

XLFSPDR

+12.4%

past year

DFARXLFFaded: behind in that period

2–1DFAR wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

DFAR vs NETL

YTD

DimensionalDFAR

+17.1%

NETLNETL

+7.6%

+17.1%Year to date+7.6%

−11.5%Worst drop · 1Y−16.7%

14.1%Volatility · 1Y15.0%

3.3%Yield5.1%

$8.6BAssets$48.2M

3–1DFAR wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: NETL, DFAR, XLF

Today

0.08%lowest, XLF

FundExpense ratioFee$10k

XLF0.08%$8

DFAR0.22%$22

NETL0.60%$60

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: NETL, DFAR, XLF

5.14%highest, NETL

FundTrailing yieldYield$10k

NETL5.14%$514

DFAR3.30%$330

XLF1.42%$142

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$454most kept, NETL

NETL$514 − $60 = $454

DFAR$330 − $22 = $308

XLF$142 − $8 = $134

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: NETL, DFAR, XLF

Today

12.2%most shared, NETL and DFAR

NETLDFARXLF

NETL—12.2%0.0%

DFAR12.2%—0.0%

XLF0.0%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+17.2%DFAR, at 14.1% volatility

DFARWorst drop−11.5%14.1% vol

NETLWorst drop−16.7%15.0% vol

XLFWorst drop−14.8%15.3% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

NETLDFAR

+7.6%Year to date+17.1%

5.1%Yield3.3%

+8.6%Past year+17.2%

0.60%Fee0.22%

3–1DFAR wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026