Compare · 2 funds side by side · dividends reinvested

XLE and DFAR

XLESPDR×DFARDimensional×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$25,568XLE · best of the two

02 / 04

XLE and DFAR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.47%+40.6%+45.0%+16.8%+20.7%−15.0%23.3%$40.5B1.4

DFA Real Estate Securities Portfolio ETF Class SharesSectors · Real estate0.22%3.35%+15.3%+14.9%+14.0%[…]−11.5%14.1%$8.6B1.6

Rank among the two1st → 2ndFee, 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: XLE 1998 · DFAR 1993

Head to Head

Swap sides Versus in desk

Head to Head

State Street Energy Select Sector SPDR ETF · $40.5B$25,568

XLE

DFAR

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

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

XLEMeasureDFAR

+40.6%Year to dateJan 1 → Nov 6+15.3%

+45.0%1 yearTotal return+14.9%

+16.8%3 years · per year$10,000 became $15,939 · $14,831+14.0%

+20.7%5 years · per year$10,000 became $25,568 · […][…]

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

2.47%Trailing 12-mo yield$247 · $335 a year on $10k3.35%

−15.0%Worst dropSmaller is better−11.5%

23.3%VolatilityLower is calmer14.1%

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

4–3XLE wins

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

More Ways to See the Pairs

XLE vs DFAR: Top 5 Holdings

Today

XLE

59.5%in top 5

DFAR

in top 529.1%

XLEStockDFAR

24.4%XOMnot top 5

18.8%CVXnot top 5

not top 5WELL7.6%

7.3%COPnot top 5

not top 5PLD6.3%

not top 5AMT5.1%

not top 5EQIX5.1%

not top 5SPG5.0%

4.5%PSXnot top 5

4.5%MPCnot top 5

Held in common0.0%

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

XLE vs DFAR Returns, Every Period

SPDRXLE

+45.0%

past year

DFARDimensional

+14.9%

past year

XLEDFARFaded: behind in that period

3–0XLE wins

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

XLE vs DFAR

YTD

SPDRXLE

+40.6%

DFARDimensional

+15.3%

+40.6%Year to date+15.3%

−15.0%Worst drop · 1Y−11.5%

23.3%Volatility · 1Y14.1%

2.5%Yield3.4%

$40.5BAssets$8.6B

3–1DFAR wins

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

Cost, Income and Risk

Fees: XLE, DFAR

Today

0.08%lowest, XLE

FundExpense ratioFee$10k

XLE0.08%$8

DFAR0.22%$22

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

Yields: XLE, DFAR

3.35%highest, DFAR

FundTrailing yieldYield$10k

DFAR3.35%$335

XLE2.47%$247

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

Income After Fees on $10,000

$313most kept, DFAR

DFAR$335 − $22 = $313

XLE$247 − $8 = $239

KeptFee

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

Overlap: XLE, DFAR

Today

0.0%most shared, XLE and DFAR

XLEDFAR

XLE—0.0%

DFAR0.0%—

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

Return vs Bumpiness: 2 ETFs

+45.0%XLE, at 23.3% volatility

DFARWorst drop−11.5%14.1% vol

XLEWorst drop−15.0%23.3% vol

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

Paid More vs Made More

YTD

DFARXLE

+15.3%Year to date+40.6%

3.4%Yield2.5%

+14.9%Past year+45.0%

0.22%Fee0.08%

3–1XLE wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

XLE vs VDE

YTD

SPDRXLE

+40.6%

VDEVanguard

+38.6%

+40.6%Year to date+38.6%

2.5%Yield2.4%

$40.5BAssets$10.4B

2–0XLE wins

End-of-day Nov 6, 2026

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026