DFAR vs XLE

ADFAR

BXLE

Measures won3–2DFAR wins · of 6 · 5Y

$10,000 · 5Y$25,568XLE · NETL $9,825

Lowest cost0.08%XLE · $8 on $10k

Most income5.22%NETL · $522 on $10k

Smallest drop−11.5%DFAR · worst fall in 1Y

Held in common0.0%DFAR and XLE

DFAR

XLE

DFA Real Estate Securities Portfolio ETF Class Shares · $8.6BState Street Energy Select Sector SPDR ETF · $42.0B

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

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

0.22%Expense ratio$22 · $8 on $10k · lower wins0.08%

3.35%12-mo yield$335 · $247 on $10k2.47%

−11.5%Worst dropSmaller wins−15.0%

14.1%VolatilityLower wins23.3%

3–2DFAR wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFAR · XLE

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	BXLE	State Street Energy Select Sector SPDR ETFRead Desk	0.08%	2.47%	0.0%	+40.6%	+45.0%	+16.8%	+20.7%	−15.0%	$42.0B
2	NETL	Colterpoint Net Lease Real Estate ETFRead Desk	0.60%	5.22%	−0.7%	+6.1%	+6.2%	+9.6%	−0.4%	−16.7%	$48M
3	ADFAR	DFA Real Estate Securities Portfolio ETF Class SharesRead Desk	0.22%	3.35%	−0.4%	+15.3%	+14.9%	+14.0%	new	−11.5%	$8.6B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BXLE	State Street Energy Select Sector SPDR ETFRead Desk	0.08%	2.47%	0.0%	+40.6%	+45.0%	+16.8%	+20.7%	−15.0%	$42.0B
2	NETL	Colterpoint Net Lease Real Estate ETFRead Desk	0.60%	5.22%	−0.7%	+6.1%	+6.2%	+9.6%	−0.4%	−16.7%	$48M
3	ADFAR	DFA Real Estate Securities Portfolio ETF Class SharesRead Desk	0.22%	3.35%	−0.4%	+15.3%	+14.9%	+14.0%	new	−11.5%	$8.6B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DFAR vs XLE

DFAR

DFA Real Estate Securities Portfolio ETF Class Shares

[…]

XLE

Energy Select Sector SPDR

$25,568

MeasureDFARXLE

Fee0.22%0.08%

Cost on $10k a year$22$8

Yield3.35%2.47%

5 years, per year[…]+20.7%

3 years, per year+14.0%+16.8%

Worst drop · 1Y−11.5%−15.0%

Volatility · 1Y14.1%23.3%

3–2measures won
DFAR first

0.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

XLE vs VDE

YTD

SPDRXLE

+40.6%

VDEVanguard

+38.6%

+40.6%Year to date+38.6%

2.5%Yield2.4%

$42.0BAssets$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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: DFAR, NETL, XLE

Today

12.3%most shared, DFAR and NETL

DFARNETLXLE

DFAR—12.3%0.0%

NETL12.3%—0.0%

XLE0.0%0.0%—

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

Income After Fees on $10,000

$462most kept, NETL

NETL$522 − $60 = $462

DFAR$335 − $22 = $313

XLE$247 − $8 = $239

KeptFee

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