DFAR vs XLF

ADFAR

BXLF

Measures won3–2DFAR wins · of 6 · 5Y

$10,000 · 5Y$16,157XLF

Lowest cost0.08%XLF · $8 on $10k

Most income3.29%DFAR · $329 on $10k

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

Held in common0.0%DFAR and XLF

DFAR

XLF

DFA Real Estate Securities Portfolio ETF Class Shares · $8.8BState Street Financial Select Sector SPDR ETF · $53.8B

+15.8%3 years · per year$15,520 · $19,384+24.7%

[…]5 years · per year[…] · $16,157+10.1%

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

3.29%12-mo yield$329 · $140 on $10k1.40%

−11.5%Worst dropSmaller wins−14.8%

14.0%VolatilityLower wins15.0%

3–2DFAR wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFAR · XLF

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

Held in common0.0%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BXLF	State Street Financial Select Sector SPDR ETFRead Desk		0.08%	1.40%	+3.5%	+9.4%	+15.3%	+24.7%	+10.1%	−14.8%	$53.8B
2	ADFAR	DFA Real Estate Securities Portfolio ETF Class SharesRead Desk		0.22%	3.29%	+3.0%	+17.7%	+17.7%	+15.8%	new	−11.5%	$8.8B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BXLF	State Street Financial Select Sector SPDR ETFRead Desk		0.08%	1.40%	+3.5%	+9.4%	+15.3%	+24.7%	+10.1%	−14.8%	$53.8B
2	ADFAR	DFA Real Estate Securities Portfolio ETF Class SharesRead Desk		0.22%	3.29%	+3.0%	+17.7%	+17.7%	+15.8%	new	−11.5%	$8.8B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DFAR vs XLF

DFAR

DFA Real Estate Securities Portfolio ETF Class Shares

[…]

XLF

Financial Select Sector SPDR

$16,157

MeasureDFARXLF

Fee0.22%0.08%

Cost on $10k a year$22$8

Yield3.29%1.40%

5 years, per year[…]+10.1%

3 years, per year+15.8%+24.7%

Worst drop · 1Y−11.5%−14.8%

Volatility · 1Y14.0%15.0%

3–2measures won
DFAR first

0.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: DFAR, XLF

Today

0.0%most shared, DFAR and XLF

DFARXLF

DFAR—0.0%

XLF0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$307most kept, DFAR

DFAR$329 − $22 = $307

XLF$140 − $8 = $132

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee