DFGR vs XLE5YDFGRDFGRAvsBXLEXLEDimensional - Global Real Estate ETF · $4.0BState Street Energy Select Sector SPDR ETF · $40.7BReturns · dividends in+11.7%3 years · per year$13,931 · $15,781+16.4%[…]5 years · per year[…] · $25,622+20.7%Cost and income0.22%Expense ratio$22 · $8 on $10k · lower wins0.08%3.83%12-mo yield$383 · $245 on $10k2.45%Risk · 1 year−10.8%End-of-day Nov 10, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two
Both5Y2 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BXLEState Street Energy Select Sector SPDR ETFReadDesk0.08%2.45%+0.4%+41.9%+42.9%+16.4%+20.7%−15.0%$40.7B2ADFGRDimensional - Global Real Estate ETFReadDesk0.22%3.83%−0.1%+11.4%+10.7%+11.7%new−10.8%$4.0BEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
Both5Y2 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BXLEState Street Energy Select Sector SPDR ETFReadDesk0.08%2.45%+0.4%+41.9%+42.9%+16.4%+20.7%−15.0%$40.7B2ADFGRDimensional - Global Real Estate ETFReadDesk0.22%3.83%−0.1%+11.4%+10.7%+11.7%new−10.8%$4.0BEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
$10,000 in DFGR, XLE5Y$10k startXLE $25.6kNov 2021Nov 2026End-of-day Nov 10, 2026 · growth of $10,000, dividends reinvested · from each fund’s start inside the window
Overlap: DFGR, XLEToday0.0%most shared, DFGR and XLEDFGRXLEDFGR—0.0%XLE0.0%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
DFGR vs XLE5YADFGRDimensional - Global Real Estate[…]vsXLEBEnergy Select Sector SPDR$25,622MeasureDFGRXLEFee0.22%0.08%Cost on $10k a year$22$8Yield3.83%2.45%5 years, per year[…]+20.7%3 years, per year+11.7%+16.4%Worst drop · 1Y−10.8%−15.0%Volatility · 1Y12.5%
XLE vs VDEYTDSPDRXLESA+41.9%vsBVVDEVanguard+40.0%Jan 1Nov 10+41.9%+40.0%+41.9%Year to date+40.0%2.4%Yield2.4%$40.7BAssets$10.4B1–0XLE winsEnd-of-day Nov 10, 2026
SCHD vs VIGYTDSchwabSCHDSA+33.8%vsBVVIGVanguard+15.1%Jan 1Nov 10+33.8%+15.1%+33.8%Year to date+15.1%2.9%Yield1.5%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 10, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.0%vsBJMJEPIJ.P. Morgan+7.6%Jan 1Nov 10+6.0%+7.6%+6.0%Year to date+7.6%12.4%Yield7.9%$42.0BAssets$46.6B1–1levelEnd-of-day Nov 10, 2026
Overlap: DFGR, XLEToday0.0%most shared, DFGR and XLEDFGRXLEDFGR—0.0%XLE0.0%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$361most kept, DFGRDFGR$383 − $22 = $361XLE$245 − $8 = $237KeptFeeEnd-of-day Nov 10, 2026 · yield in dollars minus the fee