DFGR vs XLRE

ADFGR

BXLRE

Measures won3–2DFGR wins · of 6 · 5Y

$10,000 · 5Y$10,907XLRE

Lowest cost0.08%XLRE · $8 on $10k

Most income3.88%DFGR · $388 on $10k

Smallest drop−10.8%DFGR · worst fall in 1Y

Held in common57.0%DFGR and XLRE

DFGR

XLRE

Dimensional - Global Real Estate ETF · $4.0BState Street Real Estate Select Sector SPDR ETF · $8.6B

+13.3%3 years · per year$14,527 · $14,657+13.6%

[…]5 years · per year[…] · $10,907+1.8%

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

3.88%12-mo yield$388 · $328 on $10k3.28%

−10.8%Worst dropSmaller wins−11.1%

12.5%VolatilityLower wins14.7%

3–2DFGR wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFGR · XLRE

8.9%WELL11.6%

6.2%PLD8.0%

5.0%EQIX6.4%

4.4%AMT5.9%

Held in common57.0%

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

Both

5Y2 funds

#			Trend
1	BXLRE	State Street Real Estate Select Sector SPDR ETFRead Desk		0.08%	3.28%	−0.7%	+11.6%	+11.3%	+13.6%	+1.8%	−11.1%	$8.6B
2	ADFGR	Dimensional - Global Real Estate ETFRead Desk		0.22%	3.88%	−0.5%	+10.0%	+10.4%	+13.3%	new	−10.8%	$4.0B

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

Both

5Y2 funds

#			Trend
1	BXLRE	State Street Real Estate Select Sector SPDR ETFRead Desk		0.08%	3.28%	−0.7%	+11.6%	+11.3%	+13.6%	+1.8%	−11.1%	$8.6B
2	ADFGR	Dimensional - Global Real Estate ETFRead Desk		0.22%	3.88%	−0.5%	+10.0%	+10.4%	+13.3%	new	−10.8%	$4.0B

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

DFGR vs XLRE

DFGR

Dimensional - Global Real Estate

[…]

XLRE

Real Estate Select Sector SPDR

$10,907

MeasureDFGRXLRE

Fee0.22%0.08%

Cost on $10k a year$22$8

Yield3.88%3.28%

5 years, per year[…]+1.8%

3 years, per year+13.3%+13.6%

Worst drop · 1Y−10.8%−11.1%

Volatility · 1Y12.5%14.7%

3–2measures won
DFGR first

57.0%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: DFGR, XLRE

Today

57.0%most shared, DFGR and XLRE

DFGRXLRE

DFGR—57.0%

XLRE57.0%—

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

Income After Fees on $10,000

$366most kept, DFGR

DFGR$388 − $22 = $366

XLRE$328 − $8 = $320

KeptFee

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