XHB vs DFAR

AXHB

BDFAR

Measures won1–4DFAR wins · of 6 · 5Y

$10,000 · 5Y$14,699XHB

Lowest cost0.22%DFAR · $22 on $10k

Most income3.29%DFAR · $329 on $10k

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

Held in common0.0%XHB and DFAR

XHB

DFAR

State Street SPDR S&P Homebuilders ETF · $1.5BDFA Real Estate Securities Portfolio ETF Class Shares · $8.8B

+15.9%3 years · per year$15,583 · $15,520+15.8%

+8.0%5 years · per year$14,699 · […][…]

0.35%Expense ratio$35 · $22 on $10k · lower wins0.22%

1.02%12-mo yield$102 · $329 on $10k3.29%

−22.8%Worst dropSmaller wins−11.5%

28.8%VolatilityLower wins14.0%

1–4DFAR wins

$10,000 · 5 yearsOne scale

Shared top holdingsXHB · DFAR

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	AXHB	State Street SPDR S&P Homebuilders ETFRead Desk		0.35%	1.02%	+5.4%	+5.4%	+5.1%	+15.9%	+8.0%	−22.8%	$1.5B
2	BDFAR	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	AXHB	State Street SPDR S&P Homebuilders ETFRead Desk		0.35%	1.02%	+5.4%	+5.4%	+5.1%	+15.9%	+8.0%	−22.8%	$1.5B
2	BDFAR	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

XHB vs DFAR

XHB

SPDR S&P Homebuilders

$14,699

DFAR

DFA Real Estate Securities Portfolio ETF Class Shares

[…]

MeasureXHBDFAR

Fee0.35%0.22%

Cost on $10k a year$35$22

Yield1.02%3.29%

5 years, per year+8.0%[…]

3 years, per year+15.9%+15.8%

Worst drop · 1Y−22.8%−11.5%

Volatility · 1Y28.8%14.0%

4–1measures 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: XHB, DFAR

Today

0.0%most shared, XHB and DFAR

XHBDFAR

XHB—0.0%

DFAR0.0%—

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

XHB$102 − $35 = $67

KeptFee

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