XLE vs DFAR

AXLE

BDFAR

Measures won2–3DFAR wins · of 6 · 5Y

$10,000 · 5Y$26,671XLE · VGT $20,923

Lowest cost0.08%XLE · $8 on $10k

Most income3.33%DFAR · $333 on $10k

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

Held in common0.0%XLE and DFAR

State Street Energy Select Sector SPDR ETF · $40.9BDFA Real Estate Securities Portfolio ETF Class Shares · $8.7B

+19.1%3 years · per year$16,880 · $14,540+13.3%

+21.7%5 years · per year$26,671 · […][…]

0.08%Expense ratio$8 · $22 on $10k · lower wins0.22%

2.37%12-mo yield$237 · $333 on $10k

Cards for this view

XLE

Energy Select Sector SPDR

$26,671

DFAR

DFA Real Estate Securities Portfolio ETF Class Shares

[…]

MeasureXLEDFAR

Fee0.08%0.22%

Cost on $10k a year$8$22

Yield2.37%3.33%

5 years, per year+21.7%[…]

3 years, per year+19.1%+13.3%

Worst drop · 1Y−15.0%−11.5%

Volatility · 1Y23.4%

#
1	AXLE	State Street Energy Select Sector SPDR ETFRead Desk	0.08%	2.37%	+1.5%	+46.7%	+44.6%	+19.1%	+21.7%	−15.0%	$40.9B
2	VGT	Vanguard Information Technology ETFRead Desk	0.09%	0.42%	−0.6%	+20.4%	+17.5%	+28.3%	+15.9%	−17.5%	$154.5B
3	BDFAR	DFA Real Estate Securities Portfolio ETF Class SharesRead Desk	0.22%	3.33%	−0.5%	+16.3%	+13.5%	+13.3%	new	−11.5%	$8.7B

#
1	AXLE	State Street Energy Select Sector SPDR ETFRead Desk	0.08%	2.37%	+1.5%	+46.7%	+44.6%	+19.1%	+21.7%	−15.0%	$40.9B
2	VGT	Vanguard Information Technology ETFRead Desk	0.09%	0.42%	−0.6%	+20.4%	+17.5%	+28.3%	+15.9%	−17.5%	$154.5B
3	BDFAR	DFA Real Estate Securities Portfolio ETF Class SharesRead Desk	0.22%	3.33%	−0.5%	+16.3%	+13.5%	+13.3%	new	−11.5%	$8.7B

Loading…