XLF vs DFAR

AXLF

BDFAR

Measures won2–3DFAR wins · of 6 · 5Y

$10,000 · 5Y$15,690XLF

Lowest cost0.08%XLF · $8 on $10k

Most income3.30%DFAR · $330 on $10k

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

Held in common0.0%XLF and DFAR

XLF

DFAR

State Street Financial Select Sector SPDR ETF · $53.4BDFA Real Estate Securities Portfolio ETF Class Shares · $8.6B

+22.2%3 years · per year$18,230 · $14,584+13.4%

+9.4%5 years · per year$15,690 · […][…]

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

1.42%12-mo yield$142 · $330 on $10k3.30%

−14.8%Worst dropSmaller wins−11.5%

15.3%VolatilityLower wins14.1%

2–3DFAR wins

$10,000 · 5 yearsOne scale

Shared top holdingsXLF · DFAR

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

Held in common0.0%

End-of-day Nov 9, 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	AXLF	State Street Financial Select Sector SPDR ETFRead Desk		0.08%	1.42%	+1.5%	+7.2%	+12.4%	+22.2%	+9.4%	−14.8%	$53.4B
2	BDFAR	DFA Real Estate Securities Portfolio ETF Class SharesRead Desk		0.22%	3.30%	+1.5%	+17.1%	+17.2%	+13.4%	new	−11.5%	$8.6B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AXLF	State Street Financial Select Sector SPDR ETFRead Desk		0.08%	1.42%	+1.5%	+7.2%	+12.4%	+22.2%	+9.4%	−14.8%	$53.4B
2	BDFAR	DFA Real Estate Securities Portfolio ETF Class SharesRead Desk		0.22%	3.30%	+1.5%	+17.1%	+17.2%	+13.4%	new	−11.5%	$8.6B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

XLF vs DFAR

XLF

Financial Select Sector SPDR

$15,690

DFAR

DFA Real Estate Securities Portfolio ETF Class Shares

[…]

MeasureXLFDFAR

Fee0.08%0.22%

Cost on $10k a year$8$22

Yield1.42%3.30%

5 years, per year+9.4%[…]

3 years, per year+22.2%+13.4%

Worst drop · 1Y−14.8%−11.5%

Volatility · 1Y15.3%14.1%

3–2measures won
DFAR first

0.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: XLF, DFAR

Today

0.0%most shared, XLF and DFAR

XLFDFAR

XLF—0.0%

DFAR0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$308most kept, DFAR

DFAR$330 − $22 = $308

XLF$142 − $8 = $134

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee