XLRE vs DFAR

AXLRE

BDFAR

Measures won2–3DFAR wins · of 6 · 5Y

$10,000 · 5Y$11,213XLRE

Lowest cost0.08%XLRE · $8 on $10k

Most income3.29%DFAR · $329 on $10k

Smallest drop−11.1%XLRE · worst fall in 1Y

Held in common72.4%XLRE and DFAR

XLRE

DFAR

State Street Real Estate Select Sector SPDR ETF · $8.3BDFA Real Estate Securities Portfolio ETF Class Shares · $8.8B

+15.5%3 years · per year$15,410 · $15,520+15.8%

+2.3%5 years · per year$11,213 · […][…]

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

3.20%12-mo yield$320 · $329 on $10k3.29%

−11.1%Worst dropSmaller wins−11.5%

14.5%VolatilityLower wins14.0%

2–3DFAR wins

$10,000 · 5 yearsOne scale

Shared top holdingsXLRE · DFAR

11.5%WELL7.5%

8.1%PLD6.4%

6.6%EQIX5.2%

5.8%AMT5.1%

Held in common72.4%

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	AXLRE	State Street Real Estate Select Sector SPDR ETFRead Desk		0.08%	3.20%	+3.3%	+14.5%	+14.4%	+15.5%	+2.3%	−11.1%	$8.3B
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	AXLRE	State Street Real Estate Select Sector SPDR ETFRead Desk		0.08%	3.20%	+3.3%	+14.5%	+14.4%	+15.5%	+2.3%	−11.1%	$8.3B
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

XLRE vs DFAR

XLRE

Real Estate Select Sector SPDR

$11,213

DFAR

DFA Real Estate Securities Portfolio ETF Class Shares

[…]

MeasureXLREDFAR

Fee0.08%0.22%

Cost on $10k a year$8$22

Yield3.20%3.29%

5 years, per year+2.3%[…]

3 years, per year+15.5%+15.8%

Worst drop · 1Y−11.1%−11.5%

Volatility · 1Y14.5%14.0%

3–2measures won
DFAR first

72.4%

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: XLRE, DFAR

Today

72.4%most shared, XLRE and DFAR

XLREDFAR

XLRE—72.4%

DFAR72.4%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$312most kept, XLRE

XLRE$320 − $8 = $312

DFAR$329 − $22 = $307

KeptFee

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