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Data as of Sep 12, 2026. Both funds on the fields they both publish, from the same sources.

ETFIQetfiq.com · independent ETF data

DFUS vs XLRE: how they differ

DFUS and XLRE hold 0% of their weight in the same names, and DFUS returned more over the year.

Dimensional U.S. Equity Market ETF and State Street(R) Real Estate Select Sector SPDR(R) ETF.

What they hold in common

By the books each fund has filed, DFUS and XLRE hold 0% of their money in the same securities at the same weight.

Positions DFUS and XLRE both hold, largest shared weight first
HoldingDFUSXLRE
CBRE GROUP, INC.0.06%4.11%
COSTAR GROUP, INC.0.01%1.20%
Largest positions each one holds and the other does not
Only in DFUSOnly in XLRE
NVIDIA CORPORATION 6.97%Welltower Inc 11.07%
APPLE INC. 5.86%Prologis Inc 8.72%
MICROSOFT CORPORATION 4.52%Equinix Inc 7.10%
AMAZON.COM, INC. 3.84%American Tower Corp 5.26%
ALPHABET INC. 3.31%Simon Property Group Inc 5.01%
BROADCOM INC. 2.90%Realty Income Corp 4.57%
ALPHABET INC. 2.74%Digital Realty Trust Inc 4.55%
META PLATFORMS, INC. 2.01%Public Storage 4.51%

Weight overlap is an ETFIQ calculation: for every security both funds hold, the smaller of the two weights, summed. Above 50%, holding both is close to holding one of them twice. Holdings dated Apr 30, 2026 and Jun 30, 2026.

DFUS and XLRE on the fields both publish, as of Sep 12, 2026. Source: ETFIQ.
DFUS
Dimensional U.S. Equity Market ETF
XLRE
State Street(R) Real Estate Select Sector SPDR(R) ETF
Where it sitsCore index fundCore index fund
IssuerDimensionalState Street
What it isU.S. Equity MarketReal estate
Total return, 1 year+17.5%+5.6%
S&P 500 over the same days+17.5%+17.5%
Gap to the S&P 5000.0 pts−11.9 pts
Expense ratio0.09%0.08%
Already in the S&P 50090.2%100.0%
Holdings223131

DFUS in plain words

DFUS is an index equity fund tracking the U.S. Equity Market. Over the year to Sep 11, 2026 it returned +17.5% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.09% a year. By its holdings filed for Apr 30, 2026, 90% of the fund by weight is stocks the S&P 500 also holds, across 2231 positions, with the top ten at 35.2%.

XLRE in plain words

XLRE is an index equity fund tracking the Real estate. Over the year to Sep 11, 2026 it returned +5.6% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.08% a year. By its holdings filed for Jun 30, 2026, 100% of the fund by weight is stocks the S&P 500 also holds, across 31 positions, with the top ten at 59.4%. It sat 5.6% below its high of Jul 28, 2026 on Sep 11, 2026.

Questions people ask

Which returned more over the last year, DFUS or XLRE?
In the year to Sep 12, 2026, with distributions reinvested, DFUS returned +17.5% and XLRE returned +5.6%, so DFUS returned more. One year is one year; the longer windows are in the table.
Which is cheaper, DFUS or XLRE?
DFUS charges 0.09% a year and XLRE charges 0.08%, so XLRE is cheaper. Fees come from each fund's prospectus.
How much do DFUS and XLRE overlap with the S&P 500?
By their latest filed holdings, 90% of DFUS and 100% of XLRE by weight is stocks the S&P 500 already holds. Between the two funds, 0% of their books are the same securities at the same weight.

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Where these figures came from

ETFIQ links to the documents behind every figure. It is not affiliated with any issuer, and a link is not an endorsement.

DFUS against XLRE, ETFIQ, data as of Sep 12, 2026. Every figure is arithmetic on a named public source; the method is at etfiq.com/methodology. A comparison is not a recommendation.

Cite this page. ETFIQ, DFUS against XLRE, data as of Sep 12, 2026. https://etfiq.com/compare/any/DFUS-XLRE Free to use with attribution; the underlying files are at Open data.

A comparison is not a recommendation. Standards and sources