Compare · 2 funds side by side · dividends reinvested

AVRE and DFAR

AVREAvantis×DFARDimensional×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$10,633AVRE · best of the two

02 / 04

AVRE and DFAR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

DFA Real Estate Securities Portfolio ETF Class SharesSectors · Real estate0.22%3.29%+17.7%+17.7%+15.8%[…]−11.5%14.0%$8.5B1.4

Avantis Real Estate ETFSectors · Real estate0.17%2.89%+11.5%+11.9%+14.1%+1.2%−10.5%12.6%$890M1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: AVRE 2021 · DFAR 1993

Head to Head

Swap sides Versus in desk

Head to Head

Avantis Real Estate ETF · $890M$10,633

AVRE

DFAR

DFA Real Estate Securities Portfolio ETF Class Shares · $8.5B[…]

$10,000 five years ago, dividends reinvested · they hold 70.0% in common

AVREMeasureDFAR

+11.5%Year to dateJan 1 → Nov 4+17.7%

+11.9%1 yearTotal return+17.7%

+14.1%3 years · per year$10,000 became $14,863 · $15,520+15.8%

+1.2%5 years · per year$10,000 became $10,633 · […][…]

0.17%Expense ratio$17 · $22 a year on $10k · lower is better0.22%

2.89%Trailing 12-mo yield$289 · $329 a year on $10k3.29%

−10.5%Worst dropSmaller is better−11.5%

12.6%VolatilityLower is calmer14.0%

AVREDFAR Winner of the row, in its colourEach row: the bigger of the two fills its side

3–4DFAR wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

AVRE vs DFAR: Top 5 Holdings

Today

AVRE

27.9%in top 5

DFAR

in top 529.2%

AVREStockDFAR

7.9%WELL7.5%

6.2%PLD6.4%

5.6%EQIX5.2%

4.4%AMT5.1%

3.8%SPG5.0%

Held in common70.0%

End-of-day Nov 4, 2026 · share of each fund

AVRE vs DFAR Returns, Every Period

AvantisAVRE

+11.9%

past year

DFARDimensional

+17.7%

past year

AVREDFARFaded: behind in that period

0–3DFAR wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

AVRE vs DFAR

YTD

AvantisAVRE

+11.5%

DFARDimensional

+17.7%

+11.5%Year to date+17.7%

−10.5%Worst drop · 1Y−11.5%

12.6%Volatility · 1Y14.0%

2.9%Yield3.3%

$890MAssets$8.5B

2–2level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AVRE, DFAR

Today

0.17%lowest, AVRE

FundExpense ratioFee$10k

AVRE0.17%$17

DFAR0.22%$22

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: AVRE, DFAR

3.29%highest, DFAR

FundTrailing yieldYield$10k

DFAR3.29%$329

AVRE2.89%$289

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$307most kept, DFAR

DFAR$329 − $22 = $307

AVRE$289 − $17 = $272

KeptFee

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

Overlap: AVRE, DFAR

Today

70.0%most shared, AVRE and DFAR

AVREDFAR

AVRE—70.0%

DFAR70.0%—

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

Return vs Bumpiness: 2 ETFs

+17.7%DFAR, at 14.0% volatility

AVREWorst drop−10.5%12.6% vol

DFARWorst drop−11.5%14.0% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

DFARAVRE

+17.7%Year to date+11.5%

3.3%Yield2.9%

+17.7%Past year+11.9%

0.22%Fee0.17%

3–1DFAR wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026