Compare DFAR and CLIM

DFAR and CLIM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

DFA Real Estate Securities Portfolio ETF Class SharesSectors · Real estate0.22%3.34%+15.8%+15.6%+14.4%[…]−11.5%14.1%$8.8B1.0

Climate Global-Climate Resilient REIT Index ETFSectors · Real estate0.90%1.43%[…][…][…][…][…][…]$2M2.0

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

End-of-day Nov 5, 2026 · returns include dividends · since: DFAR 1993 · CLIM 2026

Head to Head

Swap sides Versus in desk

Head to Head

5Y

DFA Real Estate Securities Portfolio ETF Class Shares · $8.8B[…]

DFAR

CLIM

Climate Global-Climate Resilient REIT Index ETF · $2M[…]

$10,000 five years ago, dividends reinvested · they hold 55.8% in common

DFARMeasureCLIM

+15.8%Year to dateJan 1 → Nov 5[…]

+15.6%1 yearTotal return[…]

+14.4%3 years · per year$10,000 became $14,980 · […][…]

[…]5 years · per year[…]

0.22%Expense ratio$22 · $90 a year on $10k · lower is better0.90%

3.34%Trailing 12-mo yield$334 · $143 a year on $10k1.43%

−11.5%Worst dropSmaller is better[…]

14.1%VolatilityLower is calmer[…]

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

2–0DFAR wins

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

More Ways to See the Pairs

DFAR vs CLIM: Top 5 Holdings

Today

DFAR

29.1%in top 5

CLIM

in top 517.4%

DFARStockCLIM

7.5%WELL4.4%

6.3%PLD3.0%

5.3%EQIXnot top 5

5.0%AMT3.8%

5.0%SPG3.1%

not top 5CCI3.0%

Held in common55.8%

End-of-day Nov 5, 2026 · share of each fund

DFAR vs CLIM Returns, Every Period

1Y

DimensionalDFAR

+15.6%

past year

CLIMClimate Global

[…]

past year

Returns […]

DFARCLIMFaded: behind in that period

0–0Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

DFAR vs CLIM

YTD

DimensionalDFAR

+15.8%

CLIMClimate Global

[…]

+15.8%Year to date[…]

−11.5%Worst drop · 1Y[…]

14.1%Volatility · 1Y[…]

3.3%Yield1.4%

$8.8BAssets$1.5M

1–0DFAR wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFAR, CLIM

Today

0.22%lowest, DFAR

FundExpense ratioFee$10k

DFAR0.22%$22

CLIM0.90%$90

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: DFAR, CLIM

1Y

3.34%highest, DFAR

FundTrailing yieldYield$10k

DFAR3.34%$334

CLIM1.43%$143

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$312most kept, DFAR

DFAR$334 − $22 = $312

CLIM$143 − $90 = $53

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: DFAR, CLIM

Today

55.8%most shared, DFAR and CLIM

DFARCLIM

DFAR—55.8%

CLIM55.8%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+15.6%DFAR, at 14.1% volatility

DFARWorst drop−11.5%14.1% vol

CLIMWorst drop[…][…]

End-of-day Nov 5, 2026 · up and left is better

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026