Compare · 3 funds side by side · dividends reinvested

DFAR, CLIM and VGT

DFARDimensional×CLIMClimate Global×VGTVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$20,649VGT · best of the three

02 / 04

DFAR, CLIM and VGT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

DFA Real Estate Securities Portfolio ETF Class SharesSectors · Real estate0.22%3.35%+15.3%+14.9%+14.0%[…]−11.5%14.1%$8.6B1.4

Vanguard Information Technology ETFSectors · Technology0.09%0.44%+15.6%+12.1%+28.6%+15.6%−17.5%26.5%$155B1.6

Climate Global-Climate Resilient REIT Index ETFSectors · Real estate0.90%1.43%[…][…][…][…][…][…]$2M2.5

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: DFAR 1993 · CLIM 2026 · VGT 2004

Head to Head

Swap sides Versus in desk

Head to Head

DFA Real Estate Securities Portfolio ETF Class Shares · $8.6B[…]

DFAR

CLIM

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

$10,000 five years ago, dividends reinvested · they hold 55.9% in common

DFARMeasureCLIM

+15.3%Year to dateJan 1 → Nov 6[…]

+14.9%1 yearTotal return[…]

+14.0%3 years · per year$10,000 became $14,831 · […][…]

[…]5 years · per year[…]

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

3.35%Trailing 12-mo yield$335 · $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 6, 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 517.5%

DFARStockCLIM

7.6%WELL4.5%

6.3%PLD3.0%

5.1%AMT3.9%

5.1%EQIXnot top 5

5.0%SPG3.1%

not top 5PSA3.0%

Held in common55.9%

End-of-day Nov 6, 2026 · share of each fund

DFAR vs CLIM Returns, Every Period

DimensionalDFAR

+14.9%

past year

CLIMClimate Global

[…]

past year

Returns […]

DFARCLIMFaded: behind in that period

0–0Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

DFAR vs CLIM

YTD

DimensionalDFAR

+15.3%

CLIMClimate Global

[…]

+15.3%Year to date[…]

−11.5%Worst drop · 1Y[…]

14.1%Volatility · 1Y[…]

3.4%Yield1.4%

$8.6BAssets$1.6M

1–0DFAR wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFAR, CLIM, VGT

Today

0.09%lowest, VGT

FundExpense ratioFee$10k

VGT0.09%$9

DFAR0.22%$22

CLIM0.90%$90

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: DFAR, CLIM, VGT

3.35%highest, DFAR

FundTrailing yieldYield$10k

DFAR3.35%$335

CLIM1.43%$143

VGT0.44%$44

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$313most kept, DFAR

DFAR$335 − $22 = $313

CLIM$143 − $90 = $53

VGT$44 − $9 = $35

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: DFAR, CLIM, VGT

Today

55.9%most shared, DFAR and CLIM

DFARCLIMVGT

DFAR—55.9%0.0%

CLIM55.9%—0.0%

VGT0.0%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+14.9%DFAR, at 14.1% volatility

DFARWorst drop−11.5%14.1% vol

VGTWorst drop−17.5%26.5% vol

CLIMWorst drop[…][…]

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

DFARVGT

+15.3%Year to date+15.6%

3.4%Yield0.4%

+14.9%Past year+12.1%

0.22%Fee0.09%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

XLK vs VGT

YTD

SPDRXLK

+14.8%

VGTVanguard

+15.6%

+14.8%Year to date+15.6%

0.08% · $8Fee · on $10k a year0.09% · $9

$108BAssets$155B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026