Compare · 2 funds side by side · dividends reinvested

DFAR and FREL

DFARDimensional×FRELFidelity×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$10,901FREL · best of the two

02 / 04

DFAR and FREL, 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%$8.5B1.1

Fidelity MSCI Real Estate Index ETFSectors · Real estate0.08%3.27%+13.6%+13.9%+15.3%+1.7%−11.6%14.1%$1.4B1.8

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: DFAR 1993 · FREL 2015

Head to Head

Swap sides Versus in desk

Head to Head

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

DFAR

FREL

Fidelity MSCI Real Estate Index ETF · $1.4B$10,901

$10,000 five years ago, dividends reinvested · they hold 84.7% in common

DFARMeasureFREL

+17.7%Year to dateJan 1 → Nov 4+13.6%

+17.7%1 yearTotal return+13.9%

+15.8%3 years · per year$10,000 became $15,520 · $15,343+15.3%

[…]5 years · per year$10,000 became […] · $10,901+1.7%

0.22%Expense ratio$22 · $8 a year on $10k · lower is better0.08%

3.29%Trailing 12-mo yield$329 · $327 a year on $10k3.27%

−11.5%Worst dropSmaller is better−11.6%

14.0%VolatilityLower is calmer14.1%

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

6–1DFAR wins

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

More Ways to See the Pairs

DFAR vs FREL: Top 5 Holdings

Today

DFAR

29.2%in top 5

FREL

in top 532.0%

DFARStockFREL

7.5%WELL9.7%

6.4%PLD7.3%

5.2%EQIX5.4%

5.1%AMT4.9%

5.0%SPG4.6%

Held in common84.7%

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

DFAR vs FREL Returns, Every Period

DimensionalDFAR

+17.7%

past year

FRELFidelity

+13.9%

past year

DFARFRELFaded: behind in that period

3–0DFAR wins

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

DFAR vs FREL

YTD

DimensionalDFAR

+17.7%

FRELFidelity

+13.6%

+17.7%Year to date+13.6%

−11.5%Worst drop · 1Y−11.6%

14.0%Volatility · 1Y14.1%

3.3%Yield3.3%

$8.5BAssets$1.4B

3–0DFAR wins

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

Cost, Income and Risk

Fees: DFAR, FREL

Today

0.08%lowest, FREL

FundExpense ratioFee$10k

FREL0.08%$8

DFAR0.22%$22

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

Yields: DFAR, FREL

3.29%highest, DFAR

FundTrailing yieldYield$10k

DFAR3.29%$329

FREL3.27%$327

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

Income After Fees on $10,000

$319most kept, FREL

FREL$327 − $8 = $319

DFAR$329 − $22 = $307

KeptFee

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

Overlap: DFAR, FREL

Today

84.7%most shared, DFAR and FREL

DFARFREL

DFAR—84.7%

FREL84.7%—

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

DFARWorst drop−11.5%14.0% vol

FRELWorst drop−11.6%14.1% vol

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

Paid More vs Made More

YTD

DFARFREL

+17.7%Year to date+13.6%

3.3%Yield3.3%

+17.7%Past year+13.9%

0.22%Fee0.08%

2–1DFAR 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