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$10,568FREL · 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%3.34%+15.8%+15.6%+14.4%[…]−11.5%14.1%$8.8B1.1

Fidelity MSCI Real Estate Index ETFSectors · Real estate0.08%3.33%+11.6%+11.7%+13.9%+1.1%−11.6%14.2%$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 5, 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 · $8.8B[…]

DFAR

FREL

Fidelity MSCI Real Estate Index ETF · $1.4B$10,568

$10,000 five years ago, dividends reinvested · they hold 84.9% in common

DFARMeasureFREL

+15.8%Year to dateJan 1 → Nov 5+11.6%

+15.6%1 yearTotal return+11.7%

+14.4%3 years · per year$10,000 became $14,980 · $14,795+13.9%

[…]5 years · per year$10,000 became […] · $10,568+1.1%

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

3.34%Trailing 12-mo yield$334 · $333 a year on $10k3.33%

−11.5%Worst dropSmaller is better−11.6%

14.1%VolatilityLower is calmer14.2%

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

6–1DFAR 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 FREL: Top 5 Holdings

Today

DFAR

29.1%in top 5

FREL

in top 532.0%

DFARStockFREL

7.5%WELL9.7%

6.3%PLD7.2%

5.3%EQIX5.5%

5.0%AMT4.9%

5.0%SPG4.6%

Held in common84.9%

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

DFAR vs FREL Returns, Every Period

DimensionalDFAR

+15.6%

past year

FRELFidelity

+11.7%

past year

DFARFRELFaded: behind in that period

3–0DFAR wins

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

DFAR vs FREL

YTD

DimensionalDFAR

+15.8%

FRELFidelity

+11.6%

+15.8%Year to date+11.6%

−11.5%Worst drop · 1Y−11.6%

14.1%Volatility · 1Y14.2%

3.3%Yield3.3%

$8.8BAssets$1.4B

3–0DFAR wins

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

Yields: DFAR, FREL

3.34%highest, DFAR

FundTrailing yieldYield$10k

DFAR3.34%$334

FREL3.33%$333

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

Income After Fees on $10,000

$325most kept, FREL

FREL$333 − $8 = $325

DFAR$334 − $22 = $312

KeptFee

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

Overlap: DFAR, FREL

Today

84.9%most shared, DFAR and FREL

DFARFREL

DFAR—84.9%

FREL84.9%—

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

Return vs Bumpiness: 2 ETFs

+15.6%DFAR, at 14.1% volatility

DFARWorst drop−11.5%14.1% vol

FRELWorst drop−11.6%14.2% vol

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

Paid More vs Made More

YTD

DFARFREL

+15.8%Year to date+11.6%

3.3%Yield3.3%

+15.6%Past year+11.7%

0.22%Fee0.08%

2–1DFAR wins

End-of-day Nov 5, 2026

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