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%$8.8B1.1

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

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

FREL

DFAR

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

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

FRELMeasureDFAR

+13.6%Year to dateJan 1 → Nov 4+17.7%

+13.9%1 yearTotal return+17.7%

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

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

0.08%Expense ratio$8 · $22 a year on $10k · lower is better0.22%

3.27%Trailing 12-mo yield$327 · $329 a year on $10k3.29%

−11.6%Worst dropSmaller is better−11.5%

14.1%VolatilityLower is calmer14.0%

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

1–6DFAR wins

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

More Ways to See the Pairs

FREL vs DFAR: Top 5 Holdings

Today

FREL

32.0%in top 5

DFAR

in top 529.2%

FRELStockDFAR

9.7%WELL7.5%

7.3%PLD6.4%

5.4%EQIX5.2%

4.9%AMT5.1%

4.6%SPG5.0%

Held in common84.7%

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

FREL vs DFAR Returns, Every Period

FidelityFREL

+13.9%

past year

DFARDimensional

+17.7%

past year

FRELDFARFaded: behind in that period

0–3DFAR wins

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

FREL vs DFAR

YTD

FidelityFREL

+13.6%

DFARDimensional

+17.7%

+13.6%Year to date+17.7%

−11.6%Worst drop · 1Y−11.5%

14.1%Volatility · 1Y14.0%

3.3%Yield3.3%

$1.4BAssets$8.8B

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%

$123BAssets$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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026