Compare · 2 funds side by side · dividends reinvested

DFAR and USRT

DFARDimensional×USRTiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$11,898USRT · best of the two

02 / 04

DFAR and USRT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core U.S. REIT ETFSectors · Real estate0.08%2.69%+16.5%+16.4%+16.4%+3.5%−12.4%13.9%$4.4B1.3

DFA Real Estate Securities Portfolio ETF Class SharesSectors · Real estate0.22%3.34%+15.8%+15.6%+14.4%[…]−11.5%14.1%$8.8B1.7

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 · USRT 2007

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core U.S. REIT ETF · $4.4B$11,898

USRT

DFAR

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

$10,000 five years ago, dividends reinvested · they hold 89.3% in common

USRTMeasureDFAR

+16.5%Year to dateJan 1 → Nov 5+15.8%

+16.4%1 yearTotal return+15.6%

+16.4%3 years · per year$10,000 became $15,762 · $14,980+14.4%

+3.5%5 years · per year$10,000 became $11,898 · […][…]

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

2.69%Trailing 12-mo yield$269 · $334 a year on $10k3.34%

−12.4%Worst dropSmaller is better−11.5%

13.9%VolatilityLower is calmer14.1%

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

5–2USRT wins

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

More Ways to See the Pairs

USRT vs DFAR: Top 5 Holdings

Today

USRT

31.4%in top 5

DFAR

in top 529.1%

USRTStockDFAR

9.2%WELL7.5%

6.9%PLD6.3%

6.0%EQIX5.3%

not top 5AMT5.0%

4.8%SPG5.0%

4.5%PSAnot top 5

Held in common89.3%

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

USRT vs DFAR Returns, Every Period

iSharesUSRT

+16.4%

past year

DFARDimensional

+15.6%

past year

USRTDFARFaded: behind in that period

3–0USRT wins

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

USRT vs DFAR

YTD

iSharesUSRT

+16.5%

DFARDimensional

+15.8%

+16.5%Year to date+15.8%

−12.4%Worst drop · 1Y−11.5%

13.9%Volatility · 1Y14.1%

2.7%Yield3.3%

$4.4BAssets$8.8B

2–2level

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

Cost, Income and Risk

Fees: DFAR, USRT

Today

0.08%lowest, USRT

FundExpense ratioFee$10k

USRT0.08%$8

DFAR0.22%$22

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

Yields: DFAR, USRT

3.34%highest, DFAR

FundTrailing yieldYield$10k

DFAR3.34%$334

USRT2.69%$269

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

Income After Fees on $10,000

$312most kept, DFAR

DFAR$334 − $22 = $312

USRT$269 − $8 = $261

KeptFee

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

Overlap: DFAR, USRT

Today

89.3%most shared, DFAR and USRT

DFARUSRT

DFAR—89.3%

USRT89.3%—

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

Return vs Bumpiness: 2 ETFs

+16.4%USRT, at 13.9% volatility

USRTWorst drop−12.4%13.9% vol

DFARWorst drop−11.5%14.1% vol

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

Paid More vs Made More

YTD

DFARUSRT

+15.8%Year to date+16.5%

3.3%Yield2.7%

+15.6%Past year+16.4%

0.22%Fee0.08%

3–1USRT 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