Compare DFAR and VGSR

DFAR and VGSR, 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%$8.8B1.3

Vert Global Sustainable Real Estate ETFSectors · Real estate0.51%2.78%+12.0%+12.6%[…][…]−10.6%13.1%$500M1.7

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 · VGSR 2017

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

DFAR

VGSR

Vert Global Sustainable Real Estate ETF · $500M[…]

$10,000 five years ago, dividends reinvested · they hold 58.3% in common

DFARMeasureVGSR

+17.7%Year to dateJan 1 → Nov 5+12.0%

+17.7%1 yearTotal return+12.6%

+15.8%3 years · per year$10,000 became $15,520 · […][…]

[…]5 years · per year[…]

0.22%Expense ratio$22 · $51 a year on $10k · lower is better0.51%

3.29%Trailing 12-mo yield$329 · $278 a year on $10k2.78%

−11.5%Worst dropSmaller is better−10.6%

14.0%VolatilityLower is calmer13.1%

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

4–2DFAR 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 VGSR: Top 5 Holdings

Today

DFAR

29.1%in top 5

VGSR

in top 524.7%

DFARStockVGSR

7.5%WELL5.0%

6.3%PLDnot top 5

5.3%EQIX4.7%

5.0%SPG5.1%

5.0%AMT5.1%

not top 5DLR4.8%

Held in common58.3%

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

DFAR vs VGSR Returns, Every Period

1Y

DimensionalDFAR

+17.7%

past year

VGSRVert

+12.6%

past year

DFARVGSRFaded: behind in that period

2–0DFAR wins

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

DFAR vs VGSR

YTD

DimensionalDFAR

+17.7%

VGSRVert

+12.0%

+17.7%Year to date+12.0%

−11.5%Worst drop · 1Y−10.6%

14.0%Volatility · 1Y13.1%

3.3%Yield2.8%

$8.8BAssets$500M

2–2level

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

Cost, Income and Risk

Fees: DFAR, VGSR

Today

0.22%lowest, DFAR

FundExpense ratioFee$10k

DFAR0.22%$22

VGSR0.51%$51

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

Yields: DFAR, VGSR

1Y

3.29%highest, DFAR

FundTrailing yieldYield$10k

DFAR3.29%$329

VGSR2.78%$278

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

Income After Fees on $10,000

1Y

$307most kept, DFAR

DFAR$329 − $22 = $307

VGSR$278 − $51 = $227

KeptFee

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

Overlap: DFAR, VGSR

Today

58.3%most shared, DFAR and VGSR

DFARVGSR

DFAR—58.3%

VGSR58.3%—

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

Return vs Bumpiness: 2 ETFs

1Y

+17.7%DFAR, at 14.0% volatility

VGSRWorst drop−10.6%13.1% vol

DFARWorst drop−11.5%14.0% vol

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

Paid More vs Made More

YTD

DFARVGSR

+17.7%Year to date+12.0%

3.3%Yield2.8%

+17.7%Past year+12.6%

0.22%Fee0.51%

4–0DFAR wins

End-of-day Nov 5, 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 5, 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 5, 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 5, 2026