Compare · 2 funds side by side · dividends reinvested

DFAR and VNQ

DFARDimensional×VNQVanguard×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$10,948VNQ · best of the two

02 / 04

DFAR and VNQ, 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%$8.5B1.4

Vanguard Real Estate ETFSectors · Real estate0.13%3.47%+13.9%+14.3%+15.4%+1.8%−11.4%14.1%$35.9B1.5

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 · VNQ 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

DFAR

VNQ

Vanguard Real Estate ETF · $35.9B$10,948

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

DFARMeasureVNQ

+17.7%Year to dateJan 1 → Nov 4+13.9%

+17.7%1 yearTotal return+14.3%

+15.8%3 years · per year$10,000 became $15,520 · $15,380+15.4%

[…]5 years · per year$10,000 became […] · $10,948+1.8%

0.22%Expense ratio$22 · $13 a year on $10k · lower is better0.13%

3.29%Trailing 12-mo yield$329 · $347 a year on $10k3.47%

−11.5%Worst dropSmaller is better−11.4%

14.0%VolatilityLower is calmer14.1%

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

4–3DFAR 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 VNQ: Top 5 Holdings

Today

DFAR

29.2%in top 5

VNQ

in top 534.7%

DFARStockVNQ

7.5%WELL10.7%

6.4%PLD8.0%

5.2%EQIX6.6%

5.1%AMT5.1%

5.0%SPG4.3%

Held in common84.7%

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

DFAR vs VNQ Returns, Every Period

DimensionalDFAR

+17.7%

past year

VNQVanguard

+14.3%

past year

DFARVNQFaded: behind in that period

3–0DFAR wins

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

DFAR vs VNQ

YTD

DimensionalDFAR

+17.7%

VNQVanguard

+13.9%

+17.7%Year to date+13.9%

−11.5%Worst drop · 1Y−11.4%

14.0%Volatility · 1Y14.1%

3.3%Yield3.5%

$8.5BAssets$35.9B

2–2level

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

Cost, Income and Risk

Fees: DFAR, VNQ

Today

0.13%lowest, VNQ

FundExpense ratioFee$10k

VNQ0.13%$13

DFAR0.22%$22

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

Yields: DFAR, VNQ

3.47%highest, VNQ

FundTrailing yieldYield$10k

VNQ3.47%$347

DFAR3.29%$329

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

Income After Fees on $10,000

$334most kept, VNQ

VNQ$347 − $13 = $334

DFAR$329 − $22 = $307

KeptFee

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

Overlap: DFAR, VNQ

Today

84.7%most shared, DFAR and VNQ

DFARVNQ

DFAR—84.7%

VNQ84.7%—

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

VNQWorst drop−11.4%14.1% vol

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

Paid More vs Made More

YTD

VNQDFAR

+13.9%Year to date+17.7%

3.5%Yield3.3%

+14.3%Past year+17.7%

0.13%Fee0.22%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

VNQ vs SCHH

YTD

VanguardVNQ

+13.9%

SCHHSchwab

+17.1%

+13.9%Year to date+17.1%

3.5%Yield2.8%

$35.9BAssets$11.1B

1–1level

End-of-day Nov 4, 2026

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