Compare · 2 funds side by side · dividends reinvested

DFGR and PSR

DFGRDimensional×PSRInvesco×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$10,999PSR · best of the two

02 / 04

DFGR and PSR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - Global Real Estate ETFSectors · Real estate0.22%3.81%+12.1%+12.7%+14.8%[…]−10.8%12.4%$3.9B1.4

Invesco Active U.S. Real Estate ETFSectors · Real estate0.35%2.59%+18.7%+18.9%+14.9%+1.9%−11.2%14.2%$58M1.5

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: DFGR 2022 · PSR 2008

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - Global Real Estate ETF · $3.9B[…]

DFGR

PSR

Invesco Active U.S. Real Estate ETF · $58M$10,999

$10,000 five years ago, dividends reinvested · they hold 50.3% in common

DFGRMeasurePSR

+12.1%Year to dateJan 1 → Nov 4+18.7%

+12.7%1 yearTotal return+18.9%

+14.8%3 years · per year$10,000 became $15,148 · $15,160+14.9%

[…]5 years · per year$10,000 became […] · $10,999+1.9%

0.22%Expense ratio$22 · $35 a year on $10k · lower is better0.35%

3.81%Trailing 12-mo yield$381 · $259 a year on $10k2.59%

−10.8%Worst dropSmaller is better−11.2%

12.4%VolatilityLower is calmer14.2%

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

4–3DFGR wins

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

More Ways to See the Pairs

DFGR vs PSR: Top 5 Holdings

Today

DFGR

28.4%in top 5

PSR

in top 539.7%

DFGRStockPSR

8.9%WELL10.6%

6.3%PLD8.5%

5.1%EQIX7.5%

4.3%AMT6.9%

not top 5DLR6.2%

3.7%SPGnot top 5

Held in common50.3%

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

DFGR vs PSR Returns, Every Period

DimensionalDFGR

+12.7%

past year

PSRInvesco

+18.9%

past year

DFGRPSRFaded: behind in that period

0–3PSR wins

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

DFGR vs PSR

YTD

DimensionalDFGR

+12.1%

PSRInvesco

+18.7%

+12.1%Year to date+18.7%

−10.8%Worst drop · 1Y−11.2%

12.4%Volatility · 1Y14.2%

3.8%Yield2.6%

$3.9BAssets$58.0M

3–1DFGR wins

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

Cost, Income and Risk

Fees: DFGR, PSR

Today

0.22%lowest, DFGR

FundExpense ratioFee$10k

DFGR0.22%$22

PSR0.35%$35

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

Yields: DFGR, PSR

3.81%highest, DFGR

FundTrailing yieldYield$10k

DFGR3.81%$381

PSR2.59%$259

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

Income After Fees on $10,000

$359most kept, DFGR

DFGR$381 − $22 = $359

PSR$259 − $35 = $224

KeptFee

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

Overlap: DFGR, PSR

Today

50.3%most shared, DFGR and PSR

DFGRPSR

DFGR—50.3%

PSR50.3%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+18.9%PSR, at 14.2% volatility

DFGRWorst drop−10.8%12.4% vol

PSRWorst drop−11.2%14.2% vol

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

Paid More vs Made More

YTD

DFGRPSR

+12.1%Year to date+18.7%

3.8%Yield2.6%

+12.7%Past year+18.9%

0.22%Fee0.35%

2–2level

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%

$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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026