Compare · 2 funds side by side · dividends reinvested

DFGR and PSR

DFGRDimensional×PSRInvesco×

Versus in desk

02 / 04

−0.1%

IWD+0.2%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$10,748PSR · best of the two

Story of the two · IncomeMost incomeDFGR · 3.87% · $387 a year on $10k

Story of the two · RiskSmallest drop

DFGR and PSR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - Global Real Estate ETFSectors · Real estate0.22%3.87%+10.5%+9.5%+12.1%[…]−10.8%12.5%$4.0B1.4

Invesco Active U.S. Real Estate ETFSectors · Real estate0.35%2.62%+17.5%+15.7%+12.3%+1.5%−11.2%14.2%$60M1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 13, 2026 · returns include dividends · since: DFGR 2022 · PSR 2008

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Dimensional - Global Real Estate ETF · $4.0B[…]

DFGR

PSR

Invesco Active U.S. Real Estate ETF · $60M$10,748

$10,000 five years ago, dividends reinvested · they hold 50.6% in common

DFGRMeasurePSR

+10.5%

More Ways to See the Pairs

DFGR vs PSR: Top 5 Holdings

Today

DFGR

28.6%in top 5

PSR

in top 539.6%

DFGRStockPSR

8.9%WELL10.6%

6.2%PLD8.4%

5.4%EQIX7.7%

4.3%AMT6.9%

not top 5DLR

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 13, 2026 · fee on $10,000 a year

Yields: DFGR, PSR

1Y

3.87%highest, DFGR

FundTrailing yieldYield

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YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

Year to dateJan 1 → Nov 13

+17.5%

+9.5%1 yearTotal return+15.7%

+12.1%3 years · per year$10,000 became $14,105 · $14,163+12.3%

[…]5 years · per year$10,000 became […] · $10,748+1.5%

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

3.87%Trailing 12-mo yield$387 · $262 a year on $10k2.62%

−10.8%Worst dropSmaller is better−11.2%

12.5%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 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

6.1%

3.8%SPGnot top 5

Held in common50.6%

End-of-day Nov 13, 2026 · share of each fund

DFGR vs PSR Returns, Every Period

1Y

DimensionalDFGR

+9.5%

past year

PSRInvesco

+15.7%

past year

DFGRPSRFaded: behind in that period

0–3PSR wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

DFGR vs PSR

YTD

DimensionalDFGR

+10.5%

PSRInvesco

+17.5%

+10.5%Year to date+17.5%

−10.8%Worst drop · 1Y−11.2%

12.5%Volatility · 1Y14.2%

3.9%Yield2.6%

$4.0BAssets$59.6M

3–1DFGR wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

$10k

DFGR3.87%$387

PSR2.62%$262

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$365most kept, DFGR

DFGR$387 − $22 = $365

PSR$262 − $35 = $227

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: DFGR, PSR

Today

50.6%most shared, DFGR and PSR

DFGRPSR

DFGR—50.6%

PSR50.6%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+15.7%PSR, at 14.2% volatility

DFGRWorst drop−10.8%12.5% vol

PSRWorst drop−11.2%14.2% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

DFGRPSR

+10.5%Year to date+17.5%

3.9%Yield2.6%

+9.5%Past year+15.7%

0.22%Fee0.35%

2–2level

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 13, 2026

Year to date

+11.5%

1.0%Yield1.0%

$186BAssets$806B

0–0level

End-of-day Nov 13, 2026

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DFGR and PSR

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two