Compare · 2 funds side by side · dividends reinvested

DFGR and REET

DFGRDimensional×REETiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$10,701REET · best of the two

02 / 04

DFGR and REET, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Global REIT ETFSectors · Real estate0.14%3.48%+9.3%+9.8%+14.3%+1.4%−11.3%12.2%$4.8B1.4

Dimensional - Global Real Estate ETFSectors · Real estate0.22%3.92%+9.0%+9.6%+14.1%[…]−10.8%12.1%$3.9B1.6

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

End-of-day Nov 3, 2026 · returns include dividends · since: DFGR 2022 · REET 2014

Head to Head

Swap sides Versus in desk

Head to Head

iShares Global REIT ETF · $4.8B$10,701

REET

DFGR

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

$10,000 five years ago, dividends reinvested · they hold 89.1% in common

REETMeasureDFGR

+9.3%Year to dateJan 1 → Nov 3+9.0%

+9.8%1 yearTotal return+9.6%

+14.3%3 years · per year$10,000 became $14,936 · $14,845+14.1%

+1.4%5 years · per year$10,000 became $10,701 · […][…]

0.14%Expense ratio$14 · $22 a year on $10k · lower is better0.22%

3.48%Trailing 12-mo yield$348 · $392 a year on $10k3.92%

−11.3%Worst dropSmaller is better−10.8%

12.2%VolatilityLower is calmer12.1%

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

4–3REET wins

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

More Ways to See the Pairs

REET vs DFGR: Top 5 Holdings

Today

REET

29.8%in top 5

DFGR

in top 528.3%

REETStockDFGR

9.6%WELL8.9%

6.9%PLD6.3%

5.7%EQIX5.0%

not top 5AMT4.4%

3.9%SPG3.7%

3.8%DLRnot top 5

Held in common89.1%

End-of-day Nov 3, 2026 · share of each fund

REET vs DFGR Returns, Every Period

iSharesREET

+9.8%

past year

DFGRDimensional

+9.6%

past year

REETDFGRFaded: behind in that period

3–0REET wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

REET vs DFGR

YTD

iSharesREET

+9.3%

DFGRDimensional

+9.0%

+9.3%Year to date+9.0%

−11.3%Worst drop · 1Y−10.8%

12.2%Volatility · 1Y12.1%

3.5%Yield3.9%

$4.8BAssets$3.9B

3–1DFGR wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFGR, REET

Today

0.14%lowest, REET

FundExpense ratioFee$10k

REET0.14%$14

DFGR0.22%$22

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: DFGR, REET

3.92%highest, DFGR

FundTrailing yieldYield$10k

DFGR3.92%$392

REET3.48%$348

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$370most kept, DFGR

DFGR$392 − $22 = $370

REET$348 − $14 = $334

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: DFGR, REET

Today

89.1%most shared, DFGR and REET

DFGRREET

DFGR—89.1%

REET89.1%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+9.8%REET, at 12.2% volatility

DFGRWorst drop−10.8%12.1% vol

REETWorst drop−11.3%12.2% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

DFGRREET

+9.0%Year to date+9.3%

3.9%Yield3.5%

+9.6%Past year+9.8%

0.22%Fee0.14%

3–1REET wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026