Compare · 2 funds side by side · dividends reinvested

DFGR and RWR

DFGRDimensional×RWRSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$11,973RWR · best of the two

02 / 04

DFGR and RWR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - Global Real Estate ETFSectors · Real estate0.22%3.87%+10.5%+11.1%+13.8%[…]−10.8%12.5%$4.0B1.4

State Street SPDR Dow Jones REIT ETFSectors · Real estate0.25%3.34%+17.8%+18.8%+17.5%+3.7%−12.8%14.2%$1.8B1.5

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

End-of-day Nov 5, 2026 · returns include dividends · since: DFGR 2022 · RWR 2001

Head to Head

Swap sides Versus in desk

Head to Head

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

DFGR

RWR

State Street SPDR Dow Jones REIT ETF · $1.8B$11,973

$10,000 five years ago, dividends reinvested · they hold 62.1% in common

DFGRMeasureRWR

+10.5%Year to dateJan 1 → Nov 5+17.8%

+11.1%1 yearTotal return+18.8%

+13.8%3 years · per year$10,000 became $14,720 · $16,229+17.5%

[…]5 years · per year$10,000 became […] · $11,973+3.7%

0.22%Expense ratio$22 · $25 a year on $10k · lower is better0.25%

3.87%Trailing 12-mo yield$387 · $334 a year on $10k3.34%

−10.8%Worst dropSmaller is better−12.8%

12.5%VolatilityLower is calmer14.2%

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

4–3DFGR wins

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

More Ways to See the Pairs

DFGR vs RWR: Top 5 Holdings

Today

DFGR

28.5%in top 5

RWR

in top 534.1%

DFGRStockRWR

9.0%WELL10.3%

6.2%PLD9.4%

5.2%EQIX4.4%

not top 5PSA5.1%

3.7%SPG4.9%

4.4%AMTnot top 5

Held in common62.1%

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

DFGR vs RWR Returns, Every Period

DimensionalDFGR

+11.1%

past year

RWRSPDR

+18.8%

past year

DFGRRWRFaded: behind in that period

0–3RWR wins

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

DFGR vs RWR

YTD

DimensionalDFGR

+10.5%

RWRSPDR

+17.8%

+10.5%Year to date+17.8%

−10.8%Worst drop · 1Y−12.8%

12.5%Volatility · 1Y14.2%

3.9%Yield3.3%

$4.0BAssets$1.8B

3–1DFGR wins

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

Cost, Income and Risk

Fees: DFGR, RWR

Today

0.22%lowest, DFGR

FundExpense ratioFee$10k

DFGR0.22%$22

RWR0.25%$25

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

Yields: DFGR, RWR

3.87%highest, DFGR

FundTrailing yieldYield$10k

DFGR3.87%$387

RWR3.34%$334

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

Income After Fees on $10,000

$365most kept, DFGR

DFGR$387 − $22 = $365

RWR$334 − $25 = $309

KeptFee

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

Overlap: DFGR, RWR

Today

62.1%most shared, DFGR and RWR

DFGRRWR

DFGR—62.1%

RWR62.1%—

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

Return vs Bumpiness: 2 ETFs

+18.8%RWR, at 14.2% volatility

DFGRWorst drop−10.8%12.5% vol

RWRWorst drop−12.8%14.2% vol

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

Paid More vs Made More

YTD

DFGRRWR

+10.5%Year to date+17.8%

3.9%Yield3.3%

+11.1%Past year+18.8%

0.22%Fee0.25%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026