Compare · 3 funds side by side · dividends reinvested

DFGR, USRT and VGT

DFGRDimensional×USRTiShares×VGTVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$20,466VGT · best of the three

02 / 04

DFGR, USRT and VGT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core U.S. REIT ETFSectors · Real estate0.08%2.69%+16.5%+16.4%+16.4%+3.5%−12.4%13.9%$4.3B1.6

Vanguard Information Technology ETFSectors · Technology0.09%0.44%+14.0%+11.1%+28.8%+15.4%−17.5%26.5%$155B2.1

Dimensional - Global Real Estate ETFSectors · Real estate0.22%3.87%+10.5%+11.1%+13.8%[…]−10.8%12.5%$4.0B2.1

Rank among the three1st → 3rdFee, 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 · USRT 2007 · VGT 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

DFGR

USRT

iShares Core U.S. REIT ETF · $4.3B$11,898

$10,000 five years ago, dividends reinvested · they hold 68.3% in common

DFGRMeasureUSRT

+10.5%Year to dateJan 1 → Nov 5+16.5%

+11.1%1 yearTotal return+16.4%

+13.8%3 years · per year$10,000 became $14,720 · $15,762+16.4%

[…]5 years · per year$10,000 became […] · $11,898+3.5%

0.22%Expense ratio$22 · $8 a year on $10k · lower is better0.08%

3.87%Trailing 12-mo yield$387 · $269 a year on $10k2.69%

−10.8%Worst dropSmaller is better−12.4%

12.5%VolatilityLower is calmer13.9%

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

3–4USRT 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 USRT: Top 5 Holdings

Today

DFGR

28.5%in top 5

USRT

in top 531.4%

DFGRStockUSRT

9.0%WELL9.2%

6.2%PLD6.9%

5.2%EQIX6.0%

3.7%SPG4.8%

not top 5PSA4.5%

4.4%AMTnot top 5

Held in common68.3%

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

DFGR vs USRT Returns, Every Period

DimensionalDFGR

+11.1%

past year

USRTiShares

+16.4%

past year

DFGRUSRTFaded: behind in that period

0–3USRT wins

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

DFGR vs USRT

YTD

DimensionalDFGR

+10.5%

USRTiShares

+16.5%

+10.5%Year to date+16.5%

−10.8%Worst drop · 1Y−12.4%

12.5%Volatility · 1Y13.9%

3.9%Yield2.7%

$4.0BAssets$4.3B

3–1DFGR wins

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

Cost, Income and Risk

Fees: DFGR, USRT, VGT

Today

0.08%lowest, USRT

FundExpense ratioFee$10k

USRT0.08%$8

VGT0.09%$9

DFGR0.22%$22

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

Yields: DFGR, USRT, VGT

3.87%highest, DFGR

FundTrailing yieldYield$10k

DFGR3.87%$387

USRT2.69%$269

VGT0.44%$44

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

Income After Fees on $10,000

$365most kept, DFGR

DFGR$387 − $22 = $365

USRT$269 − $8 = $261

VGT$44 − $9 = $35

KeptFee

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

Overlap: DFGR, USRT, VGT

Today

68.3%most shared, DFGR and USRT

DFGRUSRTVGT

DFGR—68.3%0.0%

USRT68.3%—0.0%

VGT0.0%0.0%—

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

Return vs Bumpiness: 3 ETFs

+16.4%USRT, at 13.9% volatility

DFGRWorst drop−10.8%12.5% vol

USRTWorst drop−12.4%13.9% vol

VGTWorst drop−17.5%26.5% vol

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

Paid More vs Made More

YTD

DFGRUSRT

+10.5%Year to date+16.5%

3.9%Yield2.7%

+11.1%Past year+16.4%

0.22%Fee0.08%

3–1USRT wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

XLK vs VGT

YTD

SPDRXLK

+13.2%

VGTVanguard

+14.0%

+13.2%Year to date+14.0%

0.08% · $8Fee · on $10k a year0.09% · $9

$117BAssets$155B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026