Compare · 2 funds side by side · dividends reinvested

DFGR and USRT

DFGRDimensional×USRTiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$11,871USRT · best of the two

02 / 04

DFGR and USRT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core U.S. REIT ETFSectors · Real estate0.08%2.72%+15.3%+15.3%+16.8%+3.5%−12.4%13.6%$4.3B1.4

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 · USRT 2007

Head to Head

Swap sides Versus in desk

Head to Head

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

DFGR

USRT

iShares Core U.S. REIT ETF · $4.3B$11,871

$10,000 five years ago, dividends reinvested · they hold 68.0% in common

DFGRMeasureUSRT

+9.0%Year to dateJan 1 → Nov 3+15.3%

+9.6%1 yearTotal return+15.3%

+14.1%3 years · per year$10,000 became $14,845 · $15,948+16.8%

[…]5 years · per year$10,000 became […] · $11,871+3.5%

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

3.92%Trailing 12-mo yield$392 · $272 a year on $10k2.72%

−10.8%Worst dropSmaller is better−12.4%

12.1%VolatilityLower is calmer13.6%

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

3–4USRT wins

End-of-day Nov 3, 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

28.3%in top 5

USRT

in top 531.3%

DFGRStockUSRT

8.9%WELL9.0%

6.3%PLD6.9%

5.0%EQIX6.1%

3.7%SPG4.7%

not top 5PSA4.5%

4.4%AMTnot top 5

Held in common68.0%

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

DFGR vs USRT Returns, Every Period

DimensionalDFGR

+9.6%

past year

USRTiShares

+15.3%

past year

DFGRUSRTFaded: behind in that period

0–3USRT wins

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

DFGR vs USRT

YTD

DimensionalDFGR

+9.0%

USRTiShares

+15.3%

+9.0%Year to date+15.3%

−10.8%Worst drop · 1Y−12.4%

12.1%Volatility · 1Y13.6%

3.9%Yield2.7%

$3.9BAssets$4.3B

3–1DFGR wins

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

Cost, Income and Risk

Fees: DFGR, USRT

Today

0.08%lowest, USRT

FundExpense ratioFee$10k

USRT0.08%$8

DFGR0.22%$22

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

Yields: DFGR, USRT

3.92%highest, DFGR

FundTrailing yieldYield$10k

DFGR3.92%$392

USRT2.72%$272

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

Income After Fees on $10,000

$370most kept, DFGR

DFGR$392 − $22 = $370

USRT$272 − $8 = $264

KeptFee

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

Overlap: DFGR, USRT

Today

68.0%most shared, DFGR and USRT

DFGRUSRT

DFGR—68.0%

USRT68.0%—

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

Return vs Bumpiness: 2 ETFs

+15.3%USRT, at 13.6% volatility

DFGRWorst drop−10.8%12.1% vol

USRTWorst drop−12.4%13.6% vol

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

Paid More vs Made More

YTD

DFGRUSRT

+9.0%Year to date+15.3%

3.9%Yield2.7%

+9.6%Past year+15.3%

0.22%Fee0.08%

3–1USRT 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