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$11,898USRT · 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%2.69%+16.5%+16.4%+16.4%+3.5%−12.4%13.9%$4.3B1.4

Dimensional - Global Real Estate ETFSectors · Real estate0.22%3.87%+10.5%+11.1%+13.8%[…]−10.8%12.5%$4.0B1.6

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

End-of-day Nov 5, 2026 · returns include dividends · since: DFGR 2022 · USRT 2007

Head to Head

Swap sides Versus in desk

Head to Head

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

USRT

DFGR

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

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

USRTMeasureDFGR

+16.5%Year to dateJan 1 → Nov 5+10.5%

+16.4%1 yearTotal return+11.1%

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

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

0.08%Expense ratio$8 · $22 a year on $10k · lower is better0.22%

2.69%Trailing 12-mo yield$269 · $387 a year on $10k3.87%

−12.4%Worst dropSmaller is better−10.8%

13.9%VolatilityLower is calmer12.5%

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

4–3USRT wins

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

More Ways to See the Pairs

USRT vs DFGR: Top 5 Holdings

Today

USRT

31.4%in top 5

DFGR

in top 528.5%

USRTStockDFGR

9.2%WELL9.0%

6.9%PLD6.2%

6.0%EQIX5.2%

4.8%SPG3.7%

4.5%PSAnot top 5

not top 5AMT4.4%

Held in common68.3%

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

USRT vs DFGR Returns, Every Period

iSharesUSRT

+16.4%

past year

DFGRDimensional

+11.1%

past year

USRTDFGRFaded: behind in that period

3–0USRT wins

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

USRT vs DFGR

YTD

iSharesUSRT

+16.5%

DFGRDimensional

+10.5%

+16.5%Year to date+10.5%

−12.4%Worst drop · 1Y−10.8%

13.9%Volatility · 1Y12.5%

2.7%Yield3.9%

$4.3BAssets$4.0B

3–1DFGR wins

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

Yields: DFGR, USRT

3.87%highest, DFGR

FundTrailing yieldYield$10k

DFGR3.87%$387

USRT2.69%$269

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

KeptFee

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

Overlap: DFGR, USRT

Today

68.3%most shared, DFGR and USRT

DFGRUSRT

DFGR—68.3%

USRT68.3%—

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

Return vs Bumpiness: 2 ETFs

+16.4%USRT, at 13.9% volatility

DFGRWorst drop−10.8%12.5% vol

USRTWorst drop−12.4%13.9% 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 Two

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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026