Compare ERET and DFAR

ERET and DFAR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

DFA Real Estate Securities Portfolio ETF Class SharesSectors · Real estate0.22%3.38%+14.3%+14.3%+14.9%[…]−11.5%13.7%$8.5B1.3

iShares Environmentally Aware Real Estate ETFSectors · Real estate0.30%3.41%+6.7%+8.0%+13.4%[…]−11.6%12.2%$13M1.7

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

End-of-day Nov 4, 2026 · returns include dividends · since: ERET 2022 · DFAR 1993

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Environmentally Aware Real Estate ETF · $13M[…]

ERET

DFAR

DFA Real Estate Securities Portfolio ETF Class Shares · $8.5B[…]

$10,000 five years ago, dividends reinvested · they hold 62.4% in common

ERETMeasureDFAR

+6.7%Year to dateJan 1 → Nov 4+14.3%

+8.0%1 yearTotal return+14.3%

+13.4%3 years · per year$10,000 became $14,587 · $15,153+14.9%

[…]5 years · per year[…]

0.30%Expense ratio$30 · $22 a year on $10k · lower is better0.22%

3.41%Trailing 12-mo yield$341 · $338 a year on $10k3.38%

−11.6%Worst dropSmaller is better−11.5%

12.2%VolatilityLower is calmer13.7%

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

2–5DFAR wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

ERET vs DFAR: Top 5 Holdings

Today

ERET

26.0%in top 5

DFAR

in top 529.1%

ERETStockDFAR

7.7%WELL7.4%

5.5%PLD6.4%

not top 5AMT5.1%

4.3%EQIX5.1%

5.0%Onot top 5

3.5%SPG5.0%

Held in common62.4%

End-of-day Nov 4, 2026 · share of each fund

ERET vs DFAR Returns, Every Period

1Y

iSharesERET

+8.0%

past year

DFARDimensional

+14.3%

past year

ERETDFARFaded: behind in that period

0–3DFAR wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

ERET vs DFAR

YTD

iSharesERET

+6.7%

DFARDimensional

+14.3%

+6.7%Year to date+14.3%

−11.6%Worst drop · 1Y−11.5%

12.2%Volatility · 1Y13.7%

3.4%Yield3.4%

$13.4MAssets$8.5B

2–1DFAR wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ERET, DFAR

Today

0.22%lowest, DFAR

FundExpense ratioFee$10k

DFAR0.22%$22

ERET0.30%$30

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: ERET, DFAR

1Y

3.41%highest, ERET

FundTrailing yieldYield$10k

ERET3.41%$341

DFAR3.38%$338

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$316most kept, DFAR

DFAR$338 − $22 = $316

ERET$341 − $30 = $311

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: ERET, DFAR

Today

62.4%most shared, ERET and DFAR

ERETDFAR

ERET—62.4%

DFAR62.4%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+14.3%DFAR, at 13.7% volatility

ERETWorst drop−11.6%12.2% vol

DFARWorst drop−11.5%13.7% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

ERETDFAR

+6.7%Year to date+14.3%

3.4%Yield3.4%

+8.0%Past year+14.3%

0.30%Fee0.22%

3–0DFAR wins

End-of-day Nov 4, 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 4, 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 4, 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 4, 2026