Compare · 2 funds side by side · dividends reinvested

FREL and DFAR

FRELFidelity×DFARDimensional×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$10,483FREL · best of the two

02 / 04

FREL 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%$8.5B1.1

Fidelity MSCI Real Estate Index ETFSectors · Real estate0.08%3.37%+10.2%+10.2%+14.4%+0.9%−11.6%13.8%$1.4B1.8

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: FREL 2015 · DFAR 1993

Head to Head

Swap sides Versus in desk

Head to Head

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

DFAR

FREL

Fidelity MSCI Real Estate Index ETF · $1.4B$10,483

$10,000 five years ago, dividends reinvested · they hold 84.5% in common

DFARMeasureFREL

+14.3%Year to dateJan 1 → Nov 3+10.2%

+14.3%1 yearTotal return+10.2%

+14.9%3 years · per year$10,000 became $15,153 · $14,959+14.4%

[…]5 years · per year$10,000 became […] · $10,483+0.9%

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

3.38%Trailing 12-mo yield$338 · $337 a year on $10k3.37%

−11.5%Worst dropSmaller is better−11.6%

13.7%VolatilityLower is calmer13.8%

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

6–1DFAR wins

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

More Ways to See the Pairs

DFAR vs FREL: Top 5 Holdings

Today

DFAR

29.1%in top 5

FREL

in top 531.8%

DFARStockFREL

7.4%WELL9.7%

6.4%PLD7.3%

5.1%EQIX5.3%

5.1%AMT4.8%

5.0%SPG4.6%

Held in common84.5%

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

DFAR vs FREL Returns, Every Period

DimensionalDFAR

+14.3%

past year

FRELFidelity

+10.2%

past year

DFARFRELFaded: behind in that period

3–0DFAR wins

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

DFAR vs FREL

YTD

DimensionalDFAR

+14.3%

FRELFidelity

+10.2%

+14.3%Year to date+10.2%

−11.5%Worst drop · 1Y−11.6%

13.7%Volatility · 1Y13.8%

3.4%Yield3.4%

$8.5BAssets$1.4B

3–0DFAR wins

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

Cost, Income and Risk

Fees: FREL, DFAR

Today

0.08%lowest, FREL

FundExpense ratioFee$10k

FREL0.08%$8

DFAR0.22%$22

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

Yields: FREL, DFAR

3.38%highest, DFAR

FundTrailing yieldYield$10k

DFAR3.38%$338

FREL3.37%$337

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

Income After Fees on $10,000

$329most kept, FREL

FREL$337 − $8 = $329

DFAR$338 − $22 = $316

KeptFee

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

Overlap: FREL, DFAR

Today

84.5%most shared, FREL and DFAR

FRELDFAR

FREL—84.5%

DFAR84.5%—

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

Return vs Bumpiness: 2 ETFs

+14.3%DFAR, at 13.7% volatility

DFARWorst drop−11.5%13.7% vol

FRELWorst drop−11.6%13.8% vol

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

Paid More vs Made More

YTD

DFARFREL

+14.3%Year to date+10.2%

3.4%Yield3.4%

+14.3%Past year+10.2%

0.22%Fee0.08%

2–1DFAR 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