Compare · 2 funds side by side · dividends reinvested

ICF and DFAR

ICFiShares×DFARDimensional×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$10,864ICF · best of the two

02 / 04

ICF 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%$8.5B1.4

iShares Select U.S. REIT ETFSectors · Real estate0.32%2.60%+14.4%+14.0%+15.0%+1.7%−10.6%14.0%$2.0B1.5

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: ICF 2001 · DFAR 1993

Head to Head

Swap sides Versus in desk

Head to Head

iShares Select U.S. REIT ETF · $2.0B$10,864

ICF

DFAR

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

$10,000 five years ago, dividends reinvested · they hold 75.7% in common

ICFMeasureDFAR

+14.4%Year to dateJan 1 → Nov 3+14.3%

+14.0%1 yearTotal return+14.3%

+15.0%3 years · per year$10,000 became $15,212 · $15,153+14.9%

+1.7%5 years · per year$10,000 became $10,864 · […][…]

0.32%Expense ratio$32 · $22 a year on $10k · lower is better0.22%

2.60%Trailing 12-mo yield$260 · $338 a year on $10k3.38%

−10.6%Worst dropSmaller is better−11.5%

14.0%VolatilityLower is calmer13.7%

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

3–4DFAR wins

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

More Ways to See the Pairs

ICF vs DFAR: Top 5 Holdings

Today

ICF

37.4%in top 5

DFAR

in top 529.1%

ICFStockDFAR

8.1%WELL7.4%

8.0%EQIX5.1%

7.6%AMT5.1%

7.5%PLD6.4%

6.2%SPG5.0%

Held in common75.7%

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

ICF vs DFAR Returns, Every Period

iSharesICF

+14.0%

past year

DFARDimensional

+14.3%

past year

ICFDFARFaded: behind in that period

2–1ICF wins

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

ICF vs DFAR

YTD

iSharesICF

+14.4%

DFARDimensional

+14.3%

+14.4%Year to date+14.3%

−10.6%Worst drop · 1Y−11.5%

14.0%Volatility · 1Y13.7%

2.6%Yield3.4%

$2.0BAssets$8.5B

2–2level

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

Cost, Income and Risk

Fees: ICF, DFAR

Today

0.22%lowest, DFAR

FundExpense ratioFee$10k

DFAR0.22%$22

ICF0.32%$32

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

Yields: ICF, DFAR

3.38%highest, DFAR

FundTrailing yieldYield$10k

DFAR3.38%$338

ICF2.60%$260

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

Income After Fees on $10,000

$316most kept, DFAR

DFAR$338 − $22 = $316

ICF$260 − $32 = $228

KeptFee

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

Overlap: ICF, DFAR

Today

75.7%most shared, ICF and DFAR

ICFDFAR

ICF—75.7%

DFAR75.7%—

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

ICFWorst drop−10.6%14.0% vol

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

Paid More vs Made More

YTD

DFARICF

+14.3%Year to date+14.4%

3.4%Yield2.6%

+14.3%Past year+14.0%

0.22%Fee0.32%

3–1DFAR 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