Compare · 2 funds side by side · dividends reinvested

IYR and DFAR

IYRiShares×DFARDimensional×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$10,398IYR · best of the two

02 / 04

IYR 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%$8.5B1.0

iShares U.S. Real Estate ETFSectors · Real estate0.37%2.37%+9.1%+9.2%+13.8%+0.8%−11.8%14.0%$4.0B1.9

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: IYR 2000 · DFAR 1993

Head to Head

Swap sides Versus in desk

Head to Head

iShares U.S. Real Estate ETF · $4.0B$10,398

IYR

DFAR

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

$10,000 five years ago, dividends reinvested · they hold 85.5% in common

IYRMeasureDFAR

+9.1%Year to dateJan 1 → Nov 3+14.3%

+9.2%1 yearTotal return+14.3%

+13.8%3 years · per year$10,000 became $14,739 · $15,153+14.9%

+0.8%5 years · per year$10,000 became $10,398 · […][…]

0.37%Expense ratio$37 · $22 a year on $10k · lower is better0.22%

2.37%Trailing 12-mo yield$237 · $338 a year on $10k3.38%

−11.8%Worst dropSmaller is better−11.5%

14.0%VolatilityLower is calmer13.7%

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

0–7DFAR wins

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

More Ways to See the Pairs

IYR vs DFAR: Top 5 Holdings

Today

IYR

33.1%in top 5

DFAR

in top 529.1%

IYRStockDFAR

10.0%WELL7.4%

8.7%PLD6.4%

5.0%AMT5.1%

4.6%EQIX5.1%

4.8%SPG5.0%

Held in common85.5%

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

IYR vs DFAR Returns, Every Period

iSharesIYR

+9.2%

past year

DFARDimensional

+14.3%

past year

IYRDFARFaded: behind in that period

0–3DFAR wins

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

IYR vs DFAR

YTD

iSharesIYR

+9.1%

DFARDimensional

+14.3%

+9.1%Year to date+14.3%

−11.8%Worst drop · 1Y−11.5%

14.0%Volatility · 1Y13.7%

2.4%Yield3.4%

$4.0BAssets$8.5B

4–0DFAR wins

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

Cost, Income and Risk

Fees: IYR, DFAR

Today

0.22%lowest, DFAR

FundExpense ratioFee$10k

DFAR0.22%$22

IYR0.37%$37

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

Yields: IYR, DFAR

3.38%highest, DFAR

FundTrailing yieldYield$10k

DFAR3.38%$338

IYR2.37%$237

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

Income After Fees on $10,000

$316most kept, DFAR

DFAR$338 − $22 = $316

IYR$237 − $37 = $200

KeptFee

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

Overlap: IYR, DFAR

Today

85.5%most shared, IYR and DFAR

IYRDFAR

IYR—85.5%

DFAR85.5%—

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

IYRWorst drop−11.8%14.0% vol

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

Paid More vs Made More

YTD

DFARIYR

+14.3%Year to date+9.1%

3.4%Yield2.4%

+14.3%Past year+9.2%

0.22%Fee0.37%

4–0DFAR 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