Compare · 2 funds side by side · dividends reinvested

REET and DFAR

REETiShares×DFARDimensional×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$10,701REET · best of the two

02 / 04

REET and DFAR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Global REIT ETFSectors · Real estate0.14%3.48%+9.3%+9.8%+14.3%+1.4%−11.3%12.2%$4.8B1.4

DFA Real Estate Securities Portfolio ETF Class SharesSectors · Real estate0.22%3.38%+14.3%+14.3%+14.9%[…]−11.5%13.7%$8.5B1.6

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

End-of-day Nov 3, 2026 · returns include dividends · since: REET 2014 · DFAR 1993

Head to Head

Swap sides Versus in desk

Head to Head

iShares Global REIT ETF · $4.8B$10,701

REET

DFAR

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

$10,000 five years ago, dividends reinvested · they hold 69.6% in common

REETMeasureDFAR

+9.3%Year to dateJan 1 → Nov 3+14.3%

+9.8%1 yearTotal return+14.3%

+14.3%3 years · per year$10,000 became $14,936 · $15,153+14.9%

+1.4%5 years · per year$10,000 became $10,701 · […][…]

0.14%Expense ratio$14 · $22 a year on $10k · lower is better0.22%

3.48%Trailing 12-mo yield$348 · $338 a year on $10k3.38%

−11.3%Worst dropSmaller is better−11.5%

12.2%VolatilityLower is calmer13.7%

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

4–3REET wins

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

More Ways to See the Pairs

REET vs DFAR: Top 5 Holdings

Today

REET

29.8%in top 5

DFAR

in top 529.1%

REETStockDFAR

9.6%WELL7.4%

6.9%PLD6.4%

5.7%EQIX5.1%

not top 5AMT5.1%

3.9%SPG5.0%

3.8%DLRnot top 5

Held in common69.6%

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

REET vs DFAR Returns, Every Period

iSharesREET

+9.8%

past year

DFARDimensional

+14.3%

past year

REETDFARFaded: behind in that period

0–3DFAR wins

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

REET vs DFAR

YTD

iSharesREET

+9.3%

DFARDimensional

+14.3%

+9.3%Year to date+14.3%

−11.3%Worst drop · 1Y−11.5%

12.2%Volatility · 1Y13.7%

3.5%Yield3.4%

$4.8BAssets$8.5B

3–1REET wins

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

Cost, Income and Risk

Fees: REET, DFAR

Today

0.14%lowest, REET

FundExpense ratioFee$10k

REET0.14%$14

DFAR0.22%$22

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

Yields: REET, DFAR

3.48%highest, REET

FundTrailing yieldYield$10k

REET3.48%$348

DFAR3.38%$338

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

Income After Fees on $10,000

$334most kept, REET

REET$348 − $14 = $334

DFAR$338 − $22 = $316

KeptFee

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

Overlap: REET, DFAR

Today

69.6%most shared, REET and DFAR

REETDFAR

REET—69.6%

DFAR69.6%—

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

REETWorst drop−11.3%12.2% vol

DFARWorst drop−11.5%13.7% vol

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

Paid More vs Made More

YTD

REETDFAR

+9.3%Year to date+14.3%

3.5%Yield3.4%

+9.8%Past year+14.3%

0.14%Fee0.22%

2–2level

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