Compare · 2 funds side by side · dividends reinvested

REET and DFGR

REETiShares×DFGRDimensional×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$10,828REET · best of the two

02 / 04

REET and DFGR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Global REIT ETFSectors · Real estate0.14%3.45%+10.2%+10.8%+13.6%+1.6%−11.3%12.6%$4.9B1.4

Dimensional - Global Real Estate ETFSectors · Real estate0.22%3.88%+10.0%+10.4%+13.3%[…]−10.8%12.5%$4.0B1.6

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

End-of-day Nov 6, 2026 · returns include dividends · since: REET 2014 · DFGR 2022

Head to Head

Swap sides Versus in desk

Head to Head

iShares Global REIT ETF · $4.9B$10,828

REET

DFGR

Dimensional - Global Real Estate ETF · $4.0B[…]

$10,000 five years ago, dividends reinvested · they hold 89.0% in common

REETMeasureDFGR

+10.2%Year to dateJan 1 → Nov 6+10.0%

+10.8%1 yearTotal return+10.4%

+13.6%3 years · per year$10,000 became $14,647 · $14,527+13.3%

+1.6%5 years · per year$10,000 became $10,828 · […][…]

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

3.45%Trailing 12-mo yield$345 · $388 a year on $10k3.88%

−11.3%Worst dropSmaller is better−10.8%

12.6%VolatilityLower is calmer12.5%

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

4–3REET wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

REET vs DFGR: Top 5 Holdings

Today

REET

29.6%in top 5

DFGR

in top 528.2%

REETStockDFGR

9.8%WELL8.9%

6.7%PLD6.2%

5.4%EQIX5.0%

not top 5AMT4.4%

4.0%SPG3.7%

3.6%DLRnot top 5

Held in common89.0%

End-of-day Nov 6, 2026 · share of each fund

REET vs DFGR Returns, Every Period

iSharesREET

+10.8%

past year

DFGRDimensional

+10.4%

past year

REETDFGRFaded: behind in that period

3–0REET wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

REET vs DFGR

YTD

iSharesREET

+10.2%

DFGRDimensional

+10.0%

+10.2%Year to date+10.0%

−11.3%Worst drop · 1Y−10.8%

12.6%Volatility · 1Y12.5%

3.5%Yield3.9%

$4.9BAssets$4.0B

3–1DFGR wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: REET, DFGR

Today

0.14%lowest, REET

FundExpense ratioFee$10k

REET0.14%$14

DFGR0.22%$22

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: REET, DFGR

3.88%highest, DFGR

FundTrailing yieldYield$10k

DFGR3.88%$388

REET3.45%$345

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$366most kept, DFGR

DFGR$388 − $22 = $366

REET$345 − $14 = $331

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: REET, DFGR

Today

89.0%most shared, REET and DFGR

REETDFGR

REET—89.0%

DFGR89.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+10.8%REET, at 12.6% volatility

DFGRWorst drop−10.8%12.5% vol

REETWorst drop−11.3%12.6% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

DFGRREET

+10.0%Year to date+10.2%

3.9%Yield3.5%

+10.4%Past year+10.8%

0.22%Fee0.14%

3–1REET wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026