Compare · 2 funds side by side · dividends reinvested

RWO and DFAR

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$10,636RWO · best of the two

02 / 04

RWO 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%$8.5B1.3

State Street SPDR Dow Jones Global Real Estate ETFSectors · Real estate0.50%3.37%+9.9%+10.9%+14.6%+1.2%−11.3%13.0%$1.3B1.6

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: RWO 2008 · DFAR 1993

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR Dow Jones Global Real Estate ETF · $1.3B$10,636

RWO

DFAR

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

$10,000 five years ago, dividends reinvested · they hold 68.3% in common

RWOMeasureDFAR

+9.9%Year to dateJan 1 → Nov 3+14.3%

+10.9%1 yearTotal return+14.3%

+14.6%3 years · per year$10,000 became $15,055 · $15,153+14.9%

+1.2%5 years · per year$10,000 became $10,636 · […][…]

0.50%Expense ratio$50 · $22 a year on $10k · lower is better0.22%

3.37%Trailing 12-mo yield$337 · $338 a year on $10k3.38%

−11.3%Worst dropSmaller is better−11.5%

13.0%VolatilityLower is calmer13.7%

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

2–5DFAR wins

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

More Ways to See the Pairs

RWO vs DFAR: Top 5 Holdings

Today

RWO

32.0%in top 5

DFAR

in top 529.1%

RWOStockDFAR

10.2%WELL7.4%

7.4%PLD6.4%

6.2%EQIX5.1%

not top 5AMT5.1%

4.2%SPG5.0%

3.9%DLRnot top 5

Held in common68.3%

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

RWO vs DFAR Returns, Every Period

SPDRRWO

+10.9%

past year

DFARDimensional

+14.3%

past year

RWODFARFaded: behind in that period

0–3DFAR wins

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

RWO vs DFAR

YTD

SPDRRWO

+9.9%

DFARDimensional

+14.3%

+9.9%Year to date+14.3%

−11.3%Worst drop · 1Y−11.5%

13.0%Volatility · 1Y13.7%

3.4%Yield3.4%

$1.3BAssets$8.5B

2–1RWO wins

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

Cost, Income and Risk

Fees: RWO, DFAR

Today

0.22%lowest, DFAR

FundExpense ratioFee$10k

DFAR0.22%$22

RWO0.50%$50

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

Yields: RWO, DFAR

3.38%highest, DFAR

FundTrailing yieldYield$10k

DFAR3.38%$338

RWO3.37%$337

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

Income After Fees on $10,000

$316most kept, DFAR

DFAR$338 − $22 = $316

RWO$337 − $50 = $287

KeptFee

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

Overlap: RWO, DFAR

Today

68.3%most shared, RWO and DFAR

RWODFAR

RWO—68.3%

DFAR68.3%—

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

RWOWorst drop−11.3%13.0% 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

DFARRWO

+14.3%Year to date+9.9%

3.4%Yield3.4%

+14.3%Past year+10.9%

0.22%Fee0.50%

3–0DFAR 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