Compare · 2 funds side by side · dividends reinvested

RWR and DFAR

RWRSPDR×DFARDimensional×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$11,554RWR · best of the two

02 / 04

RWR and DFAR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Dow Jones REIT ETFSectors · Real estate0.25%3.43%+14.5%+15.4%+16.7%+2.9%−12.8%13.9%$1.8B1.4

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: RWR 2001 · DFAR 1993

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR Dow Jones REIT ETF · $1.8B$11,554

RWR

DFAR

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

$10,000 five years ago, dividends reinvested · they hold 81.0% in common

RWRMeasureDFAR

+14.5%Year to dateJan 1 → Nov 3+14.3%

+15.4%1 yearTotal return+14.3%

+16.7%3 years · per year$10,000 became $15,876 · $15,153+14.9%

+2.9%5 years · per year$10,000 became $11,554 · […][…]

0.25%Expense ratio$25 · $22 a year on $10k · lower is better0.22%

3.43%Trailing 12-mo yield$343 · $338 a year on $10k3.38%

−12.8%Worst dropSmaller is better−11.5%

13.9%VolatilityLower is calmer13.7%

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

4–3RWR wins

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

More Ways to See the Pairs

RWR vs DFAR: Top 5 Holdings

Today

RWR

33.8%in top 5

DFAR

in top 529.1%

RWRStockDFAR

10.0%WELL7.4%

9.6%PLD6.4%

not top 5AMT5.1%

4.5%EQIX5.1%

4.8%SPG5.0%

4.9%PSAnot top 5

Held in common81.0%

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

RWR vs DFAR Returns, Every Period

SPDRRWR

+15.4%

past year

DFARDimensional

+14.3%

past year

RWRDFARFaded: behind in that period

3–0RWR wins

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

RWR vs DFAR

YTD

SPDRRWR

+14.5%

DFARDimensional

+14.3%

+14.5%Year to date+14.3%

−12.8%Worst drop · 1Y−11.5%

13.9%Volatility · 1Y13.7%

3.4%Yield3.4%

$1.8BAssets$8.5B

2–1DFAR wins

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

Cost, Income and Risk

Fees: RWR, DFAR

Today

0.22%lowest, DFAR

FundExpense ratioFee$10k

DFAR0.22%$22

RWR0.25%$25

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

Yields: RWR, DFAR

3.43%highest, RWR

FundTrailing yieldYield$10k

RWR3.43%$343

DFAR3.38%$338

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

Income After Fees on $10,000

$318most kept, RWR

RWR$343 − $25 = $318

DFAR$338 − $22 = $316

KeptFee

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

Overlap: RWR, DFAR

Today

81.0%most shared, RWR and DFAR

RWRDFAR

RWR—81.0%

DFAR81.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+15.4%RWR, at 13.9% volatility

DFARWorst drop−11.5%13.7% vol

RWRWorst drop−12.8%13.9% vol

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

Paid More vs Made More

YTD

RWRDFAR

+14.5%Year to date+14.3%

3.4%Yield3.4%

+15.4%Past year+14.3%

0.25%Fee0.22%

2–1RWR 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