Compare · 3 funds side by side · dividends reinvested

USRT, DFAR and VGT

USRTiShares×DFARDimensional×VGTVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$20,649VGT · best of the three

02 / 04

USRT, DFAR and VGT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core U.S. REIT ETFSectors · Real estate0.08%2.69%+16.2%+16.0%+16.0%+3.7%−12.4%13.9%$4.2B1.5

DFA Real Estate Securities Portfolio ETF Class SharesSectors · Real estate0.22%3.35%+15.3%+14.9%+14.0%[…]−11.5%14.1%$8.6B2.1

Vanguard Information Technology ETFSectors · Technology0.09%0.44%+15.6%+12.1%+28.6%+15.6%−17.5%26.5%$155B2.3

Rank among the three1st → 3rdFee, 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: USRT 2007 · DFAR 1993 · VGT 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core U.S. REIT ETF · $4.2B$12,000

USRT

DFAR

DFA Real Estate Securities Portfolio ETF Class Shares · $8.6B[…]

$10,000 five years ago, dividends reinvested · they hold 89.4% in common

USRTMeasureDFAR

+16.2%Year to dateJan 1 → Nov 6+15.3%

+16.0%1 yearTotal return+14.9%

+16.0%3 years · per year$10,000 became $15,602 · $14,831+14.0%

+3.7%5 years · per year$10,000 became $12,000 · […][…]

0.08%Expense ratio$8 · $22 a year on $10k · lower is better0.22%

2.69%Trailing 12-mo yield$269 · $335 a year on $10k3.35%

−12.4%Worst dropSmaller is better−11.5%

13.9%VolatilityLower is calmer14.1%

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

5–2USRT wins

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

More Ways to See the Pairs

USRT vs DFAR: Top 5 Holdings

Today

USRT

31.4%in top 5

DFAR

in top 529.1%

USRTStockDFAR

9.3%WELL7.6%

6.8%PLD6.3%

5.9%EQIX5.1%

not top 5AMT5.1%

4.8%SPG5.0%

4.6%PSAnot top 5

Held in common89.4%

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

USRT vs DFAR Returns, Every Period

iSharesUSRT

+16.0%

past year

DFARDimensional

+14.9%

past year

USRTDFARFaded: behind in that period

3–0USRT wins

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

USRT vs DFAR

YTD

iSharesUSRT

+16.2%

DFARDimensional

+15.3%

+16.2%Year to date+15.3%

−12.4%Worst drop · 1Y−11.5%

13.9%Volatility · 1Y14.1%

2.7%Yield3.4%

$4.2BAssets$8.6B

2–2level

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

Cost, Income and Risk

Fees: USRT, DFAR, VGT

Today

0.08%lowest, USRT

FundExpense ratioFee$10k

USRT0.08%$8

VGT0.09%$9

DFAR0.22%$22

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

Yields: USRT, DFAR, VGT

3.35%highest, DFAR

FundTrailing yieldYield$10k

DFAR3.35%$335

USRT2.69%$269

VGT0.44%$44

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

Income After Fees on $10,000

$313most kept, DFAR

DFAR$335 − $22 = $313

USRT$269 − $8 = $261

VGT$44 − $9 = $35

KeptFee

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

Overlap: USRT, DFAR, VGT

Today

89.4%most shared, USRT and DFAR

USRTDFARVGT

USRT—89.4%0.0%

DFAR89.4%—0.0%

VGT0.0%0.0%—

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

Return vs Bumpiness: 3 ETFs

+16.0%USRT, at 13.9% volatility

USRTWorst drop−12.4%13.9% vol

DFARWorst drop−11.5%14.1% vol

VGTWorst drop−17.5%26.5% vol

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

Paid More vs Made More

YTD

DFARUSRT

+15.3%Year to date+16.2%

3.4%Yield2.7%

+14.9%Past year+16.0%

0.22%Fee0.08%

3–1USRT wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

XLK vs VGT

YTD

SPDRXLK

+14.8%

VGTVanguard

+15.6%

+14.8%Year to date+15.6%

0.08% · $8Fee · on $10k a year0.09% · $9

$108BAssets$155B

1–1level

End-of-day Nov 6, 2026

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