Compare · 2 funds side by side · dividends reinvested

USRT and DFAR

USRTiShares×DFARDimensional×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$11,871USRT · best of the two

02 / 04

USRT and DFAR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core U.S. REIT ETFSectors · Real estate0.08%2.72%+15.3%+15.3%+16.8%+3.5%−12.4%13.6%$4.3B1.3

DFA Real Estate Securities Portfolio ETF Class SharesSectors · Real estate0.22%3.38%+14.3%+14.3%+14.9%[…]−11.5%13.7%$8.5B1.7

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: USRT 2007 · DFAR 1993

Head to Head

Swap sides Versus in desk

Head to Head

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

DFAR

USRT

iShares Core U.S. REIT ETF · $4.3B$11,871

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

DFARMeasureUSRT

+14.3%Year to dateJan 1 → Nov 3+15.3%

+14.3%1 yearTotal return+15.3%

+14.9%3 years · per year$10,000 became $15,153 · $15,948+16.8%

[…]5 years · per year$10,000 became […] · $11,871+3.5%

0.22%Expense ratio$22 · $8 a year on $10k · lower is better0.08%

3.38%Trailing 12-mo yield$338 · $272 a year on $10k2.72%

−11.5%Worst dropSmaller is better−12.4%

13.7%VolatilityLower is calmer13.6%

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

2–5USRT wins

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

More Ways to See the Pairs

DFAR vs USRT: Top 5 Holdings

Today

DFAR

29.1%in top 5

USRT

in top 531.3%

DFARStockUSRT

7.4%WELL9.0%

6.4%PLD6.9%

5.1%EQIX6.1%

5.1%AMTnot top 5

5.0%SPG4.7%

not top 5PSA4.5%

Held in common89.4%

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

DFAR vs USRT Returns, Every Period

DimensionalDFAR

+14.3%

past year

USRTiShares

+15.3%

past year

DFARUSRTFaded: behind in that period

0–3USRT wins

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

DFAR vs USRT

YTD

DimensionalDFAR

+14.3%

USRTiShares

+15.3%

+14.3%Year to date+15.3%

−11.5%Worst drop · 1Y−12.4%

13.7%Volatility · 1Y13.6%

3.4%Yield2.7%

$8.5BAssets$4.3B

2–2level

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

Cost, Income and Risk

Fees: USRT, DFAR

Today

0.08%lowest, USRT

FundExpense ratioFee$10k

USRT0.08%$8

DFAR0.22%$22

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

Yields: USRT, DFAR

3.38%highest, DFAR

FundTrailing yieldYield$10k

DFAR3.38%$338

USRT2.72%$272

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

Income After Fees on $10,000

$316most kept, DFAR

DFAR$338 − $22 = $316

USRT$272 − $8 = $264

KeptFee

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

Overlap: USRT, DFAR

Today

89.4%most shared, USRT and DFAR

USRTDFAR

USRT—89.4%

DFAR89.4%—

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

Return vs Bumpiness: 2 ETFs

+15.3%USRT, at 13.6% volatility

USRTWorst drop−12.4%13.6% 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

DFARUSRT

+14.3%Year to date+15.3%

3.4%Yield2.7%

+14.3%Past year+15.3%

0.22%Fee0.08%

3–1USRT 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