Compare · 2 funds side by side · dividends reinvested

USRT and DFGR

USRTiShares×DFGRDimensional×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$12,123USRT · best of the two

02 / 04

USRT and DFGR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core U.S. REIT ETFSectors · Real estate0.08%2.65%+18.1%+18.4%+15.4%+3.9%−12.4%14.0%$4.3B1.4

Dimensional - Global Real Estate ETFSectors · Real estate0.22%3.83%+11.5%+12.2%+12.6%[…]−10.8%12.6%$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 9, 2026 · returns include dividends · since: USRT 2007 · DFGR 2022

Head to Head

Swap sides Versus in desk

Head to Head

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

DFGR

USRT

iShares Core U.S. REIT ETF · $4.3B$12,123

$10,000 five years ago, dividends reinvested · they hold 68.0% in common

DFGRMeasureUSRT

+11.5%Year to dateJan 1 → Nov 9+18.1%

+12.2%1 yearTotal return+18.4%

+12.6%3 years · per year$10,000 became $14,261 · $15,367+15.4%

[…]5 years · per year$10,000 became […] · $12,123+3.9%

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

3.83%Trailing 12-mo yield$383 · $265 a year on $10k2.65%

−10.8%Worst dropSmaller is better−12.4%

12.6%VolatilityLower is calmer14.0%

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

3–4USRT wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DFGR vs USRT: Top 5 Holdings

Today

DFGR

28.3%in top 5

USRT

in top 531.5%

DFGRStockUSRT

9.0%WELL9.3%

6.1%PLD6.8%

5.1%EQIX6.0%

3.8%SPG4.9%

not top 5PSA4.6%

4.3%AMTnot top 5

Held in common68.0%

End-of-day Nov 9, 2026 · share of each fund

DFGR vs USRT Returns, Every Period

DimensionalDFGR

+12.2%

past year

USRTiShares

+18.4%

past year

DFGRUSRTFaded: behind in that period

0–3USRT wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

DFGR vs USRT

YTD

DimensionalDFGR

+11.5%

USRTiShares

+18.1%

+11.5%Year to date+18.1%

−10.8%Worst drop · 1Y−12.4%

12.6%Volatility · 1Y14.0%

3.8%Yield2.7%

$4.0BAssets$4.3B

3–1DFGR wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: USRT, DFGR

Today

0.08%lowest, USRT

FundExpense ratioFee$10k

USRT0.08%$8

DFGR0.22%$22

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: USRT, DFGR

3.83%highest, DFGR

FundTrailing yieldYield$10k

DFGR3.83%$383

USRT2.65%$265

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$361most kept, DFGR

DFGR$383 − $22 = $361

USRT$265 − $8 = $257

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: USRT, DFGR

Today

68.0%most shared, USRT and DFGR

USRTDFGR

USRT—68.0%

DFGR68.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+18.4%USRT, at 14.0% volatility

DFGRWorst drop−10.8%12.6% vol

USRTWorst drop−12.4%14.0% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

DFGRUSRT

+11.5%Year to date+18.1%

3.8%Yield2.7%

+12.2%Past year+18.4%

0.22%Fee0.08%

3–1USRT wins

End-of-day Nov 9, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026