Compare · 2 funds side by side · dividends reinvested

WTRE and DFAR

WTREWisdomTree×DFARDimensional×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$9,608WTRE · best of the two

02 / 04

WTRE and DFAR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

DFA Real Estate Securities Portfolio ETF Class SharesSectors · Real estate0.22%3.29%+17.7%+17.7%+15.8%[…]−11.5%14.0%$8.5B1.1

WisdomTree New Economy Real Estate FundSectors · Real estate0.58%2.64%+4.8%−2.8%+16.6%−0.8%−20.6%21.3%$14M1.8

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: WTRE 2007 · DFAR 1993

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree New Economy Real Estate Fund · $14M$9,608

WTRE

DFAR

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

$10,000 five years ago, dividends reinvested · they hold 30.2% in common

WTREMeasureDFAR

+4.8%Year to dateJan 1 → Nov 4+17.7%

−2.8%1 yearTotal return+17.7%

+16.6%3 years · per year$10,000 became $15,870 · $15,520+15.8%

−0.8%5 years · per year$10,000 became $9,608 · […][…]

0.58%Expense ratio$58 · $22 a year on $10k · lower is better0.22%

2.64%Trailing 12-mo yield$264 · $329 a year on $10k3.29%

−20.6%Worst dropSmaller is better−11.5%

21.3%VolatilityLower is calmer14.0%

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

1–6DFAR wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

WTRE vs DFAR: Top 5 Holdings

Today

WTRE

27.7%in top 5

DFAR

in top 529.2%

WTREStockDFAR

not top 5WELL7.5%

not top 5PLD6.4%

5.9%AMT5.1%

5.8%CCInot top 5

5.4%SBACnot top 5

5.4%EQIX5.2%

5.3%CLNX.MCnot top 5

not top 5SPG5.0%

Held in common30.2%

End-of-day Nov 4, 2026 · share of each fund

WTRE vs DFAR Returns, Every Period

WisdomTreeWTRE

−2.8%

past year

DFARDimensional

+17.7%

past year

WTREDFARFaded: behind in that period

1–2DFAR wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

WTRE vs DFAR

YTD

WisdomTreeWTRE

+4.8%

DFARDimensional

+17.7%

+4.8%Year to date+17.7%

−20.6%Worst drop · 1Y−11.5%

21.3%Volatility · 1Y14.0%

2.6%Yield3.3%

$14.2MAssets$8.5B

4–0DFAR wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: WTRE, DFAR

Today

0.22%lowest, DFAR

FundExpense ratioFee$10k

DFAR0.22%$22

WTRE0.58%$58

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: WTRE, DFAR

3.29%highest, DFAR

FundTrailing yieldYield$10k

DFAR3.29%$329

WTRE2.64%$264

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$307most kept, DFAR

DFAR$329 − $22 = $307

WTRE$264 − $58 = $206

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: WTRE, DFAR

Today

30.2%most shared, WTRE and DFAR

WTREDFAR

WTRE—30.2%

DFAR30.2%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+17.7%DFAR, at 14.0% volatility

DFARWorst drop−11.5%14.0% vol

WTREWorst drop−20.6%21.3% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

DFARWTRE

+17.7%Year to date+4.8%

3.3%Yield2.6%

+17.7%Past year−2.8%

0.22%Fee0.58%

4–0DFAR wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026