DFAR vs USRT

ADFAR

BUSRT

Measures won2–3USRT wins · of 6 · 5Y

$10,000 · 5Y$21,542XLK · USRT $12,019

Lowest cost0.08%USRT · $8 on $10k

Most income3.30%DFAR · $330 on $10k

Smallest drop−11.5%DFAR · worst fall in 1Y

Held in common89.3%DFAR and USRT

DFA Real Estate Securities Portfolio ETF Class Shares · $8.7BiShares Core U.S. REIT ETF · $4.3B

+12.6%3 years · per year$14,290 · $15,048+14.6%

[…]5 years · per year[…] · $12,019+3.7%

0.22%Expense ratio$22 · $8 on $10k · lower wins0.08%

3.30%12-mo yield$330 · $265 on $10k

Cards for this view

DFAR

DFA Real Estate Securities Portfolio ETF Class Shares

[…]

USRT

iShares Core U.S. REIT

$12,019

MeasureDFARUSRT

Fee0.22%0.08%

Cost on $10k a year$22$8

Yield3.30%2.65%

5 years, per year[…]+3.7%

3 years, per year+12.6%+14.6%

Worst drop · 1Y−11.5%−12.4%

Volatility · 1Y14.1%

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1	XLK	State Street Technology Select Sector SPDR ETFRead Desk	0.08%	0.49%	−1.2%	+17.7%	+17.8%	+26.1%	+16.6%	−19.6%	$109.6B
2	BUSRT	iShares Core U.S. REIT ETFRead Desk	0.08%	2.65%	−0.1%	+18.0%	+16.2%	+14.6%	+3.7%	−12.4%	$4.3B
3	ADFAR	DFA Real Estate Securities Portfolio ETF Class SharesRead Desk	0.22%	3.30%	0.0%	+17.1%	+15.3%	+12.6%	new	−11.5%	$8.7B

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1	XLK	State Street Technology Select Sector SPDR ETFRead Desk	0.08%	0.49%	−1.2%	+17.7%	+17.8%	+26.1%	+16.6%	−19.6%	$109.6B
2	BUSRT	iShares Core U.S. REIT ETFRead Desk	0.08%	2.65%	−0.1%	+18.0%	+16.2%	+14.6%	+3.7%	−12.4%	$4.3B
3	ADFAR	DFA Real Estate Securities Portfolio ETF Class SharesRead Desk	0.22%	3.30%	0.0%	+17.1%	+15.3%	+12.6%	new	−11.5%	$8.7B

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