DFGR vs VNQ

ADFGR

BVNQ

Measures won3–2DFGR wins · of 6 · 5Y

$10,000 · 5Y$17,749VOO · VNQ $10,522

Lowest cost0.03%VOO · $3 on $10k

Most income3.92%DFGR · $392 on $10k

Smallest drop−8.9%VOO · worst fall in 1Y

Held in common74.8%DFGR and VNQ

DFGR

VNQ

Dimensional - Global Real Estate ETF · $3.9BVanguard Real Estate ETF · $35.9B

+14.1%3 years · per year$14,845 · $15,000+14.5%

[…]5 years · per year[…] · $10,522+1.0%

0.22%Expense ratio$22 · $13 on $10k · lower wins0.13%

3.92%12-mo yield$392 · $359 on $10k3.59%

−10.8%Worst dropSmaller wins−11.4%

12.1%VolatilityLower wins13.7%

3–2DFGR wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFGR · VNQ

8.9%WELL10.7%

6.3%PLD8.0%

5.0%EQIX6.6%

4.4%AMT5.1%

Held in common74.8%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$1.00T
2	BVNQ	Vanguard Real Estate ETFRead Desk	0.13%	3.59%	−0.1%	+10.4%	+10.6%	+14.5%	+1.0%	−11.4%	$35.9B
3	ADFGR	Dimensional - Global Real Estate ETFRead Desk	0.22%	3.92%	0.0%	+9.0%	+9.6%	+14.1%	new	−10.8%	$3.9B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$1.00T
2	BVNQ	Vanguard Real Estate ETFRead Desk	0.13%	3.59%	−0.1%	+10.4%	+10.6%	+14.5%	+1.0%	−11.4%	$35.9B
3	ADFGR	Dimensional - Global Real Estate ETFRead Desk	0.22%	3.92%	0.0%	+9.0%	+9.6%	+14.1%	new	−10.8%	$3.9B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DFGR vs VNQ

DFGR

Dimensional - Global Real Estate

[…]

VNQ

Vanguard Real Estate

$10,522

MeasureDFGRVNQ

Fee0.22%0.13%

Cost on $10k a year$22$13

Yield3.92%3.59%

5 years, per year[…]+1.0%

3 years, per year+14.1%+14.5%

Worst drop · 1Y−10.8%−11.4%

Volatility · 1Y12.1%13.7%

3–2measures won
DFGR first

74.8%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

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 4, 2026

VNQ vs SCHH

YTD

VanguardVNQ

+10.4%

SCHHSchwab

+13.8%

+10.4%Year to date+13.8%

3.6%Yield2.9%

$35.9BAssets$11.1B

1–1level

End-of-day Nov 4, 2026

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.6%

+11.5%Year to date+11.6%

1.1%Yield1.1%

$1.00TAssets$872B

1–0IVV wins

End-of-day Nov 4, 2026

Overlap: DFGR, VNQ, VOO

Today

74.8%most shared, DFGR and VNQ

DFGRVNQVOO

DFGR—74.8%1.6%

VNQ74.8%—1.7%

VOO1.6%1.7%—

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

Income After Fees on $10,000

$370most kept, DFGR

DFGR$392 − $22 = $370

VNQ$359 − $13 = $346

VOO$107 − $3 = $104

KeptFee

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