DFAR vs. DFGR
Compare and contrast key facts about Dimensional US Real Estate ETF (DFAR) and Dimensional Global Real Estate ETF (DFGR).
DFAR and DFGR are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. DFAR is an actively managed fund by Dimensional Fund Advisors. It was launched on Feb 23, 2022. DFGR is an actively managed fund by Dimensional. It was launched on Dec 6, 2022.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DFAR or DFGR.
Correlation
The correlation between DFAR and DFGR is 0.97, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
DFAR vs. DFGR - Performance Comparison
Key characteristics
DFAR:
0.27
DFGR:
0.08
DFAR:
0.47
DFGR:
0.21
DFAR:
1.06
DFGR:
1.03
DFAR:
0.18
DFGR:
0.09
DFAR:
0.97
DFGR:
0.26
DFAR:
4.50%
DFGR:
4.61%
DFAR:
15.98%
DFGR:
14.52%
DFAR:
-32.27%
DFGR:
-21.28%
DFAR:
-13.08%
DFGR:
-12.93%
Returns By Period
In the year-to-date period, DFAR achieves a 2.82% return, which is significantly higher than DFGR's -0.74% return.
DFAR
2.82%
-6.98%
6.13%
3.60%
N/A
N/A
DFGR
-0.74%
-7.31%
2.89%
0.30%
N/A
N/A
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
DFAR vs. DFGR - Expense Ratio Comparison
DFAR has a 0.19% expense ratio, which is lower than DFGR's 0.22% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
DFAR vs. DFGR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Dimensional US Real Estate ETF (DFAR) and Dimensional Global Real Estate ETF (DFGR). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
DFAR vs. DFGR - Dividend Comparison
DFAR's dividend yield for the trailing twelve months is around 1.37%, less than DFGR's 1.72% yield.
TTM | 2023 | 2022 | |
---|---|---|---|
Dimensional US Real Estate ETF | 1.37% | 3.06% | 1.70% |
Dimensional Global Real Estate ETF | 1.72% | 2.76% | 0.59% |
Drawdowns
DFAR vs. DFGR - Drawdown Comparison
The maximum DFAR drawdown since its inception was -32.27%, which is greater than DFGR's maximum drawdown of -21.28%. Use the drawdown chart below to compare losses from any high point for DFAR and DFGR. For additional features, visit the drawdowns tool.
Volatility
DFAR vs. DFGR - Volatility Comparison
Dimensional US Real Estate ETF (DFAR) has a higher volatility of 5.20% compared to Dimensional Global Real Estate ETF (DFGR) at 4.95%. This indicates that DFAR's price experiences larger fluctuations and is considered to be riskier than DFGR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.