DFAR vs. DFREX
Compare and contrast key facts about Dimensional US Real Estate ETF (DFAR) and DFA Real Estate Securities Portfolio Class I (DFREX).
DFAR is an actively managed fund by Dimensional Fund Advisors. It was launched on Feb 23, 2022. DFREX is managed by Dimensional Fund Advisors LP. It was launched on Jan 5, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DFAR or DFREX.
Correlation
The correlation between DFAR and DFREX is 1.00, 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. DFREX - Performance Comparison
Key characteristics
DFAR:
0.13
DFREX:
0.14
DFAR:
0.28
DFREX:
0.29
DFAR:
1.03
DFREX:
1.04
DFAR:
0.08
DFREX:
0.09
DFAR:
0.44
DFREX:
0.49
DFAR:
4.56%
DFREX:
4.48%
DFAR:
16.03%
DFREX:
16.04%
DFAR:
-32.27%
DFREX:
-74.36%
DFAR:
-14.40%
DFREX:
-15.29%
Returns By Period
In the year-to-date period, DFAR achieves a 1.26% return, which is significantly lower than DFREX's 1.48% return.
DFAR
1.26%
-8.97%
4.76%
3.31%
N/A
N/A
DFREX
1.48%
-9.10%
4.65%
3.43%
2.95%
5.14%
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DFAR vs. DFREX - Expense Ratio Comparison
DFAR has a 0.19% expense ratio, which is higher than DFREX's 0.18% expense ratio. However, 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. DFREX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Dimensional US Real Estate ETF (DFAR) and DFA Real Estate Securities Portfolio Class I (DFREX). 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. DFREX - Dividend Comparison
DFAR's dividend yield for the trailing twelve months is around 1.40%, more than DFREX's 1.35% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DFAR Dimensional US Real Estate ETF | 1.40% | 3.06% | 1.70% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
DFREX DFA Real Estate Securities Portfolio Class I | 1.35% | 3.17% | 2.60% | 1.59% | 3.22% | 2.09% | 4.88% | 2.98% | 3.16% | 2.86% | 2.60% | 3.03% |
Drawdowns
DFAR vs. DFREX - Drawdown Comparison
The maximum DFAR drawdown since its inception was -32.27%, smaller than the maximum DFREX drawdown of -74.36%. Use the drawdown chart below to compare losses from any high point for DFAR and DFREX. For additional features, visit the drawdowns tool.
Volatility
DFAR vs. DFREX - Volatility Comparison
The current volatility for Dimensional US Real Estate ETF (DFAR) is 5.22%, while DFA Real Estate Securities Portfolio Class I (DFREX) has a volatility of 5.56%. This indicates that DFAR experiences smaller price fluctuations and is considered to be less risky than DFREX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.