DFAR vs. USRT
Compare and contrast key facts about Dimensional US Real Estate ETF (DFAR) and iShares Core U.S. REIT ETF (USRT).
DFAR and USRT 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. USRT is a passively managed fund by iShares that tracks the performance of the FTSE NAREIT Equity REITs Index. It was launched on May 4, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DFAR or USRT.
Correlation
The correlation between DFAR and USRT is 0.62, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
DFAR vs. USRT - Performance Comparison
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Key characteristics
DFAR:
0.61
USRT:
0.61
DFAR:
0.94
USRT:
0.94
DFAR:
1.12
USRT:
1.12
DFAR:
0.50
USRT:
0.57
DFAR:
1.84
USRT:
1.93
DFAR:
5.91%
USRT:
5.77%
DFAR:
17.80%
USRT:
18.37%
DFAR:
-32.27%
USRT:
-69.89%
DFAR:
-8.94%
USRT:
-6.86%
Returns By Period
In the year-to-date period, DFAR achieves a 2.36% return, which is significantly higher than USRT's 1.13% return.
DFAR
2.36%
3.84%
-2.54%
10.77%
2.71%
N/A
N/A
USRT
1.13%
4.91%
-3.16%
11.20%
4.58%
10.63%
5.83%
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DFAR vs. USRT - Expense Ratio Comparison
DFAR has a 0.19% expense ratio, which is higher than USRT's 0.08% 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. USRT — Risk-Adjusted Performance Rank
DFAR
USRT
DFAR vs. USRT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Dimensional US Real Estate ETF (DFAR) and iShares Core U.S. REIT ETF (USRT). 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.
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Dividends
DFAR vs. USRT - Dividend Comparison
DFAR's dividend yield for the trailing twelve months is around 2.80%, which matches USRT's 2.79% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DFAR Dimensional US Real Estate ETF | 2.80% | 2.89% | 3.06% | 1.70% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
USRT iShares Core U.S. REIT ETF | 2.79% | 2.85% | 3.18% | 3.47% | 2.27% | 3.12% | 3.34% | 5.66% | 3.43% | 3.98% | 3.59% | 3.46% |
Drawdowns
DFAR vs. USRT - Drawdown Comparison
The maximum DFAR drawdown since its inception was -32.27%, smaller than the maximum USRT drawdown of -69.89%. Use the drawdown chart below to compare losses from any high point for DFAR and USRT. For additional features, visit the drawdowns tool.
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Volatility
DFAR vs. USRT - Volatility Comparison
Dimensional US Real Estate ETF (DFAR) and iShares Core U.S. REIT ETF (USRT) have volatilities of 4.57% and 4.40%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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