DFAR vs. VNQ
Compare and contrast key facts about Dimensional US Real Estate ETF (DFAR) and Vanguard Real Estate ETF (VNQ).
DFAR and VNQ 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. VNQ is a passively managed fund by Vanguard that tracks the performance of the MSCI US REIT Index. It was launched on Sep 23, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DFAR or VNQ.
Correlation
The correlation between DFAR and VNQ is 0.99, 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. VNQ - Performance Comparison
Key characteristics
DFAR:
0.41
VNQ:
0.39
DFAR:
0.66
VNQ:
0.62
DFAR:
1.08
VNQ:
1.08
DFAR:
0.27
VNQ:
0.24
DFAR:
1.44
VNQ:
1.32
DFAR:
4.57%
VNQ:
4.71%
DFAR:
15.97%
VNQ:
16.11%
DFAR:
-32.27%
VNQ:
-73.07%
DFAR:
-11.68%
VNQ:
-14.13%
Returns By Period
In the year-to-date period, DFAR achieves a 4.48% return, which is significantly higher than VNQ's 4.10% return.
DFAR
4.48%
-5.75%
7.84%
5.64%
N/A
N/A
VNQ
4.10%
-6.48%
8.61%
4.87%
3.24%
4.91%
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. VNQ - Expense Ratio Comparison
DFAR has a 0.19% expense ratio, which is higher than VNQ's 0.12% 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. VNQ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Dimensional US Real Estate ETF (DFAR) and Vanguard Real Estate ETF (VNQ). 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. VNQ - Dividend Comparison
DFAR's dividend yield for the trailing twelve months is around 2.91%, which matches VNQ's 2.89% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DFAR Dimensional US Real Estate ETF | 2.91% | 3.06% | 1.70% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VNQ Vanguard Real Estate ETF | 2.89% | 3.95% | 3.91% | 2.56% | 3.93% | 3.39% | 4.74% | 4.23% | 4.82% | 3.92% | 3.60% | 4.32% |
Drawdowns
DFAR vs. VNQ - Drawdown Comparison
The maximum DFAR drawdown since its inception was -32.27%, smaller than the maximum VNQ drawdown of -73.07%. Use the drawdown chart below to compare losses from any high point for DFAR and VNQ. For additional features, visit the drawdowns tool.
Volatility
DFAR vs. VNQ - Volatility Comparison
Dimensional US Real Estate ETF (DFAR) and Vanguard Real Estate ETF (VNQ) have volatilities of 5.41% and 5.65%, 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.