DFGEX vs. REET
Compare and contrast key facts about DFA Global Real Estate Securities Portfolio (DFGEX) and iShares Global REIT ETF (REET).
DFGEX is managed by Dimensional Fund Advisors LP. It was launched on Jun 3, 2008. REET is a passively managed fund by iShares that tracks the performance of the FTSE EPRA/NAREIT Global REIT Index. It was launched on Jul 8, 2014.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DFGEX or REET.
Correlation
The correlation between DFGEX and REET is 0.63, 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
DFGEX vs. REET - Performance Comparison
Key characteristics
DFGEX:
0.71
REET:
0.61
DFGEX:
1.06
REET:
0.94
DFGEX:
1.14
REET:
1.12
DFGEX:
0.43
REET:
0.45
DFGEX:
1.86
REET:
1.75
DFGEX:
6.12%
REET:
5.86%
DFGEX:
15.93%
REET:
16.83%
DFGEX:
-62.58%
REET:
-44.59%
DFGEX:
-17.16%
REET:
-13.97%
Returns By Period
In the year-to-date period, DFGEX achieves a 1.39% return, which is significantly higher than REET's 0.14% return. Both investments have delivered pretty close results over the past 10 years, with DFGEX having a 2.97% annualized return and REET not far behind at 2.88%.
DFGEX
1.39%
-1.25%
-5.58%
12.19%
5.73%
2.97%
REET
0.14%
-1.49%
-5.70%
11.27%
7.76%
2.88%
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DFGEX vs. REET - Expense Ratio Comparison
Both DFGEX and REET have an expense ratio of 0.14%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Risk-Adjusted Performance
DFGEX vs. REET — Risk-Adjusted Performance Rank
DFGEX
REET
DFGEX vs. REET - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for DFA Global Real Estate Securities Portfolio (DFGEX) and iShares Global REIT ETF (REET). 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
DFGEX vs. REET - Dividend Comparison
DFGEX's dividend yield for the trailing twelve months is around 3.73%, more than REET's 3.62% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DFGEX DFA Global Real Estate Securities Portfolio | 3.73% | 3.78% | 3.36% | 5.70% | 4.50% | 2.29% | 8.00% | 5.09% | 3.72% | 5.06% | 2.45% | 3.75% |
REET iShares Global REIT ETF | 3.62% | 3.63% | 3.27% | 2.42% | 3.18% | 2.64% | 5.25% | 5.73% | 3.84% | 5.37% | 3.56% | 2.12% |
Drawdowns
DFGEX vs. REET - Drawdown Comparison
The maximum DFGEX drawdown since its inception was -62.58%, which is greater than REET's maximum drawdown of -44.59%. Use the drawdown chart below to compare losses from any high point for DFGEX and REET. For additional features, visit the drawdowns tool.
Volatility
DFGEX vs. REET - Volatility Comparison
The current volatility for DFA Global Real Estate Securities Portfolio (DFGEX) is 9.13%, while iShares Global REIT ETF (REET) has a volatility of 10.06%. This indicates that DFGEX experiences smaller price fluctuations and is considered to be less risky than REET based on this measure. The chart below showcases a comparison of their rolling one-month volatility.