DFGR vs. DFAR
Compare and contrast key facts about Dimensional Global Real Estate ETF (DFGR) and Dimensional US Real Estate ETF (DFAR).
DFGR and DFAR are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. DFGR is an actively managed fund by Dimensional. It was launched on Dec 6, 2022. DFAR is an actively managed fund by Dimensional Fund Advisors. It was launched on Feb 23, 2022.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DFGR or DFAR.
Correlation
The correlation between DFGR and DFAR 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
DFGR vs. DFAR - Performance Comparison
Key characteristics
DFGR:
0.10
DFAR:
0.41
DFGR:
0.23
DFAR:
0.66
DFGR:
1.03
DFAR:
1.08
DFGR:
0.11
DFAR:
0.27
DFGR:
0.31
DFAR:
1.44
DFGR:
4.76%
DFAR:
4.57%
DFGR:
14.59%
DFAR:
15.97%
DFGR:
-21.28%
DFAR:
-32.27%
DFGR:
-12.82%
DFAR:
-11.68%
Returns By Period
In the year-to-date period, DFGR achieves a -0.62% return, which is significantly lower than DFAR's 4.48% return.
DFGR
-0.62%
-7.33%
3.13%
0.54%
N/A
N/A
DFAR
4.48%
-5.75%
7.84%
5.64%
N/A
N/A
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DFGR vs. DFAR - Expense Ratio Comparison
DFGR has a 0.22% expense ratio, which is higher than DFAR's 0.19% 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
DFGR vs. DFAR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Dimensional Global Real Estate ETF (DFGR) and Dimensional US Real Estate ETF (DFAR). 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
DFGR vs. DFAR - Dividend Comparison
DFGR's dividend yield for the trailing twelve months is around 1.72%, less than DFAR's 2.91% yield.
| TTM | 2023 | 2022 | |
|---|---|---|---|
DFGR Dimensional Global Real Estate ETF | 1.72% | 2.76% | 0.59% |
DFAR Dimensional US Real Estate ETF | 2.91% | 3.06% | 1.70% |
Drawdowns
DFGR vs. DFAR - Drawdown Comparison
The maximum DFGR drawdown since its inception was -21.28%, smaller than the maximum DFAR drawdown of -32.27%. Use the drawdown chart below to compare losses from any high point for DFGR and DFAR. For additional features, visit the drawdowns tool.
Volatility
DFGR vs. DFAR - Volatility Comparison
Dimensional Global Real Estate ETF (DFGR) and Dimensional US Real Estate ETF (DFAR) have volatilities of 5.25% and 5.41%, 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.