DFGR vs. REZ
Compare and contrast key facts about Dimensional Global Real Estate ETF (DFGR) and iShares Residential Real Estate ETF (REZ).
DFGR and REZ 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. REZ is a passively managed fund by iShares that tracks the performance of the FTSE NAREIT All Residential Capped Index. It was launched on May 4, 2007.
Performance
DFGR vs. REZ - Performance Comparison
Loading graphics...
DFGR vs. REZ - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
DFGR Dimensional Global Real Estate ETF | 1.59% | 7.65% | 1.89% | 9.64% | -1.24% |
REZ iShares Residential Real Estate ETF | 1.31% | 4.80% | 12.73% | 10.97% | -2.74% |
Returns By Period
In the year-to-date period, DFGR achieves a 1.59% return, which is significantly higher than REZ's 1.31% return.
DFGR
- 1D
- 0.60%
- 1M
- -6.58%
- YTD
- 1.59%
- 6M
- 0.26%
- 1Y
- 5.92%
- 3Y*
- 6.57%
- 5Y*
- —
- 10Y*
- —
REZ
- 1D
- 0.61%
- 1M
- -7.09%
- YTD
- 1.31%
- 6M
- -0.49%
- 1Y
- -0.79%
- 3Y*
- 8.52%
- 5Y*
- 4.69%
- 10Y*
- 5.61%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
DFGR vs. REZ - Expense Ratio Comparison
DFGR has a 0.22% expense ratio, which is lower than REZ's 0.48% expense ratio.
Return for Risk
DFGR vs. REZ — Risk / Return Rank
DFGR
REZ
DFGR vs. REZ - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Dimensional Global Real Estate ETF (DFGR) and iShares Residential Real Estate ETF (REZ). 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.
| DFGR | REZ | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.41 | -0.05 | +0.45 |
Sortino ratioReturn per unit of downside risk | 0.66 | 0.05 | +0.61 |
Omega ratioGain probability vs. loss probability | 1.09 | 1.01 | +0.08 |
Calmar ratioReturn relative to maximum drawdown | 0.57 | -0.08 | +0.64 |
Martin ratioReturn relative to average drawdown | 2.20 | -0.23 | +2.43 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| DFGR | REZ | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.41 | -0.05 | +0.45 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.25 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.26 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.38 | 0.23 | +0.15 |
Correlation
The correlation between DFGR and REZ is 0.90, 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.
Dividends
DFGR vs. REZ - Dividend Comparison
DFGR's dividend yield for the trailing twelve months is around 4.19%, more than REZ's 2.27% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DFGR Dimensional Global Real Estate ETF | 4.19% | 4.05% | 3.73% | 2.77% | 0.59% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
REZ iShares Residential Real Estate ETF | 2.27% | 2.74% | 2.26% | 2.94% | 3.37% | 1.81% | 3.17% | 2.90% | 3.63% | 3.57% | 5.55% | 3.18% |
Drawdowns
DFGR vs. REZ - Drawdown Comparison
The maximum DFGR drawdown since its inception was -21.28%, smaller than the maximum REZ drawdown of -66.87%. Use the drawdown chart below to compare losses from any high point for DFGR and REZ.
Loading graphics...
Drawdown Indicators
| DFGR | REZ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -21.28% | -66.87% | +45.59% |
Max Drawdown (1Y)Largest decline over 1 year | -10.85% | -11.82% | +0.97% |
Max Drawdown (5Y)Largest decline over 5 years | — | -35.05% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -44.15% | — |
Current DrawdownCurrent decline from peak | -6.84% | -7.13% | +0.29% |
Average DrawdownAverage peak-to-trough decline | -6.55% | -12.79% | +6.24% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.80% | 3.82% | -1.02% |
Volatility
DFGR vs. REZ - Volatility Comparison
Dimensional Global Real Estate ETF (DFGR) and iShares Residential Real Estate ETF (REZ) have volatilities of 4.56% and 4.74%, 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.
Loading graphics...
Volatility by Period
| DFGR | REZ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.56% | 4.74% | -0.18% |
Volatility (6M)Calculated over the trailing 6-month period | 8.35% | 10.15% | -1.80% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.57% | 16.81% | -2.24% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.53% | 18.86% | -3.33% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.53% | 21.52% | -5.99% |