DFGR vs. VT
Compare and contrast key facts about Dimensional Global Real Estate ETF (DFGR) and Vanguard Total World Stock ETF (VT).
DFGR and VT 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. VT is a passively managed fund by Vanguard that tracks the performance of the FTSE Global All Cap Index. It was launched on Jun 24, 2008.
Performance
DFGR vs. VT - Performance Comparison
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DFGR vs. VT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
DFGR Dimensional Global Real Estate ETF | 0.98% | 7.65% | 1.89% | 9.64% | -1.24% |
VT Vanguard Total World Stock ETF | -1.71% | 22.43% | 16.49% | 22.02% | -1.72% |
Returns By Period
In the year-to-date period, DFGR achieves a 0.98% return, which is significantly higher than VT's -1.71% return.
DFGR
- 1D
- 1.72%
- 1M
- -7.30%
- YTD
- 0.98%
- 6M
- 0.03%
- 1Y
- 5.53%
- 3Y*
- 6.35%
- 5Y*
- —
- 10Y*
- —
VT
- 1D
- 3.08%
- 1M
- -6.22%
- YTD
- -1.71%
- 6M
- 1.42%
- 1Y
- 21.53%
- 3Y*
- 16.86%
- 5Y*
- 9.22%
- 10Y*
- 11.53%
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DFGR vs. VT - Expense Ratio Comparison
DFGR has a 0.22% expense ratio, which is higher than VT's 0.06% 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%.
Return for Risk
DFGR vs. VT — Risk / Return Rank
DFGR
VT
DFGR vs. VT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Dimensional Global Real Estate ETF (DFGR) and Vanguard Total World Stock ETF (VT). 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 | VT | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.38 | 1.25 | -0.87 |
Sortino ratioReturn per unit of downside risk | 0.62 | 1.84 | -1.23 |
Omega ratioGain probability vs. loss probability | 1.08 | 1.27 | -0.19 |
Calmar ratioReturn relative to maximum drawdown | 0.57 | 1.83 | -1.26 |
Martin ratioReturn relative to average drawdown | 2.24 | 8.51 | -6.26 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| DFGR | VT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.38 | 1.25 | -0.87 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.58 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.67 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.37 | 0.40 | -0.03 |
Correlation
The correlation between DFGR and VT is 0.61, 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.
Dividends
DFGR vs. VT - Dividend Comparison
DFGR's dividend yield for the trailing twelve months is around 4.21%, more than VT's 1.82% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DFGR Dimensional Global Real Estate ETF | 4.21% | 4.05% | 3.73% | 2.77% | 0.59% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VT Vanguard Total World Stock ETF | 1.82% | 1.82% | 1.95% | 2.08% | 2.20% | 1.82% | 1.66% | 2.32% | 2.53% | 2.11% | 2.39% | 2.45% |
Drawdowns
DFGR vs. VT - Drawdown Comparison
The maximum DFGR drawdown since its inception was -21.28%, smaller than the maximum VT drawdown of -50.27%. Use the drawdown chart below to compare losses from any high point for DFGR and VT.
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Drawdown Indicators
| DFGR | VT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -21.28% | -50.27% | +28.99% |
Max Drawdown (1Y)Largest decline over 1 year | -10.85% | -11.84% | +0.99% |
Max Drawdown (5Y)Largest decline over 5 years | — | -26.38% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -34.24% | — |
Current DrawdownCurrent decline from peak | -7.39% | -6.89% | -0.50% |
Average DrawdownAverage peak-to-trough decline | -6.55% | -7.08% | +0.53% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.77% | 2.55% | +0.22% |
Volatility
DFGR vs. VT - Volatility Comparison
The current volatility for Dimensional Global Real Estate ETF (DFGR) is 4.51%, while Vanguard Total World Stock ETF (VT) has a volatility of 6.33%. This indicates that DFGR experiences smaller price fluctuations and is considered to be less risky than VT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DFGR | VT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.51% | 6.33% | -1.82% |
Volatility (6M)Calculated over the trailing 6-month period | 8.35% | 9.95% | -1.60% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.57% | 17.24% | -2.67% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.53% | 15.98% | -0.45% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.53% | 17.20% | -1.67% |