DFITX vs. DFAR
Compare and contrast key facts about DFA International Real Estate Securities (DFITX) and Dimensional US Real Estate ETF (DFAR).
DFITX is managed by Dimensional. It was launched on Feb 28, 2007. DFAR is an actively managed fund by Dimensional. It was launched on Feb 23, 2022.
Performance
DFITX vs. DFAR - Performance Comparison
Loading graphics...
DFITX vs. DFAR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
DFITX DFA International Real Estate Securities | -7.92% | 24.65% | -7.70% | 5.96% | -15.10% |
DFAR Dimensional US Real Estate ETF | 3.85% | 1.31% | 5.25% | 11.04% | -14.30% |
Returns By Period
In the year-to-date period, DFITX achieves a -7.92% return, which is significantly lower than DFAR's 3.85% return.
DFITX
- 1D
- -0.29%
- 1M
- -12.31%
- YTD
- -7.92%
- 6M
- -6.97%
- 1Y
- 10.05%
- 3Y*
- 4.12%
- 5Y*
- -0.61%
- 10Y*
- 1.34%
DFAR
- 1D
- 0.38%
- 1M
- -6.26%
- YTD
- 3.85%
- 6M
- 1.19%
- 1Y
- 2.88%
- 3Y*
- 6.50%
- 5Y*
- —
- 10Y*
- —
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
DFITX vs. DFAR - Expense Ratio Comparison
DFITX has a 0.27% 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%.
Return for Risk
DFITX vs. DFAR — Risk / Return Rank
DFITX
DFAR
DFITX vs. DFAR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for DFA International Real Estate Securities (DFITX) 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.
| DFITX | DFAR | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.73 | 0.18 | +0.55 |
Sortino ratioReturn per unit of downside risk | 1.03 | 0.35 | +0.68 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.05 | +0.09 |
Calmar ratioReturn relative to maximum drawdown | 0.71 | 0.24 | +0.47 |
Martin ratioReturn relative to average drawdown | 2.98 | 0.93 | +2.05 |
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
| DFITX | DFAR | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.73 | 0.18 | +0.55 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.04 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.08 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.08 | 0.07 | +0.02 |
Correlation
The correlation between DFITX and DFAR 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
DFITX vs. DFAR - Dividend Comparison
DFITX's dividend yield for the trailing twelve months is around 7.24%, more than DFAR's 2.97% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DFITX DFA International Real Estate Securities | 7.24% | 6.67% | 6.24% | 5.05% | 0.00% | 7.86% | 0.00% | 12.86% | 5.99% | 4.21% | 8.62% | 1.79% |
DFAR Dimensional US Real Estate ETF | 2.97% | 2.97% | 2.89% | 3.06% | 1.69% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
DFITX vs. DFAR - Drawdown Comparison
The maximum DFITX drawdown since its inception was -73.49%, which is greater than DFAR's maximum drawdown of -32.27%. Use the drawdown chart below to compare losses from any high point for DFITX and DFAR.
Loading graphics...
Drawdown Indicators
| DFITX | DFAR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -73.49% | -32.27% | -41.22% |
Max Drawdown (1Y)Largest decline over 1 year | -12.31% | -12.10% | -0.21% |
Max Drawdown (5Y)Largest decline over 5 years | -34.84% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -45.26% | — | — |
Current DrawdownCurrent decline from peak | -14.12% | -6.40% | -7.72% |
Average DrawdownAverage peak-to-trough decline | -18.19% | -14.75% | -3.44% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.94% | 3.15% | -0.21% |
Volatility
DFITX vs. DFAR - Volatility Comparison
DFA International Real Estate Securities (DFITX) and Dimensional US Real Estate ETF (DFAR) have volatilities of 4.58% and 4.52%, 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
| DFITX | DFAR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.58% | 4.52% | +0.06% |
Volatility (6M)Calculated over the trailing 6-month period | 8.25% | 9.27% | -1.02% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.98% | 16.03% | -3.05% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.90% | 19.31% | -4.41% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.41% | 19.31% | -2.90% |