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DFAR vs DFAX

Dimensional US Real Estate ETF vs Dimensional World ex U.S. Core Equity 2 ETF

DFAR

Dimensional US Real Estate ETF

Annual cost

0.19%

Fund size

$1.7B

DFAX

Dimensional World ex U.S. Core Equity 2 ETF

Annual cost

0.28%

Fund size

$12.1B

Key differences

Both DFAR and DFAX are equity ETFs. DFAR charges 0.19% a year and DFAX 0.28%. The main difference: DFAR covers North America; DFAX covers global markets excluding the US.

  • DFAR covers North America; DFAX covers global markets excluding the US.
  • DFAR costs 0.09% less per year.
  • DFAX is much larger than DFAR. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, DFAX has delivered higher annualized returns.
  • DFAX has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

DFARDFAX
Annual cost (TER)0.19%0.28%
Fund size (AUM)$1.7B$12.1B
Since20222008
Dividend yield2.73%2.21%
Asset classequityequity
Regionnorth americaglobal ex us
Strategyactive selectionactive selection
CAGR 1Y+15.8%+31.7%
CAGR 3Y+10.6%+20.8%
CAGR 5YN/AN/A
Sharpe 3Y0.481.10
Volatility 1Y13.47%15.74%
Max drawdown-32.27%-28.15%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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