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DFAR vs FREL

Dimensional US Real Estate ETF vs Fidelity MSCI Real Estate Index ETF

DFAR

Dimensional US Real Estate ETF

Annual cost

0.19%

Fund size

$1.7B

FREL

Fidelity MSCI Real Estate Index ETF

Annual cost

0.08%

Fund size

$1.4B

Key differences

Both DFAR and FREL are equity ETFs. DFAR charges 0.19% a year and FREL 0.08%. The main difference: DFAR follows a active selection strategy; FREL uses index tracking.

  • DFAR follows a active selection strategy; FREL uses index tracking.
  • FREL costs 0.11% less per year.
  • FREL has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

DFARFREL
Annual cost (TER)0.19%0.08%
Fund size (AUM)$1.7B$1.4B
Since20222015
Dividend yield2.73%3.30%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+15.8%+13.4%
CAGR 3Y+10.6%+9.9%
CAGR 5YN/A+2.6%
Sharpe 3Y0.480.43
Volatility 1Y13.47%13.54%
Max drawdown-32.27%-42.61%

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

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