Screener
DFAR vs USRT
Dimensional US Real Estate ETF vs iShares Core U.S. REIT ETF
Key differences
Both DFAR and USRT are equity ETFs. DFAR charges 0.19% a year and USRT 0.08%. The main difference: DFAR follows a active selection strategy; USRT uses index tracking.
- DFAR follows a active selection strategy; USRT uses index tracking.
- USRT costs 0.11% less per year.
- Over the last three years, USRT has delivered higher annualized returns.
- USRT has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| DFAR | USRT | |
|---|---|---|
| Annual cost (TER) | 0.19% | 0.08% |
| Fund size (AUM) | $1.7B | $3.8B |
| Since | 2022 | 2007 |
| Dividend yield | 2.73% | 2.64% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +15.8% | +19.6% |
| CAGR 3Y | +10.6% | +12.4% |
| CAGR 5Y | N/A | +5.4% |
| Sharpe 3Y | 0.48 | 0.56 |
| Volatility 1Y | 13.47% | 13.57% |
| Max drawdown | -32.27% | -44.38% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.