Screener
DFAX vs DFGR
Dimensional World ex U.S. Core Equity 2 ETF vs Dimensional Global Real Estate ETF
Key differences
Both DFAX and DFGR are equity ETFs. DFAX charges 0.28% a year and DFGR 0.22%. The main difference: DFAX covers global markets excluding the US; DFGR covers global markets.
- DFAX covers global markets excluding the US; DFGR covers global markets.
- DFGR costs 0.06% less per year.
- DFAX is much larger than DFGR. 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
| DFAX | DFGR | |
|---|---|---|
| Annual cost (TER) | 0.28% | 0.22% |
| Fund size (AUM) | $12.1B | $3.6B |
| Since | 2008 | 2022 |
| Dividend yield | 2.21% | 3.88% |
| Asset class | equity | equity |
| Region | global ex us | global |
| Strategy | active selection | active selection |
| CAGR 1Y | +31.7% | +13.8% |
| CAGR 3Y | +20.8% | +10.0% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 1.10 | 0.47 |
| Volatility 1Y | 15.74% | 12.12% |
| Max drawdown | -28.15% | -21.28% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.