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DFGR vs HAUS

Dimensional Global Real Estate ETF vs Residential REIT ETF

DFGR

Dimensional Global Real Estate ETF

Annual cost

0.22%

Fund size

$3.6B

HAUS

Residential REIT ETF

Annual cost

0.60%

Fund size

$9M

Key differences

Both DFGR and HAUS are equity ETFs. DFGR charges 0.22% a year and HAUS 0.60%. The main difference: DFGR covers global markets; HAUS covers North America.

  • DFGR covers global markets; HAUS covers North America.
  • DFGR costs 0.38% less per year.
  • DFGR is much larger than HAUS. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, DFGR has delivered higher annualized returns.

Side-by-side comparison

DFGRHAUS
Annual cost (TER)0.22%0.60%
Fund size (AUM)$3.6B$9M
Since20222022
Dividend yield3.88%2.28%
Asset classequityequity
Regionglobalnorth america
Strategyactive selectionactive selection
CAGR 1Y+13.8%+8.2%
CAGR 3Y+10.0%+8.9%
CAGR 5YN/AN/A
Sharpe 3Y0.470.38
Volatility 1Y12.12%14.27%
Max drawdown-21.28%-34.61%

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

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