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DFGR vs IFGL

Dimensional Global Real Estate ETF vs iShares International Developed Real Estate ETF

DFGR

Dimensional Global Real Estate ETF

Annual cost

0.22%

Fund size

$3.6B

IFGL

iShares International Developed Real Estate ETF

Annual cost

0.48%

Fund size

$86M

Key differences

Both DFGR and IFGL are equity ETFs. DFGR charges 0.22% a year and IFGL 0.48%. The main difference: DFGR follows a active selection strategy; IFGL uses index tracking.

  • DFGR follows a active selection strategy; IFGL uses index tracking.
  • DFGR covers global markets; IFGL covers global markets excluding the US.
  • DFGR costs 0.26% less per year.
  • DFGR is much larger than IFGL. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, DFGR has delivered higher annualized returns.
  • IFGL has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

DFGRIFGL
Annual cost (TER)0.22%0.48%
Fund size (AUM)$3.6B$86M
Since20222007
Dividend yield3.88%3.77%
Asset classequityequity
Regionglobalglobal ex us
Strategyactive selectionindex tracking
CAGR 1Y+13.8%+6.7%
CAGR 3Y+10.0%+7.5%
CAGR 5YN/A-2.5%
Sharpe 3Y0.470.31
Volatility 1Y12.12%13.91%
Max drawdown-21.28%-40.38%

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

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