Screener
DFGR vs IYR
Dimensional Global Real Estate ETF vs iShares U.S. Real Estate ETF
Key differences
Both DFGR and IYR are equity ETFs. DFGR charges 0.22% a year and IYR 0.38%. The main difference: DFGR follows a active selection strategy; IYR uses index tracking.
- DFGR follows a active selection strategy; IYR uses index tracking.
- DFGR covers global markets; IYR covers North America.
- DFGR costs 0.16% less per year.
- IYR has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| DFGR | IYR | |
|---|---|---|
| Annual cost (TER) | 0.22% | 0.38% |
| Fund size (AUM) | $3.6B | $4.9B |
| Since | 2022 | 2000 |
| Dividend yield | 3.88% | 2.22% |
| Asset class | equity | equity |
| Region | global | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +13.8% | +12.0% |
| CAGR 3Y | +10.0% | +9.6% |
| CAGR 5Y | N/A | +2.7% |
| Sharpe 3Y | 0.47 | 0.42 |
| Volatility 1Y | 12.12% | 13.58% |
| Max drawdown | -21.28% | -42.32% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.