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DFGR vs REET

Dimensional Global Real Estate ETF vs iShares Global REIT ETF

DFGR

Dimensional Global Real Estate ETF

Annual cost

0.22%

Fund size

$3.6B

REET

iShares Global REIT ETF

Annual cost

0.14%

Fund size

$4.8B

Key differences

Both DFGR and REET are equity ETFs. DFGR charges 0.22% a year and REET 0.14%. The main difference: DFGR follows a active selection strategy; REET uses index tracking.

  • DFGR follows a active selection strategy; REET uses index tracking.
  • REET costs 0.08% less per year.
  • REET has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

DFGRREET
Annual cost (TER)0.22%0.14%
Fund size (AUM)$3.6B$4.8B
Since20222014
Dividend yield3.88%3.37%
Asset classequityequity
Regionglobalglobal
Strategyactive selectionindex tracking
CAGR 1Y+13.8%+15.6%
CAGR 3Y+10.0%+10.0%
CAGR 5YN/A+2.8%
Sharpe 3Y0.470.47
Volatility 1Y12.12%12.31%
Max drawdown-21.28%-44.59%

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

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