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FREL vs DFAR

Fidelity MSCI Real Estate Index ETF vs Dimensional US Real Estate ETF

FREL

Fidelity MSCI Real Estate Index ETF

Annual cost

0.08%

Fund size

$1.4B

DFAR

Dimensional US Real Estate ETF

Annual cost

0.19%

Fund size

$1.7B

Key differences

Both FREL and DFAR are equity ETFs. FREL charges 0.08% a year and DFAR 0.19%. The main difference: FREL follows a index tracking strategy; DFAR uses active selection.

  • FREL follows a index tracking strategy; DFAR uses active selection.
  • FREL costs 0.11% less per year.
  • FREL has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

FRELDFAR
Annual cost (TER)0.08%0.19%
Fund size (AUM)$1.4B$1.7B
Since20152022
Dividend yield3.30%2.73%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+13.4%+15.8%
CAGR 3Y+9.9%+10.6%
CAGR 5Y+2.6%N/A
Sharpe 3Y0.430.48
Volatility 1Y13.54%13.47%
Max drawdown-42.61%-32.27%

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

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