Screener
HAUS vs DFGR
Residential REIT ETF vs Dimensional Global Real Estate ETF
Key differences
Both HAUS and DFGR are equity ETFs. HAUS charges 0.60% a year and DFGR 0.22%. The main difference: HAUS covers North America; DFGR covers global markets.
- HAUS covers North America; DFGR covers global markets.
- 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
| HAUS | DFGR | |
|---|---|---|
| Annual cost (TER) | 0.60% | 0.22% |
| Fund size (AUM) | $9M | $3.6B |
| Since | 2022 | 2022 |
| Dividend yield | 2.28% | 3.88% |
| Asset class | equity | equity |
| Region | north america | global |
| Strategy | active selection | active selection |
| CAGR 1Y | +8.2% | +13.8% |
| CAGR 3Y | +8.9% | +10.0% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.38 | 0.47 |
| Volatility 1Y | 14.27% | 12.12% |
| Max drawdown | -34.61% | -21.28% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.