Screener
IYR vs DFAR
iShares U.S. Real Estate ETF vs Dimensional US Real Estate ETF
Key differences
Both IYR and DFAR are equity ETFs. IYR charges 0.38% a year and DFAR 0.19%. The main difference: IYR follows a index tracking strategy; DFAR uses active selection.
- IYR follows a index tracking strategy; DFAR uses active selection.
- DFAR costs 0.19% less per year.
- Over the last three years, DFAR has delivered higher annualized returns.
- IYR has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| IYR | DFAR | |
|---|---|---|
| Annual cost (TER) | 0.38% | 0.19% |
| Fund size (AUM) | $4.9B | $1.7B |
| Since | 2000 | 2022 |
| Dividend yield | 2.22% | 2.73% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +12.0% | +15.8% |
| CAGR 3Y | +9.6% | +10.6% |
| CAGR 5Y | +2.7% | N/A |
| Sharpe 3Y | 0.42 | 0.48 |
| Volatility 1Y | 13.58% | 13.47% |
| Max drawdown | -42.32% | -32.27% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.