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REET vs DFAR

iShares Global REIT ETF vs Dimensional US Real Estate ETF

REET

iShares Global REIT ETF

Annual cost

0.14%

Fund size

$4.8B

DFAR

Dimensional US Real Estate ETF

Annual cost

0.19%

Fund size

$1.7B

Key differences

Both REET and DFAR are equity ETFs. REET charges 0.14% a year and DFAR 0.19%. The main difference: REET follows a index tracking strategy; DFAR uses active selection.

  • REET follows a index tracking strategy; DFAR uses active selection.
  • REET covers global markets; DFAR covers North America.
  • REET has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

REETDFAR
Annual cost (TER)0.14%0.19%
Fund size (AUM)$4.8B$1.7B
Since20142022
Dividend yield3.37%2.73%
Asset classequityequity
Regionglobalnorth america
Strategyindex trackingactive selection
CAGR 1Y+15.6%+15.8%
CAGR 3Y+10.0%+10.6%
CAGR 5Y+2.8%N/A
Sharpe 3Y0.470.48
Volatility 1Y12.31%13.47%
Max drawdown-44.59%-32.27%

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

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