Screener
REET vs DFGR
iShares Global REIT ETF vs Dimensional Global Real Estate ETF
Key differences
Both REET and DFGR are equity ETFs. REET charges 0.14% a year and DFGR 0.22%. The main difference: REET follows a index tracking strategy; DFGR uses active selection.
- REET follows a index tracking strategy; DFGR uses active selection.
- 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
| REET | DFGR | |
|---|---|---|
| Annual cost (TER) | 0.14% | 0.22% |
| Fund size (AUM) | $4.8B | $3.6B |
| Since | 2014 | 2022 |
| Dividend yield | 3.37% | 3.88% |
| Asset class | equity | equity |
| Region | global | global |
| Strategy | index tracking | active selection |
| CAGR 1Y | +15.6% | +13.8% |
| CAGR 3Y | +10.0% | +10.0% |
| CAGR 5Y | +2.8% | N/A |
| Sharpe 3Y | 0.47 | 0.47 |
| Volatility 1Y | 12.31% | 12.12% |
| Max drawdown | -44.59% | -21.28% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.