Screener
REZ vs DFAR
iShares Residential and Multisector Real Estate ETF vs Dimensional US Real Estate ETF
Key differences
Both REZ and DFAR are equity ETFs. REZ charges 0.48% a year and DFAR 0.19%. The main difference: REZ follows a index tracking strategy; DFAR uses active selection.
- REZ follows a index tracking strategy; DFAR uses active selection.
- DFAR costs 0.29% less per year.
- REZ has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| REZ | DFAR | |
|---|---|---|
| Annual cost (TER) | 0.48% | 0.19% |
| Fund size (AUM) | $844M | $1.7B |
| Since | 2007 | 2022 |
| Dividend yield | 2.12% | 2.73% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +14.6% | +15.8% |
| CAGR 3Y | +10.8% | +10.6% |
| CAGR 5Y | +4.8% | N/A |
| Sharpe 3Y | 0.48 | 0.48 |
| Volatility 1Y | 14.72% | 13.47% |
| Max drawdown | -44.15% | -32.27% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.