Screener
REZ vs DFGR
iShares Residential and Multisector Real Estate ETF vs Dimensional Global Real Estate ETF
Key differences
Both REZ and DFGR are equity ETFs. REZ charges 0.48% a year and DFGR 0.22%. The main difference: REZ follows a index tracking strategy; DFGR uses active selection.
- REZ follows a index tracking strategy; DFGR uses active selection.
- REZ covers North America; DFGR covers global markets.
- DFGR costs 0.26% less per year.
- DFGR is much larger than REZ. Larger funds are usually more liquid and less likely to close.
- REZ has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| REZ | DFGR | |
|---|---|---|
| Annual cost (TER) | 0.48% | 0.22% |
| Fund size (AUM) | $844M | $3.6B |
| Since | 2007 | 2022 |
| Dividend yield | 2.12% | 3.88% |
| Asset class | equity | equity |
| Region | north america | global |
| Strategy | index tracking | active selection |
| CAGR 1Y | +14.6% | +13.8% |
| CAGR 3Y | +10.8% | +10.0% |
| CAGR 5Y | +4.8% | N/A |
| Sharpe 3Y | 0.48 | 0.47 |
| Volatility 1Y | 14.72% | 12.12% |
| Max drawdown | -44.15% | -21.28% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.