DFAR vs SPGM
Comparison between DIMENSIONAL US REAL ESTATE ETF (DFAR, ETF) and STATE STREET(R) SPDR(R) PORTFOLIO MSCI GLOBAL STOCK MARKET ETF (SPGM, ETF).
DFAR vs SPGM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
DFAR
$1.70B
Winner
SPGM
$1.80B
Expense Ratio
DFAR
0.19%
Winner
SPGM
0.09%
Max Drawdown
DFAR
34.66%
Winner
SPGM
33.97%
Sharpe Ratio
DFAR
0.93
Winner
SPGM
1.52
5Y Beta
Winner
DFAR
0.44
SPGM
0.91
P/E Ratio
DFAR
37.16
Winner
SPGM
26.13
Forward P/E
DFAR
35.54
Winner
SPGM
19.82
5Y Dividends CAGR
DFAR
N/A
SPGM
13.19%
5Y EPS CAGR
DFAR
8.26%
Winner
SPGM
24.24%
Debt to Equity
DFAR
44.77%
SPGM
N/A
P/S Ratio
DFAR
7.43
Winner
SPGM
0.20
P/B Ratio
Winner
DFAR
2.66
SPGM
4.83
DFAR vs SPGM - Holdings Comparison
DFAR and SPGM have 20 common holdings. Overlap is 1.13%
DFAR's top 25 holdings weight is 70.57%. SPGM's top 25 holdings weight is 29.28%.
| Rank | DFAR | SPGM |
|---|---|---|
| #1 | WELLTOWER INC (WELL) - 8.09% | NVIDIA CORP (NVDA) - 4.15% |
| #2 | PROLOGIS INC (PLD) - 6.40% | APPLE INC (AAPL) - 3.64% |
| #3 | EQUINIX INC (EQIX) - 5.06% | MICROSOFT CORP (MSFT) - 2.61% |
| #4 | SIMON PROPERTY GROUP INC (SPG) - 4.77% | AMAZON.COM INC (AMZN) - 1.85% |
| #5 | REALTY INCOME CORP (O) - 4.43% | ALPHABET INC CLASS A (GOOGL) - 1.53% |
| #6 | DIGITAL REALTY TRUST INC (DLR) - 4.30% | ALPHABET INC CLASS C (GOOG) - 1.52% |
| #7 | AMERICAN TOWER CORP (AMT) - 3.93% | BROADCOM INC (AVGO) - 1.40% |
| #8 | PUBLIC STORAGE (PSA) - 3.91% | n/a (TSM) - 1.38% |
| #9 | VENTAS INC (VTR) - 3.34% | META PLATFORMS INC CLASS A (META) - 1.29% |
| #10 | IRON MOUNTAIN INC (IRM) - 2.79% | TESLA INC (TSLA) - 1.06% |
| #11 | CROWN CASTLE INC (CCI) - 2.55% | JPMORGAN CHASE & CO (JPM) - 0.90% |
| #12 | EXTRA SPACE STORAGE INC (EXR) - 2.37% | EXXON MOBIL CORP (XOM) - 0.80% |
| #13 | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 2.19% | ELI LILLY AND CO (LLY) - 0.70% |
| #14 | AVALONBAY COMMUNITIES INC (AVB) - 2.04% | SAMSUNG ELECTRONICS CO LTD DR (SSNHZ) - 0.66% |
| #15 | EQUITY RESIDENTIAL (EQR) - 1.82% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.63% |
| #16 | ESSEX PROPERTY TRUST INC (ESS) - 1.46% | VISA INC CLASS A (V) - 0.58% |
| #17 | SBA COMMUNICATIONS CORP CLASS A (SBAC) - 1.46% | ASML HOLDING NV (n/a) - 0.56% |
| #18 | KIMCO REALTY CORP (KIM) - 1.30% | CHEVRON CORP (CVX) - 0.53% |
| #19 | INVITATION HOMES INC (INVH) - 1.29% | COSTCO WHOLESALE CORP (COST) - 0.52% |
| #20 | MID-AMERICA APARTMENT COMMUNITIES INC (MAA) - 1.26% | WALMART INC (WMT) - 0.51% |
| #21 | HOST HOTELS & RESORTS INC (HST) - 1.21% | JOHNSON & JOHNSON (JNJ) - 0.51% |
| #22 | W.P. CAREY INC (WPC) - 1.20% | CHUBB LTD (CB) - 0.50% |
| #23 | HEALTHPEAK PROPERTIES INC (DOC) - 1.16% | TENCENT HOLDINGS LTD (n/a) - 0.50% |
| #24 | SUN COMMUNITIES INC (SUI) - 1.15% | NESTLE SA (n/a) - 0.50% |
| #25 | OMEGA HEALTHCARE INVESTORS INC (OHI) - 1.09% | CATERPILLAR INC (CAT) - 0.45% |
| Total Holdings | 125 | 2333 |
DFAR vs SPGM - Historical Returns
Returns include dividend reinvestment.
1M
DFAR
+0.46%
Winner
SPGM
+1.51%
3M
DFAR
+2.23%
Winner
SPGM
+3.54%
6M
Winner
DFAR
+10.85%
SPGM
+10.24%
1Y
DFAR
+17.74%
Winner
SPGM
+26.34%
5Y(CAGR)
DFAR
+3.82%
Winner
SPGM
+11.54%
10Y(CAGR)
DFAR
N/A
SPGM
+12.75%
Max(CAGR)
DFAR
+3.82%
Winner
SPGM
+11.42%
DFAR vs SPGM - Annual Returns (2012 - 2026)
Returns include dividend reinvestment.
| Year | DFAR | SPGM |
|---|---|---|
| 2026 | +16.21% | +13.82% |
| 2025 | +2.24% | +23.70% |
| 2024 | +4.24% | +17.65% |
| 2023 | +11.20% | +21.33% |
| 2022 | -14.29% | -17.95% |
| 2021 | N/A | +20.77% |
| 2020 | N/A | +14.24% |
| 2019 | N/A | +26.23% |
| 2018 | N/A | -10.47% |
| 2017 | N/A | +22.11% |
| 2016 | N/A | +10.39% |
| 2015 | N/A | -2.10% |
| 2014 | N/A | +11.58% |
| 2013 | N/A | +20.65% |
| 2012 | N/A | +1.33% |
DFAR vs SPGM Drawdown Comparison
The maximum drawdown for DFAR was -32.25%, occurring on Oct 25, 2023. Recovery took 1000 trading sessions.
The maximum drawdown for SPGM was -33.97%, occurring on Mar 23, 2020. Recovery took 134 trading sessions.
The current DFAR drawdown is -3.39%. The current SPGM drawdown is -0.29%.
| Rank | DFAR | SPGM |
|---|---|---|
| #1 | -32.25% Apr 20, 2022 - Apr 16, 2026 | -33.97% Feb 12, 2020 - Aug 24, 2020 |
| #2 | -3.39% Jul 24, 2026 - Aug 6, 2026 | -25.92% Jan 4, 2022 - Jan 25, 2024 |
| #3 | -3.26% Jun 12, 2026 - Jun 26, 2026 | -21.99% Jun 18, 2015 - Jan 24, 2017 |
| #4 | -3.24% May 26, 2026 - Jun 9, 2026 | -19.40% Jan 26, 2018 - Oct 24, 2019 |
| #5 | -2.71% Apr 20, 2026 - May 6, 2026 | -16.90% Feb 18, 2025 - Jun 2, 2025 |
| #6 | -2.69% May 6, 2026 - May 20, 2026 | -13.83% Jul 10, 2014 - Dec 3, 2014 |
| #7 | -2.33% Mar 4, 2022 - Mar 17, 2022 | -11.87% Mar 19, 2012 - Sep 13, 2012 |
| #8 | -2.17% Jun 26, 2026 - Jul 16, 2026 | -9.50% Feb 25, 2026 - Apr 15, 2026 |
| #9 | -2.14% Apr 6, 2022 - Apr 20, 2022 | -8.97% Dec 16, 2013 - May 27, 2014 |
| #10 | -2.01% Feb 25, 2022 - Mar 3, 2022 | -8.55% Jul 16, 2024 - Aug 30, 2024 |
| #11 | -1.70% Mar 29, 2022 - Apr 1, 2022 | -8.37% May 21, 2013 - Aug 8, 2013 |
| #12 | -1.49% Mar 18, 2022 - Mar 25, 2022 | -7.49% Sep 2, 2020 - Nov 9, 2020 |
| #13 | -1.03% Jul 17, 2026 - Jul 24, 2026 | -6.08% Sep 17, 2012 - Dec 18, 2012 |
| #14 | -1.00% Apr 1, 2022 - Apr 6, 2022 | -5.52% Sep 3, 2021 - Oct 25, 2021 |
| #15 | N/A | -5.28% Nov 8, 2021 - Jan 4, 2022 |
Correlation
Correlation between DFAR and SPGM is 0.81 which considered as a strong positive correlation - the stocks tend to move together.
0.81
-101
Dividend Comparison (2012 - 2026)
DFAR vs SPGM dividend yield comparison.
| Year | DFAR | SPGM |
|---|---|---|
| 2026 | 0.69% | 0.76% |
| 2025 | 2.97% | 1.89% |
| 2024 | 2.89% | 1.98% |
| 2023 | 3.06% | 2.09% |
| 2022 | 1.69% | 2.37% |
| 2021 | 0.00% | 1.94% |
| 2020 | 0.00% | 1.45% |
| 2019 | 0.00% | 2.46% |
| 2018 | 0.00% | 1.89% |
| 2017 | 0.00% | 2.29% |
| 2016 | 0.00% | 1.87% |
| 2015 | 0.00% | 3.70% |
| 2014 | 0.00% | 2.18% |
| 2013 | 0.00% | 1.75% |
| 2012 | 0.00% | 2.26% |
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