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DFAR vs SPY

Comparison between DIMENSIONAL US REAL ESTATE ETF (DFAR, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

DFAR vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
DFAR
$1.70B
Winner
SPY
$784B
Expense Ratio
DFAR
0.19%
Winner
SPY
0.09%
Max Drawdown
Winner
DFAR
34.66%
SPY
56.47%
Sharpe Ratio
DFAR
0.84
Winner
SPY
1.54
5Y Beta
Winner
DFAR
0.46
SPY
1.00
P/E Ratio
DFAR
34.34
Winner
SPY
27.62
Forward P/E
DFAR
33.59
Winner
SPY
21.11
5Y Dividends CAGR
DFAR
N/A
SPY
6.00%
5Y EPS CAGR
DFAR
8.47%
Winner
SPY
25.30%
Debt to Equity
DFAR
36.83%
Winner
SPY
31.11%
P/S Ratio
DFAR
7.29
Winner
SPY
3.49
P/B Ratio
Winner
DFAR
2.59
SPY
5.30

DFAR vs SPY - Holdings Comparison

DFAR and SPY have 28 common holdings. Overlap is 1.77%

DFAR's top 25 holdings weight is 71.12%. SPY's top 25 holdings weight is 51.24%.

RankDFARSPY
#1
WELLTOWER INC (WELL) - 6.85%
NVIDIA CORP (NVDA) - 7.81%
#2
PROLOGIS INC (PLD) - 6.83%
APPLE INC (AAPL) - 6.81%
#3
EQUINIX INC (EQIX) - 5.43%
MICROSOFT CORP (MSFT) - 4.53%
#4
SIMON PROPERTY GROUP INC (SPG) - 4.64%
AMAZON.COM INC (AMZN) - 3.72%
#5
AMERICAN TOWER CORP (AMT) - 4.52%
ALPHABET INC CLASS A (GOOGL) - 3.39%
#6
DIGITAL REALTY TRUST INC (DLR) - 4.39%
BROADCOM INC (AVGO) - 2.77%
#7
REALTY INCOME CORP (O) - 4.38%
ALPHABET INC CLASS C (GOOG) - 2.72%
#8
PUBLIC STORAGE (PSA) - 3.72%
META PLATFORMS INC CLASS A (META) - 2.03%
#9
CROWN CASTLE INC (CCI) - 3.09%
MICRON TECHNOLOGY INC (MU) - 1.78%
#10
VENTAS INC (VTR) - 3.06%
TESLA INC (TSLA) - 1.76%
#11
IRON MOUNTAIN INC (IRM) - 3.02%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.41%
#12
EXTRA SPACE STORAGE INC (EXR) - 2.36%
JPMORGAN CHASE & CO (JPM) - 1.38%
#13
VICI PROPERTIES INC ORDINARY SHARES (VICI) - 2.32%
ELI LILLY AND CO (LLY) - 1.38%
#14
AVALONBAY COMMUNITIES INC (AVB) - 2.01%
ADVANCED MICRO DEVICES INC (AMD) - 1.28%
#15
EQUITY RESIDENTIAL (EQR) - 1.86%
EXXON MOBIL CORP (XOM) - 0.92%
#16
SBA COMMUNICATIONS CORP CLASS A (SBAC) - 1.62%
JOHNSON & JOHNSON (JNJ) - 0.88%
#17
ESSEX PROPERTY TRUST INC (ESS) - 1.41%
VISA INC CLASS A (V) - 0.87%
#18
W.P. CAREY INC (WPC) - 1.30%
INTEL CORP (INTC) - 0.85%
#19
HOST HOTELS & RESORTS INC (HST) - 1.29%
WALMART INC (WMT) - 0.82%
#20
INVITATION HOMES INC (INVH) - 1.27%
CISCO SYSTEMS INC (CSCO) - 0.73%
#21
KIMCO REALTY CORP (KIM) - 1.26%
LAM RESEARCH CORP (LRCX) - 0.71%
#22
MID-AMERICA APARTMENT COMMUNITIES INC (MAA) - 1.19%
APPLIED MATERIALS INC (AMAT) - 0.70%
#23
SUN COMMUNITIES INC (SUI) - 1.18%
CATERPILLAR INC (CAT) - 0.68%
#24
HEALTHPEAK PROPERTIES INC (DOC) - 1.07%
COSTCO WHOLESALE CORP (COST) - 0.68%
#25
OMEGA HEALTHCARE INVESTORS INC (OHI) - 1.05%
MASTERCARD INC CLASS A (MA) - 0.63%
Total Holdings127505

DFAR vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
DFAR
+1.22%
SPY
-1.37%
3M
Winner
DFAR
+12.30%
SPY
+12.22%
6M
Winner
DFAR
+16.22%
SPY
+7.20%
1Y
DFAR
+13.91%
Winner
SPY
+23.58%
5Y(CAGR)
DFAR
+3.79%
Winner
SPY
+13.19%
10Y(CAGR)
DFAR
N/A
SPY
+15.12%
Max(CAGR)
DFAR
+3.79%
Winner
SPY
+8.44%

DFAR vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearDFARSPY
2026+15.51%+7.95%
2025+2.24%+18.00%
2024+4.24%+25.59%
2023+11.20%+26.72%
2022-14.29%-18.64%
2021N/A+30.52%
2020N/A+17.28%
2019N/A+31.09%
2018N/A-5.24%
2017N/A+20.78%
2016N/A+13.59%
2015N/A+1.31%
2014N/A+14.56%
2013N/A+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

DFAR vs SPY Drawdown Comparison

The maximum drawdown for DFAR was -32.25%, occurring on Oct 25, 2023. Recovery took 1000 trading sessions.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current DFAR drawdown is -0.79%. The current SPY drawdown is -3.18%.

RankDFARSPY
#1-32.25%
Apr 20, 2022 - Apr 16, 2026		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-3.26%
Jun 12, 2026 - Jun 18, 2026		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-3.24%
May 26, 2026 - Jun 9, 2026		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-2.71%
Apr 20, 2026 - May 6, 2026		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-2.69%
May 6, 2026 - May 20, 2026		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-2.33%
Mar 4, 2022 - Mar 17, 2022		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-2.14%
Apr 6, 2022 - Apr 20, 2022		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-2.01%
Feb 25, 2022 - Mar 3, 2022		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-1.70%
Mar 29, 2022 - Apr 1, 2022		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-1.49%
Mar 18, 2022 - Mar 25, 2022		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-1.00%
Apr 1, 2022 - Apr 6, 2022		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12N/A-8.88%
Jan 27, 2026 - Apr 14, 2026
#13N/A-8.41%
Jul 16, 2024 - Sep 19, 2024
#14N/A-7.35%
Sep 14, 2012 - Jan 2, 2013
#15N/A-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between DFAR and SPY is 0.77 which considered as a strong positive correlation - the stocks tend to move together.

0.77
-101

Dividend Comparison (1999 - 2026)

DFAR vs SPY dividend yield comparison.

YearDFARSPY
20260.69%0.50%
20252.97%1.07%
20242.89%1.21%
20233.06%1.40%
20221.69%1.65%
20210.00%1.20%
20200.00%1.52%
20190.00%1.75%
20180.00%2.04%
20170.00%1.80%
20160.00%2.03%
20150.00%2.06%
20140.00%1.87%
20130.00%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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