DFGR vs ARTY
Comparison between DIMENSIONAL GLOBAL REAL ESTATE ETF (DFGR, ETF) and ISHARES FUTURE AI & TECH ETF (ARTY, ETF).
DFGR vs ARTY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
DFGR
$3.60B
Winner
ARTY
$3.70B
Expense Ratio
Winner
DFGR
0.22%
ARTY
0.47%
Max Drawdown
Winner
DFGR
22.52%
ARTY
55.76%
Sharpe Ratio
DFGR
0.82
Winner
ARTY
2.02
5Y Beta
Winner
DFGR
0.46
ARTY
1.62
P/E Ratio
Winner
DFGR
40.58
ARTY
59.77
Forward P/E
DFGR
38.67
Winner
ARTY
26.04
PEG Ratio
DFGR
N/A
ARTY
0.28
5Y Dividends CAGR
DFGR
N/A
ARTY
8.09%
5Y EPS CAGR
DFGR
6.57%
ARTY
N/A
Debt to Equity
Winner
DFGR
46.01%
ARTY
69.77%
P/S Ratio
DFGR
7.90
Winner
ARTY
6.49
P/B Ratio
Winner
DFGR
2.76
ARTY
10.69
DFGR vs ARTY - Holdings Comparison
DFGR and ARTY have 1 common holdings. Overlap is -0.09%
DFGR's top 25 holdings weight is 55.61%. ARTY's top 25 holdings weight is 81.13%.
| Rank | DFGR | ARTY |
|---|---|---|
| #1 | WELLTOWER INC (WELL) - 7.15% | MICRON TECHNOLOGY INC (MU) - 7.51% |
| #2 | PROLOGIS INC (PLD) - 6.80% | ADVANCED MICRO DEVICES INC (AMD) - 7.10% |
| #3 | EQUINIX INC (EQIX) - 5.48% | MARVELL TECHNOLOGY INC (MRVL) - 6.67% |
| #4 | AMERICAN TOWER CORP (AMT) - 4.49% | COREWEAVE INC ORDINARY SHARES CLASS A (CRWV) - 4.72% |
| #5 | SIMON PROPERTY GROUP INC (SPG) - 3.44% | ORACLE CORP (ORCL) - 4.61% |
| #6 | DIGITAL REALTY TRUST INC (DLR) - 3.40% | SK HYNIX INC (n/a) - 4.54% |
| #7 | REALTY INCOME CORP (O) - 2.90% | BROADCOM INC (AVGO) - 3.80% |
| #8 | GOODMAN GROUP (n/a) - 2.46% | n/a (n/a) - 3.77% |
| #9 | PUBLIC STORAGE (PSA) - 2.45% | SUPER MICRO COMPUTER INC (SMCI) - 3.62% |
| #10 | CROWN CASTLE INC (CCI) - 2.03% | NVIDIA CORP (NVDA) - 3.59% |
| #11 | VENTAS INC (VTR) - 2.01% | NAVER CORP (n/a) - 3.47% |
| #12 | IRON MOUNTAIN INC (IRM) - 1.98% | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 2.98% |
| #13 | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 1.55% | GLOBAL UNICHIP CORP (n/a) - 2.91% |
| #14 | EXTRA SPACE STORAGE INC (EXR) - 1.55% | WESTERN DIGITAL CORP (WDC) - 2.58% |
| #15 | AVALONBAY COMMUNITIES INC (AVB) - 1.33% | ALCHIP TECHNOLOGIES LTD (n/a) - 2.45% |
| #16 | EQUITY RESIDENTIAL (EQR) - 1.23% | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 2.04% |
| #17 | SBA COMMUNICATIONS CORP CLASS A (SBAC) - 1.08% | ARISTA NETWORKS INC (ANET) - 2.00% |
| #18 | ESSEX PROPERTY TRUST INC (ESS) - 0.93% | MICROSOFT CORP (MSFT) - 1.88% |
| #19 | INVITATION HOMES INC (INVH) - 0.85% | SCHNEIDER ELECTRIC SE (n/a) - 1.82% |
| #20 | W.P. CAREY INC (WPC) - 0.85% | n/a (PLTR) - 1.66% |
| #21 | NIPPON BUILDING FUND INC (n/a) - 0.33% | ADVANTEST CORP (n/a) - 1.60% |
| #22 | TRITAX BIG BOX ORD (n/a) - 0.33% | ASE TECHNOLOGY HOLDING CO LTD (n/a) - 1.50% |
| #23 | ESSENTIAL PROPERTIES REALTY TRUST INC (EPRT) - 0.33% | ASTERA LABS INC (ALAB) - 1.47% |
| #24 | REXFORD INDUSTRIAL REALTY INC (REXR) - 0.33% | ACCENTURE PLC CLASS A (ACN) - 1.44% |
| #25 | CHARTER HALL GROUP (n/a) - 0.33% | BLOOM ENERGY CORP CLASS A (BE) - 1.40% |
| Total Holdings | 398 | 73 |
DFGR vs ARTY - Historical Returns
Returns include dividend reinvestment.
1M
DFGR
+1.94%
Winner
ARTY
+9.49%
3M
DFGR
+7.72%
Winner
ARTY
+51.76%
6M
DFGR
+12.94%
Winner
ARTY
+53.12%
1Y
DFGR
+13.13%
Winner
ARTY
+89.67%
5Y(CAGR)
DFGR
N/A
ARTY
+11.98%
Max(CAGR)
DFGR
+8.46%
Winner
ARTY
+16.19%
DFGR vs ARTY - Annual Returns (2018 - 2026)
Returns include dividend reinvestment.
| Year | DFGR | ARTY |
|---|---|---|
| 2026 | +11.79% | +47.66% |
| 2025 | +8.30% | +29.45% |
| 2024 | +1.46% | +10.75% |
| 2023 | +9.39% | +35.02% |
| 2022 | -1.24% | -38.41% |
| 2021 | N/A | +6.59% |
| 2020 | N/A | +45.71% |
| 2019 | N/A | +33.74% |
| 2018 | N/A | -14.31% |
DFGR vs ARTY Drawdown Comparison
The maximum drawdown for DFGR was -21.27%, occurring on Oct 25, 2023. Recovery took 363 trading sessions.
The maximum drawdown for ARTY was -54.49%, occurring on Oct 14, 2022. Recovery took 1167 trading sessions.
The current ARTY drawdown is -9.26%.
| Rank | DFGR | ARTY |
|---|---|---|
| #1 | -21.27% Feb 2, 2023 - Jul 16, 2024 | -54.49% Feb 16, 2021 - Oct 8, 2025 |
| #2 | -17.56% Sep 16, 2024 - Feb 6, 2026 | -32.23% Feb 12, 2020 - Jun 5, 2020 |
| #3 | -9.15% Feb 17, 2026 - Apr 17, 2026 | -24.26% Sep 26, 2018 - Apr 3, 2019 |
| #4 | -5.27% Dec 13, 2022 - Jan 11, 2023 | -18.81% Jan 28, 2026 - Apr 14, 2026 |
| #5 | -3.02% May 6, 2026 - Jun 11, 2026 | -15.07% Jun 2, 2026 - Jun 10, 2026 |
| #6 | -2.80% Aug 2, 2024 - Aug 9, 2024 | -14.10% Oct 29, 2025 - Jan 16, 2026 |
| #7 | -2.59% Jul 17, 2024 - Jul 30, 2024 | -13.00% Apr 23, 2019 - Nov 5, 2019 |
| #8 | -2.21% Apr 20, 2026 - May 6, 2026 | -8.95% Sep 2, 2020 - Nov 4, 2020 |
| #9 | -1.65% Jan 12, 2023 - Jan 24, 2023 | -7.96% May 11, 2026 - May 26, 2026 |
| #10 | -0.94% Jan 27, 2023 - Jan 31, 2023 | -6.09% Jan 17, 2020 - Feb 12, 2020 |
| #11 | -0.60% Aug 9, 2024 - Aug 13, 2024 | -5.05% Jun 8, 2020 - Jun 17, 2020 |
| #12 | -0.53% Aug 27, 2024 - Aug 30, 2024 | -4.78% Oct 9, 2025 - Oct 27, 2025 |
| #13 | -0.21% Aug 30, 2024 - Sep 4, 2024 | -4.58% Jul 25, 2018 - Aug 24, 2018 |
| #14 | -0.11% Aug 14, 2024 - Aug 19, 2024 | -3.62% Apr 24, 2026 - May 1, 2026 |
| #15 | -0.11% Aug 19, 2024 - Aug 21, 2024 | -3.51% Jan 26, 2021 - Feb 2, 2021 |
Correlation
Correlation between DFGR and ARTY is 0.80 which considered as a strong positive correlation - the stocks tend to move together.
0.80
-101
Dividend Comparison (2018 - 2026)
DFGR vs ARTY dividend yield comparison.
| Year | DFGR | ARTY |
|---|---|---|
| 2026 | 0.34% | 0.00% |
| 2025 | 4.05% | 0.00% |
| 2024 | 3.73% | 0.50% |
| 2023 | 2.77% | 0.88% |
| 2022 | 0.59% | 0.75% |
| 2021 | 0.00% | 2.41% |
| 2020 | 0.00% | 0.53% |
| 2019 | 0.00% | 0.69% |
| 2018 | 0.00% | 0.34% |
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