FRDM vs DFGR
Comparison between FREEDOM 100 EMERGING MARKETS ETF (FRDM, ETF) and DIMENSIONAL GLOBAL REAL ESTATE ETF (DFGR, ETF).
FRDM vs DFGR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
FRDM
$3.50B
Winner
DFGR
$3.60B
Expense Ratio
FRDM
0.49%
Winner
DFGR
0.22%
Max Drawdown
FRDM
40.49%
Winner
DFGR
22.52%
Sharpe Ratio
Winner
FRDM
2.29
DFGR
0.82
5Y Beta
FRDM
1.01
Winner
DFGR
0.46
P/E Ratio
FRDM
N/A
DFGR
40.58
Forward P/E
FRDM
N/A
DFGR
38.67
5Y Dividends CAGR
FRDM
25.82%
DFGR
N/A
5Y EPS CAGR
FRDM
N/A
DFGR
6.57%
Debt to Equity
FRDM
N/A
DFGR
46.01%
P/S Ratio
FRDM
N/A
DFGR
7.90
P/B Ratio
FRDM
N/A
DFGR
2.76
FRDM vs DFGR - Holdings Comparison
FRDM and DFGR have 1 common holdings. Overlap is -0.62%
FRDM's top 25 holdings weight is 73.63%. DFGR's top 25 holdings weight is 55.61%.
| Rank | FRDM | DFGR |
|---|---|---|
| #1 | SAMSUNG ELECTRONICS CO LTD (n/a) - 13.98% | WELLTOWER INC (WELL) - 7.15% |
| #2 | SK HYNIX INC (n/a) - 10.88% | PROLOGIS INC (PLD) - 6.80% |
| #3 | n/a (TSM) - 7.83% | EQUINIX INC (EQIX) - 5.48% |
| #4 | MEDIATEK INC (n/a) - 5.78% | AMERICAN TOWER CORP (AMT) - 4.49% |
| #5 | DELTA ELECTRONICS INC (n/a) - 3.71% | SIMON PROPERTY GROUP INC (SPG) - 3.44% |
| #6 | LATAM AIRLINES GROUP SA (n/a) - 3.23% | DIGITAL REALTY TRUST INC (DLR) - 3.40% |
| #7 | HON HAI PRECISION INDUSTRY CO LTD (n/a) - 2.98% | REALTY INCOME CORP (O) - 2.90% |
| #8 | VALE SA (n/a) - 2.92% | GOODMAN GROUP (n/a) - 2.46% |
| #9 | BANK POLSKA KASA OPIEKI SA (n/a) - 2.79% | PUBLIC STORAGE (PSA) - 2.45% |
| #10 | BANCO DE CHILE (n/a) - 2.44% | CROWN CASTLE INC (CCI) - 2.03% |
| #11 | FALABELLA SA (n/a) - 2.13% | VENTAS INC (VTR) - 2.01% |
| #12 | MALAYAN BANKING BHD (n/a) - 1.65% | IRON MOUNTAIN INC (IRM) - 1.98% |
| #13 | LPP SA (n/a) - 1.61% | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 1.55% |
| #14 | BANCO DE CREDITO E INVERSIONES SA (n/a) - 1.38% | EXTRA SPACE STORAGE INC (EXR) - 1.55% |
| #15 | ASE TECHNOLOGY HOLDING CO LTD (n/a) - 1.30% | AVALONBAY COMMUNITIES INC (AVB) - 1.33% |
| #16 | UNITED MICROELECTRONICS CORP ADR (UMC) - 1.16% | EQUITY RESIDENTIAL (EQR) - 1.23% |
| #17 | SK SQUARE (n/a) - 1.00% | SBA COMMUNICATIONS CORP CLASS A (SBAC) - 1.08% |
| #18 | FUBON FINANCIAL HOLDINGS CO LTD (n/a) - 1.00% | ESSEX PROPERTY TRUST INC (ESS) - 0.93% |
| #19 | PLAZA SA SHS (n/a) - 0.91% | INVITATION HOMES INC (INVH) - 0.85% |
| #20 | QUANTA COMPUTER INC (n/a) - 0.89% | W.P. CAREY INC (WPC) - 0.85% |
| #21 | CENCOSUD SA (n/a) - 0.87% | NIPPON BUILDING FUND INC (n/a) - 0.33% |
| #22 | CTBC FINANCIAL HOLDING CO LTD (n/a) - 0.86% | TRITAX BIG BOX ORD (n/a) - 0.33% |
| #23 | DINO POLSKA SA (n/a) - 0.81% | ESSENTIAL PROPERTIES REALTY TRUST INC (EPRT) - 0.33% |
| #24 | PUBLIC BANK BHD (n/a) - 0.79% | REXFORD INDUSTRIAL REALTY INC (REXR) - 0.33% |
| #25 | HYUNDAI MOTOR CO (n/a) - 0.73% | CHARTER HALL GROUP (n/a) - 0.33% |
| Total Holdings | 134 | 398 |
FRDM vs DFGR - Historical Returns
Returns include dividend reinvestment.
1M
Winner
FRDM
+7.39%
DFGR
+1.94%
3M
Winner
FRDM
+31.14%
DFGR
+7.72%
6M
Winner
FRDM
+46.37%
DFGR
+12.94%
1Y
Winner
FRDM
+84.22%
DFGR
+13.13%
5Y(CAGR)
FRDM
+18.67%
DFGR
N/A
Max(CAGR)
Winner
FRDM
+18.76%
DFGR
+8.46%
FRDM vs DFGR - Annual Returns (2019 - 2026)
Returns include dividend reinvestment.
| Year | FRDM | DFGR |
|---|---|---|
| 2026 | +36.57% | +11.79% |
| 2025 | +60.85% | +8.30% |
| 2024 | +3.76% | +1.46% |
| 2023 | +24.18% | +9.39% |
| 2022 | -15.18% | -1.24% |
| 2021 | +4.26% | N/A |
| 2020 | +15.00% | N/A |
| 2019 | +12.33% | N/A |
FRDM vs DFGR Drawdown Comparison
The maximum drawdown for FRDM was -40.49%, occurring on Mar 23, 2020. Recovery took 211 trading sessions.
The maximum drawdown for DFGR was -21.27%, occurring on Oct 25, 2023. Recovery took 363 trading sessions.
The current FRDM drawdown is -4.36%.
| Rank | FRDM | DFGR |
|---|---|---|
| #1 | -40.49% Jan 13, 2020 - Nov 11, 2020 | -21.27% Feb 2, 2023 - Jul 16, 2024 |
| #2 | -29.25% Jan 12, 2022 - Dec 27, 2023 | -17.56% Sep 16, 2024 - Feb 6, 2026 |
| #3 | -16.86% Feb 25, 2026 - Apr 17, 2026 | -9.15% Feb 17, 2026 - Apr 17, 2026 |
| #4 | -15.43% Sep 26, 2024 - May 2, 2025 | -5.27% Dec 13, 2022 - Jan 11, 2023 |
| #5 | -13.73% Jul 12, 2024 - Sep 26, 2024 | -3.02% May 6, 2026 - Jun 11, 2026 |
| #6 | -10.78% Jun 2, 2026 - Jun 5, 2026 | -2.80% Aug 2, 2024 - Aug 9, 2024 |
| #7 | -10.39% Jul 1, 2019 - Nov 4, 2019 | -2.59% Jul 17, 2024 - Jul 30, 2024 |
| #8 | -9.14% Dec 27, 2023 - Mar 7, 2024 | -2.21% Apr 20, 2026 - May 6, 2026 |
| #9 | -8.54% Sep 3, 2021 - Jan 12, 2022 | -1.65% Jan 12, 2023 - Jan 24, 2023 |
| #10 | -7.16% Apr 9, 2024 - May 9, 2024 | -0.94% Jan 27, 2023 - Jan 31, 2023 |
| #11 | -6.75% Feb 16, 2021 - Jun 2, 2021 | -0.60% Aug 9, 2024 - Aug 13, 2024 |
| #12 | -6.39% Nov 7, 2019 - Dec 16, 2019 | -0.53% Aug 27, 2024 - Aug 30, 2024 |
| #13 | -6.26% Nov 3, 2025 - Dec 9, 2025 | -0.21% Aug 30, 2024 - Sep 4, 2024 |
| #14 | -6.14% May 11, 2026 - May 26, 2026 | -0.11% Aug 14, 2024 - Aug 19, 2024 |
| #15 | -5.80% Jan 21, 2021 - Feb 11, 2021 | -0.11% Aug 19, 2024 - Aug 21, 2024 |
Correlation
Correlation between FRDM and DFGR is 0.84 which considered as a strong positive correlation - the stocks tend to move together.
0.84
-101
Dividend Comparison (2019 - 2026)
FRDM vs DFGR dividend yield comparison.
| Year | FRDM | DFGR |
|---|---|---|
| 2026 | 0.32% | 0.34% |
| 2025 | 2.26% | 4.05% |
| 2024 | 2.53% | 3.73% |
| 2023 | 2.66% | 2.77% |
| 2022 | 2.72% | 0.59% |
| 2021 | 2.17% | 0.00% |
| 2020 | 1.11% | 0.00% |
| 2019 | 1.07% | 0.00% |
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