REET vs DISV
Comparison between ISHARES GLOBAL REIT ETF (REET, ETF) and DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF (DISV, ETF).
REET vs DISV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
REET
$4.40B
DISV
$4.40B
Expense Ratio
Winner
REET
0.14%
DISV
0.42%
Max Drawdown
REET
44.61%
Winner
DISV
27.32%
Sharpe Ratio
REET
1.00
Winner
DISV
2.32
5Y Beta
Winner
REET
0.53
DISV
0.67
P/E Ratio
REET
33.80
DISV
N/A
Forward P/E
REET
40.83
DISV
N/A
5Y Dividends CAGR
REET
10.55%
DISV
N/A
5Y EPS CAGR
REET
10.59%
DISV
N/A
Debt to Equity
REET
46.93%
DISV
N/A
P/S Ratio
REET
8.40
DISV
N/A
P/B Ratio
REET
2.57
DISV
N/A
REET vs DISV - Holdings Comparison
REET and DISV have 1 common holdings. Overlap is 0.00%
REET's top 25 holdings weight is 54.45%. DISV's top 25 holdings weight is 15.38%.
| Rank | REET | DISV |
|---|---|---|
| #1 | WELLTOWER INC (WELL) - 8.14% | E-MINI S&P 500 FUTURE JUNE 26 (n/a) - 2.17% |
| #2 | PROLOGIS INC (PLD) - 7.32% | HUDBAY MINERALS INC (n/a) - 0.83% |
| #3 | EQUINIX INC (EQIX) - 6.01% | SWISS PRIME SITE AG (n/a) - 0.83% |
| #4 | DIGITAL REALTY TRUST INC (DLR) - 3.81% | CARREFOUR (n/a) - 0.78% |
| #5 | SIMON PROPERTY GROUP INC (SPG) - 3.68% | LION FINANCE GROUP PLC (n/a) - 0.67% |
| #6 | REALTY INCOME CORP (O) - 3.24% | MITSUBISHI MATERIALS CORP (n/a) - 0.67% |
| #7 | PUBLIC STORAGE (PSA) - 2.72% | ELDORADO GOLD CORP (n/a) - 0.66% |
| #8 | GOODMAN GROUP (n/a) - 2.37% | CENTERRA GOLD INC (n/a) - 0.63% |
| #9 | VENTAS INC (VTR) - 2.24% | WHITECAP RESOURCES INC (WCPRF) - 0.61% |
| #10 | IRON MOUNTAIN INC (IRM) - 1.87% | THE SWATCH GROUP AG BEARER SHARES (n/a) - 0.61% |
| #11 | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 1.71% | EVONIK INDUSTRIES AG (n/a) - 0.59% |
| #12 | EXTRA SPACE STORAGE INC (EXR) - 1.66% | AURUBIS AG (n/a) - 0.56% |
| #13 | AVALONBAY COMMUNITIES INC (AVB) - 1.40% | SYENSQO SA (n/a) - 0.56% |
| #14 | EQUITY RESIDENTIAL (EQR) - 1.33% | B2GOLD CORP (n/a) - 0.52% |
| #15 | INVITATION HOMES INC (INVH) - 0.94% | RENAULT SA (n/a) - 0.51% |
| #16 | ESSEX PROPERTY TRUST INC (ESS) - 0.92% | TELECOM ITALIA SPA (n/a) - 0.51% |
| #17 | KIMCO REALTY CORP (KIM) - 0.90% | AL SYDBANK A/S (n/a) - 0.50% |
| #18 | W.P. CAREY INC (WPC) - 0.88% | FORTUNA MINING CORP (n/a) - 0.49% |
| #19 | SUN COMMUNITIES INC (SUI) - 0.88% | PERSIMMON PLC (n/a) - 0.49% |
| #20 | n/a (n/a) - 0.83% | ALSTOM SA (n/a) - 0.49% |
| #21 | LAND SECURITIES GROUP PLC (n/a) - 0.34% | TELECOM ITALIA SPA AZ.DI RISP. NON CONV. (n/a) - 0.35% |
| #22 | LONDONMETRIC PROPERTY PLC (n/a) - 0.33% | MANDATUM PLC (n/a) - 0.34% |
| #23 | KITE REALTY GROUP TRUST (KRG) - 0.32% | GS YUASA CORP (n/a) - 0.34% |
| #24 | MACERICH CO (MAC) - 0.31% | ARC RESOURCES LTD (n/a) - 0.34% |
| #25 | BRITISH LAND CO PLC (n/a) - 0.30% | BANK OF QUEENSLAND LTD (n/a) - 0.33% |
| Total Holdings | 315 | 1466 |
REET vs DISV - Historical Returns
Returns include dividend reinvestment.
1M
Winner
REET
+4.38%
DISV
+2.61%
3M
Winner
REET
+4.34%
DISV
-0.08%
6M
REET
+9.57%
Winner
DISV
+20.55%
1Y
REET
+16.97%
Winner
DISV
+42.96%
5Y(CAGR)
REET
+3.33%
Winner
DISV
+16.53%
10Y(CAGR)
REET
+4.02%
DISV
N/A
Max(CAGR)
REET
+4.66%
Winner
DISV
+16.53%
REET vs DISV - Annual Returns (2014 - 2026)
Returns include dividend reinvestment.
| Year | REET | DISV |
|---|---|---|
| 2026 | +10.09% | +10.64% |
| 2025 | +8.74% | +47.29% |
| 2024 | +2.06% | +6.83% |
| 2023 | +10.56% | +18.48% |
| 2022 | -23.62% | -9.71% |
| 2021 | +36.24% | N/A |
| 2020 | -9.57% | N/A |
| 2019 | +25.90% | N/A |
| 2018 | -5.11% | N/A |
| 2017 | +7.49% | N/A |
| 2016 | +7.10% | N/A |
| 2015 | +0.19% | N/A |
| 2014 | +5.22% | N/A |
REET vs DISV Drawdown Comparison
The maximum drawdown for REET was -44.59%, occurring on Mar 23, 2020. Recovery took 325 trading sessions.
The maximum drawdown for DISV was -26.77%, occurring on Sep 27, 2022. Recovery took 322 trading sessions.
The current REET drawdown is -0.62%. The current DISV drawdown is -1.81%.
| Rank | REET | DISV |
|---|---|---|
| #1 | -44.59% Feb 14, 2020 - Jun 1, 2021 | -26.77% Mar 29, 2022 - Jul 12, 2023 |
| #2 | -32.06% Dec 31, 2021 - Feb 13, 2026 | -14.15% Mar 19, 2025 - Apr 28, 2025 |
| #3 | -15.78% Jan 26, 2015 - Apr 19, 2016 | -12.69% Feb 27, 2026 - Mar 20, 2026 |
| #4 | -14.35% Jul 29, 2016 - Aug 3, 2018 | -10.16% Jul 31, 2023 - Dec 13, 2023 |
| #5 | -10.88% Aug 29, 2018 - Jan 29, 2019 | -10.06% Sep 26, 2024 - Mar 5, 2025 |
| #6 | -9.05% Feb 26, 2026 - Apr 17, 2026 | -7.98% Jul 31, 2024 - Aug 21, 2024 |
| #7 | -7.38% Sep 3, 2021 - Nov 3, 2021 | -5.00% Aug 23, 2024 - Sep 19, 2024 |
| #8 | -7.32% Sep 5, 2014 - Nov 3, 2014 | -4.97% Jun 3, 2024 - Jul 12, 2024 |
| #9 | -5.26% May 10, 2016 - Jun 23, 2016 | -4.75% Oct 27, 2025 - Nov 26, 2025 |
| #10 | -5.13% Oct 24, 2019 - Jan 21, 2020 | -4.51% Apr 9, 2024 - May 6, 2024 |
| #11 | -5.13% Nov 24, 2021 - Dec 8, 2021 | -4.41% Dec 27, 2023 - Mar 1, 2024 |
| #12 | -4.06% Jun 14, 2021 - Jul 12, 2021 | -3.89% Jul 23, 2025 - Aug 12, 2025 |
| #13 | -4.00% Jul 10, 2019 - Sep 3, 2019 | -2.91% Oct 3, 2025 - Oct 24, 2025 |
| #14 | -3.61% Jun 23, 2016 - Jun 29, 2016 | -2.61% Jul 16, 2024 - Jul 31, 2024 |
| #15 | -3.47% Jul 23, 2014 - Aug 18, 2014 | -2.43% Mar 7, 2025 - Mar 17, 2025 |
Correlation
Correlation between REET and DISV is 0.81 which considered as a strong positive correlation - the stocks tend to move together.
0.81
-101
Dividend Comparison (2014 - 2026)
REET vs DISV dividend yield comparison.
| Year | REET | DISV |
|---|---|---|
| 2026 | 0.47% | 0.04% |
| 2025 | 3.67% | 2.69% |
| 2024 | 3.64% | 2.77% |
| 2023 | 3.27% | 2.73% |
| 2022 | 2.43% | 1.23% |
| 2021 | 3.18% | 0.00% |
| 2020 | 2.65% | 0.00% |
| 2019 | 5.25% | 0.00% |
| 2018 | 5.73% | 0.00% |
| 2017 | 3.84% | 0.00% |
| 2016 | 5.37% | 0.00% |
| 2015 | 3.56% | 0.00% |
| 2014 | 1.71% | 0.00% |
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