SPGM vs DFAR
Comparison between STATE STREET(R) SPDR(R) PORTFOLIO MSCI GLOBAL STOCK MARKET ETF (SPGM, ETF) and DIMENSIONAL US REAL ESTATE ETF (DFAR, ETF).
SPGM vs DFAR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SPGM
$1.70B
DFAR
$1.70B
Expense Ratio
Winner
SPGM
0.09%
DFAR
0.19%
Max Drawdown
Winner
SPGM
33.97%
DFAR
34.66%
Sharpe Ratio
Winner
SPGM
1.66
DFAR
0.68
5Y Beta
SPGM
0.91
Winner
DFAR
0.47
P/E Ratio
Winner
SPGM
27.05
DFAR
35.58
Forward P/E
Winner
SPGM
20.29
DFAR
34.32
5Y Dividends CAGR
SPGM
13.19%
DFAR
N/A
5Y EPS CAGR
Winner
SPGM
23.07%
DFAR
8.48%
Debt to Equity
SPGM
N/A
DFAR
36.83%
P/S Ratio
Winner
SPGM
0.31
DFAR
7.47
P/B Ratio
SPGM
4.78
Winner
DFAR
2.65
SPGM vs DFAR - Holdings Comparison
SPGM and DFAR have 20 common holdings. Overlap is 1.14%
SPGM's top 25 holdings weight is 29.28%. DFAR's top 25 holdings weight is 71.12%.
| Rank | SPGM | DFAR |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 4.15% | WELLTOWER INC (WELL) - 6.85% |
| #2 | APPLE INC (AAPL) - 3.64% | PROLOGIS INC (PLD) - 6.83% |
| #3 | MICROSOFT CORP (MSFT) - 2.61% | EQUINIX INC (EQIX) - 5.43% |
| #4 | AMAZON.COM INC (AMZN) - 1.85% | SIMON PROPERTY GROUP INC (SPG) - 4.64% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 1.53% | AMERICAN TOWER CORP (AMT) - 4.52% |
| #6 | ALPHABET INC CLASS C (GOOG) - 1.52% | DIGITAL REALTY TRUST INC (DLR) - 4.39% |
| #7 | BROADCOM INC (AVGO) - 1.40% | REALTY INCOME CORP (O) - 4.38% |
| #8 | n/a (TSM) - 1.38% | PUBLIC STORAGE (PSA) - 3.72% |
| #9 | META PLATFORMS INC CLASS A (META) - 1.29% | CROWN CASTLE INC (CCI) - 3.09% |
| #10 | TESLA INC (TSLA) - 1.06% | VENTAS INC (VTR) - 3.06% |
| #11 | JPMORGAN CHASE & CO (JPM) - 0.90% | IRON MOUNTAIN INC (IRM) - 3.02% |
| #12 | EXXON MOBIL CORP (XOM) - 0.80% | EXTRA SPACE STORAGE INC (EXR) - 2.36% |
| #13 | ELI LILLY AND CO (LLY) - 0.70% | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 2.32% |
| #14 | SAMSUNG ELECTRONICS CO LTD DR (SSNHZ) - 0.66% | AVALONBAY COMMUNITIES INC (AVB) - 2.01% |
| #15 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.63% | EQUITY RESIDENTIAL (EQR) - 1.86% |
| #16 | VISA INC CLASS A (V) - 0.58% | SBA COMMUNICATIONS CORP CLASS A (SBAC) - 1.62% |
| #17 | ASML HOLDING NV (n/a) - 0.56% | ESSEX PROPERTY TRUST INC (ESS) - 1.41% |
| #18 | CHEVRON CORP (CVX) - 0.53% | W.P. CAREY INC (WPC) - 1.30% |
| #19 | COSTCO WHOLESALE CORP (COST) - 0.52% | HOST HOTELS & RESORTS INC (HST) - 1.29% |
| #20 | WALMART INC (WMT) - 0.51% | INVITATION HOMES INC (INVH) - 1.27% |
| #21 | JOHNSON & JOHNSON (JNJ) - 0.51% | KIMCO REALTY CORP (KIM) - 1.26% |
| #22 | CHUBB LTD (CB) - 0.50% | MID-AMERICA APARTMENT COMMUNITIES INC (MAA) - 1.19% |
| #23 | TENCENT HOLDINGS LTD (n/a) - 0.50% | SUN COMMUNITIES INC (SUI) - 1.18% |
| #24 | NESTLE SA (n/a) - 0.50% | HEALTHPEAK PROPERTIES INC (DOC) - 1.07% |
| #25 | CATERPILLAR INC (CAT) - 0.45% | OMEGA HEALTHCARE INVESTORS INC (OHI) - 1.05% |
| Total Holdings | 2333 | 127 |
SPGM vs DFAR - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SPGM
+1.97%
DFAR
+0.70%
3M
Winner
SPGM
+10.85%
DFAR
+4.89%
6M
Winner
SPGM
+13.88%
DFAR
+12.75%
1Y
Winner
SPGM
+30.22%
DFAR
+12.89%
5Y(CAGR)
Winner
SPGM
+11.47%
DFAR
+3.23%
10Y(CAGR)
SPGM
+13.06%
DFAR
N/A
Max(CAGR)
Winner
SPGM
+11.34%
DFAR
+3.23%
SPGM vs DFAR - Annual Returns (2012 - 2026)
Returns include dividend reinvestment.
| Year | SPGM | DFAR |
|---|---|---|
| 2026 | +11.01% | +12.80% |
| 2025 | +23.70% | +2.24% |
| 2024 | +17.65% | +4.24% |
| 2023 | +21.33% | +11.20% |
| 2022 | -17.95% | -14.29% |
| 2021 | +20.77% | N/A |
| 2020 | +14.24% | N/A |
| 2019 | +26.23% | N/A |
| 2018 | -10.47% | N/A |
| 2017 | +22.11% | N/A |
| 2016 | +10.39% | N/A |
| 2015 | -2.10% | N/A |
| 2014 | +11.58% | N/A |
| 2013 | +20.65% | N/A |
| 2012 | +1.33% | N/A |
SPGM vs DFAR Drawdown Comparison
The maximum drawdown for SPGM was -33.97%, occurring on Mar 23, 2020. Recovery took 134 trading sessions.
The maximum drawdown for DFAR was -32.25%, occurring on Oct 25, 2023. Recovery took 1000 trading sessions.
The current SPGM drawdown is -1.74%. The current DFAR drawdown is -3.11%.
| Rank | SPGM | DFAR |
|---|---|---|
| #1 | -33.97% Feb 12, 2020 - Aug 24, 2020 | -32.25% Apr 20, 2022 - Apr 16, 2026 |
| #2 | -25.92% Jan 4, 2022 - Jan 25, 2024 | -3.24% May 26, 2026 - Jun 9, 2026 |
| #3 | -21.99% Jun 18, 2015 - Jan 24, 2017 | -3.11% Jun 12, 2026 - Jun 17, 2026 |
| #4 | -19.40% Jan 26, 2018 - Oct 24, 2019 | -2.71% Apr 20, 2026 - May 6, 2026 |
| #5 | -16.90% Feb 18, 2025 - Jun 2, 2025 | -2.69% May 6, 2026 - May 20, 2026 |
| #6 | -13.83% Jul 10, 2014 - Dec 3, 2014 | -2.33% Mar 4, 2022 - Mar 17, 2022 |
| #7 | -11.87% Mar 19, 2012 - Sep 13, 2012 | -2.14% Apr 6, 2022 - Apr 20, 2022 |
| #8 | -9.50% Feb 25, 2026 - Apr 15, 2026 | -2.01% Feb 25, 2022 - Mar 3, 2022 |
| #9 | -8.97% Dec 16, 2013 - May 27, 2014 | -1.70% Mar 29, 2022 - Apr 1, 2022 |
| #10 | -8.55% Jul 16, 2024 - Aug 30, 2024 | -1.49% Mar 18, 2022 - Mar 25, 2022 |
| #11 | -8.37% May 21, 2013 - Aug 8, 2013 | -1.00% Apr 1, 2022 - Apr 6, 2022 |
| #12 | -7.49% Sep 2, 2020 - Nov 9, 2020 | N/A |
| #13 | -6.08% Sep 17, 2012 - Dec 18, 2012 | N/A |
| #14 | -5.52% Sep 3, 2021 - Oct 25, 2021 | N/A |
| #15 | -5.28% Nov 8, 2021 - Jan 4, 2022 | N/A |
Correlation
Correlation between SPGM and DFAR is 0.77 which considered as a strong positive correlation - the stocks tend to move together.
0.77
-101
Dividend Comparison (2012 - 2026)
SPGM vs DFAR dividend yield comparison.
| Year | SPGM | DFAR |
|---|---|---|
| 2026 | 0.78% | 0.17% |
| 2025 | 1.89% | 2.97% |
| 2024 | 1.98% | 2.89% |
| 2023 | 2.09% | 3.06% |
| 2022 | 2.37% | 1.69% |
| 2021 | 1.94% | 0.00% |
| 2020 | 1.45% | 0.00% |
| 2019 | 2.46% | 0.00% |
| 2018 | 1.89% | 0.00% |
| 2017 | 2.29% | 0.00% |
| 2016 | 1.87% | 0.00% |
| 2015 | 3.70% | 0.00% |
| 2014 | 2.18% | 0.00% |
| 2013 | 1.75% | 0.00% |
| 2012 | 2.26% | 0.00% |
Select Stocks to Compare
Popular: SPGM vs SPYDFAR vs SPY
More Comparisons
Compare with similar stocks