XOVR vs DFAR
Comparison between ERSHARES PRIVATE-PUBLIC CROSSOVER ETF (XOVR, ETF) and DIMENSIONAL US REAL ESTATE ETF (DFAR, ETF).
XOVR vs DFAR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
XOVR
$1.80B
DFAR
$1.80B
Expense Ratio
XOVR
0.75%
Winner
DFAR
0.19%
Max Drawdown
XOVR
72.78%
Winner
DFAR
34.66%
Sharpe Ratio
XOVR
0.09
Winner
DFAR
0.85
5Y Beta
XOVR
1.26
Winner
DFAR
0.44
P/E Ratio
Winner
XOVR
35.48
DFAR
35.73
Forward P/E
Winner
XOVR
24.86
DFAR
34.71
5Y EPS CAGR
XOVR
N/A
DFAR
10.17%
Debt to Equity
Winner
XOVR
27.15%
DFAR
47.63%
P/S Ratio
XOVR
7.93
Winner
DFAR
7.41
P/B Ratio
XOVR
8.87
Winner
DFAR
2.64
XOVR vs DFAR - Holdings Comparison
XOVR and DFAR have 0 common holdings. Overlap is 0.00%
XOVR's top 25 holdings weight is 79.41%. DFAR's top 25 holdings weight is 70.57%.
| Rank | XOVR | DFAR |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 10.66% | WELLTOWER INC (WELL) - 8.09% |
| #2 | ALPHABET INC CLASS A (GOOGL) - 6.93% | PROLOGIS INC (PLD) - 6.40% |
| #3 | META PLATFORMS INC CLASS A (META) - 4.93% | EQUINIX INC (EQIX) - 5.06% |
| #4 | APPLOVIN CORP ORDINARY SHARES CLASS A (APP) - 3.79% | SIMON PROPERTY GROUP INC (SPG) - 4.77% |
| #5 | REDDIT INC CLASS A SHARES (RDDT) - 3.76% | REALTY INCOME CORP (O) - 4.43% |
| #6 | ROBINHOOD MARKETS INC CLASS A (HOOD) - 3.74% | DIGITAL REALTY TRUST INC (DLR) - 4.30% |
| #7 | FORTINET INC (FTNT) - 3.44% | AMERICAN TOWER CORP (AMT) - 3.93% |
| #8 | DOORDASH INC ORDINARY SHARES CLASS A (DASH) - 3.20% | PUBLIC STORAGE (PSA) - 3.91% |
| #9 | ARISTA NETWORKS INC (ANET) - 3.02% | VENTAS INC (VTR) - 3.34% |
| #10 | VEEVA SYSTEMS INC CLASS A (VEEV) - 2.84% | IRON MOUNTAIN INC (IRM) - 2.79% |
| #11 | AFFIRM HOLDINGS INC ORDINARY SHARES CLASS A (AFRM) - 2.83% | CROWN CASTLE INC (CCI) - 2.55% |
| #12 | ROKU INC CLASS A (ROKU) - 2.81% | EXTRA SPACE STORAGE INC (EXR) - 2.37% |
| #13 | MONOLITHIC POWER SYSTEMS INC (MPWR) - 2.76% | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 2.19% |
| #14 | ASTERA LABS INC (ALAB) - 2.75% | AVALONBAY COMMUNITIES INC (AVB) - 2.04% |
| #15 | GLOBUS MEDICAL INC CLASS A (GMED) - 2.59% | EQUITY RESIDENTIAL (EQR) - 1.82% |
| #16 | NEUROCRINE BIOSCIENCES INC (NBIX) - 2.53% | ESSEX PROPERTY TRUST INC (ESS) - 1.46% |
| #17 | TOAST INC CLASS A (TOST) - 2.41% | SBA COMMUNICATIONS CORP CLASS A (SBAC) - 1.46% |
| #18 | NATERA INC (NTRA) - 2.27% | KIMCO REALTY CORP (KIM) - 1.30% |
| #19 | VIRTU FINANCIAL INC CLASS A (VIRT) - 2.18% | INVITATION HOMES INC (INVH) - 1.29% |
| #20 | KRYSTAL BIOTECH INC (KRYS) - 2.15% | MID-AMERICA APARTMENT COMMUNITIES INC (MAA) - 1.26% |
| #21 | UBIQUITI INC (UI) - 1.92% | HOST HOTELS & RESORTS INC (HST) - 1.21% |
| #22 | MICRON TECHNOLOGY INC (MU) - 1.78% | W.P. CAREY INC (WPC) - 1.20% |
| #23 | RESMED INC (RMD) - 1.47% | HEALTHPEAK PROPERTIES INC (DOC) - 1.16% |
| #24 | TEMPUS AI INC CLASS A COMMON STOCK (TEM) - 1.39% | SUN COMMUNITIES INC (SUI) - 1.15% |
| #25 | EXELIXIS INC (EXEL) - 1.26% | OMEGA HEALTHCARE INVESTORS INC (OHI) - 1.09% |
| Total Holdings | 30 | 125 |
XOVR vs DFAR - Historical Returns
Returns include dividend reinvestment.
1M
Winner
XOVR
+10.36%
DFAR
-2.63%
3M
Winner
XOVR
+4.07%
DFAR
+2.10%
6M
Winner
XOVR
+16.78%
DFAR
+7.18%
1Y
XOVR
+3.23%
Winner
DFAR
+16.15%
5Y(CAGR)
Winner
XOVR
+4.10%
DFAR
+3.96%
10Y(CAGR)
XOVR
+10.30%
DFAR
N/A
Max(CAGR)
Winner
XOVR
+10.30%
DFAR
+3.96%
XOVR vs DFAR - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | XOVR | DFAR |
|---|---|---|
| 2026 | +2.45% | +17.14% |
| 2025 | +10.72% | +2.24% |
| 2024 | +37.69% | +4.24% |
| 2023 | +53.31% | +11.20% |
| 2022 | -40.54% | -14.29% |
| 2021 | -8.04% | N/A |
| 2020 | +47.73% | N/A |
| 2019 | +30.94% | N/A |
| 2018 | -6.28% | N/A |
| 2017 | +1.68% | N/A |
XOVR vs DFAR Drawdown Comparison
The maximum drawdown for XOVR was -56.89%, occurring on Dec 28, 2022. Recovery took 1124 trading sessions.
The maximum drawdown for DFAR was -32.25%, occurring on Oct 25, 2023. Recovery took 1000 trading sessions.
The current XOVR drawdown is -5.76%. The current DFAR drawdown is -2.63%.
| Rank | XOVR | DFAR |
|---|---|---|
| #1 | -56.89% Feb 12, 2021 - Aug 6, 2025 | -32.25% Apr 20, 2022 - Apr 16, 2026 |
| #2 | -29.58% Feb 19, 2020 - Jun 5, 2020 | -5.26% Jul 24, 2026 - Aug 11, 2026 |
| #3 | -28.37% Aug 29, 2018 - Apr 29, 2019 | -3.26% Jun 12, 2026 - Jun 26, 2026 |
| #4 | -24.32% Oct 27, 2025 - Mar 30, 2026 | -3.24% May 26, 2026 - Jun 9, 2026 |
| #5 | -12.49% Apr 29, 2019 - Jul 26, 2019 | -2.71% Apr 20, 2026 - May 6, 2026 |
| #6 | -11.84% Sep 2, 2020 - Oct 9, 2020 | -2.69% May 6, 2026 - May 20, 2026 |
| #7 | -11.72% Oct 13, 2020 - Dec 4, 2020 | -2.33% Mar 4, 2022 - Mar 17, 2022 |
| #8 | -10.56% Jul 26, 2019 - Nov 27, 2019 | -2.17% Jun 26, 2026 - Jul 16, 2026 |
| #9 | -9.45% Mar 12, 2018 - Jun 1, 2018 | -2.14% Apr 6, 2022 - Apr 20, 2022 |
| #10 | -8.56% Jan 29, 2018 - Mar 8, 2018 | -2.01% Feb 25, 2022 - Mar 3, 2022 |
| #11 | -7.86% Dec 22, 2020 - Jan 8, 2021 | -1.70% Mar 29, 2022 - Apr 1, 2022 |
| #12 | -7.65% Jan 20, 2021 - Feb 4, 2021 | -1.49% Mar 18, 2022 - Mar 25, 2022 |
| #13 | -5.38% Jul 25, 2018 - Aug 29, 2018 | -1.03% Jul 17, 2026 - Jul 24, 2026 |
| #14 | -5.06% Aug 5, 2020 - Aug 18, 2020 | -1.00% Apr 1, 2022 - Apr 6, 2022 |
| #15 | -5.05% Jun 10, 2020 - Jun 22, 2020 | N/A |
Correlation
Correlation between XOVR and DFAR is 0.73 which considered as a strong positive correlation - the stocks tend to move together.
0.73
-101
Dividend Comparison (2017 - 2026)
XOVR vs DFAR dividend yield comparison.
| Year | XOVR | DFAR |
|---|---|---|
| 2026 | 0.00% | 0.68% |
| 2025 | 0.00% | 2.97% |
| 2024 | 0.00% | 2.89% |
| 2023 | 0.00% | 3.06% |
| 2022 | 0.00% | 1.69% |
| 2021 | 57.75% | 0.00% |
| 2020 | 6.31% | 0.00% |
| 2019 | 0.08% | 0.00% |
| 2018 | 3.71% | 0.00% |
| 2017 | 0.08% | 0.00% |
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