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DFREX

DFA Real Estate Securities Portfolio
1W: -0.9% 1M: -8.4% 3M: +0.8% YTD: +1.2% 1Y: -0.3% 3Y: +22.2% 5Y: +12.7%
$41.65
+0.60 (+1.46%)
 
Weekly Expected Move ±2.0%
$39 $39 $40 $41 $42
ETF NASDAQ · AUM $7.1B

Similar ETFs

20 peers by holdings overlap (140 holdings)
DFAR
Dimensional - US Real Estate ETF
88.7%
Shared119 holdings
Total129
AUM$1.7B
Price$24.10
FSRNX
Fidelity Real Estate Index Fund
88.5%
Shared121 holdings
Total150
AUM$3.2B
Price$16.59
SCHH
Schwab U.S. REIT ETF
86.1%
Shared105 holdings
Total120
AUM$9.9B
Price$21.91
FREL
Fidelity MSCI Real Estate Index ETF
82.6%
Shared100 holdings
Total127
AUM$1.1B
Price$27.39
VGSNX
Vanguard Real Estate Index Fund Institutional Shares
81.8%
Shared112 holdings
Total146
AUM$70.8B
Price$19.79
VNQ
Vanguard Real Estate ETF
81.8%
Shared112 holdings
Total146
AUM$71.9B
Price$90.23
USRT
iShares Core U.S. REIT ETF
80.6%
Shared112 holdings
Total128
AUM$3.7B
Price$60.20
FTY
ETF
80.6%
Shared112 holdings
Total128
AUM
Price
BBRE
JPMorgan BetaBuilders MSCI US REIT ETF
78.4%
Shared96 holdings
Total106
AUM$1.2B
Price$97.29
352560.KS
ETF
77.8%
Shared46 holdings
Total
AUM
Price
IYRI
NEOS Real Estate High Income ETF
77.6%
Shared46 holdings
Total64
AUM$118M
Price$48.08
IYR
iShares U.S. Real Estate ETF
77.3%
Shared46 holdings
Total61
AUM$4.3B
Price$96.25
NLR
VanEck Uranium and Nuclear ETF
77.3%
Shared46 holdings
Total61
AUM$3.2B
Price$133.67
PRRSX
PIMCO Fds Real Estate Return Strategy Fd Insti Cl
75.2%
Shared91 holdings
Total96
AUM$530M
Price$28.59
VGSLX
Vanguard Real Estate Index Fund Admiral Shares
72.4%
Shared112 holdings
Total147
AUM$70.6B
Price$127.88
RWR
State Street SPDR Dow Jones REIT ETF
72.2%
Shared92 holdings
Total101
AUM$1.7B
Price$102.64
IUSP.L
iShares US Property Yield UCITS ETF
71.0%
Shared83 holdings
Total
AUM$453M
Price$2310.00
IUSP.AS
iShares US Property Yield UCITS ETF
71.0%
Shared83 holdings
Total
AUM$540M
Price$26.48
IUSI.AS
ETF
71.0%
Shared83 holdings
Total
AUM
Price
IUSP.SW
ETF
71.0%
Shared83 holdings
Total
AUM
Price

Fundamentals Comparison

ETF AUM Holdings Top 10 Wt P/E P/B P/S ROE Net Margin Div Yield Rev Growth EPS Growth IS Score Piotroski
DFREX $7.1B 137 48.8% 39.0 3.3 9.8 8.5% 24.7% 5.14% +7.9% +36.6% 53.3 6.0
DFAR $1.7B 129 47.5% 39.9 3.2 9.8 8.2% 24.3% 4.18% +8.9% +37.0% 53.1 6.0
FSRNX $3.1B 150 46.2% 40.2 3.2 7.5 8.2% 18.4% 4.66% +8.4% +32.3% 53.3 6.0
SCHH $9.9B 120 50.0% 42.4 3.1 10.1 7.6% 23.6% 4.10% +9.3% +33.5% 53.4 6.0
FREL $1.1B 127 47.2% 41.2 3.2 7.8 8.0% 18.7% 3.81% +9.3% +32.5% 53.4 6.1
VGSNX $69.6B 146 41.7% 42.0 3.3 8.0 8.0% 18.8% 3.81% +9.3% +32.3% 53.5 6.1
VNQ $70.6B 146 41.7% 42.0 3.3 8.0 8.0% 18.8% 3.81% +9.3% +32.3% 53.5 6.1
USRT $3.6B 128 48.5% 41.4 2.9 10.1 7.2% 24.1% 4.23% +10.5% +35.3% 53.3 6.1
FTY 128 48.5% 41.4 2.9 10.1 7.2% 24.1% 4.23% +10.5% +35.3% 53.3 6.1
BBRE $1.1B 106 50.2% 43.0 2.8 10.5 6.8% 24.0% 4.17% +10.8% +31.4% 53.3 6.1
352560.KS —% 40.5 3.2 7.6 8.2% 18.5% 3.89% +11.9% +30.0% 53.6 6.1

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms