DFGR vs VOO
DFGR vs VOO
Dimensional Global Real Estate ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | DFGR | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.22% | 0.03% | |
| AUM | $3.9B | $979.0B | |
| Dividend Yield | 3.70% | 1.09% | |
| Holdings | 467 | 509 | |
| YTD Return | +13.00% | +13.80% | |
| 1Y Return | +14.85% | +23.71% | |
| 3Y Return (annualized) | +10.40% | +21.50% | |
| 5Y Return (annualized) | - | +13.44% | |
| Volatility (annualized) | 15.9% | 14.1% | |
| Max Drawdown | -21.3% | -34.3% | |
| Fund Family | Dimensional | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Dec 6, 2022 | Sep 7, 2010 |
DFGR vs VOO Performance
Dimensional Global Real Estate ETF (DFGR) is a ETF from Dimensional and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year DFGR returned +14.85% while VOO returned +23.71%. Year to date, DFGR is up 13.00% versus a gain of 13.80% for VOO.
Over three years, DFGR compounded at +10.40% per year against +21.50% for VOO. Across the full 4-year window we track, VOO has the edge at +13.58% annualized vs +8.41%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
DFGR has been the more volatile fund, with annualized monthly volatility of 15.9% compared with 14.1% for VOO. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -21.3% for DFGR and -34.3% for VOO. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.69. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
DFGR charges 0.22% per year while VOO charges 0.03%. On a $10,000 position that is $22 vs $3 annually, a gap of $19 per year that compounds over a long holding period. On income, DFGR currently yields 3.70% against 1.09% for VOO.
Holdings Overlap
DFGR and VOO share 28 holdings out of 921 unique holdings combined, representing a 1.8% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in DFGR | Weight in VOO | Difference |
|---|---|---|---|
| WELL | 7.63% | 0.25% | 7.38% |
| PLD | 6.83% | 0.20% | 6.63% |
| EQIX | 5.37% | 0.16% | 5.21% |
| AMT | Pro | Pro | Pro |
| DLR | Pro | Pro | Pro |
| SPG | Pro | Pro | Pro |
| O | Pro | Pro | Pro |
| PSA | Pro | Pro | Pro |
| VTR | Pro | Pro | Pro |
| CCI | Pro | Pro | Pro |
See all 10 holdings DFGR shares with VOO Exact weights in each fund and the difference, for every overlapping position. X-ray my whole portfolio$99/yr Pro · 7-day refund | |||
Frequently Asked Questions
Which is cheaper, DFGR or VOO?
DFGR has an expense ratio of 0.22% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $19 per year of difference.
Which performed better, DFGR or VOO?
Over the past year DFGR returned +14.85% vs +23.71% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (4 years), DFGR annualized +8.41% vs +13.58% for VOO. Past performance does not guarantee future results.
Which is riskier, DFGR or VOO?
DFGR has been the more volatile fund at 15.9% annualized versus 14.1% for VOO. Worst drawdown: DFGR -21.3% vs VOO -34.3%.
Should I hold both DFGR and VOO?
DFGR and VOO have a monthly-return correlation of 0.69, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between DFGR and VOO?
DFGR and VOO share 28 common holdings with a 1.8% weight overlap. Combined, they hold 921 unique securities.
Which pays a higher dividend, DFGR or VOO?
DFGR yields 3.70% while VOO yields 1.09%, so DFGR currently pays the higher dividend yield.
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