Data as of Oct 28, 2026.
DFGR vs SCHH: Differences, Returns & Fees
Over the year to Oct 28, 2026, DFGR returned +4.9% to SCHH's +8.7%; 70% of their weight is in the same names.
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Net assets: $3.9bn on Jul 31, 2026 for Dimensional Global Real Estate ETF, and $11.2bn on Aug 31, 2026 for Schwab U.S. REIT ETF.
Pair scorecard
SCHH costs 0.15 points a year less; their one-year returns differ by 3.8 points.
| Measure | DFGR | SCHH |
|---|---|---|
| Return | ||
| Total return, 1 year | +4.9% | +8.7% |
| Drawdown | ||
| Below its high | 8.1%, high on Jul 28, 2026 | 8.5%, high on Jul 24, 2026 |
| Benchmark | ||
| What it tracks | No index, actively managed | US REIT |
| Cost and size | ||
| Expense ratio | 0.22% | 0.07% |
| Net assets, DFGR as of Jul 31, 2026 and SCHH as of Aug 31, 2026 | $3.9bn | $11.2bn |
| Holdings | ||
| Holdings in common | 70% | |
| Top ten holdings, share of the fund | 40.6% | 51.6% |
Holdings in common uses holdings dated Jul 31, 2026 and Aug 31, 2026. Method
Risk and return
Dec 16, 2022 to Oct 23, 2026 · 201 weekly returnsSCHH returned more: +32.4% to +27.9%. DFGR swung slightly less: 15.3% to 16.7%. DFGR and SCHH fell about the same at their worst: −19.8% and −19.5%.
Full scorecard
9 measures, with how each is measured Open ↓
| Measure | DFGR | SCHH | Edge | How it is measured |
|---|---|---|---|---|
| Return | ||||
| Total return | +27.9% | +32.4% | SCHH | Price change plus distributions, reinvested. |
| Annualized | +6.6% | +7.5% | SCHH | Total return as a yearly rate. |
| Price return | +12.6% | +17.8% | SCHH | Price change alone, distributions left out. |
| Risk | ||||
| Volatility | 15.3% | 16.7% | DFGR (slight) | Spread of weekly returns, annualized. Lower is steadier. |
| Downside deviation | 10.3% | 11.3% | DFGR (slight) | Like volatility, counting only weeks below the Treasury bill rate. |
| Max drawdown | −19.8% | −19.5% | Tie | Deepest fall from a high to the low after it. |
| Risk-adjusted | ||||
| Sharpe | 0.19 | 0.24 | SCHH | Return above Treasury bills per unit of volatility. |
| Sortino | 0.28 | 0.36 | SCHH | Return above Treasury bills per unit of downside deviation. |
| Calmar | 0.33 | 0.39 | SCHH | Annualized return divided by the max drawdown. |
Computed by ETFIQ from Tiingo daily prices and ETFIQ's distribution records, 201 weekly returns. Cash rate: the 13-week Treasury bill.
What they share
By the books each fund has filed, DFGR and SCHH hold 70% of their money in the same securities at the same weight. Holdings dated Jul 31, 2026 and Aug 31, 2026.
half
70% in common
Only in one fund ↓
Side by side
DFGR and SCHH on the fields both publish, as of Oct 28, 2026. Source: ETFIQ.
DFGR and SCHH are built for the same job. How do they differ in cost, holdings and results?
- What each follows. DFGR follows No index, actively managed and SCHH follows US REIT.
- One-year total return. Over 1 year to Oct 28, 2026 DFGR returned +4.9% and SCHH +8.7% with distributions reinvested, a gap of 3.8 points.
- Number of holdings. DFGR holds 425 positions and SCHH holds 117.
Data as of Oct 28, 2026.
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DFGR
DFGR is actively managed and tracks no index. Over the year to Oct 28, 2026 it returned +4.9% with distributions reinvested. The prospectus expense ratio is 0.22% a year. By its holdings filed for Jul 31, 2026, 56% of the fund by weight is stocks the S&P 500 also holds, across 425 positions, with the top ten at 40.6%. It sat 8.1% below its high of Jul 28, 2026 on Oct 28, 2026.
SCHH
SCHH tracks an index of US REIT. Over the year to Oct 28, 2026 it returned +8.7% with distributions reinvested. The prospectus expense ratio is 0.07% a year. By its holdings filed for Aug 31, 2026, 74% of the fund by weight is stocks the S&P 500 also holds, across 117 positions, with the top ten at 51.6%. It sat 8.5% below its high of Jul 24, 2026 on Oct 28, 2026.
Questions people ask
- Which returned more over the last year, DFGR or SCHH?
- In the year to Oct 28, 2026, with distributions reinvested, DFGR returned +4.9% and SCHH +8.7%.
- Which is cheaper, DFGR or SCHH?
- SCHH is cheaper, by 0.15 percentage points a year. That is about $15 on $10,000 held for a year. Fees come from each fund's prospectus.
Links are sources, not endorsements. A comparison is not a recommendation.
How this is computed
Overlap adds up the smaller of the two weights for each security both funds hold.
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ETFIQ, DFGR against SCHH, data as of Oct 28, 2026. https://etfiq.com/compare/any/dfgr-vs-schh
ETFIQ. (Oct 28, 2026). DFGR against SCHH. Retrieved from https://etfiq.com/compare/any/dfgr-vs-schh
[DFGR against SCHH (ETFIQ, Oct 28, 2026)](https://etfiq.com/compare/any/dfgr-vs-schh)
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