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DFAC vs BIL

Comparison between DIMENSIONAL U.S. CORE EQUITY 2 ETF (DFAC, ETF) and STATE STREET(R) SPDR(R) BLOOMBERG 1-3 MONTH T-BILL ETF (BIL, ETF).

5-Year PerformanceDFAC has outperformed BIL, delivering a return of +11.9% compared to +3.4%

DFAC vs BIL - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
DFAC
$47B
BIL
$46B
Expense Ratio
DFAC
0.17%
Winner
BIL
0.14%
Max Drawdown
DFAC
23.86%
Winner
BIL
1.36%
Sharpe Ratio
Winner
DFAC
1.68
BIL
0.61
5Y Beta
DFAC
0.96
Winner
BIL
-0.00
P/E Ratio
DFAC
24.32
BIL
N/A
Forward P/E
DFAC
17.95
BIL
N/A
5Y Dividends CAGR
DFAC
N/A
BIL
310.45%
5Y EPS CAGR
DFAC
21.50%
BIL
N/A
Debt to Equity
DFAC
44.84%
BIL
N/A
P/S Ratio
DFAC
2.26
BIL
N/A
P/B Ratio
DFAC
3.89
BIL
N/A

DFAC vs BIL - Historical Returns

Returns include dividend reinvestment.

1M
Winner
DFAC
+2.16%
BIL
+0.32%
3M
Winner
DFAC
+12.38%
BIL
+0.91%
6M
Winner
DFAC
+11.25%
BIL
+1.76%
1Y
Winner
DFAC
+26.75%
BIL
+3.89%
5Y(CAGR)
Winner
DFAC
+11.88%
BIL
+3.43%
10Y(CAGR)
DFAC
N/A
BIL
+2.20%
Max(CAGR)
Winner
DFAC
+11.88%
BIL
+1.36%

DFAC vs BIL - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

YearDFACBIL
2026+10.88%+1.55%
2025+15.76%+4.13%
2024+20.22%+5.18%
2023+22.46%+4.93%
2022-15.31%+1.41%
2021+9.52%-0.10%
2020N/A+0.37%
2019N/A+2.04%
2018N/A+1.73%
2017N/A+0.64%
2016N/A+0.09%
2015N/A-0.11%
2014N/A-0.07%
2013N/A-0.09%
2012N/A-0.02%
2011N/A-0.06%
2010N/A+0.00%
2009N/A+0.25%
2008N/A+1.50%
2007N/A+2.50%

DFAC vs BIL Drawdown Comparison

The maximum drawdown for DFAC was -23.11%, occurring on Sep 30, 2022. Recovery took 488 trading sessions.

The maximum drawdown for BIL was -0.78%, occurring on Dec 9, 2015. Recovery took 2321 trading sessions.

The current DFAC drawdown is -1.10%.

RankDFACBIL
#1-23.11%
Jan 4, 2022 - Dec 13, 2023
-0.78%
Sep 29, 2008 - Dec 15, 2017
#2-20.02%
Dec 4, 2024 - Jul 3, 2025
-0.63%
Sep 17, 2008 - Sep 29, 2008
#3-8.49%
Feb 9, 2026 - Apr 15, 2026
-0.24%
Aug 20, 2007 - Sep 7, 2007
#4-8.27%
Jul 16, 2024 - Sep 19, 2024
-0.21%
Mar 20, 2020 - Aug 2, 2022
#5-5.82%
Mar 28, 2024 - May 15, 2024
-0.17%
Mar 19, 2008 - Jun 2, 2008
#6-5.54%
Nov 16, 2021 - Dec 27, 2021
-0.15%
Jul 16, 2008 - Aug 5, 2008
#7-4.82%
Oct 27, 2025 - Nov 28, 2025
-0.13%
Jan 2, 2008 - Jan 14, 2008
#8-4.49%
Sep 2, 2021 - Oct 20, 2021
-0.13%
Sep 25, 2007 - Oct 4, 2007
#9-3.87%
Jul 12, 2021 - Jul 29, 2021
-0.11%
Oct 4, 2007 - Oct 8, 2007
#10-3.51%
Jun 4, 2026 - Jun 10, 2026
-0.11%
Sep 10, 2007 - Sep 12, 2007
#11-3.19%
Oct 6, 2025 - Oct 24, 2025
-0.11%
Jan 24, 2008 - Jan 29, 2008
#12-3.12%
Jun 15, 2021 - Jun 25, 2021
-0.10%
Jun 27, 2008 - Jul 10, 2008
#13-2.97%
Oct 18, 2024 - Nov 6, 2024
-0.09%
Jun 2, 2008 - Jun 10, 2008
#14-2.75%
Jul 25, 2025 - Aug 12, 2025
-0.09%
Jun 11, 2007 - Jun 14, 2007
#15-2.59%
Dec 27, 2023 - Jan 22, 2024
-0.09%
Sep 17, 2007 - Sep 24, 2007

Correlation

Correlation between DFAC and BIL is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.

0.96
-101

Dividend Comparison (2007 - 2026)

DFAC vs BIL dividend yield comparison.

YearDFACBIL
20260.22%1.44%
20250.97%4.13%
20241.03%5.03%
20231.20%4.93%
20221.50%1.35%
20210.88%0.00%
20200.00%0.30%
20190.00%2.05%
20180.00%1.66%
20170.00%0.68%
20160.00%0.07%
20110.00%0.00%
20090.00%0.09%
20080.00%1.58%
20070.00%2.50%

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