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DFAC vs IEF

Comparison between DIMENSIONAL U.S. CORE EQUITY 2 ETF (DFAC, ETF) and ISHARES 7-10 YEAR TREASURY BOND ETF (IEF, ETF).

5-Year PerformanceDFAC has outperformed IEF, delivering a return of +12.0% compared to -1.6%

DFAC vs IEF - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
DFAC
$47B
IEF
$47B
Expense Ratio
DFAC
0.17%
Winner
IEF
0.15%
Max Drawdown
Winner
DFAC
23.86%
IEF
27.72%
Sharpe Ratio
Winner
DFAC
1.41
IEF
-0.21
5Y Beta
DFAC
0.95
Winner
IEF
0.00
P/E Ratio
DFAC
24.87
IEF
N/A
Forward P/E
DFAC
17.99
IEF
N/A
5Y Dividends CAGR
Winner
DFAC
51.60%
IEF
30.46%
5Y EPS CAGR
DFAC
21.64%
IEF
N/A
Debt to Equity
DFAC
44.72%
IEF
N/A
P/S Ratio
DFAC
2.29
IEF
N/A
P/B Ratio
DFAC
3.96
IEF
N/A

DFAC vs IEF - Historical Returns

Returns include dividend reinvestment.

1M
Winner
DFAC
+0.81%
IEF
-0.41%
3M
Winner
DFAC
+6.38%
IEF
-1.23%
6M
Winner
DFAC
+10.11%
IEF
-0.69%
1Y
Winner
DFAC
+23.05%
IEF
+2.35%
5Y(CAGR)
Winner
DFAC
+11.96%
IEF
-1.63%
10Y(CAGR)
DFAC
N/A
IEF
+0.46%
Max(CAGR)
Winner
DFAC
+11.89%
IEF
+3.36%

DFAC vs IEF - Annual Returns (2002 - 2026)

Returns include dividend reinvestment.

YearDFACIEF
2026+12.25%-0.97%
2025+15.76%+7.97%
2024+20.22%-0.26%
2023+22.46%+2.84%
2022-15.31%-14.36%
2021+9.52%-3.35%
2020N/A+9.50%
2019N/A+7.80%
2018N/A+1.32%
2017N/A+2.60%
2016N/A+0.58%
2015N/A+1.00%
2014N/A+8.64%
2013N/A-5.66%
2012N/A+4.33%
2011N/A+16.00%
2010N/A+9.10%
2009N/A-5.23%
2008N/A+17.07%
2007N/A+10.05%
2006N/A+2.53%
2005N/A+2.44%
2004N/A+4.97%
2003N/A+3.73%
2002N/A+6.25%

DFAC vs IEF Drawdown Comparison

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

The maximum drawdown for IEF was -23.92%, occurring on Oct 19, 2023. This drawdown has not yet recovered.

The current DFAC drawdown is -0.38%. The current IEF drawdown is -11.71%.

RankDFACIEF
#1-23.11%
Jan 4, 2022 - Dec 13, 2023
-23.92%
Aug 4, 2020 - Oct 19, 2023
#2-20.02%
Dec 4, 2024 - Jul 3, 2025
-10.40%
Dec 30, 2008 - Jun 28, 2010
#3-8.49%
Feb 9, 2026 - Apr 15, 2026
-9.07%
May 1, 2013 - Oct 14, 2014
#4-8.27%
Jul 16, 2024 - Sep 19, 2024
-8.81%
Jul 8, 2016 - May 28, 2019
#5-5.82%
Mar 28, 2024 - May 15, 2024
-8.53%
Jun 13, 2003 - Mar 16, 2004
#6-5.54%
Nov 16, 2021 - Dec 27, 2021
-8.01%
Oct 11, 2010 - Jul 13, 2011
#7-4.82%
Oct 27, 2025 - Nov 28, 2025
-7.21%
Mar 16, 2004 - Sep 22, 2004
#8-4.49%
Sep 2, 2021 - Oct 20, 2021
-6.18%
Mar 20, 2008 - Sep 15, 2008
#9-3.87%
Jul 12, 2021 - Jul 29, 2021
-5.37%
Sep 17, 2008 - Nov 19, 2008
#10-3.51%
Jun 4, 2026 - Jun 15, 2026
-5.35%
Jan 30, 2015 - Jan 28, 2016
#11-3.19%
Oct 6, 2025 - Oct 24, 2025
-4.91%
Jun 1, 2005 - Sep 21, 2006
#12-3.12%
Jun 15, 2021 - Jun 25, 2021
-4.68%
Mar 9, 2020 - Apr 1, 2020
#13-2.97%
Oct 18, 2024 - Nov 6, 2024
-4.40%
Sep 22, 2011 - Dec 19, 2011
#14-2.75%
Jul 25, 2025 - Aug 12, 2025
-4.03%
Oct 9, 2002 - Feb 13, 2003
#15-2.59%
Dec 27, 2023 - Jan 22, 2024
-3.91%
Feb 9, 2005 - May 5, 2005

Correlation

Correlation between DFAC and IEF is 0.26 which considered as a very weak or no correlation - the stocks move independently of each other.

0.26
-101

Dividend Comparison (2002 - 2026)

DFAC vs IEF dividend yield comparison.

YearDFACIEF
20260.46%1.99%
20250.97%3.77%
20241.03%3.62%
20231.20%2.91%
20221.50%1.96%
20210.88%0.83%
20200.00%1.08%
20190.00%2.08%
20180.00%2.24%
20170.00%1.82%
20160.00%1.81%
20150.00%1.90%
20140.00%2.05%
20130.00%1.77%
20120.00%1.79%
20110.00%2.55%
20100.00%3.24%
20090.00%3.96%
20080.00%3.71%
20070.00%4.29%
20060.00%4.23%
20050.00%3.87%
20040.00%3.74%
20030.00%3.80%
20020.00%2.07%

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