DFAI vs STIP

Comparison between DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF (DFAI, ETF) and ISHARES 0-5 YEAR TIPS BOND ETF (STIP, ETF).

5-Year PerformanceDFAI has outperformed STIP, delivering a return of +9.8% compared to +3.4%

DFAI vs STIP - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DFAI(ETF)	STIP(ETF)
Net Assets	$15B	$15B
Expense Ratio	0.18%	0.03%
Max Drawdown	29.49%	10.26%
Sharpe Ratio	1.72	0.46
5Y Beta	0.69	-0.00
5Y Dividends CAGR	58.15%	22.62%

Net Assets

DFAI

$15B

STIP

$15B

Expense Ratio

DFAI

0.18%

Winner

STIP

0.03%

Max Drawdown

DFAI

29.49%

Winner

STIP

10.26%

Sharpe Ratio

Winner

DFAI

1.72

STIP

0.46

5Y Beta

DFAI

0.69

Winner

STIP

-0.00

5Y Dividends CAGR

Winner

DFAI

58.15%

STIP

22.62%

DFAI vs STIP - Historical Returns

Returns include dividend reinvestment.

Period	DFAI	STIP
1 month	+1.69%	+0.80%
3 months	+0.56%	+1.37%
6 months	+14.78%	+2.17%
1 year	+30.73%	+4.56%
5 years(CAGR)	+9.81%	+3.43%
10 years(CAGR)	N/A	+3.20%
Max(CAGR)	+12.46%	+2.41%

Winner

DFAI

+1.69%

STIP

+0.80%

DFAI

+0.56%

Winner

STIP

+1.37%

Winner

DFAI

+14.78%

STIP

+2.17%

Winner

DFAI

+30.73%

STIP

+4.56%

5Y(CAGR)

Winner

DFAI

+9.81%

STIP

+3.43%

10Y(CAGR)

DFAI

N/A

STIP

+3.20%

Max(CAGR)

Winner

DFAI

+12.46%

STIP

+2.41%

DFAI vs STIP - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	DFAI	STIP
2026	+8.34%	+1.96%
2025	+34.39%	+5.96%
2024	+5.79%	+4.84%
2023	+16.79%	+4.59%
2022	-13.31%	-2.92%
2021	+13.35%	+5.58%
2020	+6.13%	+5.02%
2019	N/A	+4.87%
2018	N/A	+0.52%
2017	N/A	+0.75%
2016	N/A	+2.66%
2015	N/A	-0.19%
2014	N/A	-1.27%
2013	N/A	-1.75%
2012	N/A	+2.10%
2011	N/A	+4.36%
2010	N/A	+0.22%

DFAI vs STIP Drawdown Comparison

The maximum drawdown for DFAI was -27.42%, occurring on Sep 27, 2022. Recovery took 536 trading sessions.

The maximum drawdown for STIP was -5.49%, occurring on Sep 30, 2022. Recovery took 443 trading sessions.

The current DFAI drawdown is -1.30%. The current STIP drawdown is -0.06%.

Rank	DFAI	STIP
#1	-27.42% Nov 8, 2021 - Dec 27, 2023	-5.49% Mar 11, 2022 - Dec 14, 2023
#2	-13.26% Mar 19, 2025 - Apr 28, 2025	-5.29% Mar 5, 2020 - May 29, 2020
#3	-10.95% Feb 25, 2026 - Mar 20, 2026	-3.85% Sep 14, 2012 - Apr 13, 2017
#4	-9.23% Sep 26, 2024 - Mar 5, 2025	-2.00% Nov 17, 2021 - Feb 28, 2022
#5	-7.15% Jul 12, 2024 - Aug 19, 2024	-1.61% Aug 1, 2011 - Nov 4, 2011
#6	-5.71% Jun 15, 2021 - Sep 2, 2021	-1.01% Nov 7, 2011 - Jan 27, 2012
#7	-5.05% Sep 3, 2021 - Nov 3, 2021	-0.98% Mar 9, 2012 - Aug 31, 2012
#8	-4.88% Nov 12, 2025 - Dec 4, 2025	-0.98% Apr 13, 2017 - Sep 7, 2017
#9	-4.43% Mar 27, 2024 - May 9, 2024	-0.97% Feb 1, 2011 - Feb 22, 2011
#10	-4.16% Jan 8, 2021 - Feb 8, 2021	-0.95% Apr 3, 2025 - Apr 28, 2025
#11	-3.98% Jul 23, 2025 - Aug 13, 2025	-0.88% Aug 24, 2018 - Jan 30, 2019
#12	-3.70% Aug 30, 2024 - Sep 19, 2024	-0.84% Apr 30, 2025 - Jun 26, 2025
#13	-3.43% Jun 6, 2024 - Jul 11, 2024	-0.76% Sep 24, 2024 - Jan 15, 2025
#14	-3.31% Dec 27, 2023 - Feb 1, 2024	-0.69% Mar 17, 2026 - Apr 13, 2026
#15	-3.31% May 7, 2021 - May 24, 2021	-0.69% Dec 6, 2010 - Jan 3, 2011

Correlation

Correlation between DFAI and STIP is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.

0.95

-101

Dividend Comparison (2010 - 2026)

DFAI vs STIP dividend yield comparison.

Year	DFAI	STIP
2026	0.24%	0.76%
2025	2.45%	4.11%
2024	2.72%	2.62%
2023	2.64%	2.84%
2022	2.72%	6.04%
2021	2.06%	4.15%
2020	0.09%	1.40%
2019	0.00%	2.06%
2018	0.00%	2.44%
2017	0.00%	1.59%
2016	0.00%	0.89%
2014	0.00%	0.74%
2013	0.00%	0.31%
2012	0.00%	1.05%
2011	0.00%	2.47%
2010	0.00%	0.07%