DFAI vs USIG

Comparison between DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF (DFAI, ETF) and ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF (USIG, ETF).

5-Year PerformanceDFAI has outperformed USIG, delivering a return of +11.1% compared to +0.1%

DFAI vs USIG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DFAI(ETF)	USIG(ETF)
Net Assets	$18B	$17B
Expense Ratio	0.18%	0.04%
Max Drawdown	29.49%	24.90%
Sharpe Ratio	1.29	-0.41
5Y Beta	0.69	0.11
5Y Dividends CAGR	34.54%	7.97%

Net Assets

Winner

DFAI

$18B

USIG

$17B

Expense Ratio

DFAI

0.18%

Winner

USIG

0.04%

Max Drawdown

DFAI

29.49%

Winner

USIG

24.90%

Sharpe Ratio

Winner

DFAI

1.29

USIG

-0.41

5Y Beta

DFAI

0.69

Winner

USIG

0.11

5Y Dividends CAGR

Winner

DFAI

34.54%

USIG

7.97%

DFAI vs USIG - Historical Returns

Returns include dividend reinvestment.

Period	DFAI	USIG
1 month	+4.28%	-0.19%
3 months	+5.44%	-0.25%
6 months	+4.86%	-1.70%
1 year	+24.61%	+2.34%
5 years(CAGR)	+11.06%	+0.08%
10 years(CAGR)	N/A	+2.23%
Max(CAGR)	+12.82%	+3.85%

Winner

DFAI

+4.28%

USIG

-0.19%

Winner

DFAI

+5.44%

USIG

-0.25%

Winner

DFAI

+4.86%

USIG

-1.70%

Winner

DFAI

+24.61%

USIG

+2.34%

5Y(CAGR)

Winner

DFAI

+11.06%

USIG

+0.08%

10Y(CAGR)

DFAI

N/A

USIG

+2.23%

Max(CAGR)

Winner

DFAI

+12.82%

USIG

+3.85%

DFAI vs USIG - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	DFAI	USIG
2026	+14.14%	-0.30%
2025	+34.39%	+7.86%
2024	+5.79%	+3.06%
2023	+16.79%	+7.57%
2022	-13.31%	-14.62%
2021	+13.35%	-1.05%
2020	+6.13%	+9.20%
2019	N/A	+13.82%
2018	N/A	-1.91%
2017	N/A	+5.66%
2016	N/A	+5.33%
2015	N/A	-1.76%
2014	N/A	+7.98%
2013	N/A	-2.51%
2012	N/A	+7.70%
2011	N/A	+9.02%
2010	N/A	+7.81%
2009	N/A	+11.22%
2008	N/A	-0.75%
2007	N/A	+4.73%

DFAI vs USIG Drawdown Comparison

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

The maximum drawdown for USIG was -22.21%, occurring on Oct 10, 2008. Recovery took 334 trading sessions.

The current DFAI drawdown is -0.16%. The current USIG drawdown is -1.83%.

Rank	DFAI	USIG
#1	-27.42% Nov 8, 2021 - Dec 27, 2023	-22.21% Feb 5, 2008 - Jun 3, 2009
#2	-13.26% Mar 19, 2025 - Apr 28, 2025	-21.45% Sep 22, 2021 - Oct 14, 2025
#3	-10.95% Feb 25, 2026 - Jul 6, 2026	-18.88% Mar 6, 2020 - Jun 30, 2020
#4	-9.23% Sep 26, 2024 - Mar 5, 2025	-7.07% May 2, 2013 - May 1, 2014
#5	-7.15% Jul 12, 2024 - Aug 19, 2024	-5.24% Dec 31, 2020 - Jul 28, 2021
#6	-5.71% Jun 15, 2021 - Sep 2, 2021	-5.04% Aug 29, 2016 - Jun 14, 2017
#7	-5.05% Sep 3, 2021 - Nov 3, 2021	-4.96% Jan 30, 2015 - Apr 5, 2016
#8	-4.88% Nov 12, 2025 - Dec 4, 2025	-4.68% Oct 7, 2010 - May 5, 2011
#9	-4.43% Mar 27, 2024 - May 9, 2024	-4.06% Dec 15, 2017 - Feb 8, 2019
#10	-4.16% Jan 8, 2021 - Feb 8, 2021	-3.19% Mar 7, 2007 - Sep 5, 2007
#11	-3.98% Jul 23, 2025 - Aug 13, 2025	-2.79% Feb 23, 2026 - Mar 27, 2026
#12	-3.70% Aug 30, 2024 - Sep 19, 2024	-2.78% Nov 26, 2007 - Jan 7, 2008
#13	-3.43% Jun 6, 2024 - Jul 11, 2024	-2.50% Aug 28, 2019 - Oct 4, 2019
#14	-3.31% Dec 27, 2023 - Feb 1, 2024	-2.44% Aug 4, 2011 - Sep 2, 2011
#15	-3.31% May 7, 2021 - May 24, 2021	-2.43% Aug 6, 2020 - Nov 23, 2020

Correlation

Correlation between DFAI and USIG is 0.66 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.66

-101

Dividend Comparison (2007 - 2026)

DFAI vs USIG dividend yield comparison.

Year	DFAI	USIG
2026	1.33%	2.82%
2025	2.45%	4.62%
2024	2.72%	4.51%
2023	2.64%	3.94%
2022	2.72%	3.14%
2021	2.06%	2.33%
2020	0.09%	2.82%
2019	0.00%	3.37%
2018	0.00%	3.44%
2017	0.00%	3.03%
2016	0.00%	2.87%
2015	0.00%	3.24%
2014	0.00%	3.32%
2013	0.00%	3.53%
2012	0.00%	3.23%
2011	0.00%	4.11%
2010	0.00%	4.56%
2009	0.00%	4.95%
2008	0.00%	5.12%
2007	0.00%	5.22%