DFAR vs AOM

Comparison between DIMENSIONAL US REAL ESTATE ETF (DFAR, ETF) and ISHARES CORE MODERATE ALLOCATION ETF (AOM, ETF).

DFAR vs AOM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DFAR(ETF)	AOM(ETF)
Net Assets	$1.60B	$1.70B
Expense Ratio	0.19%	0.15%
Max Drawdown	34.66%	21.59%
Sharpe Ratio	0.78	1.79
5Y Beta	0.49	0.39
P/E Ratio	33.68	N/A
Forward P/E	33.69	N/A
5Y Dividends CAGR	N/A	14.67%
5Y EPS CAGR	8.28%	N/A
Debt to Equity	-4.99%	N/A
P/S Ratio	7.38	N/A
P/B Ratio	2.54	N/A

Net Assets

DFAR

$1.60B

Winner

AOM

$1.70B

Expense Ratio

DFAR

0.19%

Winner

AOM

0.15%

Max Drawdown

DFAR

34.66%

Winner

AOM

21.59%

Sharpe Ratio

DFAR

0.78

Winner

AOM

1.79

5Y Beta

DFAR

0.49

Winner

AOM

0.39

P/E Ratio

DFAR

33.68

AOM

N/A

Forward P/E

DFAR

33.69

AOM

N/A

5Y Dividends CAGR

DFAR

N/A

AOM

14.67%

5Y EPS CAGR

DFAR

8.28%

AOM

N/A

Debt to Equity

DFAR

-4.99%

AOM

N/A

P/S Ratio

DFAR

7.38

AOM

N/A

P/B Ratio

DFAR

2.54

AOM

N/A

DFAR vs AOM - Historical Returns

Returns include dividend reinvestment.

Period	DFAR	AOM
1 month	+5.70%	+3.04%
3 months	+7.82%	+2.10%
6 months	+11.99%	+5.81%
1 year	+14.57%	+16.29%
5 years(CAGR)	+3.46%	+4.77%
10 years(CAGR)	N/A	+6.32%
Max(CAGR)	+3.46%	+6.75%

Winner

DFAR

+5.70%

AOM

+3.04%

Winner

DFAR

+7.82%

AOM

+2.10%

Winner

DFAR

+11.99%

AOM

+5.81%

DFAR

+14.57%

Winner

AOM

+16.29%

5Y(CAGR)

DFAR

+3.46%

Winner

AOM

+4.77%

10Y(CAGR)

DFAR

N/A

AOM

+6.32%

Max(CAGR)

DFAR

+3.46%

Winner

AOM

+6.75%

DFAR vs AOM - Annual Returns (2008 - 2026)

Returns include dividend reinvestment.

Year	DFAR	AOM
2026	+13.46%	+4.21%
2025	+2.24%	+13.40%
2024	+4.24%	+8.57%
2023	+11.20%	+11.84%
2022	-14.29%	-14.50%
2021	N/A	+7.13%
2020	N/A	+9.61%
2019	N/A	+15.48%
2018	N/A	-4.21%
2017	N/A	+11.47%
2016	N/A	+6.20%
2015	N/A	-1.18%
2014	N/A	+5.12%
2013	N/A	+8.94%
2012	N/A	+7.99%
2011	N/A	+1.82%
2010	N/A	+7.03%
2009	N/A	+12.74%
2008	N/A	+7.29%

DFAR vs AOM Drawdown Comparison

The maximum drawdown for DFAR was -32.25%, occurring on Oct 25, 2023. Recovery took 1000 trading sessions.

The maximum drawdown for AOM was -19.96%, occurring on Oct 14, 2022. Recovery took 656 trading sessions.

The current DFAR drawdown is -0.19%.

Rank	DFAR	AOM
#1	-32.25% Apr 20, 2022 - Apr 16, 2026	-19.96% Nov 5, 2021 - Jun 18, 2024
#2	-2.71% Apr 20, 2026 - May 6, 2026	-16.90% Feb 14, 2020 - Jul 15, 2020
#3	-2.33% Mar 4, 2022 - Mar 17, 2022	-15.69% Jan 5, 2009 - Jul 23, 2009
#4	-2.14% Apr 6, 2022 - Apr 20, 2022	-10.27% Nov 24, 2008 - Dec 8, 2008
#5	-2.01% Feb 25, 2022 - Mar 3, 2022	-8.42% Nov 19, 2008 - Nov 24, 2008
#6	-1.70% Mar 29, 2022 - Apr 1, 2022	-8.06% Jan 26, 2018 - Mar 29, 2019
#7	-1.49% Mar 18, 2022 - Mar 25, 2022	-7.85% Apr 27, 2015 - Jun 8, 2016
#8	-1.00% Apr 1, 2022 - Apr 6, 2022	-7.34% Jul 22, 2011 - Jan 27, 2012
#9	-0.54% May 6, 2026 - May 7, 2026	-6.54% Feb 14, 2025 - May 13, 2025
#10	N/A	-5.81% Apr 15, 2010 - Sep 20, 2010
#11	N/A	-5.27% May 21, 2013 - Sep 18, 2013
#12	N/A	-5.11% Feb 25, 2026 - Apr 17, 2026
#13	N/A	-4.29% Jan 14, 2010 - Mar 16, 2010
#14	N/A	-4.27% Apr 2, 2012 - Aug 6, 2012
#15	N/A	-4.07% Dec 10, 2008 - Dec 30, 2008

Correlation

Correlation between DFAR and AOM is 0.79 which considered as a strong positive correlation - the stocks tend to move together.

0.79

-101

Dividend Comparison (2008 - 2026)

DFAR vs AOM dividend yield comparison.

Year	DFAR	AOM
2026	0.16%	0.63%
2025	2.97%	2.98%
2024	2.89%	3.10%
2023	3.06%	2.79%
2022	1.69%	2.27%
2021	0.00%	1.56%
2020	0.00%	2.02%
2019	0.00%	2.66%
2018	0.00%	2.53%
2017	0.00%	3.31%
2016	0.00%	2.14%
2015	0.00%	1.98%
2014	0.00%	2.08%
2013	0.00%	1.87%
2012	0.00%	2.11%
2011	0.00%	2.33%
2010	0.00%	1.72%
2009	0.00%	2.01%
2008	0.00%	0.58%