DFAS vs IAGG

Comparison between DIMENSIONAL U.S. SMALL CAP ETF (DFAS, ETF) and ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF (IAGG, ETF).

5-Year PerformanceDFAS has outperformed IAGG, delivering a return of +7.5% compared to +1.2%

DFAS vs IAGG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DFAS(ETF)	IAGG(ETF)
Net Assets	$13B	$13B
Expense Ratio	0.26%	0.07%
Max Drawdown	27.31%	15.86%
Sharpe Ratio	1.53	-0.42
5Y Beta	1.02	0.03
P/E Ratio	50.31	N/A
Forward P/E	14.07	N/A
5Y Dividends CAGR	N/A	15.92%
5Y EPS CAGR	10.48%	N/A
P/S Ratio	1.11	N/A
P/B Ratio	1.96	N/A

Net Assets

DFAS

$13B

IAGG

$13B

Expense Ratio

DFAS

0.26%

Winner

IAGG

0.07%

Max Drawdown

DFAS

27.31%

Winner

IAGG

15.86%

Sharpe Ratio

Winner

DFAS

1.53

IAGG

-0.42

5Y Beta

DFAS

1.02

Winner

IAGG

0.03

P/E Ratio

DFAS

50.31

IAGG

N/A

Forward P/E

DFAS

14.07

IAGG

N/A

5Y Dividends CAGR

DFAS

N/A

IAGG

15.92%

5Y EPS CAGR

DFAS

10.48%

IAGG

N/A

P/S Ratio

DFAS

1.11

IAGG

N/A

P/B Ratio

DFAS

1.96

IAGG

N/A

DFAS vs IAGG - Historical Returns

Returns include dividend reinvestment.

Period	DFAS	IAGG
1 month	+4.96%	+0.06%
3 months	+2.25%	+0.20%
6 months	+15.83%	+0.61%
1 year	+30.80%	+2.77%
5 years(CAGR)	+7.49%	+1.15%
10 years(CAGR)	N/A	+2.28%
Max(CAGR)	+7.49%	+2.49%

Winner

DFAS

+4.96%

IAGG

+0.06%

Winner

DFAS

+2.25%

IAGG

+0.20%

Winner

DFAS

+15.83%

IAGG

+0.61%

Winner

DFAS

+30.80%

IAGG

+2.77%

5Y(CAGR)

Winner

DFAS

+7.49%

IAGG

+1.15%

10Y(CAGR)

DFAS

N/A

IAGG

+2.28%

Max(CAGR)

Winner

DFAS

+7.49%

IAGG

+2.49%

DFAS vs IAGG - Annual Returns (2015 - 2026)

Returns include dividend reinvestment.

Year	DFAS	IAGG
2026	+10.94%	+0.82%
2025	+8.32%	+3.18%
2024	+10.86%	+4.89%
2023	+18.17%	+7.70%
2022	-14.54%	-10.50%
2021	+4.98%	-1.82%
2020	N/A	+4.29%
2019	N/A	+7.93%
2018	N/A	+3.24%
2017	N/A	+2.38%
2016	N/A	+4.91%
2015	N/A	-0.09%

DFAS vs IAGG Drawdown Comparison

The maximum drawdown for DFAS was -26.13%, occurring on Apr 8, 2025. Recovery took 256 trading sessions.

The maximum drawdown for IAGG was -13.88%, occurring on Oct 14, 2022. Recovery took 1027 trading sessions.

The current DFAS drawdown is -0.69%. The current IAGG drawdown is -1.00%.

Rank	DFAS	IAGG
#1	-26.13% Nov 25, 2024 - Dec 4, 2025	-13.88% Dec 31, 2020 - Feb 4, 2025
#2	-25.02% Nov 8, 2021 - Mar 21, 2024	-5.93% Mar 9, 2020 - Jul 30, 2020
#3	-9.36% Feb 10, 2026 - Apr 17, 2026	-3.93% Sep 7, 2016 - Oct 31, 2017
#4	-9.31% Jul 31, 2024 - Oct 14, 2024	-3.70% Dec 8, 2017 - Dec 18, 2018
#5	-7.89% Mar 28, 2024 - May 15, 2024	-2.32% Feb 27, 2026 - Mar 27, 2026
#6	-7.10% Jun 15, 2021 - Aug 11, 2021	-2.07% Aug 28, 2019 - Jan 29, 2020
#7	-5.29% May 15, 2024 - Jul 12, 2024	-1.67% Feb 28, 2025 - Apr 16, 2025
#8	-5.03% Sep 2, 2021 - Oct 18, 2021	-1.04% Dec 2, 2015 - Jan 14, 2016
#9	-4.70% Aug 11, 2021 - Aug 27, 2021	-0.94% Aug 4, 2020 - Sep 29, 2020
#10	-4.27% Nov 11, 2024 - Nov 25, 2024	-0.85% Apr 30, 2025 - May 30, 2025
#11	-3.63% Oct 16, 2024 - Nov 6, 2024	-0.83% Apr 5, 2016 - May 11, 2016
#12	-3.34% Dec 11, 2025 - Jan 6, 2026	-0.80% Jun 16, 2016 - Jun 27, 2016
#13	-3.17% Jul 16, 2024 - Jul 31, 2024	-0.75% Jul 3, 2019 - Jul 18, 2019
#14	-2.92% Jan 22, 2026 - Feb 6, 2026	-0.73% Feb 5, 2025 - Feb 28, 2025
#15	-2.61% Oct 25, 2021 - Nov 1, 2021	-0.71% Mar 28, 2019 - Apr 30, 2019

Correlation

Correlation between DFAS and IAGG is 0.85 which considered as a strong positive correlation - the stocks tend to move together.

0.85

-101

Dividend Comparison (2015 - 2026)

DFAS vs IAGG dividend yield comparison.

Year	DFAS	IAGG
2026	0.21%	0.59%
2025	0.99%	3.08%
2024	0.93%	4.28%
2023	1.00%	3.55%
2022	1.03%	2.27%
2021	2.87%	1.16%
2020	0.00%	1.95%
2019	0.00%	2.82%
2018	0.00%	3.02%
2017	0.00%	1.74%
2016	0.00%	1.56%
2015	0.00%	0.13%