DFAT vs SCZ
Comparison between DIMENSIONAL U.S. TARGETED VALUE ETF (DFAT, ETF) and ISHARES MSCI EAFE SMALL-CAP ETF (SCZ, ETF).
5-Year PerformanceDFAT has outperformed SCZ, delivering a return of +11.7% compared to +5.5%
DFAT vs SCZ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
DFAT
$14B
Winner
SCZ
$14B
Expense Ratio
Winner
DFAT
0.28%
SCZ
0.40%
Max Drawdown
Winner
DFAT
26.61%
SCZ
62.65%
Sharpe Ratio
Winner
DFAT
1.44
SCZ
0.92
5Y Beta
DFAT
0.94
Winner
SCZ
0.67
P/E Ratio
DFAT
50.67
SCZ
N/A
Forward P/E
DFAT
11.74
SCZ
N/A
5Y Dividends CAGR
Winner
DFAT
59.33%
SCZ
16.32%
5Y EPS CAGR
DFAT
8.26%
SCZ
N/A
Debt to Equity
DFAT
117.44%
SCZ
N/A
P/S Ratio
DFAT
0.88
SCZ
N/A
P/B Ratio
DFAT
1.44
SCZ
N/A
DFAT vs SCZ - Holdings Comparison
DFAT and SCZ have 1 common holdings. Overlap is -0.04%
DFAT's top 25 holdings weight is 12.08%. SCZ's top 25 holdings weight is 6.44%.
| Rank | DFAT | SCZ |
|---|---|---|
| #1 | TD SYNNEX CORP (SNX) - 0.70% | JPY CASH (n/a) - 0.38% |
| #2 | TOLL BROTHERS INC (TOL) - 0.66% | FURUKAWA ELECTRIC CO LTD (n/a) - 0.36% |
| #3 | ALLY FINANCIAL INC (ALLY) - 0.62% | PLS GROUP LTD (n/a) - 0.34% |
| #4 | WESCO INTERNATIONAL INC (WCC) - 0.60% | DIPLOMA PLC (n/a) - 0.32% |
| #5 | ALCOA CORP (AA) - 0.56% | RESONAC HOLDINGS CORP (n/a) - 0.32% |
| #6 | FIRST HORIZON CORP (FHN) - 0.55% | MITSUI KINZOKU CO LTD (n/a) - 0.30% |
| #7 | BORGWARNER INC (BWA) - 0.53% | BEAZLEY PLC (n/a) - 0.30% |
| #8 | ELANCO ANIMAL HEALTH INC (ELAN) - 0.53% | WEIR GROUP PLC (n/a) - 0.29% |
| #9 | VIATRIS INC (VTRS) - 0.53% | PSP SWISS PROPERTY AG (n/a) - 0.27% |
| #10 | INVESCO LTD (IVZ) - 0.51% | SANWA HOLDINGS CORP (n/a) - 0.26% |
| #11 | COMERICA INC (CMA) - 0.49% | GAZTRANSPORT ET TECHNIGAZ SA (n/a) - 0.26% |
| #12 | PERMIAN RESOURCES CORP CLASS A (PR) - 0.49% | ENLIGHT RENEWABLE ENERGY LTD (n/a) - 0.26% |
| #13 | SOUTHSTATE BANK CORP (SSB) - 0.49% | ACCELLERON INDUSTRIES AG ORDINARY SHARES (n/a) - 0.25% |
| #14 | OVINTIV INC (OVV) - 0.48% | IMI PLC (n/a) - 0.25% |
| #15 | UNUM GROUP (UNM) - 0.47% | SOJITZ CORP (n/a) - 0.24% |
| #16 | WEBSTER FINANCIAL CORP (WBS) - 0.46% | ST JAMES'S PLACE PLC (n/a) - 0.24% |
| #17 | n/a (TAP) - 0.46% | GAMES WORKSHOP GROUP PLC (n/a) - 0.23% |
| #18 | THE MOSAIC CO (MOS) - 0.46% | BLUESCOPE STEEL LTD (n/a) - 0.23% |
| #19 | GAP INC (GAP) - 0.45% | ALS LTD (n/a) - 0.22% |
| #20 | FRANKLIN RESOURCES INC (BEN) - 0.45% | STOREBRAND ASA (n/a) - 0.22% |
| #21 | JONES LANG LASALLE INC (JLL) - 0.32% | MILLICOM INTERNATIONAL CELLULAR SA (TIGO) - 0.22% |
| #22 | ONEMAIN HOLDINGS INC (OMF) - 0.32% | ICG PLC (n/a) - 0.17% |
| #23 | JAZZ PHARMACEUTICALS PLC (JAZZ) - 0.32% | ISETAN MITSUKOSHI HOLDINGS LTD (n/a) - 0.17% |
| #24 | n/a (LBRDK) - 0.32% | HOWDEN JOINERY GROUP PLC (n/a) - 0.17% |
| #25 | F N B CORP (FNB) - 0.31% | GALENICA LTD (n/a) - 0.17% |
| Total Holdings | 1371 | 1984 |
DFAT vs SCZ - Historical Returns
Returns include dividend reinvestment.
1M
Winner
DFAT
+3.21%
SCZ
-0.99%
3M
Winner
DFAT
+6.61%
SCZ
+1.31%
6M
Winner
DFAT
+10.52%
SCZ
+4.01%
1Y
Winner
DFAT
+29.58%
SCZ
+17.09%
5Y(CAGR)
Winner
DFAT
+11.71%
SCZ
+5.46%
10Y(CAGR)
DFAT
N/A
SCZ
+8.32%
Max(CAGR)
Winner
DFAT
+10.50%
SCZ
+5.46%
DFAT vs SCZ - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | DFAT | SCZ |
|---|---|---|
| 2026 | +18.27% | +7.47% |
| 2025 | +8.95% | +32.40% |
| 2024 | +8.30% | +2.77% |
| 2023 | +21.45% | +12.31% |
| 2022 | -6.99% | -21.61% |
| 2021 | +5.08% | +9.90% |
| 2020 | N/A | +10.70% |
| 2019 | N/A | +24.72% |
| 2018 | N/A | -18.18% |
| 2017 | N/A | +31.99% |
| 2016 | N/A | +3.60% |
| 2015 | N/A | +9.15% |
| 2014 | N/A | -4.99% |
| 2013 | N/A | +26.25% |
| 2012 | N/A | +17.53% |
| 2011 | N/A | -16.00% |
| 2010 | N/A | +18.39% |
| 2009 | N/A | +41.36% |
| 2008 | N/A | -47.82% |
| 2007 | N/A | -0.31% |
DFAT vs SCZ Drawdown Comparison
The maximum drawdown for DFAT was -26.11%, occurring on Apr 8, 2025. Recovery took 260 trading sessions.
The maximum drawdown for SCZ was -61.87%, occurring on Mar 9, 2009. Recovery took 1348 trading sessions.
The current DFAT drawdown is -0.89%. The current SCZ drawdown is -2.82%.
| Rank | DFAT | SCZ |
|---|---|---|
| #1 | -26.11% Nov 25, 2024 - Dec 10, 2025 | -61.87% Dec 13, 2007 - Apr 24, 2013 |
| #2 | -20.00% Nov 16, 2021 - Feb 1, 2023 | -41.07% Jan 26, 2018 - Nov 23, 2020 |
| #3 | -16.46% Feb 2, 2023 - Jul 31, 2023 | -36.83% Sep 3, 2021 - Jun 2, 2025 |
| #4 | -13.76% Jul 31, 2023 - Dec 13, 2023 | -17.42% May 15, 2015 - Sep 6, 2016 |
| #5 | -9.76% Jul 31, 2024 - Nov 6, 2024 | -16.12% Jul 3, 2014 - May 13, 2015 |
| #6 | -9.55% Feb 6, 2026 - Apr 20, 2026 | -11.43% Feb 27, 2026 - May 8, 2026 |
| #7 | -9.26% Jun 15, 2021 - Oct 7, 2021 | -10.32% May 8, 2013 - Aug 5, 2013 |
| #8 | -7.81% Mar 28, 2024 - May 15, 2024 | -6.64% Sep 28, 2016 - Feb 1, 2017 |
| #9 | -6.86% Dec 27, 2023 - Mar 21, 2024 | -6.18% Jan 15, 2014 - Feb 18, 2014 |
| #10 | -6.33% May 15, 2024 - Jul 15, 2024 | -5.77% Oct 27, 2025 - Dec 11, 2025 |
| #11 | -3.59% May 6, 2026 - Jun 2, 2026 | -5.67% Jun 14, 2021 - Aug 13, 2021 |
| #12 | -3.41% Nov 11, 2024 - Nov 22, 2024 | -4.87% Mar 6, 2014 - Jun 6, 2014 |
| #13 | -3.33% Oct 25, 2021 - Nov 1, 2021 | -4.39% May 29, 2026 - Jun 10, 2026 |
| #14 | -2.83% Dec 11, 2025 - Jan 6, 2026 | -4.34% May 7, 2021 - Jun 1, 2021 |
| #15 | -2.73% Jul 16, 2024 - Jul 26, 2024 | -4.09% Aug 13, 2013 - Sep 9, 2013 |
Correlation
Correlation between DFAT and SCZ is 0.83 which considered as a strong positive correlation - the stocks tend to move together.
0.83
-101
Dividend Comparison (2007 - 2026)
DFAT vs SCZ dividend yield comparison.
| Year | DFAT | SCZ |
|---|---|---|
| 2026 | 0.62% | 1.41% |
| 2025 | 1.55% | 3.30% |
| 2024 | 1.31% | 3.50% |
| 2023 | 1.34% | 2.96% |
| 2022 | 1.34% | 1.99% |
| 2021 | 1.13% | 2.96% |
| 2020 | 0.00% | 1.52% |
| 2019 | 0.00% | 3.52% |
| 2018 | 0.00% | 2.79% |
| 2017 | 0.00% | 2.38% |
| 2016 | 0.00% | 2.82% |
| 2015 | 0.00% | 2.06% |
| 2014 | 0.00% | 2.61% |
| 2013 | 0.00% | 2.39% |
| 2012 | 0.00% | 3.26% |
| 2011 | 0.00% | 3.28% |
| 2010 | 0.00% | 2.84% |
| 2009 | 0.00% | 2.28% |
| 2008 | 0.00% | 2.79% |
| 2007 | 0.00% | 0.08% |
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