DFAT vs TIP
Comparison between DIMENSIONAL U.S. TARGETED VALUE ETF (DFAT, ETF) and ISHARES TIPS BOND ETF (TIP, ETF).
5-Year PerformanceDFAT has outperformed TIP, delivering a return of +12.0% compared to +0.4%
DFAT vs TIP - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
DFAT vs TIP - Historical Returns
Returns include dividend reinvestment.
DFAT vs TIP - Annual Returns (2003 - 2026)
Returns include dividend reinvestment.
| Year | DFAT | TIP |
|---|---|---|
| 2026 | +20.20% | +0.85% |
| 2025 | +8.95% | +6.61% |
| 2024 | +8.30% | +1.79% |
| 2023 | +21.45% | +3.44% |
| 2022 | -6.99% | -11.74% |
| 2021 | +5.08% | +5.56% |
| 2020 | N/A | +10.30% |
| 2019 | N/A | +8.18% |
| 2018 | N/A | -1.18% |
| 2017 | N/A | +2.82% |
| 2016 | N/A | +4.27% |
| 2015 | N/A | -2.38% |
| 2014 | N/A | +3.25% |
| 2013 | N/A | -8.44% |
| 2012 | N/A | +6.43% |
| 2011 | N/A | +13.75% |
| 2010 | N/A | +5.86% |
| 2009 | N/A | +11.02% |
| 2008 | N/A | -1.32% |
| 2007 | N/A | +11.43% |
| 2006 | N/A | +0.06% |
| 2005 | N/A | +2.52% |
| 2004 | N/A | +8.51% |
| 2003 | N/A | -0.02% |
DFAT vs TIP Drawdown Comparison
The maximum drawdown for DFAT was -26.11%, occurring on Apr 8, 2025. Recovery took 260 trading sessions.
The maximum drawdown for TIP was -14.58%, occurring on Nov 24, 2008. Recovery took 395 trading sessions.
The current DFAT drawdown is -1.44%. The current TIP drawdown is -1.04%.
| Rank | DFAT | TIP |
|---|---|---|
| #1 | -26.11% Nov 25, 2024 - Dec 10, 2025 | -14.58% Mar 10, 2008 - Oct 1, 2009 |
| #2 | -20.00% Nov 16, 2021 - Feb 1, 2023 | -14.48% Nov 9, 2021 - Feb 27, 2026 |
| #3 | -16.46% Feb 2, 2023 - Jul 31, 2023 | -11.20% Mar 6, 2020 - Apr 28, 2020 |
| #4 | -13.76% Jul 31, 2023 - Dec 13, 2023 | -11.06% Dec 6, 2012 - Mar 20, 2019 |
| #5 | -9.76% Jul 31, 2024 - Nov 6, 2024 | -6.30% Mar 17, 2004 - Sep 27, 2004 |
| #6 | -9.55% Feb 6, 2026 - Apr 20, 2026 | -5.77% Oct 14, 2010 - Apr 19, 2011 |
| #7 | -9.26% Jun 15, 2021 - Oct 7, 2021 | -3.84% Jun 1, 2005 - Aug 4, 2006 |
| #8 | -7.81% Mar 28, 2024 - May 15, 2024 | -3.79% Aug 10, 2011 - Nov 2, 2011 |
| #9 | -6.86% Dec 27, 2023 - Mar 21, 2024 | -3.39% Dec 4, 2006 - Mar 21, 2007 |
| #10 | -6.33% May 15, 2024 - Jul 15, 2024 | -3.16% Feb 9, 2005 - Apr 20, 2005 |
| #11 | -3.59% May 6, 2026 - Jun 2, 2026 | -3.15% Apr 30, 2007 - Jul 26, 2007 |
| #12 | -3.41% Nov 11, 2024 - Nov 22, 2024 | -2.99% Jan 28, 2021 - May 5, 2021 |
| #13 | -3.33% Oct 25, 2021 - Nov 1, 2021 | -2.94% Nov 26, 2007 - Jan 3, 2008 |
| #14 | -2.83% Dec 11, 2025 - Jan 6, 2026 | -2.55% Nov 27, 2009 - Apr 29, 2010 |
| #15 | -2.73% Jul 16, 2024 - Jul 26, 2024 | -2.46% Aug 29, 2019 - Jan 3, 2020 |
Correlation
Correlation between DFAT and TIP is 0.55 which considered as a moderate positive correlation - the stocks show some tendency to move together.
Dividend Comparison (2003 - 2026)
DFAT vs TIP dividend yield comparison.
| Year | DFAT | TIP |
|---|---|---|
| 2026 | 0.61% | 3.44% |
| 2025 | 1.55% | 3.46% |
| 2024 | 1.31% | 2.52% |
| 2023 | 1.34% | 2.73% |
| 2022 | 1.34% | 6.96% |
| 2021 | 1.13% | 4.28% |
| 2020 | 0.00% | 1.17% |
| 2019 | 0.00% | 1.75% |
| 2018 | 0.00% | 2.71% |
| 2017 | 0.00% | 2.07% |
| 2016 | 0.00% | 1.48% |
| 2015 | 0.00% | 0.34% |
| 2014 | 0.00% | 1.67% |
| 2013 | 0.00% | 1.15% |
| 2012 | 0.00% | 2.22% |
| 2011 | 0.00% | 4.10% |
| 2010 | 0.00% | 2.50% |
| 2009 | 0.00% | 3.89% |
| 2008 | 0.00% | 6.30% |
| 2007 | 0.00% | 4.25% |
| 2006 | 0.00% | 4.32% |
| 2005 | 0.00% | 5.42% |
| 2004 | 0.00% | 3.92% |
| 2003 | 0.00% | 0.12% |
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