DFGR vs AOR

Comparison between DIMENSIONAL GLOBAL REAL ESTATE ETF (DFGR, ETF) and ISHARES CORE 60/40 BALANCED ALLOCATION ETF (AOR, ETF).

DFGR vs AOR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DFGR(ETF)	AOR(ETF)
Net Assets	$3.60B	$3.60B
Expense Ratio	0.22%	0.15%
Max Drawdown	22.52%	24.96%
Sharpe Ratio	0.82	1.45
5Y Beta	0.46	0.55
P/E Ratio	40.58	N/A
Forward P/E	38.67	N/A
5Y Dividends CAGR	N/A	14.76%
5Y EPS CAGR	6.57%	N/A
Debt to Equity	46.01%	N/A
P/S Ratio	7.90	N/A
P/B Ratio	2.76	N/A

Net Assets

DFGR

$3.60B

AOR

$3.60B

Expense Ratio

DFGR

0.22%

Winner

AOR

0.15%

Max Drawdown

Winner

DFGR

22.52%

AOR

24.96%

Sharpe Ratio

DFGR

0.82

Winner

AOR

1.45

5Y Beta

Winner

DFGR

0.46

AOR

0.55

P/E Ratio

DFGR

40.58

AOR

N/A

Forward P/E

DFGR

38.67

AOR

N/A

5Y Dividends CAGR

DFGR

N/A

AOR

14.76%

5Y EPS CAGR

DFGR

6.57%

AOR

N/A

Debt to Equity

DFGR

46.01%

AOR

N/A

P/S Ratio

DFGR

7.90

AOR

N/A

P/B Ratio

DFGR

2.76

AOR

N/A

DFGR vs AOR - Historical Returns

Returns include dividend reinvestment.

Period	DFGR	AOR
1 month	+1.94%	+0.89%
3 months	+7.72%	+7.08%
6 months	+12.94%	+7.42%
1 year	+13.13%	+17.08%
5 years(CAGR)	N/A	+6.78%
10 years(CAGR)	N/A	+8.47%
Max(CAGR)	+8.46%	+8.74%

Winner

DFGR

+1.94%

AOR

+0.89%

Winner

DFGR

+7.72%

AOR

+7.08%

Winner

DFGR

+12.94%

AOR

+7.42%

DFGR

+13.13%

Winner

AOR

+17.08%

5Y(CAGR)

DFGR

N/A

AOR

+6.78%

10Y(CAGR)

DFGR

N/A

AOR

+8.47%

Max(CAGR)

DFGR

+8.46%

Winner

AOR

+8.74%

DFGR vs AOR - Annual Returns (2008 - 2026)

Returns include dividend reinvestment.

Year	DFGR	AOR
2026	+11.79%	+6.37%
2025	+8.30%	+16.68%
2024	+1.46%	+11.47%
2023	+9.39%	+14.90%
2022	-1.24%	-15.79%
2021	N/A	+11.46%
2020	N/A	+10.74%
2019	N/A	+18.94%
2018	N/A	-6.24%
2017	N/A	+15.49%
2016	N/A	+7.82%
2015	N/A	-1.02%
2014	N/A	+7.24%
2013	N/A	+14.07%
2012	N/A	+10.41%
2011	N/A	+0.52%
2010	N/A	+9.79%
2009	N/A	+17.43%
2008	N/A	+4.43%

DFGR vs AOR Drawdown Comparison

The maximum drawdown for DFGR was -21.27%, occurring on Oct 25, 2023. Recovery took 363 trading sessions.

The maximum drawdown for AOR was -24.44%, occurring on Mar 9, 2009. Recovery took 177 trading sessions.

The current AOR drawdown is -1.05%.

Rank	DFGR	AOR
#1	-21.27% Feb 2, 2023 - Jul 16, 2024	-24.44% Nov 28, 2008 - Aug 13, 2009
#2	-17.56% Sep 16, 2024 - Feb 6, 2026	-22.95% Feb 12, 2020 - Aug 5, 2020
#3	-9.15% Feb 17, 2026 - Apr 17, 2026	-21.73% Nov 8, 2021 - Mar 1, 2024
#4	-5.27% Dec 13, 2022 - Jan 11, 2023	-13.45% Nov 13, 2008 - Nov 28, 2008
#5	-3.02% May 6, 2026 - Jun 11, 2026	-12.62% Apr 29, 2011 - Feb 3, 2012
#6	-2.80% Aug 2, 2024 - Aug 9, 2024	-12.28% Jan 26, 2018 - Apr 30, 2019
#7	-2.59% Jul 17, 2024 - Jul 30, 2024	-11.29% May 21, 2015 - Jul 27, 2016
#8	-2.21% Apr 20, 2026 - May 6, 2026	-9.77% Feb 18, 2025 - May 15, 2025
#9	-1.65% Jan 12, 2023 - Jan 24, 2023	-8.82% Apr 23, 2010 - Oct 5, 2010
#10	-0.94% Jan 27, 2023 - Jan 31, 2023	-6.64% Feb 25, 2026 - Apr 17, 2026
#11	-0.60% Aug 9, 2024 - Aug 13, 2024	-6.24% Apr 2, 2012 - Aug 16, 2012
#12	-0.53% Aug 27, 2024 - Aug 30, 2024	-6.06% Jan 14, 2010 - Mar 16, 2010
#13	-0.21% Aug 30, 2024 - Sep 4, 2024	-5.97% May 21, 2013 - Aug 2, 2013
#14	-0.11% Aug 14, 2024 - Aug 19, 2024	-5.32% Sep 5, 2014 - Nov 21, 2014
#15	-0.11% Aug 19, 2024 - Aug 21, 2024	-5.11% Sep 2, 2020 - Nov 9, 2020

Correlation

Correlation between DFGR and AOR is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.

0.93

-101

Dividend Comparison (2008 - 2026)

DFGR vs AOR dividend yield comparison.

Year	DFGR	AOR
2026	0.34%	0.45%
2025	4.05%	2.54%
2024	3.73%	2.66%
2023	2.77%	2.50%
2022	0.59%	2.12%
2021	0.00%	1.64%
2020	0.00%	1.89%
2019	0.00%	2.56%
2018	0.00%	2.49%
2017	0.00%	4.51%
2016	0.00%	2.16%
2015	0.00%	2.12%
2014	0.00%	2.11%
2013	0.00%	1.92%
2012	0.00%	2.08%
2011	0.00%	2.42%
2010	0.00%	1.84%
2009	0.00%	2.07%
2008	0.00%	0.68%