DFGR vs EUFN

Comparison between DIMENSIONAL GLOBAL REAL ESTATE ETF (DFGR, ETF) and ISHARES MSCI EUROPE FINANCIALS ETF (EUFN, ETF).

DFGR vs EUFN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DFGR(ETF)	EUFN(ETF)
Net Assets	$3.50B	$3.60B
Expense Ratio	0.22%	0.49%
Max Drawdown	22.52%	59.14%
Sharpe Ratio	0.83	1.15
5Y Beta	0.48	0.81
P/E Ratio	35.00	N/A
Forward P/E	36.16	N/A
5Y Dividends CAGR	N/A	33.53%
5Y EPS CAGR	6.91%	N/A
Debt to Equity	6.73%	N/A
P/S Ratio	7.49	N/A
P/B Ratio	2.57	N/A

Net Assets

DFGR

$3.50B

Winner

EUFN

$3.60B

Expense Ratio

Winner

DFGR

0.22%

EUFN

0.49%

Max Drawdown

Winner

DFGR

22.52%

EUFN

59.14%

Sharpe Ratio

DFGR

0.83

Winner

EUFN

1.15

5Y Beta

Winner

DFGR

0.48

EUFN

0.81

P/E Ratio

DFGR

35.00

EUFN

N/A

Forward P/E

DFGR

36.16

EUFN

N/A

5Y Dividends CAGR

DFGR

N/A

EUFN

33.53%

5Y EPS CAGR

DFGR

6.91%

EUFN

N/A

Debt to Equity

DFGR

6.73%

EUFN

N/A

P/S Ratio

DFGR

7.49

EUFN

N/A

P/B Ratio

DFGR

2.57

EUFN

N/A

DFGR vs EUFN - Historical Returns

Returns include dividend reinvestment.

Period	DFGR	EUFN
1 month	+3.21%	-0.84%
3 months	+2.91%	+1.02%
6 months	+8.93%	+7.65%
1 year	+13.58%	+27.12%
5 years(CAGR)	N/A	+18.60%
10 years(CAGR)	N/A	+12.44%
Max(CAGR)	+8.08%	+7.01%

Winner

DFGR

+3.21%

EUFN

-0.84%

Winner

DFGR

+2.91%

EUFN

+1.02%

Winner

DFGR

+8.93%

EUFN

+7.65%

DFGR

+13.58%

Winner

EUFN

+27.12%

5Y(CAGR)

DFGR

N/A

EUFN

+18.60%

10Y(CAGR)

DFGR

N/A

EUFN

+12.44%

Max(CAGR)

Winner

DFGR

+8.08%

EUFN

+7.01%

DFGR vs EUFN - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	DFGR	EUFN
2026	+9.67%	+0.05%
2025	+8.30%	+67.60%
2024	+1.46%	+18.14%
2023	+9.39%	+24.26%
2022	-1.24%	-9.61%
2021	N/A	+19.77%
2020	N/A	-9.99%
2019	N/A	+21.29%
2018	N/A	-23.77%
2017	N/A	+24.49%
2016	N/A	-0.66%
2015	N/A	-4.80%
2014	N/A	-7.21%
2013	N/A	+26.80%
2012	N/A	+31.10%
2011	N/A	-27.56%
2010	N/A	-3.91%

DFGR vs EUFN Drawdown Comparison

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

The maximum drawdown for EUFN was -53.26%, occurring on Mar 18, 2020. Recovery took 1472 trading sessions.

The current DFGR drawdown is -0.72%. The current EUFN drawdown is -3.40%.

Rank	DFGR	EUFN
#1	-21.27% Feb 2, 2023 - Jul 16, 2024	-53.26% Jan 26, 2018 - Dec 1, 2023
#2	-17.56% Sep 16, 2024 - Feb 6, 2026	-43.38% Apr 29, 2011 - Sep 18, 2013
#3	-9.15% Feb 17, 2026 - Apr 17, 2026	-39.47% Jun 6, 2014 - Aug 1, 2017
#4	-5.27% Dec 13, 2022 - Jan 11, 2023	-27.21% Apr 13, 2010 - Nov 4, 2010
#5	-2.80% Aug 2, 2024 - Aug 9, 2024	-17.18% Nov 4, 2010 - Feb 1, 2011
#6	-2.59% Jul 17, 2024 - Jul 30, 2024	-15.95% Mar 18, 2025 - Apr 24, 2025
#7	-2.21% Apr 20, 2026 - May 6, 2026	-14.77% Feb 2, 2026 - Apr 17, 2026
#8	-1.65% Jan 12, 2023 - Jan 24, 2023	-11.87% Feb 17, 2011 - Apr 27, 2011
#9	-0.94% Jan 27, 2023 - Jan 31, 2023	-9.82% Jan 15, 2014 - Jun 5, 2014
#10	-0.86% May 6, 2026 - May 7, 2026	-9.16% Feb 3, 2010 - Mar 19, 2010
#11	-0.60% Aug 9, 2024 - Aug 13, 2024	-8.12% Jun 3, 2024 - Aug 19, 2024
#12	-0.53% Aug 27, 2024 - Aug 30, 2024	-6.88% Sep 26, 2024 - Jan 21, 2025
#13	-0.21% Aug 30, 2024 - Sep 4, 2024	-6.81% Nov 12, 2025 - Dec 10, 2025
#14	-0.11% Aug 14, 2024 - Aug 19, 2024	-6.20% Oct 22, 2013 - Dec 26, 2013
#15	-0.11% Aug 19, 2024 - Aug 21, 2024	-5.94% Aug 7, 2017 - Jan 2, 2018

Correlation

Correlation between DFGR and EUFN is 0.87 which considered as a strong positive correlation - the stocks tend to move together.

0.87

-101

Dividend Comparison (2010 - 2026)

DFGR vs EUFN dividend yield comparison.

Year	DFGR	EUFN
2026	0.35%	0.00%
2025	4.05%	3.57%
2024	3.73%	5.36%
2023	2.77%	5.00%
2022	0.59%	4.24%
2021	0.00%	4.15%
2020	0.00%	1.38%
2019	0.00%	4.55%
2018	0.00%	6.48%
2017	0.00%	3.04%
2016	0.00%	4.03%
2015	0.00%	3.65%
2014	0.00%	3.35%
2013	0.00%	1.59%
2012	0.00%	2.91%
2011	0.00%	3.88%
2010	0.00%	1.80%