DFGR vs IBDR

Comparison between DIMENSIONAL GLOBAL REAL ESTATE ETF (DFGR, ETF) and ISHARES IBONDS DEC 2026 TERM CORPORATE ETF (IBDR, ETF).

DFGR vs IBDR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DFGR(ETF)	IBDR(ETF)
Net Assets	$3.60B	$3.60B
Expense Ratio	0.22%	0.10%
Max Drawdown	22.52%	16.31%
Sharpe Ratio	0.82	0.99
5Y Beta	0.46	0.01
P/E Ratio	40.58	N/A
Forward P/E	38.67	N/A
5Y Dividends CAGR	N/A	9.31%
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

IBDR

$3.60B

Expense Ratio

DFGR

0.22%

Winner

IBDR

0.10%

Max Drawdown

DFGR

22.52%

Winner

IBDR

16.31%

Sharpe Ratio

DFGR

0.82

Winner

IBDR

0.99

5Y Beta

DFGR

0.46

Winner

IBDR

0.01

P/E Ratio

DFGR

40.58

IBDR

N/A

Forward P/E

DFGR

38.67

IBDR

N/A

5Y Dividends CAGR

DFGR

N/A

IBDR

9.31%

5Y EPS CAGR

DFGR

6.57%

IBDR

N/A

Debt to Equity

DFGR

46.01%

IBDR

N/A

P/S Ratio

DFGR

7.90

IBDR

N/A

P/B Ratio

DFGR

2.76

IBDR

N/A

DFGR vs IBDR - Historical Returns

Returns include dividend reinvestment.

Period	DFGR	IBDR
1 month	+1.94%	+0.37%
3 months	+7.72%	+1.09%
6 months	+12.94%	+1.88%
1 year	+13.13%	+4.43%
5 years(CAGR)	N/A	+1.46%
10 years(CAGR)	N/A	+2.98%
Max(CAGR)	+8.46%	+2.98%

Winner

DFGR

+1.94%

IBDR

+0.37%

Winner

DFGR

+7.72%

IBDR

+1.09%

Winner

DFGR

+12.94%

IBDR

+1.88%

Winner

DFGR

+13.13%

IBDR

+4.43%

5Y(CAGR)

DFGR

N/A

IBDR

+1.46%

10Y(CAGR)

DFGR

N/A

IBDR

+2.98%

Max(CAGR)

Winner

DFGR

+8.46%

IBDR

+2.98%

DFGR vs IBDR - Annual Returns (2016 - 2026)

Returns include dividend reinvestment.

Year	DFGR	IBDR
2026	+11.79%	+1.61%
2025	+8.30%	+5.03%
2024	+1.46%	+5.25%
2023	+9.39%	+5.78%
2022	-1.24%	-7.96%
2021	N/A	-1.68%
2020	N/A	+9.14%
2019	N/A	+14.17%
2018	N/A	-2.45%
2017	N/A	+5.53%
2016	N/A	-3.34%

DFGR vs IBDR Drawdown Comparison

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

The maximum drawdown for IBDR was -16.06%, occurring on Mar 20, 2020. Recovery took 62 trading sessions.

Rank	DFGR	IBDR
#1	-21.27% Feb 2, 2023 - Jul 16, 2024	-16.06% Mar 4, 2020 - Jun 2, 2020
#2	-17.56% Sep 16, 2024 - Feb 6, 2026	-13.13% Dec 31, 2020 - Dec 6, 2024
#3	-9.15% Feb 17, 2026 - Apr 17, 2026	-6.23% Sep 26, 2016 - Aug 3, 2017
#4	-5.27% Dec 13, 2022 - Jan 11, 2023	-5.01% Sep 7, 2017 - Jan 31, 2019
#5	-3.02% May 6, 2026 - Jun 11, 2026	-2.03% Aug 28, 2019 - Oct 3, 2019
#6	-2.80% Aug 2, 2024 - Aug 9, 2024	-1.19% Oct 31, 2019 - Nov 26, 2019
#7	-2.59% Jul 17, 2024 - Jul 30, 2024	-1.19% Jul 3, 2019 - Aug 1, 2019
#8	-2.21% Apr 20, 2026 - May 6, 2026	-0.95% Aug 6, 2020 - Nov 4, 2020
#9	-1.65% Jan 12, 2023 - Jan 24, 2023	-0.86% Oct 3, 2019 - Oct 31, 2019
#10	-0.94% Jan 27, 2023 - Jan 31, 2023	-0.70% Feb 26, 2019 - Mar 7, 2019
#11	-0.60% Aug 9, 2024 - Aug 13, 2024	-0.67% Jun 16, 2020 - Jul 2, 2020
#12	-0.53% Aug 27, 2024 - Aug 30, 2024	-0.64% Jun 10, 2020 - Jun 15, 2020
#13	-0.21% Aug 30, 2024 - Sep 4, 2024	-0.62% Apr 10, 2019 - Apr 24, 2019
#14	-0.11% Aug 14, 2024 - Aug 19, 2024	-0.61% Aug 3, 2017 - Aug 23, 2017
#15	-0.11% Aug 19, 2024 - Aug 21, 2024	-0.57% Apr 26, 2019 - May 7, 2019

Correlation

Correlation between DFGR and IBDR is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.

0.91

-101

Dividend Comparison (2016 - 2026)

DFGR vs IBDR dividend yield comparison.

Year	DFGR	IBDR
2026	0.34%	1.68%
2025	4.05%	4.20%
2024	3.73%	4.13%
2023	2.77%	3.41%
2022	0.59%	2.44%
2021	0.00%	2.11%
2020	0.00%	2.61%
2019	0.00%	3.25%
2018	0.00%	3.56%
2017	0.00%	3.22%
2016	0.00%	0.86%