DFGR vs IBDS

Comparison between DIMENSIONAL GLOBAL REAL ESTATE ETF (DFGR, ETF) and ISHARES IBONDS DEC 2027 TERM CORPORATE ETF (IBDS, ETF).

DFGR vs IBDS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DFGR(ETF)	IBDS(ETF)
Net Assets	$3.70B	$3.80B
Expense Ratio	0.22%	0.10%
Max Drawdown	22.52%	18.21%
Sharpe Ratio	0.85	0.16
5Y Beta	0.43	0.02
P/E Ratio	43.97	N/A
Forward P/E	38.91	N/A
5Y Dividends CAGR	N/A	8.53%
5Y EPS CAGR	5.74%	N/A
Debt to Equity	54.99%	N/A
P/S Ratio	7.87	N/A
P/B Ratio	2.73	N/A

Net Assets

DFGR

$3.70B

Winner

IBDS

$3.80B

Expense Ratio

DFGR

0.22%

Winner

IBDS

0.10%

Max Drawdown

DFGR

22.52%

Winner

IBDS

18.21%

Sharpe Ratio

Winner

DFGR

0.85

IBDS

0.16

5Y Beta

DFGR

0.43

Winner

IBDS

0.02

P/E Ratio

DFGR

43.97

IBDS

N/A

Forward P/E

DFGR

38.91

IBDS

N/A

5Y Dividends CAGR

DFGR

N/A

IBDS

8.53%

5Y EPS CAGR

DFGR

5.74%

IBDS

N/A

Debt to Equity

DFGR

54.99%

IBDS

N/A

P/S Ratio

DFGR

7.87

IBDS

N/A

P/B Ratio

DFGR

2.73

IBDS

N/A

DFGR vs IBDS - Historical Returns

Returns include dividend reinvestment.

Period	DFGR	IBDS
1 month	+1.06%	+0.35%
3 months	+1.77%	+0.94%
6 months	+7.94%	+1.42%
1 year	+14.70%	+3.98%
5 years(CAGR)	N/A	+1.43%
10 years(CAGR)	N/A	+3.16%
Max(CAGR)	+8.27%	+3.16%

Winner

DFGR

+1.06%

IBDS

+0.35%

Winner

DFGR

+1.77%

IBDS

+0.94%

Winner

DFGR

+7.94%

IBDS

+1.42%

Winner

DFGR

+14.70%

IBDS

+3.98%

5Y(CAGR)

DFGR

N/A

IBDS

+1.43%

10Y(CAGR)

DFGR

N/A

IBDS

+3.16%

Max(CAGR)

Winner

DFGR

+8.27%

IBDS

+3.16%

DFGR vs IBDS - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

Year	DFGR	IBDS
2026	+12.42%	+1.86%
2025	+8.30%	+5.81%
2024	+1.46%	+4.92%
2023	+9.39%	+6.19%
2022	-1.24%	-9.09%
2021	N/A	-1.38%
2020	N/A	+9.00%
2019	N/A	+15.05%
2018	N/A	-2.48%
2017	N/A	+1.14%

DFGR vs IBDS Drawdown Comparison

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

The maximum drawdown for IBDS was -16.75%, occurring on Mar 20, 2020. Recovery took 65 trading sessions.

The current DFGR drawdown is -2.41%.

Rank	DFGR	IBDS
#1	-21.27% Feb 2, 2023 - Jul 16, 2024	-16.75% Mar 5, 2020 - Jun 8, 2020
#2	-17.56% Sep 16, 2024 - Feb 6, 2026	-14.98% Aug 2, 2021 - Feb 28, 2025
#3	-9.15% Feb 17, 2026 - Apr 17, 2026	-5.54% Dec 6, 2017 - Feb 19, 2019
#4	-5.27% Dec 13, 2022 - Jan 11, 2023	-3.12% Feb 10, 2021 - Aug 2, 2021
#5	-3.02% May 6, 2026 - Jun 11, 2026	-2.35% Aug 28, 2019 - Oct 4, 2019
#6	-2.80% Aug 2, 2024 - Aug 9, 2024	-1.43% Aug 6, 2020 - Nov 17, 2020
#7	-2.75% Jun 12, 2026 - Jun 26, 2026	-1.22% Oct 4, 2019 - Nov 26, 2019
#8	-2.59% Jul 17, 2024 - Jul 30, 2024	-1.20% Jul 3, 2019 - Aug 1, 2019
#9	-2.41% Jul 28, 2026 - Aug 6, 2026	-1.16% Nov 6, 2017 - Dec 5, 2017
#10	-2.21% Apr 20, 2026 - May 6, 2026	-0.91% Apr 3, 2025 - Apr 28, 2025
#11	-2.00% Jun 26, 2026 - Jul 16, 2026	-0.70% Apr 11, 2019 - Apr 24, 2019
#12	-1.65% Jan 12, 2023 - Jan 24, 2023	-0.66% Sep 18, 2017 - Oct 13, 2017
#13	-0.94% Jan 27, 2023 - Jan 31, 2023	-0.64% Oct 17, 2017 - Nov 2, 2017
#14	-0.87% Jul 17, 2026 - Jul 24, 2026	-0.63% Jun 16, 2020 - Jul 2, 2020
#15	-0.60% Aug 9, 2024 - Aug 13, 2024	-0.59% Jun 24, 2019 - Jun 27, 2019