DFGX vs IYM
Comparison between DIMENSIONAL INTERNATIONAL CORE FIXED INCOME ETF (DFGX, ETF) and ISHARES U.S. BASIC MATERIALS ETF (IYM, ETF).
DFGX vs IYM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
DFGX
$1.50B
IYM
$1.50B
Expense Ratio
Winner
DFGX
0.20%
IYM
0.38%
Max Drawdown
Winner
DFGX
5.06%
IYM
68.13%
Sharpe Ratio
DFGX
-0.11
Winner
IYM
1.67
5Y Beta
Winner
DFGX
0.04
IYM
0.86
P/E Ratio
DFGX
N/A
IYM
35.21
Forward P/E
DFGX
N/A
IYM
18.80
PEG Ratio
DFGX
N/A
IYM
0.31
5Y Dividends CAGR
DFGX
N/A
IYM
12.14%
5Y EPS CAGR
DFGX
N/A
IYM
22.69%
Debt to Equity
DFGX
N/A
IYM
33.46%
P/S Ratio
DFGX
N/A
IYM
2.62
P/B Ratio
DFGX
N/A
IYM
3.59
DFGX vs IYM - Historical Returns
Returns include dividend reinvestment.
1M
DFGX
+0.82%
Winner
IYM
+1.79%
3M
Winner
DFGX
-0.64%
IYM
-2.56%
6M
DFGX
+0.71%
Winner
IYM
+24.43%
1Y
DFGX
+3.21%
Winner
IYM
+37.48%
5Y(CAGR)
DFGX
N/A
IYM
+7.29%
10Y(CAGR)
DFGX
N/A
IYM
+11.00%
Max(CAGR)
DFGX
+5.17%
Winner
IYM
+8.51%
DFGX vs IYM - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | DFGX | IYM |
|---|---|---|
| 2026 | +1.20% | +17.93% |
| 2025 | +3.38% | +21.73% |
| 2024 | +4.14% | -4.30% |
| 2023 | +4.95% | +13.12% |
| 2022 | N/A | -8.41% |
| 2021 | N/A | +26.40% |
| 2020 | N/A | +19.04% |
| 2019 | N/A | +18.37% |
| 2018 | N/A | -17.86% |
| 2017 | N/A | +24.09% |
| 2016 | N/A | +21.77% |
| 2015 | N/A | -12.86% |
| 2014 | N/A | +3.69% |
| 2013 | N/A | +16.86% |
| 2012 | N/A | +6.37% |
| 2011 | N/A | -16.01% |
| 2010 | N/A | +26.82% |
| 2009 | N/A | +57.70% |
| 2008 | N/A | -50.42% |
| 2007 | N/A | +33.32% |
| 2006 | N/A | +14.42% |
| 2005 | N/A | +5.52% |
| 2004 | N/A | +13.16% |
| 2003 | N/A | +31.73% |
| 2002 | N/A | -8.54% |
| 2001 | N/A | +4.38% |
| 2000 | N/A | +13.62% |
DFGX vs IYM Drawdown Comparison
The maximum drawdown for DFGX was -3.32%, occurring on Mar 27, 2026. This drawdown has not yet recovered.
The maximum drawdown for IYM was -67.78%, occurring on Nov 20, 2008. Recovery took 1390 trading sessions.
The current DFGX drawdown is -1.14%. The current IYM drawdown is -2.56%.
| Rank | DFGX | IYM |
|---|---|---|
| #1 | -3.32% Feb 27, 2026 - Mar 27, 2026 | -67.78% Jun 18, 2008 - Dec 24, 2013 |
| #2 | -2.74% Dec 6, 2024 - May 30, 2025 | -42.75% Jan 26, 2018 - Sep 2, 2020 |
| #3 | -1.93% Dec 27, 2023 - Mar 8, 2024 | -31.03% Mar 19, 2002 - Nov 28, 2003 |
| #4 | -1.75% Mar 28, 2024 - Jul 11, 2024 | -29.92% Apr 19, 2022 - Apr 3, 2024 |
| #5 | -1.47% Sep 16, 2024 - Nov 29, 2024 | -29.86% Sep 18, 2014 - Dec 7, 2016 |
| #6 | -1.38% Oct 28, 2025 - Feb 12, 2026 | -28.52% May 21, 2001 - Mar 19, 2002 |
| #7 | -0.91% Aug 13, 2025 - Sep 8, 2025 | -23.61% Oct 18, 2024 - Oct 8, 2025 |
| #8 | -0.87% Jul 1, 2025 - Aug 1, 2025 | -17.68% May 9, 2006 - Jan 24, 2007 |
| #9 | -0.84% Dec 6, 2023 - Dec 13, 2023 | -17.36% Sep 6, 2000 - Dec 4, 2000 |
| #10 | -0.82% Aug 5, 2024 - Aug 14, 2024 | -16.78% Jul 19, 2007 - Oct 1, 2007 |
| #11 | -0.64% Mar 8, 2024 - Mar 22, 2024 | -15.98% Mar 4, 2005 - Jan 6, 2006 |
| #12 | -0.62% Jun 4, 2025 - Jun 25, 2025 | -14.93% Dec 26, 2007 - Feb 25, 2008 |
| #13 | -0.54% Nov 8, 2023 - Nov 14, 2023 | -14.15% Mar 8, 2001 - May 10, 2001 |
| #14 | -0.47% Jul 16, 2024 - Jul 29, 2024 | -13.61% Mar 2, 2026 - Mar 20, 2026 |
| #15 | -0.46% Aug 14, 2024 - Sep 4, 2024 | -12.99% Mar 1, 2004 - Sep 7, 2004 |
Correlation
Correlation between DFGX and IYM is 0.68 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.68
-101
Dividend Comparison (2000 - 2026)
DFGX vs IYM dividend yield comparison.
| Year | DFGX | IYM |
|---|---|---|
| 2026 | 0.00% | 0.25% |
| 2025 | 2.84% | 1.51% |
| 2024 | 4.61% | 1.65% |
| 2023 | 0.49% | 1.77% |
| 2022 | 0.00% | 2.14% |
| 2021 | 0.00% | 1.48% |
| 2020 | 0.00% | 1.39% |
| 2019 | 0.00% | 2.09% |
| 2018 | 0.00% | 1.68% |
| 2017 | 0.00% | 1.43% |
| 2016 | 0.00% | 1.47% |
| 2015 | 0.00% | 2.04% |
| 2014 | 0.00% | 1.77% |
| 2013 | 0.00% | 1.79% |
| 2012 | 0.00% | 1.94% |
| 2011 | 0.00% | 2.22% |
| 2010 | 0.00% | 1.12% |
| 2009 | 0.00% | 1.43% |
| 2008 | 0.00% | 3.18% |
| 2007 | 0.00% | 1.36% |
| 2006 | 0.00% | 1.99% |
| 2005 | 0.00% | 1.68% |
| 2004 | 0.00% | 1.47% |
| 2003 | 0.00% | 1.49% |
| 2002 | 0.00% | 1.77% |
| 2001 | 0.00% | 1.60% |
| 2000 | 0.00% | 1.17% |
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