DFIP vs DLS

Comparison between DIMENSIONAL INFLATION-PROTECTED SECURITIES ETF (DFIP, ETF) and WISDOMTREE INTERNATIONAL SMALLCAP DIVIDEND FUND (DLS, ETF).

5-Year PerformanceDLS has outperformed DFIP, delivering a return of +7.1% compared to +0.1%

DFIP vs DLS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DFIP(ETF)	DLS(ETF)
Net Assets	$1.10B	$1.10B
Expense Ratio	0.11%	0.58%
Max Drawdown	21.81%	66.03%
Sharpe Ratio	0.43	1.51
5Y Beta	0.02	0.62
5Y Dividends CAGR	N/A	14.86%

Net Assets

DFIP

$1.10B

DLS

$1.10B

Expense Ratio

Winner

DFIP

0.11%

DLS

0.58%

Max Drawdown

Winner

DFIP

21.81%

DLS

66.03%

Sharpe Ratio

DFIP

0.43

Winner

DLS

1.51

5Y Beta

Winner

DFIP

0.02

DLS

0.62

5Y Dividends CAGR

DFIP

N/A

DLS

14.86%

DFIP vs DLS - Historical Returns

Returns include dividend reinvestment.

Period	DFIP	DLS
1 month	-0.51%	+0.92%
3 months	-0.45%	-1.86%
6 months	+0.45%	+14.37%
1 year	+4.87%	+26.11%
5 years(CAGR)	+0.13%	+7.08%
10 years(CAGR)	N/A	+7.83%
Max(CAGR)	+0.13%	+6.46%

DFIP

-0.51%

Winner

DLS

+0.92%

Winner

DFIP

-0.45%

DLS

-1.86%

DFIP

+0.45%

Winner

DLS

+14.37%

DFIP

+4.87%

Winner

DLS

+26.11%

5Y(CAGR)

DFIP

+0.13%

Winner

DLS

+7.08%

10Y(CAGR)

DFIP

N/A

DLS

+7.83%

Max(CAGR)

DFIP

+0.13%

Winner

DLS

+6.46%

DFIP vs DLS - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	DFIP	DLS
2026	+0.96%	+6.88%
2025	+7.47%	+34.27%
2024	+1.74%	+4.27%
2023	+3.83%	+14.59%
2022	-11.95%	-17.68%
2021	-0.05%	+11.96%
2020	N/A	-2.15%
2019	N/A	+22.23%
2018	N/A	-19.62%
2017	N/A	+30.78%
2016	N/A	+7.85%
2015	N/A	+7.24%
2014	N/A	-7.85%
2013	N/A	+24.82%
2012	N/A	+20.95%
2011	N/A	-12.76%
2010	N/A	+15.13%
2009	N/A	+35.00%
2008	N/A	-44.80%
2007	N/A	+3.88%
2006	N/A	+25.04%

DFIP vs DLS Drawdown Comparison

The maximum drawdown for DFIP was -14.96%, occurring on Nov 3, 2022. Recovery took 909 trading sessions.

The maximum drawdown for DLS was -63.10%, occurring on Mar 9, 2009. Recovery took 1473 trading sessions.

The current DFIP drawdown is -1.01%. The current DLS drawdown is -2.52%.

Rank	DFIP	DLS
#1	-14.96% Mar 8, 2022 - Oct 21, 2025	-63.10% Oct 31, 2007 - Sep 9, 2013
#2	-4.89% Nov 17, 2021 - Mar 7, 2022	-44.74% Jan 26, 2018 - Apr 5, 2021
#3	-2.06% Feb 27, 2026 - May 1, 2026	-32.24% Sep 3, 2021 - Sep 26, 2024
#4	-1.36% Oct 22, 2025 - Feb 12, 2026	-18.00% Jul 3, 2014 - Sep 8, 2016
#5	-1.19% May 8, 2026 - May 19, 2026	-14.13% Jul 19, 2007 - Oct 31, 2007
#6	-0.32% May 1, 2026 - May 8, 2026	-12.69% Sep 26, 2024 - Apr 25, 2025
#7	-0.23% Feb 13, 2026 - Feb 25, 2026	-11.03% Feb 27, 2026 - Mar 30, 2026
#8	N/A	-9.06% Feb 26, 2007 - Mar 21, 2007
#9	N/A	-6.05% Jan 22, 2014 - Feb 18, 2014
#10	N/A	-5.65% Sep 16, 2025 - Dec 11, 2025
#11	N/A	-5.49% Jul 3, 2006 - Jul 31, 2006
#12	N/A	-4.93% Jun 7, 2021 - Aug 12, 2021
#13	N/A	-4.69% Sep 28, 2016 - Jan 4, 2017
#14	N/A	-4.45% Jun 4, 2007 - Jul 12, 2007
#15	N/A	-4.44% Oct 22, 2013 - Dec 30, 2013

Correlation

Correlation between DFIP and DLS is 0.84 which considered as a strong positive correlation - the stocks tend to move together.

0.84

-101

Dividend Comparison (2006 - 2026)

DFIP vs DLS dividend yield comparison.

Year	DFIP	DLS
2026	0.82%	0.19%
2025	4.70%	3.87%
2024	3.69%	4.56%
2023	3.68%	4.29%
2022	5.97%	4.96%
2021	0.56%	3.29%
2020	0.00%	2.50%
2019	0.00%	3.37%
2018	0.00%	3.66%
2017	0.00%	2.79%
2016	0.00%	3.29%
2015	0.00%	2.72%
2014	0.00%	3.61%
2013	0.00%	3.89%
2012	0.00%	3.56%
2011	0.00%	4.11%
2010	0.00%	2.85%
2009	0.00%	2.60%
2008	0.00%	5.80%
2007	0.00%	2.29%
2006	0.00%	0.41%