DFIP vs SFGV
Comparison between DIMENSIONAL INFLATION-PROTECTED SECURITIES ETF (DFIP, ETF) and SEQUOIA GLOBAL VALUE ETF (SFGV, ETF).
DFIP vs SFGV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
DFIP
$1.10B
SFGV
$1.10B
Expense Ratio
Winner
DFIP
0.11%
SFGV
0.33%
Max Drawdown
DFIP
21.81%
Winner
SFGV
15.68%
Sharpe Ratio
DFIP
0.41
Winner
SFGV
1.85
5Y Beta
Winner
DFIP
0.03
SFGV
0.68
DFIP vs SFGV - Historical Returns
Returns include dividend reinvestment.
1M
DFIP
+1.00%
Winner
SFGV
+1.67%
3M
Winner
DFIP
+1.12%
SFGV
-0.44%
6M
DFIP
+1.68%
Winner
SFGV
+13.11%
1Y
DFIP
+5.62%
Winner
SFGV
+27.74%
5Y(CAGR)
DFIP
+0.36%
SFGV
N/A
Max(CAGR)
DFIP
+0.36%
Winner
SFGV
+17.20%
DFIP vs SFGV - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | DFIP | SFGV |
|---|---|---|
| 2026 | +1.99% | +8.65% |
| 2025 | +7.47% | +19.10% |
| 2024 | +1.74% | +10.72% |
| 2023 | +3.83% | N/A |
| 2022 | -11.95% | N/A |
| 2021 | -0.05% | N/A |
DFIP vs SFGV Drawdown Comparison
The maximum drawdown for DFIP was -14.96%, occurring on Nov 3, 2022. Recovery took 909 trading sessions.
The maximum drawdown for SFGV was -14.50%, occurring on Apr 8, 2025. Recovery took 161 trading sessions.
The current SFGV drawdown is -1.42%.
| Rank | DFIP | SFGV |
|---|---|---|
| #1 | -14.96% Mar 8, 2022 - Oct 21, 2025 | -14.50% Oct 14, 2024 - Jun 6, 2025 |
| #2 | -4.89% Nov 17, 2021 - Mar 7, 2022 | -8.36% Feb 27, 2026 - Mar 20, 2026 |
| #3 | -2.06% Feb 27, 2026 - May 1, 2026 | -5.88% Jul 16, 2024 - Aug 23, 2024 |
| #4 | -1.36% Oct 22, 2025 - Feb 12, 2026 | -4.87% Mar 28, 2024 - May 15, 2024 |
| #5 | -0.32% May 1, 2026 - May 8, 2026 | -4.00% Jul 23, 2025 - Aug 13, 2025 |
| #6 | -0.23% Feb 13, 2026 - Feb 25, 2026 | -3.79% Oct 3, 2025 - Oct 27, 2025 |
| #7 | N/A | -3.63% Oct 27, 2025 - Nov 26, 2025 |
| #8 | N/A | -3.46% Aug 30, 2024 - Sep 19, 2024 |
| #9 | N/A | -3.00% May 17, 2024 - Jul 11, 2024 |
| #10 | N/A | -1.91% Jul 10, 2025 - Jul 23, 2025 |
| #11 | N/A | -1.76% Feb 12, 2024 - Feb 15, 2024 |
| #12 | N/A | -1.51% Jun 12, 2025 - Jun 26, 2025 |
| #13 | N/A | -1.39% Jan 15, 2026 - Jan 21, 2026 |
| #14 | N/A | -1.28% Jan 29, 2024 - Feb 9, 2024 |
| #15 | N/A | -1.24% Aug 22, 2025 - Sep 8, 2025 |
Correlation
Correlation between DFIP and SFGV is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
0.91
-101
Dividend Comparison (2021 - 2026)
DFIP vs SFGV dividend yield comparison.
| Year | DFIP | SFGV |
|---|---|---|
| 2026 | 0.24% | 0.26% |
| 2025 | 4.70% | 2.52% |
| 2024 | 3.69% | 2.23% |
| 2023 | 3.68% | 0.00% |
| 2022 | 5.97% | 0.00% |
| 2021 | 0.56% | 0.00% |
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