DFIV vs IEI

Comparison between DIMENSIONAL INTERNATIONAL VALUE ETF (DFIV, ETF) and ISHARES 3-7 YEAR TREASURY BOND ETF (IEI, ETF).

5-Year PerformanceDFIV has outperformed IEI, delivering a return of +15.6% compared to +0.3%

DFIV vs IEI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DFIV(ETF)	IEI(ETF)
Net Assets	$19B	$19B
Expense Ratio	0.27%	0.15%
Max Drawdown	27.56%	16.77%
Sharpe Ratio	2.29	-0.07
5Y Beta	0.66	-0.02
5Y Dividends CAGR	N/A	30.98%

Net Assets

Winner

DFIV

$19B

IEI

$19B

Expense Ratio

DFIV

0.27%

Winner

IEI

0.15%

Max Drawdown

DFIV

27.56%

Winner

IEI

16.77%

Sharpe Ratio

Winner

DFIV

2.29

IEI

-0.07

5Y Beta

DFIV

0.66

Winner

IEI

-0.02

5Y Dividends CAGR

DFIV

N/A

IEI

30.98%

DFIV vs IEI - Historical Returns

Returns include dividend reinvestment.

Period	DFIV	IEI
1 month	-0.09%	-0.57%
3 months	+0.52%	-1.04%
6 months	+15.90%	-0.03%
1 year	+39.36%	+3.92%
5 years(CAGR)	+15.63%	+0.35%
10 years(CAGR)	N/A	+1.30%
Max(CAGR)	+15.63%	+2.87%

Winner

DFIV

-0.09%

IEI

-0.57%

Winner

DFIV

+0.52%

IEI

-1.04%

Winner

DFIV

+15.90%

IEI

-0.03%

Winner

DFIV

+39.36%

IEI

+3.92%

5Y(CAGR)

Winner

DFIV

+15.63%

IEI

+0.35%

10Y(CAGR)

DFIV

N/A

IEI

+1.30%

Max(CAGR)

Winner

DFIV

+15.63%

IEI

+2.87%

DFIV vs IEI - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	DFIV	IEI
2026	+9.85%	-0.32%
2025	+45.83%	+6.97%
2024	+7.82%	+2.11%
2023	+16.94%	+4.11%
2022	-4.68%	-9.13%
2021	+0.06%	-2.57%
2020	N/A	+6.76%
2019	N/A	+5.56%
2018	N/A	+1.50%
2017	N/A	+1.24%
2016	N/A	+1.02%
2015	N/A	+1.41%
2014	N/A	+3.07%
2013	N/A	-1.78%
2012	N/A	+2.15%
2011	N/A	+8.25%
2010	N/A	+6.24%
2009	N/A	-1.06%
2008	N/A	+12.21%
2007	N/A	+10.13%

DFIV vs IEI Drawdown Comparison

The maximum drawdown for DFIV was -25.39%, occurring on Sep 27, 2022. Recovery took 355 trading sessions.

The maximum drawdown for IEI was -14.60%, occurring on Oct 20, 2022. Recovery took 1335 trading sessions.

The current DFIV drawdown is -1.30%. The current IEI drawdown is -1.78%.

Rank	DFIV	IEI
#1	-25.39% Feb 9, 2022 - Jul 12, 2023	-14.60% Aug 4, 2020 - Nov 25, 2025
#2	-14.73% Mar 19, 2025 - May 9, 2025	-5.97% Dec 16, 2008 - May 5, 2010
#3	-9.66% Feb 25, 2026 - Mar 20, 2026	-5.25% Mar 17, 2008 - Sep 15, 2008
#4	-9.57% Jul 31, 2023 - Dec 14, 2023	-4.92% Nov 4, 2010 - Jun 8, 2011
#5	-8.28% Sep 26, 2024 - Feb 11, 2025	-4.49% Jul 5, 2016 - Mar 15, 2019
#6	-7.60% Oct 20, 2021 - Jan 4, 2022	-4.16% May 2, 2013 - Oct 8, 2014
#7	-7.38% Jul 17, 2024 - Aug 21, 2024	-2.89% Oct 7, 2008 - Nov 4, 2008
#8	-4.94% May 20, 2024 - Jul 12, 2024	-2.21% Sep 17, 2008 - Oct 6, 2008
#9	-4.93% Jan 14, 2022 - Feb 9, 2022	-2.20% Feb 27, 2026 - Mar 26, 2026
#10	-4.87% Nov 12, 2025 - Nov 28, 2025	-2.16% Jan 30, 2015 - Aug 24, 2015
#11	-4.35% Apr 9, 2024 - May 9, 2024	-2.00% Jan 31, 2012 - May 4, 2012
#12	-4.17% Sep 15, 2021 - Oct 14, 2021	-1.97% May 8, 2007 - Jul 24, 2007
#13	-4.00% Jan 8, 2024 - Feb 22, 2024	-1.96% Oct 14, 2015 - Jan 28, 2016
#14	-3.94% Jul 23, 2025 - Aug 12, 2025	-1.95% Sep 4, 2019 - Jan 27, 2020
#15	-3.42% Aug 27, 2024 - Sep 19, 2024	-1.84% Mar 9, 2020 - Mar 23, 2020

Correlation

Correlation between DFIV and IEI is 0.79 which considered as a strong positive correlation - the stocks tend to move together.

0.79

-101

Dividend Comparison (2007 - 2026)

DFIV vs IEI dividend yield comparison.

Year	DFIV	IEI
2026	0.18%	1.21%
2025	2.92%	3.48%
2024	3.88%	3.18%
2023	3.93%	2.36%
2022	3.84%	1.37%
2021	2.30%	0.73%
2020	0.00%	1.12%
2019	0.00%	2.01%
2018	0.00%	1.95%
2017	0.00%	1.51%
2016	0.00%	1.33%
2015	0.00%	1.39%
2014	0.00%	1.23%
2013	0.00%	0.77%
2012	0.00%	0.87%
2011	0.00%	1.67%
2010	0.00%	2.13%
2009	0.00%	3.14%
2008	0.00%	2.80%
2007	0.00%	4.04%