DFMC vs SHYG
Comparison between U.S. Micro Cap Portfolio ETF Class Shares (DFMC, ETF) and ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF (SHYG, ETF).
DFMC vs SHYG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
DFMC
$7.50B
Winner
SHYG
$7.60B
Expense Ratio
DFMC
0.41%
Winner
SHYG
0.30%
Max Drawdown
Winner
DFMC
3.01%
SHYG
26.29%
Sharpe Ratio
Winner
DFMC
3.90
SHYG
0.93
5Y Beta
DFMC
0.89
Winner
SHYG
0.22
P/E Ratio
DFMC
44.77
SHYG
N/A
Forward P/E
DFMC
13.18
SHYG
N/A
5Y Dividends CAGR
DFMC
N/A
SHYG
6.98%
5Y EPS CAGR
DFMC
12.22%
SHYG
N/A
P/S Ratio
DFMC
1.06
SHYG
N/A
P/B Ratio
DFMC
1.90
SHYG
N/A
DFMC vs SHYG - Historical Returns
Returns include dividend reinvestment.
1M
Winner
DFMC
+2.60%
SHYG
+0.34%
3M
DFMC
N/A
SHYG
+0.76%
6M
DFMC
N/A
SHYG
+2.81%
1Y
DFMC
N/A
SHYG
+6.66%
5Y(CAGR)
DFMC
N/A
SHYG
+4.94%
10Y(CAGR)
DFMC
N/A
SHYG
+5.30%
Max(CAGR)
Winner
DFMC
+94.97%
SHYG
+4.40%
DFMC vs SHYG - Annual Returns (2013 - 2026)
Returns include dividend reinvestment.
| Year | DFMC | SHYG |
|---|---|---|
| 2026 | +9.77% | +1.21% |
| 2025 | N/A | +7.71% |
| 2024 | N/A | +8.38% |
| 2023 | N/A | +10.24% |
| 2022 | N/A | -4.63% |
| 2021 | N/A | +4.78% |
| 2020 | N/A | +2.98% |
| 2019 | N/A | +10.08% |
| 2018 | N/A | +0.04% |
| 2017 | N/A | +4.86% |
| 2016 | N/A | +12.94% |
| 2015 | N/A | -3.10% |
| 2014 | N/A | +0.23% |
| 2013 | N/A | +1.99% |
DFMC vs SHYG Drawdown Comparison
The maximum drawdown for DFMC was -3.01%, occurring on Mar 30, 2026. Recovery took 5 trading sessions.
The maximum drawdown for SHYG was -19.27%, occurring on Mar 23, 2020. Recovery took 192 trading sessions.
The current DFMC drawdown is -2.60%. The current SHYG drawdown is -0.21%.
| Rank | DFMC | SHYG |
|---|---|---|
| #1 | -3.01% Mar 25, 2026 - Apr 1, 2026 | -19.27% Feb 14, 2020 - Nov 17, 2020 |
| #2 | -2.60% May 6, 2026 - May 13, 2026 | -10.32% May 29, 2015 - Jul 8, 2016 |
| #3 | -1.54% Apr 27, 2026 - Apr 30, 2026 | -9.39% Dec 27, 2021 - Jul 13, 2023 |
| #4 | -1.00% May 1, 2026 - May 5, 2026 | -5.15% Jun 23, 2014 - Apr 9, 2015 |
| #5 | -0.81% Apr 20, 2026 - Apr 27, 2026 | -5.04% Oct 1, 2018 - Jan 31, 2019 |
| #6 | -0.79% Apr 9, 2026 - Apr 13, 2026 | -4.53% Feb 28, 2025 - May 12, 2025 |
| #7 | -0.15% Apr 14, 2026 - Apr 16, 2026 | -2.69% Oct 24, 2016 - Dec 6, 2016 |
| #8 | N/A | -2.39% Sep 1, 2023 - Nov 3, 2023 |
| #9 | N/A | -1.86% Jan 26, 2018 - Apr 12, 2018 |
| #10 | N/A | -1.75% Feb 2, 2026 - Apr 8, 2026 |
| #11 | N/A | -1.74% Mar 27, 2024 - May 3, 2024 |
| #12 | N/A | -1.61% Nov 5, 2021 - Dec 23, 2021 |
| #13 | N/A | -1.57% Mar 1, 2017 - Apr 20, 2017 |
| #14 | N/A | -1.48% May 3, 2019 - Jun 18, 2019 |
| #15 | N/A | -1.38% Oct 20, 2017 - Jan 3, 2018 |
Correlation
Correlation between DFMC and SHYG is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.
1.00
-101
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