DFSD vs ESGE
Comparison between DIMENSIONAL SHORT-DURATION FIXED INCOME ETF (DFSD, ETF) and ISHARES ESG AWARE MSCI EM ETF (ESGE, ETF).
5-Year PerformanceESGE has outperformed DFSD, delivering a return of +5.9% compared to +2.5%
DFSD vs ESGE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
DFSD vs ESGE - Historical Returns
Returns include dividend reinvestment.
DFSD vs ESGE - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | DFSD | ESGE |
|---|---|---|
| 2026 | +0.87% | +13.97% |
| 2025 | +6.52% | +36.02% |
| 2024 | +4.53% | +8.19% |
| 2023 | +6.02% | +8.71% |
| 2022 | -5.69% | -22.85% |
| 2021 | -0.02% | -3.53% |
| 2020 | N/A | +16.63% |
| 2019 | N/A | +20.03% |
| 2018 | N/A | -16.97% |
| 2017 | N/A | +38.88% |
| 2016 | N/A | -0.73% |
DFSD vs ESGE Drawdown Comparison
The maximum drawdown for DFSD was -8.45%, occurring on Oct 20, 2022. Recovery took 552 trading sessions.
The maximum drawdown for ESGE was -41.04%, occurring on Oct 24, 2022. Recovery took 1147 trading sessions.
The current DFSD drawdown is -0.21%. The current ESGE drawdown is -9.47%.
| Rank | DFSD | ESGE |
|---|---|---|
| #1 | -8.45% Nov 18, 2021 - Feb 1, 2024 | -41.04% Feb 17, 2021 - Sep 11, 2025 |
| #2 | -1.47% Feb 27, 2026 - Jun 26, 2026 | -36.60% Jan 26, 2018 - Nov 5, 2020 |
| #3 | -1.34% Apr 3, 2025 - Apr 28, 2025 | -13.90% Feb 25, 2026 - Apr 17, 2026 |
| #4 | -0.67% Oct 1, 2024 - Nov 29, 2024 | -9.86% Sep 7, 2016 - Feb 10, 2017 |
| #5 | -0.67% Dec 6, 2024 - Jan 27, 2025 | -9.47% Jun 22, 2026 - Jul 16, 2026 |
| #6 | -0.52% Apr 30, 2025 - May 27, 2025 | -8.66% Jun 2, 2026 - Jun 18, 2026 |
| #7 | -0.52% Jun 26, 2026 - Jul 13, 2026 | -5.49% Jan 21, 2021 - Feb 9, 2021 |
| #8 | -0.50% Mar 27, 2024 - May 3, 2024 | -5.46% May 8, 2026 - May 26, 2026 |
| #9 | -0.42% Feb 1, 2024 - Mar 5, 2024 | -4.97% Nov 22, 2017 - Dec 29, 2017 |
| #10 | -0.42% Feb 5, 2025 - Feb 21, 2025 | -4.75% Oct 29, 2025 - Jan 2, 2026 |
| #11 | -0.40% Jun 4, 2025 - Jun 12, 2025 | -4.72% Oct 8, 2025 - Oct 20, 2025 |
| #12 | -0.37% Oct 22, 2025 - Nov 21, 2025 | -3.63% Jan 28, 2026 - Feb 10, 2026 |
| #13 | -0.35% Nov 26, 2025 - Dec 16, 2025 | -2.99% May 16, 2017 - May 26, 2017 |
| #14 | -0.34% Mar 3, 2025 - Mar 19, 2025 | -2.97% Sep 19, 2017 - Oct 5, 2017 |
| #15 | -0.29% Jun 30, 2025 - Jul 21, 2025 | -2.91% Aug 8, 2017 - Aug 22, 2017 |
Correlation
Correlation between DFSD and ESGE is 0.88 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2016 - 2026)
DFSD vs ESGE dividend yield comparison.
| Year | DFSD | ESGE |
|---|---|---|
| 2026 | 1.43% | 0.78% |
| 2025 | 4.12% | 2.50% |
| 2024 | 4.81% | 2.41% |
| 2023 | 3.89% | 2.65% |
| 2022 | 2.12% | 2.68% |
| 2021 | 0.11% | 2.66% |
| 2020 | 0.00% | 1.31% |
| 2019 | 0.00% | 2.59% |
| 2018 | 0.00% | 2.19% |
| 2017 | 0.00% | 1.86% |
| 2016 | 0.00% | 0.27% |
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