DFSD vs IJT

Comparison between DIMENSIONAL SHORT-DURATION FIXED INCOME ETF (DFSD, ETF) and ISHARES S&P SMALL-CAP 600 GROWTH ETF (IJT, ETF).

DFSD vs IJT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DFSD(ETF)	IJT(ETF)
Net Assets	$6.40B	$6.50B
Expense Ratio	0.16%	0.18%
Max Drawdown	9.85%	57.98%
Sharpe Ratio	0.56	1.49
5Y Beta	0.03	1.05
P/E Ratio	N/A	26.18
Forward P/E	N/A	19.36
5Y Dividends CAGR	N/A	14.05%
5Y EPS CAGR	N/A	24.85%
P/S Ratio	N/A	1.73
P/B Ratio	N/A	3.15

Net Assets

DFSD

$6.40B

Winner

IJT

$6.50B

Expense Ratio

Winner

DFSD

0.16%

IJT

0.18%

Max Drawdown

Winner

DFSD

9.85%

IJT

57.98%

Sharpe Ratio

DFSD

0.56

Winner

IJT

1.49

5Y Beta

Winner

DFSD

0.03

IJT

1.05

P/E Ratio

DFSD

N/A

IJT

26.18

Forward P/E

DFSD

N/A

IJT

19.36

5Y Dividends CAGR

DFSD

N/A

IJT

14.05%

5Y EPS CAGR

DFSD

N/A

IJT

24.85%

P/S Ratio

DFSD

N/A

IJT

1.73

P/B Ratio

DFSD

N/A

IJT

3.15

DFSD vs IJT - Historical Returns

Returns include dividend reinvestment.

Period	DFSD	IJT
1 month	+0.26%	+7.03%
3 months	+0.10%	+6.89%
6 months	+1.36%	+17.54%
1 year	+4.93%	+31.28%
5 years(CAGR)	+2.58%	+5.60%
10 years(CAGR)	N/A	+11.21%
Max(CAGR)	+2.58%	+9.45%

DFSD

+0.26%

Winner

IJT

+7.03%

DFSD

+0.10%

Winner

IJT

+6.89%

DFSD

+1.36%

Winner

IJT

+17.54%

DFSD

+4.93%

Winner

IJT

+31.28%

5Y(CAGR)

DFSD

+2.58%

Winner

IJT

+5.60%

10Y(CAGR)

DFSD

N/A

IJT

+11.21%

Max(CAGR)

DFSD

+2.58%

Winner

IJT

+9.45%

DFSD vs IJT - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

Year	DFSD	IJT
2026	+0.64%	+14.87%
2025	+6.52%	+5.10%
2024	+4.53%	+10.13%
2023	+6.02%	+17.67%
2022	-5.69%	-21.74%
2021	-0.02%	+23.41%
2020	N/A	+19.03%
2019	N/A	+21.08%
2018	N/A	-4.80%
2017	N/A	+14.05%
2016	N/A	+25.73%
2015	N/A	+3.35%
2014	N/A	+5.01%
2013	N/A	+38.45%
2012	N/A	+13.49%
2011	N/A	+1.63%
2010	N/A	+25.66%
2009	N/A	+26.13%
2008	N/A	-32.71%
2007	N/A	+6.09%
2006	N/A	+8.46%
2005	N/A	+10.75%
2004	N/A	+21.10%
2003	N/A	+33.27%
2002	N/A	-14.85%
2001	N/A	+4.08%
2000	N/A	+1.71%

DFSD vs IJT Drawdown Comparison

The maximum drawdown for DFSD was -8.45%, occurring on Oct 20, 2022. Recovery took 552 trading sessions.

The maximum drawdown for IJT was -57.60%, occurring on Mar 9, 2009. Recovery took 806 trading sessions.

The current DFSD drawdown is -0.36%. The current IJT drawdown is -0.55%.

Rank	DFSD	IJT
#1	-8.45% Nov 18, 2021 - Feb 1, 2024	-57.60% Oct 10, 2007 - Dec 21, 2010
#2	-1.47% Feb 27, 2026 - Mar 26, 2026	-42.03% Aug 31, 2018 - Nov 16, 2020
#3	-1.34% Apr 3, 2025 - Apr 28, 2025	-36.43% Sep 1, 2000 - Dec 1, 2003
#4	-0.67% Oct 1, 2024 - Nov 29, 2024	-29.23% Nov 8, 2021 - Jul 16, 2024
#5	-0.67% Dec 6, 2024 - Jan 27, 2025	-27.41% Nov 25, 2024 - Jan 15, 2026
#6	-0.52% Apr 30, 2025 - May 27, 2025	-26.45% Jul 7, 2011 - Mar 26, 2012
#7	-0.50% Mar 27, 2024 - May 3, 2024	-19.69% Jun 23, 2015 - Jul 12, 2016
#8	-0.42% Feb 1, 2024 - Mar 5, 2024	-14.11% May 9, 2006 - Feb 1, 2007
#9	-0.42% Feb 5, 2025 - Feb 21, 2025	-12.70% Jun 30, 2004 - Oct 27, 2004
#10	-0.40% Jun 4, 2025 - Jun 12, 2025	-12.36% Jul 3, 2014 - Dec 22, 2014
#11	-0.37% Oct 22, 2025 - Nov 21, 2025	-11.11% Mar 7, 2005 - Jul 5, 2005
#12	-0.35% Nov 26, 2025 - Dec 16, 2025	-10.60% Sep 14, 2012 - Jan 2, 2013
#13	-0.34% Mar 3, 2025 - Mar 19, 2025	-10.21% Mar 26, 2012 - Sep 6, 2012
#14	-0.29% Jun 30, 2025 - Jul 21, 2025	-9.51% Apr 5, 2004 - Jun 25, 2004
#15	-0.28% Mar 8, 2024 - Mar 22, 2024	-9.34% Jul 31, 2024 - Oct 16, 2024

Correlation

Correlation between DFSD and IJT is 0.89 which considered as a strong positive correlation - the stocks tend to move together.

0.89

-101

Dividend Comparison (2000 - 2026)

DFSD vs IJT dividend yield comparison.

Year	DFSD	IJT
2026	0.62%	0.13%
2025	4.12%	0.91%
2024	4.81%	1.06%
2023	3.89%	1.02%
2022	2.12%	1.08%
2021	0.11%	0.63%
2020	0.00%	0.68%
2019	0.00%	0.92%
2018	0.00%	0.92%
2017	0.00%	0.86%
2016	0.00%	1.03%
2015	0.00%	1.14%
2014	0.00%	0.78%
2013	0.00%	0.70%
2012	0.00%	1.41%
2011	0.00%	0.65%
2010	0.00%	0.87%
2009	0.00%	0.38%
2008	0.00%	0.95%
2007	0.00%	0.26%
2006	0.00%	0.27%
2005	0.00%	0.56%
2004	0.00%	0.34%
2003	0.00%	0.35%
2002	0.00%	0.24%
2001	0.00%	0.08%
2000	0.00%	0.79%