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DFSD vs INDA

Comparison between DIMENSIONAL SHORT-DURATION FIXED INCOME ETF (DFSD, ETF) and ISHARES MSCI INDIA ETF (INDA, ETF).

DFSD vs INDA - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
DFSD
$6.60B
INDA
$6.60B
Expense Ratio
Winner
DFSD
0.16%
INDA
0.61%
Max Drawdown
Winner
DFSD
9.85%
INDA
46.14%
Sharpe Ratio
Winner
DFSD
0.58
INDA
-1.03
5Y Beta
Winner
DFSD
0.03
INDA
0.46
5Y Dividends CAGR
DFSD
N/A
INDA
-8.35%

DFSD vs INDA - Historical Returns

Returns include dividend reinvestment.

1M
Winner
DFSD
-0.09%
INDA
-2.78%
3M
Winner
DFSD
-0.40%
INDA
-9.28%
6M
Winner
DFSD
+1.15%
INDA
-11.48%
1Y
Winner
DFSD
+4.78%
INDA
-11.16%
5Y(CAGR)
DFSD
+2.53%
Winner
INDA
+4.26%
10Y(CAGR)
DFSD
N/A
INDA
+7.34%
Max(CAGR)
DFSD
+2.53%
Winner
INDA
+5.25%

DFSD vs INDA - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

YearDFSDINDA
2026+0.43%-12.06%
2025+6.52%+1.22%
2024+4.53%+8.95%
2023+6.02%+16.71%
2022-5.69%-10.39%
2021-0.02%+21.22%
2020N/A+13.44%
2019N/A+7.78%
2018N/A-6.87%
2017N/A+35.47%
2016N/A+0.48%
2015N/A-8.46%
2014N/A+27.77%
2013N/A-6.75%
2012N/A-1.36%

DFSD vs INDA Drawdown Comparison

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

The maximum drawdown for INDA was -45.08%, occurring on Mar 23, 2020. Recovery took 720 trading sessions.

The current DFSD drawdown is -0.56%. The current INDA drawdown is -18.36%.

RankDFSDINDA
#1-8.45%
Nov 18, 2021 - Feb 1, 2024
-45.08%
Jan 23, 2018 - Dec 1, 2020
#2-1.47%
Feb 27, 2026 - Mar 26, 2026
-29.62%
Feb 1, 2013 - May 12, 2014
#3-1.34%
Apr 3, 2025 - Apr 28, 2025
-28.72%
Mar 3, 2015 - Jun 2, 2017
#4-0.67%
Oct 1, 2024 - Nov 29, 2024
-26.46%
Feb 21, 2012 - Jan 18, 2013
#5-0.67%
Dec 6, 2024 - Jan 27, 2025
-22.72%
Sep 26, 2024 - Mar 30, 2026
#6-0.52%
Apr 30, 2025 - May 27, 2025
-21.57%
Jan 12, 2022 - Dec 18, 2023
#7-0.50%
Mar 27, 2024 - May 3, 2024
-11.64%
Nov 21, 2014 - Jan 20, 2015
#8-0.42%
Feb 1, 2024 - Mar 5, 2024
-9.73%
Mar 11, 2021 - May 26, 2021
#9-0.42%
Feb 5, 2025 - Feb 21, 2025
-8.56%
Nov 12, 2021 - Jan 11, 2022
#10-0.40%
Jun 4, 2025 - Jun 12, 2025
-7.29%
Aug 4, 2017 - Oct 27, 2017
#11-0.37%
Oct 22, 2025 - Nov 21, 2025
-7.23%
Sep 5, 2014 - Nov 18, 2014
#12-0.35%
Nov 26, 2025 - Dec 16, 2025
-6.79%
Jan 20, 2021 - Feb 3, 2021
#13-0.34%
Mar 3, 2025 - Mar 19, 2025
-6.09%
Jun 3, 2024 - Jun 14, 2024
#14-0.29%
Jun 30, 2025 - Jul 21, 2025
-5.48%
Nov 6, 2017 - Dec 20, 2017
#15-0.28%
Mar 8, 2024 - Mar 22, 2024
-4.92%
Aug 12, 2014 - Sep 5, 2014

Correlation

Correlation between DFSD and INDA is 0.76 which considered as a strong positive correlation - the stocks tend to move together.

0.76
-101

Dividend Comparison (2012 - 2026)

DFSD vs INDA dividend yield comparison.

YearDFSDINDA
20260.62%0.00%
20254.12%0.00%
20244.81%0.76%
20233.89%0.16%
20222.12%0.00%
20210.11%6.44%
20200.00%0.27%
20190.00%0.99%
20180.00%0.94%
20170.00%1.09%
20160.00%0.90%
20150.00%1.19%
20140.00%0.63%
20130.00%0.61%
20120.00%0.41%

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