DFSD vs MCHI
Comparison between DIMENSIONAL SHORT-DURATION FIXED INCOME ETF (DFSD, ETF) and ISHARES MSCI CHINA ETF (MCHI, ETF).
DFSD vs MCHI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
DFSD
$6.60B
Winner
MCHI
$6.70B
Expense Ratio
Winner
DFSD
0.16%
MCHI
0.59%
Max Drawdown
Winner
DFSD
9.85%
MCHI
63.39%
Sharpe Ratio
Winner
DFSD
0.58
MCHI
0.44
5Y Beta
Winner
DFSD
0.03
MCHI
0.64
5Y Dividends CAGR
DFSD
N/A
MCHI
8.85%
DFSD vs MCHI - Historical Returns
Returns include dividend reinvestment.
1M
DFSD
-0.09%
Winner
MCHI
+4.25%
3M
Winner
DFSD
-0.40%
MCHI
-0.93%
6M
Winner
DFSD
+1.15%
MCHI
-6.10%
1Y
DFSD
+4.78%
Winner
MCHI
+11.73%
5Y(CAGR)
Winner
DFSD
+2.53%
MCHI
-2.96%
10Y(CAGR)
DFSD
N/A
MCHI
+6.09%
Max(CAGR)
DFSD
+2.53%
Winner
MCHI
+2.93%
DFSD vs MCHI - Annual Returns (2011 - 2026)
Returns include dividend reinvestment.
| Year | DFSD | MCHI |
|---|---|---|
| 2026 | +0.43% | -3.94% |
| 2025 | +6.52% | +33.42% |
| 2024 | +4.53% | +20.76% |
| 2023 | +6.02% | -14.77% |
| 2022 | -5.69% | -23.00% |
| 2021 | -0.02% | -21.99% |
| 2020 | N/A | +23.65% |
| 2019 | N/A | +24.39% |
| 2018 | N/A | -22.78% |
| 2017 | N/A | +53.07% |
| 2016 | N/A | +3.26% |
| 2015 | N/A | -9.05% |
| 2014 | N/A | +10.05% |
| 2013 | N/A | -0.89% |
| 2012 | N/A | +20.85% |
| 2011 | N/A | -20.75% |
DFSD vs MCHI Drawdown Comparison
The maximum drawdown for DFSD was -8.45%, occurring on Oct 20, 2022. Recovery took 552 trading sessions.
The maximum drawdown for MCHI was -62.95%, occurring on Oct 31, 2022. This drawdown has not yet recovered.
The current DFSD drawdown is -0.56%. The current MCHI drawdown is -32.09%.
| Rank | DFSD | MCHI |
|---|---|---|
| #1 | -8.45% Nov 18, 2021 - Feb 1, 2024 | -62.95% Feb 17, 2021 - Oct 31, 2022 |
| #2 | -1.47% Feb 27, 2026 - Mar 26, 2026 | -43.23% Apr 28, 2015 - Aug 25, 2017 |
| #3 | -1.34% Apr 3, 2025 - Apr 28, 2025 | -37.13% Apr 21, 2011 - Jul 24, 2014 |
| #4 | -0.67% Oct 1, 2024 - Nov 29, 2024 | -33.15% Jan 26, 2018 - Jul 8, 2020 |
| #5 | -0.67% Dec 6, 2024 - Jan 27, 2025 | -11.54% Sep 5, 2014 - Jan 21, 2015 |
| #6 | -0.52% Apr 30, 2025 - May 27, 2025 | -8.66% Nov 21, 2017 - Jan 2, 2018 |
| #7 | -0.50% Mar 27, 2024 - May 3, 2024 | -7.42% Sep 1, 2020 - Oct 12, 2020 |
| #8 | -0.42% Feb 1, 2024 - Mar 5, 2024 | -6.19% Mar 2, 2015 - Mar 30, 2015 |
| #9 | -0.42% Feb 5, 2025 - Feb 21, 2025 | -5.81% Nov 6, 2020 - Jan 5, 2021 |
| #10 | -0.40% Jun 4, 2025 - Jun 12, 2025 | -5.80% Jan 25, 2021 - Feb 9, 2021 |
| #11 | -0.37% Oct 22, 2025 - Nov 21, 2025 | -5.72% Jul 9, 2020 - Aug 24, 2020 |
| #12 | -0.35% Nov 26, 2025 - Dec 16, 2025 | -5.01% Jan 22, 2015 - Feb 26, 2015 |
| #13 | -0.34% Mar 3, 2025 - Mar 19, 2025 | -3.88% Sep 19, 2017 - Oct 3, 2017 |
| #14 | -0.29% Jun 30, 2025 - Jul 21, 2025 | -3.50% Apr 16, 2015 - Apr 22, 2015 |
| #15 | -0.28% Mar 8, 2024 - Mar 22, 2024 | -2.83% Oct 18, 2017 - Nov 6, 2017 |
Correlation
Correlation between DFSD and MCHI is 0.69 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.69
-101
Dividend Comparison (2011 - 2026)
DFSD vs MCHI dividend yield comparison.
| Year | DFSD | MCHI |
|---|---|---|
| 2026 | 0.62% | 0.00% |
| 2025 | 4.12% | 2.12% |
| 2024 | 4.81% | 2.31% |
| 2023 | 3.89% | 2.66% |
| 2022 | 2.12% | 1.78% |
| 2021 | 0.11% | 1.04% |
| 2020 | 0.00% | 1.04% |
| 2019 | 0.00% | 1.45% |
| 2018 | 0.00% | 1.60% |
| 2017 | 0.00% | 1.56% |
| 2016 | 0.00% | 1.66% |
| 2015 | 0.00% | 2.76% |
| 2014 | 0.00% | 2.35% |
| 2013 | 0.00% | 2.37% |
| 2012 | 0.00% | 1.90% |
| 2011 | 0.00% | 2.61% |
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