DFSD vs SHLD

Comparison between DIMENSIONAL SHORT-DURATION FIXED INCOME ETF (DFSD, ETF) and GLOBAL X DEFENSE TECH ETF (SHLD, ETF).

DFSD vs SHLD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DFSD(ETF)	SHLD(ETF)
Net Assets	$6.90B	$6.90B
Expense Ratio	0.16%	0.50%
Max Drawdown	9.85%	25.40%
Sharpe Ratio	0.03	-0.04
5Y Beta	0.03	0.67
P/E Ratio	N/A	31.68
Forward P/E	N/A	23.67
PEG Ratio	N/A	0.60
5Y EPS CAGR	N/A	4.30%
Debt to Equity	N/A	68.27%
P/S Ratio	N/A	2.21
P/B Ratio	N/A	4.61

Net Assets

DFSD

$6.90B

SHLD

$6.90B

Expense Ratio

Winner

DFSD

0.16%

SHLD

0.50%

Max Drawdown

Winner

DFSD

9.85%

SHLD

25.40%

Sharpe Ratio

Winner

DFSD

0.03

SHLD

-0.04

5Y Beta

Winner

DFSD

0.03

SHLD

0.67

P/E Ratio

DFSD

N/A

SHLD

31.68

Forward P/E

DFSD

N/A

SHLD

23.67

PEG Ratio

DFSD

N/A

SHLD

0.60

5Y EPS CAGR

DFSD

N/A

SHLD

4.30%

Debt to Equity

DFSD

N/A

SHLD

68.27%

P/S Ratio

DFSD

N/A

SHLD

2.21

P/B Ratio

DFSD

N/A

SHLD

4.61

DFSD vs SHLD - Historical Returns

Returns include dividend reinvestment.

Period	DFSD	SHLD
1 month	-0.01%	-5.92%
3 months	+0.34%	-18.52%
6 months	+0.83%	-22.88%
1 year	+3.72%	-0.87%
5 years(CAGR)	+2.53%	N/A
Max(CAGR)	+2.53%	+37.35%

Winner

DFSD

-0.01%

SHLD

-5.92%

Winner

DFSD

+0.34%

SHLD

-18.52%

Winner

DFSD

+0.83%

SHLD

-22.88%

Winner

DFSD

+3.72%

SHLD

-0.87%

5Y(CAGR)

DFSD

+2.53%

SHLD

N/A

Max(CAGR)

DFSD

+2.53%

Winner

SHLD

+37.35%

DFSD vs SHLD - Annual Returns (2021 - 2026)

Returns include dividend reinvestment.

Year	DFSD	SHLD
2026	+0.87%	-9.56%
2025	+6.52%	+74.68%
2024	+4.53%	+35.09%
2023	+6.02%	+12.89%
2022	-5.69%	N/A
2021	-0.02%	N/A

DFSD vs SHLD Drawdown Comparison

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

The maximum drawdown for SHLD was -25.40%, occurring on Jun 25, 2026. This drawdown has not yet recovered.

The current DFSD drawdown is -0.21%. The current SHLD drawdown is -22.99%.

Rank	DFSD	SHLD
#1	-8.45% Nov 18, 2021 - Feb 1, 2024	-25.40% Mar 9, 2026 - Jun 25, 2026
#2	-1.47% Feb 27, 2026 - Jun 26, 2026	-15.06% Oct 8, 2025 - Jan 8, 2026
#3	-1.34% Apr 3, 2025 - Apr 28, 2025	-10.92% Nov 11, 2024 - Feb 18, 2025
#4	-0.67% Oct 1, 2024 - Nov 29, 2024	-10.53% Mar 18, 2025 - Apr 11, 2025
#5	-0.67% Dec 6, 2024 - Jan 27, 2025	-8.91% Jan 16, 2026 - Mar 9, 2026
#6	-0.52% Apr 30, 2025 - May 27, 2025	-5.42% Sep 18, 2023 - Oct 9, 2023
#7	-0.52% Jun 26, 2026 - Jul 13, 2026	-5.39% Aug 6, 2025 - Sep 10, 2025
#8	-0.50% Mar 27, 2024 - May 3, 2024	-4.96% Apr 8, 2024 - May 9, 2024
#9	-0.42% Feb 1, 2024 - Mar 5, 2024	-4.52% Aug 30, 2024 - Oct 1, 2024
#10	-0.42% Feb 5, 2025 - Feb 21, 2025	-4.49% Oct 18, 2024 - Nov 6, 2024
#11	-0.40% Jun 4, 2025 - Jun 12, 2025	-4.17% May 31, 2024 - Jul 15, 2024
#12	-0.37% Oct 22, 2025 - Nov 21, 2025	-3.79% Feb 18, 2025 - Mar 3, 2025
#13	-0.35% Nov 26, 2025 - Dec 16, 2025	-3.62% May 8, 2025 - May 16, 2025
#14	-0.34% Mar 3, 2025 - Mar 19, 2025	-3.55% Jul 31, 2024 - Aug 9, 2024
#15	-0.29% Jun 30, 2025 - Jul 21, 2025	-3.15% Oct 16, 2023 - Nov 2, 2023