DFSV vs SHYG

Comparison between DIMENSIONAL US SMALL CAP VALUE ETF (DFSV, ETF) and ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF (SHYG, ETF).

DFSV vs SHYG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DFSV(ETF)	SHYG(ETF)
Net Assets	$7.50B	$7.60B
Expense Ratio	0.30%	0.30%
Max Drawdown	28.52%	26.29%
Sharpe Ratio	1.30	0.93
5Y Beta	1.00	0.22
P/E Ratio	34.05	N/A
Forward P/E	12.10	N/A
5Y Dividends CAGR	N/A	6.98%
5Y EPS CAGR	4.70%	N/A
Debt to Equity	46.98%	N/A
P/S Ratio	0.85	N/A
P/B Ratio	1.33	N/A

Net Assets

DFSV

$7.50B

Winner

SHYG

$7.60B

Expense Ratio

DFSV

0.30%

SHYG

0.30%

Max Drawdown

DFSV

28.52%

Winner

SHYG

26.29%

Sharpe Ratio

Winner

DFSV

1.30

SHYG

0.93

5Y Beta

DFSV

1.00

Winner

SHYG

0.22

P/E Ratio

DFSV

34.05

SHYG

N/A

Forward P/E

DFSV

12.10

SHYG

N/A

5Y Dividends CAGR

DFSV

N/A

SHYG

6.98%

5Y EPS CAGR

DFSV

4.70%

SHYG

N/A

Debt to Equity

DFSV

46.98%

SHYG

N/A

P/S Ratio

DFSV

0.85

SHYG

N/A

P/B Ratio

DFSV

1.33

SHYG

N/A

DFSV vs SHYG - Historical Returns

Returns include dividend reinvestment.

Period	DFSV	SHYG
1 month	+0.69%	+0.34%
3 months	-0.18%	+0.76%
6 months	+17.77%	+2.81%
1 year	+28.03%	+6.66%
5 years(CAGR)	+11.20%	+4.94%
10 years(CAGR)	N/A	+5.30%
Max(CAGR)	+11.20%	+4.40%

Winner

DFSV

+0.69%

SHYG

+0.34%

DFSV

-0.18%

Winner

SHYG

+0.76%

Winner

DFSV

+17.77%

SHYG

+2.81%

Winner

DFSV

+28.03%

SHYG

+6.66%

5Y(CAGR)

Winner

DFSV

+11.20%

SHYG

+4.94%

10Y(CAGR)

DFSV

N/A

SHYG

+5.30%

Max(CAGR)

Winner

DFSV

+11.20%

SHYG

+4.40%

DFSV vs SHYG - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	DFSV	SHYG
2026	+10.96%	+1.21%
2025	+8.99%	+7.71%
2024	+7.50%	+8.38%
2023	+19.82%	+10.24%
2022	+0.61%	-4.63%
2021	N/A	+4.78%
2020	N/A	+2.98%
2019	N/A	+10.08%
2018	N/A	+0.04%
2017	N/A	+4.86%
2016	N/A	+12.94%
2015	N/A	-3.10%
2014	N/A	+0.23%
2013	N/A	+1.99%

DFSV vs SHYG Drawdown Comparison

The maximum drawdown for DFSV was -28.01%, occurring on Apr 8, 2025. Recovery took 260 trading sessions.

The maximum drawdown for SHYG was -19.27%, occurring on Mar 23, 2020. Recovery took 192 trading sessions.

The current DFSV drawdown is -2.93%. The current SHYG drawdown is -0.21%.

Rank	DFSV	SHYG
#1	-28.01% Nov 25, 2024 - Dec 10, 2025	-19.27% Feb 14, 2020 - Nov 17, 2020
#2	-17.96% Feb 2, 2023 - Dec 14, 2023	-10.32% May 29, 2015 - Jul 8, 2016
#3	-17.61% Mar 29, 2022 - Dec 2, 2022	-9.39% Dec 27, 2021 - Jul 13, 2023
#4	-9.94% Jul 31, 2024 - Nov 6, 2024	-5.15% Jun 23, 2014 - Apr 9, 2015
#5	-9.39% Feb 11, 2026 - Apr 20, 2026	-5.04% Oct 1, 2018 - Jan 31, 2019
#6	-7.81% Dec 2, 2022 - Jan 12, 2023	-4.53% Feb 28, 2025 - May 12, 2025
#7	-7.61% Mar 28, 2024 - May 15, 2024	-2.69% Oct 24, 2016 - Dec 6, 2016
#8	-7.04% Dec 27, 2023 - Mar 21, 2024	-2.39% Sep 1, 2023 - Nov 3, 2023
#9	-6.60% May 15, 2024 - Jul 15, 2024	-1.86% Jan 26, 2018 - Apr 12, 2018
#10	-4.28% Mar 2, 2022 - Mar 16, 2022	-1.75% Feb 2, 2026 - Apr 8, 2026
#11	-3.36% Nov 11, 2024 - Nov 25, 2024	-1.74% Mar 27, 2024 - May 3, 2024
#12	-3.13% Dec 11, 2025 - Jan 6, 2026	-1.61% Nov 5, 2021 - Dec 23, 2021
#13	-2.93% May 6, 2026 - May 13, 2026	-1.57% Mar 1, 2017 - Apr 20, 2017
#14	-2.60% Jan 13, 2023 - Jan 23, 2023	-1.48% May 3, 2019 - Jun 18, 2019
#15	-2.53% Jul 16, 2024 - Jul 26, 2024	-1.38% Oct 20, 2017 - Jan 3, 2018

Correlation

Correlation between DFSV and SHYG is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.

0.92

-101

Dividend Comparison (2013 - 2026)

DFSV vs SHYG dividend yield comparison.

Year	DFSV	SHYG
2026	0.31%	2.33%
2025	1.53%	7.03%
2024	1.31%	6.93%
2023	1.29%	6.54%
2022	0.90%	5.57%
2021	0.00%	4.83%
2020	0.00%	5.07%
2019	0.00%	5.33%
2018	0.00%	5.90%
2017	0.00%	5.49%
2016	0.00%	5.53%
2015	0.00%	5.17%
2014	0.00%	4.33%
2013	0.00%	0.85%