DFUS vs SHV
Comparison between DIMENSIONAL U.S. EQUITY MARKET ETF (DFUS, ETF) and ISHARES 0-1 YEAR TREASURY BOND ETF (SHV, ETF).
5-Year PerformanceDFUS has outperformed SHV, delivering a return of +13.1% compared to +3.5%
DFUS vs SHV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
DFUS
$21B
SHV
$21B
Expense Ratio
Winner
DFUS
0.09%
SHV
0.15%
Max Drawdown
DFUS
25.36%
Winner
SHV
1.20%
Sharpe Ratio
Winner
DFUS
1.35
SHV
-0.51
5Y Beta
DFUS
0.99
Winner
SHV
-0.00
P/E Ratio
DFUS
26.64
SHV
N/A
Forward P/E
DFUS
20.67
SHV
N/A
5Y Dividends CAGR
DFUS
52.11%
Winner
SHV
81.00%
5Y EPS CAGR
DFUS
25.85%
SHV
N/A
DFUS vs SHV - Historical Returns
Returns include dividend reinvestment.
1M
Winner
DFUS
+3.90%
SHV
+0.35%
3M
Winner
DFUS
+5.66%
SHV
+0.92%
6M
Winner
DFUS
+14.99%
SHV
+1.73%
1Y
Winner
DFUS
+22.52%
SHV
+3.76%
5Y(CAGR)
Winner
DFUS
+13.08%
SHV
+3.47%
10Y(CAGR)
DFUS
N/A
SHV
+2.29%
Max(CAGR)
Winner
DFUS
+13.74%
SHV
+1.59%
DFUS vs SHV - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | DFUS | SHV |
|---|---|---|
| 2026 | +14.99% | +2.13% |
| 2025 | +17.66% | +4.19% |
| 2024 | +25.28% | +5.13% |
| 2023 | +26.93% | +5.02% |
| 2022 | -18.83% | +0.95% |
| 2021 | +11.90% | -0.09% |
| 2020 | N/A | +0.79% |
| 2019 | N/A | +2.35% |
| 2018 | N/A | +1.73% |
| 2017 | N/A | +0.64% |
| 2016 | N/A | +0.41% |
| 2015 | N/A | +0.02% |
| 2014 | N/A | +0.02% |
| 2013 | N/A | +0.01% |
| 2012 | N/A | +0.05% |
| 2011 | N/A | +0.07% |
| 2010 | N/A | +0.12% |
| 2009 | N/A | +0.32% |
| 2008 | N/A | +2.73% |
| 2007 | N/A | +4.99% |
DFUS vs SHV Drawdown Comparison
The maximum drawdown for DFUS was -24.62%, occurring on Sep 30, 2022. Recovery took 489 trading sessions.
The maximum drawdown for SHV was -0.45%, occurring on Jun 14, 2022. Recovery took 631 trading sessions.
| Rank | DFUS | SHV |
|---|---|---|
| #1 | -24.62% Jan 3, 2022 - Dec 13, 2023 | -0.45% Apr 7, 2020 - Oct 7, 2022 |
| #2 | -19.44% Feb 19, 2025 - Jun 27, 2025 | -0.36% Oct 10, 2008 - Oct 15, 2008 |
| #3 | -8.96% Jan 27, 2026 - Apr 14, 2026 | -0.29% Oct 15, 2008 - Nov 6, 2008 |
| #4 | -8.66% Jul 16, 2024 - Sep 19, 2024 | -0.25% Sep 17, 2008 - Oct 2, 2008 |
| #5 | -5.53% Mar 28, 2024 - May 14, 2024 | -0.23% Dec 29, 2008 - Apr 15, 2009 |
| #6 | -5.29% Oct 28, 2025 - Dec 10, 2025 | -0.19% Aug 22, 2007 - Sep 5, 2007 |
| #7 | -5.07% Sep 3, 2021 - Oct 20, 2021 | -0.17% Mar 20, 2008 - May 1, 2008 |
| #8 | -4.60% Dec 4, 2024 - Jan 23, 2025 | -0.14% Oct 2, 2008 - Oct 10, 2008 |
| #9 | -4.52% Nov 16, 2021 - Dec 27, 2021 | -0.13% Jun 1, 2009 - Jul 8, 2009 |
| #10 | -4.46% Jun 2, 2026 - Aug 3, 2026 | -0.12% Oct 2, 2015 - Jan 19, 2016 |
| #11 | -3.07% Jul 12, 2021 - Jul 23, 2021 | -0.11% Feb 24, 2017 - Apr 13, 2017 |
| #12 | -3.06% Oct 8, 2025 - Oct 24, 2025 | -0.10% Apr 29, 2009 - May 28, 2009 |
| #13 | -2.77% Oct 18, 2024 - Nov 6, 2024 | -0.09% Dec 12, 2008 - Dec 29, 2008 |
| #14 | -2.72% Dec 11, 2025 - Dec 23, 2025 | -0.08% Dec 11, 2007 - Dec 19, 2007 |
| #15 | -2.50% Jul 28, 2025 - Aug 12, 2025 | -0.08% Nov 4, 2016 - Dec 19, 2016 |
Correlation
Correlation between DFUS and SHV is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2007 - 2026)
DFUS vs SHV dividend yield comparison.
| Year | DFUS | SHV |
|---|---|---|
| 2026 | 0.43% | 2.08% |
| 2025 | 0.88% | 4.09% |
| 2024 | 1.04% | 5.02% |
| 2023 | 1.33% | 4.73% |
| 2022 | 1.48% | 1.39% |
| 2021 | 0.85% | 0.00% |
| 2020 | 0.00% | 0.74% |
| 2019 | 0.00% | 2.19% |
| 2018 | 0.00% | 1.66% |
| 2017 | 0.00% | 0.72% |
| 2016 | 0.00% | 0.34% |
| 2015 | 0.00% | 0.03% |
| 2014 | 0.00% | 0.00% |
| 2013 | 0.00% | 0.00% |
| 2012 | 0.00% | 0.01% |
| 2011 | 0.00% | 0.07% |
| 2010 | 0.00% | 0.08% |
| 2009 | 0.00% | 0.34% |
| 2008 | 0.00% | 2.08% |
| 2007 | 0.00% | 4.04% |
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