DFUV vs EMB

Comparison between DIMENSIONAL US MARKETWIDE VALUE ETF (DFUV, ETF) and ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETF (EMB, ETF).

DFUV vs EMB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DFUV(ETF)	EMB(ETF)
Net Assets	$14B	$15B
Expense Ratio	0.21%	0.39%
Max Drawdown	18.26%	37.41%
Sharpe Ratio	2.10	1.55
5Y Beta	0.79	0.26
P/E Ratio	20.61	N/A
Forward P/E	14.35	N/A
5Y Dividends CAGR	N/A	3.97%
5Y EPS CAGR	12.20%	N/A
Debt to Equity	38.83%	N/A
P/S Ratio	1.78	N/A
P/B Ratio	2.42	N/A

Net Assets

DFUV

$14B

Winner

EMB

$15B

Expense Ratio

Winner

DFUV

0.21%

EMB

0.39%

Max Drawdown

Winner

DFUV

18.26%

EMB

37.41%

Sharpe Ratio

Winner

DFUV

2.10

EMB

1.55

5Y Beta

DFUV

0.79

Winner

EMB

0.26

P/E Ratio

DFUV

20.61

EMB

N/A

Forward P/E

DFUV

14.35

EMB

N/A

5Y Dividends CAGR

DFUV

N/A

EMB

3.97%

5Y EPS CAGR

DFUV

12.20%

EMB

N/A

Debt to Equity

DFUV

38.83%

EMB

N/A

P/S Ratio

DFUV

1.78

EMB

N/A

P/B Ratio

DFUV

2.42

EMB

N/A

DFUV vs EMB - Historical Returns

Returns include dividend reinvestment.

Period	DFUV	EMB
1 month	+5.35%	+0.92%
3 months	+4.08%	+0.28%
6 months	+16.82%	+2.05%
1 year	+29.78%	+11.98%
5 years(CAGR)	+13.85%	+2.01%
10 years(CAGR)	N/A	+3.33%
Max(CAGR)	+13.85%	+4.68%

Winner

DFUV

+5.35%

EMB

+0.92%

Winner

DFUV

+4.08%

EMB

+0.28%

Winner

DFUV

+16.82%

EMB

+2.05%

Winner

DFUV

+29.78%

EMB

+11.98%

5Y(CAGR)

Winner

DFUV

+13.85%

EMB

+2.01%

10Y(CAGR)

DFUV

N/A

EMB

+3.33%

Max(CAGR)

Winner

DFUV

+13.85%

EMB

+4.68%

DFUV vs EMB - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	DFUV	EMB
2026	+12.06%	+1.42%
2025	+15.99%	+13.47%
2024	+11.55%	+6.59%
2023	+13.68%	+10.12%
2022	+1.23%	-17.83%
2021	N/A	-1.69%
2020	N/A	+5.29%
2019	N/A	+15.48%
2018	N/A	-5.71%
2017	N/A	+9.90%
2016	N/A	+9.38%
2015	N/A	+1.39%
2014	N/A	+6.03%
2013	N/A	-8.06%
2012	N/A	+18.00%
2011	N/A	+7.19%
2010	N/A	+10.67%
2009	N/A	+13.44%
2008	N/A	-2.27%
2007	N/A	+0.29%

DFUV vs EMB Drawdown Comparison

The maximum drawdown for DFUV was -17.59%, occurring on Apr 8, 2025. Recovery took 184 trading sessions.

The maximum drawdown for EMB was -34.70%, occurring on Oct 28, 2008. Recovery took 293 trading sessions.

The current EMB drawdown is -0.50%.

Rank	DFUV	EMB
#1	-17.59% Nov 25, 2024 - Aug 22, 2025	-34.70% May 21, 2008 - Jul 21, 2009
#2	-15.33% Jun 7, 2022 - Nov 23, 2022	-28.75% Sep 2, 2021 - Aug 11, 2025
#3	-11.55% Jul 31, 2023 - Dec 13, 2023	-26.55% Mar 4, 2020 - Nov 13, 2020
#4	-10.97% Feb 2, 2023 - Jul 19, 2023	-14.48% May 2, 2013 - Jul 8, 2014
#5	-6.78% Jul 31, 2024 - Aug 30, 2024	-8.91% Jan 5, 2018 - Mar 20, 2019
#6	-6.67% Nov 30, 2022 - Jan 26, 2023	-7.56% Sep 7, 2016 - Apr 28, 2017
#7	-6.01% Feb 11, 2026 - Apr 17, 2026	-7.43% Nov 4, 2010 - Jul 28, 2011
#8	-5.79% Mar 28, 2024 - Jul 16, 2024	-7.37% Aug 27, 2014 - Apr 2, 2015
#9	-4.44% Nov 12, 2025 - Nov 28, 2025	-7.34% Dec 31, 2020 - Aug 31, 2021
#10	-4.18% May 17, 2022 - May 26, 2022	-7.09% Aug 2, 2011 - Nov 3, 2011
#11	-4.06% Aug 30, 2024 - Sep 19, 2024	-6.45% Apr 20, 2010 - Jul 8, 2010
#12	-3.33% Oct 6, 2025 - Oct 24, 2025	-6.36% Apr 27, 2015 - Mar 17, 2016
#13	-3.13% Dec 27, 2023 - Jan 29, 2024	-4.88% May 3, 2012 - Jun 19, 2012
#14	-3.07% Oct 17, 2024 - Nov 6, 2024	-4.51% Feb 25, 2026 - Mar 27, 2026
#15	-2.57% Jul 16, 2024 - Jul 31, 2024	-4.14% Nov 8, 2011 - Jan 26, 2012

Correlation

Correlation between DFUV and EMB is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97

-101

Dividend Comparison (2007 - 2026)

DFUV vs EMB dividend yield comparison.

Year	DFUV	EMB
2026	0.33%	1.75%
2025	1.55%	4.98%
2024	1.64%	5.46%
2023	1.72%	4.74%
2022	1.34%	5.04%
2021	0.00%	3.89%
2020	0.00%	3.88%
2019	0.00%	4.51%
2018	0.00%	5.64%
2017	0.00%	4.54%
2016	0.00%	4.83%
2015	0.00%	4.84%
2014	0.00%	4.56%
2013	0.00%	4.75%
2012	0.00%	4.17%
2011	0.00%	4.83%
2010	0.00%	5.15%
2009	0.00%	5.63%
2008	0.00%	5.63%
2007	0.00%	0.16%