DFUV vs TIP

Comparison between DIMENSIONAL US MARKETWIDE VALUE ETF (DFUV, ETF) and ISHARES TIPS BOND ETF (TIP, ETF).

DFUV vs TIP - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DFUV(ETF)	TIP(ETF)
Net Assets	$15B	$15B
Expense Ratio	0.21%	0.18%
Max Drawdown	18.26%	21.96%
Sharpe Ratio	2.20	0.34
5Y Beta	0.79	0.04
P/E Ratio	19.32	N/A
Forward P/E	14.67	N/A
5Y Dividends CAGR	N/A	12.99%
5Y EPS CAGR	13.20%	N/A
Debt to Equity	39.32%	N/A
P/S Ratio	1.76	N/A
P/B Ratio	2.56	N/A

Net Assets

DFUV

$15B

Winner

TIP

$15B

Expense Ratio

DFUV

0.21%

Winner

TIP

0.18%

Max Drawdown

Winner

DFUV

18.26%

TIP

21.96%

Sharpe Ratio

Winner

DFUV

2.20

TIP

0.34

5Y Beta

DFUV

0.79

Winner

TIP

0.04

P/E Ratio

DFUV

19.32

TIP

N/A

Forward P/E

DFUV

14.67

TIP

N/A

5Y Dividends CAGR

DFUV

N/A

TIP

12.99%

5Y EPS CAGR

DFUV

13.20%

TIP

N/A

Debt to Equity

DFUV

39.32%

TIP

N/A

P/S Ratio

DFUV

1.76

TIP

N/A

P/B Ratio

DFUV

2.56

TIP

N/A

DFUV vs TIP - Historical Returns

Returns include dividend reinvestment.

Period	DFUV	TIP
1 month	+4.37%	-0.21%
3 months	+14.63%	+0.46%
6 months	+18.03%	+1.41%
1 year	+34.04%	+4.61%
5 years(CAGR)	+14.72%	+0.92%
10 years(CAGR)	N/A	+2.51%
Max(CAGR)	+14.72%	+3.50%

Winner

DFUV

+4.37%

TIP

-0.21%

Winner

DFUV

+14.63%

TIP

+0.46%

Winner

DFUV

+18.03%

TIP

+1.41%

Winner

DFUV

+34.04%

TIP

+4.61%

5Y(CAGR)

Winner

DFUV

+14.72%

TIP

+0.92%

10Y(CAGR)

DFUV

N/A

TIP

+2.51%

Max(CAGR)

Winner

DFUV

+14.72%

TIP

+3.50%

DFUV vs TIP - Annual Returns (2003 - 2026)

Returns include dividend reinvestment.

Year	DFUV	TIP
2026	+16.91%	+1.44%
2025	+15.99%	+6.61%
2024	+11.55%	+1.79%
2023	+13.68%	+3.44%
2022	+1.23%	-11.74%
2021	N/A	+5.56%
2020	N/A	+10.30%
2019	N/A	+8.18%
2018	N/A	-1.18%
2017	N/A	+2.82%
2016	N/A	+4.27%
2015	N/A	-2.38%
2014	N/A	+3.25%
2013	N/A	-8.44%
2012	N/A	+6.43%
2011	N/A	+13.75%
2010	N/A	+5.86%
2009	N/A	+11.02%
2008	N/A	-1.32%
2007	N/A	+11.43%
2006	N/A	+0.06%
2005	N/A	+2.52%
2004	N/A	+8.51%
2003	N/A	-0.02%

DFUV vs TIP Drawdown Comparison

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

The maximum drawdown for TIP was -14.58%, occurring on Nov 24, 2008. Recovery took 395 trading sessions.

The current TIP drawdown is -0.46%.

Rank	DFUV	TIP
#1	-17.59% Nov 25, 2024 - Aug 22, 2025	-14.58% Mar 10, 2008 - Oct 1, 2009
#2	-15.33% Jun 7, 2022 - Nov 23, 2022	-14.48% Nov 9, 2021 - Feb 27, 2026
#3	-11.55% Jul 31, 2023 - Dec 13, 2023	-11.20% Mar 6, 2020 - Apr 28, 2020
#4	-10.97% Feb 2, 2023 - Jul 19, 2023	-11.06% Dec 6, 2012 - Mar 20, 2019
#5	-6.78% Jul 31, 2024 - Aug 30, 2024	-6.30% Mar 17, 2004 - Sep 27, 2004
#6	-6.67% Nov 30, 2022 - Jan 26, 2023	-5.77% Oct 14, 2010 - Apr 19, 2011
#7	-6.01% Feb 11, 2026 - Apr 17, 2026	-3.84% Jun 1, 2005 - Aug 4, 2006
#8	-5.79% Mar 28, 2024 - Jul 16, 2024	-3.79% Aug 10, 2011 - Nov 2, 2011
#9	-4.44% Nov 12, 2025 - Nov 28, 2025	-3.39% Dec 4, 2006 - Mar 21, 2007
#10	-4.18% May 17, 2022 - May 26, 2022	-3.16% Feb 9, 2005 - Apr 20, 2005
#11	-4.06% Aug 30, 2024 - Sep 19, 2024	-3.15% Apr 30, 2007 - Jul 26, 2007
#12	-3.33% Oct 6, 2025 - Oct 24, 2025	-2.99% Jan 28, 2021 - May 5, 2021
#13	-3.13% Dec 27, 2023 - Jan 29, 2024	-2.94% Nov 26, 2007 - Jan 3, 2008
#14	-3.07% Oct 17, 2024 - Nov 6, 2024	-2.55% Nov 27, 2009 - Apr 29, 2010
#15	-2.57% Jul 16, 2024 - Jul 31, 2024	-2.46% Aug 29, 2019 - Jan 3, 2020

Correlation

Correlation between DFUV and TIP is 0.88 which considered as a strong positive correlation - the stocks tend to move together.

0.88

-101

Dividend Comparison (2003 - 2026)

DFUV vs TIP dividend yield comparison.

Year	DFUV	TIP
2026	0.32%	1.68%
2025	1.55%	3.46%
2024	1.64%	2.52%
2023	1.72%	2.73%
2022	1.34%	6.96%
2021	0.00%	4.28%
2020	0.00%	1.17%
2019	0.00%	1.75%
2018	0.00%	2.71%
2017	0.00%	2.07%
2016	0.00%	1.48%
2015	0.00%	0.34%
2014	0.00%	1.67%
2013	0.00%	1.15%
2012	0.00%	2.22%
2011	0.00%	4.10%
2010	0.00%	2.50%
2009	0.00%	3.89%
2008	0.00%	6.30%
2007	0.00%	4.25%
2006	0.00%	4.32%
2005	0.00%	5.42%
2004	0.00%	3.92%
2003	0.00%	0.12%

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DFUV vs TIP

DFUV vs TIP - Performance Comparison

Key Characteristics

DFUV vs TIP - Historical Returns

DFUV vs TIP - Annual Returns (2003 - 2026)

DFUV vs TIP Drawdown Comparison

Correlation

Dividend Comparison (2003 - 2026)

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