DISV vs EAGG
Comparison between DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF (DISV, ETF) and ISHARES ESG AWARE U.S. AGGREGATE BOND ETF (EAGG, ETF).
DISV vs EAGG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
DISV
$4.90B
Winner
EAGG
$5B
Expense Ratio
DISV
0.42%
Winner
EAGG
0.10%
Max Drawdown
DISV
27.32%
Winner
EAGG
22.96%
Sharpe Ratio
Winner
DISV
1.70
EAGG
-0.43
5Y Beta
DISV
0.66
Winner
EAGG
0.05
5Y Dividends CAGR
DISV
N/A
EAGG
18.79%
DISV vs EAGG - Historical Returns
Returns include dividend reinvestment.
1M
Winner
DISV
+7.62%
EAGG
-0.04%
3M
Winner
DISV
+6.97%
EAGG
+0.05%
6M
Winner
DISV
+5.27%
EAGG
-1.57%
1Y
Winner
DISV
+32.38%
EAGG
+2.43%
5Y(CAGR)
Winner
DISV
+17.03%
EAGG
-0.39%
Max(CAGR)
Winner
DISV
+17.03%
EAGG
+1.94%
DISV vs EAGG - Annual Returns (2018 - 2026)
Returns include dividend reinvestment.
| Year | DISV | EAGG |
|---|---|---|
| 2026 | +17.84% | -0.21% |
| 2025 | +47.29% | +7.09% |
| 2024 | +6.83% | +1.63% |
| 2023 | +18.48% | +4.92% |
| 2022 | -9.71% | -12.52% |
| 2021 | N/A | -1.26% |
| 2020 | N/A | +7.20% |
| 2019 | N/A | +8.51% |
| 2018 | N/A | +2.35% |
DISV vs EAGG Drawdown Comparison
The maximum drawdown for DISV was -26.77%, occurring on Sep 27, 2022. Recovery took 322 trading sessions.
The maximum drawdown for EAGG was -18.75%, occurring on Oct 20, 2022. This drawdown has not yet recovered.
The current EAGG drawdown is -3.30%.
| Rank | DISV | EAGG |
|---|---|---|
| #1 | -26.77% Mar 29, 2022 - Jul 12, 2023 | -18.75% Aug 4, 2020 - Oct 20, 2022 |
| #2 | -14.15% Mar 19, 2025 - Apr 28, 2025 | -6.98% Mar 9, 2020 - Apr 23, 2020 |
| #3 | -12.69% Feb 27, 2026 - Jul 30, 2026 | -2.12% Sep 4, 2019 - Jan 21, 2020 |
| #4 | -10.16% Jul 31, 2023 - Dec 13, 2023 | -0.95% Apr 23, 2020 - May 20, 2020 |
| #5 | -10.06% Sep 26, 2024 - Mar 5, 2025 | -0.80% Jul 3, 2019 - Aug 1, 2019 |
| #6 | -7.98% Jul 31, 2024 - Aug 21, 2024 | -0.71% Mar 27, 2019 - May 7, 2019 |
| #7 | -5.00% Aug 23, 2024 - Sep 19, 2024 | -0.61% Jan 3, 2019 - Jan 30, 2019 |
| #8 | -4.97% Jun 3, 2024 - Jul 12, 2024 | -0.59% Feb 26, 2019 - Mar 7, 2019 |
| #9 | -4.75% Oct 27, 2025 - Nov 26, 2025 | -0.55% Jan 31, 2020 - Feb 18, 2020 |
| #10 | -4.51% Apr 9, 2024 - May 6, 2024 | -0.53% Jun 2, 2020 - Jun 10, 2020 |
| #11 | -4.41% Dec 27, 2023 - Mar 1, 2024 | -0.48% Oct 29, 2018 - Nov 19, 2018 |
| #12 | -3.89% Jul 23, 2025 - Aug 12, 2025 | -0.44% Aug 15, 2019 - Aug 23, 2019 |
| #13 | -2.91% Oct 3, 2025 - Oct 24, 2025 | -0.41% Jan 31, 2019 - Feb 8, 2019 |
| #14 | -2.61% Jul 16, 2024 - Jul 31, 2024 | -0.29% Feb 8, 2019 - Feb 19, 2019 |
| #15 | -2.43% Mar 7, 2025 - Mar 17, 2025 | -0.29% May 15, 2019 - May 23, 2019 |
Correlation
Correlation between DISV and EAGG is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
0.91
-101
Dividend Comparison (2018 - 2026)
DISV vs EAGG dividend yield comparison.
| Year | DISV | EAGG |
|---|---|---|
| 2026 | 1.39% | 2.37% |
| 2025 | 2.69% | 3.91% |
| 2024 | 2.77% | 3.93% |
| 2023 | 2.73% | 3.24% |
| 2022 | 1.23% | 2.07% |
| 2021 | 0.00% | 1.09% |
| 2020 | 0.00% | 1.82% |
| 2019 | 0.00% | 3.17% |
| 2018 | 0.00% | 0.61% |
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