DISV vs IYR
Comparison between DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF (DISV, ETF) and ISHARES U.S. REAL ESTATE ETF (IYR, ETF).
DISV vs IYR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
DISV
$4.90B
IYR
$4.60B
Expense Ratio
DISV
0.42%
Winner
IYR
0.37%
Max Drawdown
Winner
DISV
27.32%
IYR
76.51%
Sharpe Ratio
Winner
DISV
1.69
IYR
0.52
5Y Beta
DISV
0.66
Winner
IYR
0.47
P/E Ratio
DISV
N/A
IYR
32.28
Forward P/E
DISV
N/A
IYR
30.62
PEG Ratio
DISV
N/A
IYR
0.29
5Y Dividends CAGR
DISV
N/A
IYR
1.32%
5Y EPS CAGR
DISV
N/A
IYR
7.26%
Debt to Equity
DISV
N/A
IYR
38.73%
P/S Ratio
DISV
N/A
IYR
5.94
P/B Ratio
DISV
N/A
IYR
2.73
DISV vs IYR - Holdings Comparison
DISV and IYR have 1 common holdings. Overlap is 0.00%
DISV's top 25 holdings weight is 13.40%. IYR's top 25 holdings weight is 76.08%.
| Rank | DISV | IYR |
|---|---|---|
| #1 | SWISS PRIME SITE AG (n/a) - 0.90% | WELLTOWER INC (WELL) - 11.37% |
| #2 | CARREFOUR (n/a) - 0.81% | PROLOGIS INC (PLD) - 9.34% |
| #3 | FRESENIUS MEDICAL CARE AG (n/a) - 0.66% | SIMON PROPERTY GROUP INC (SPG) - 4.68% |
| #4 | SYENSQO SA (n/a) - 0.64% | DIGITAL REALTY TRUST INC (DLR) - 4.46% |
| #5 | KINGFISHER PLC (n/a) - 0.61% | EQUINIX INC (EQIX) - 4.34% |
| #6 | ELDORADO GOLD CORP (n/a) - 0.60% | REALTY INCOME CORP (O) - 4.33% |
| #7 | ALSTOM SA (n/a) - 0.60% | AMERICAN TOWER CORP (AMT) - 3.73% |
| #8 | WHITECAP RESOURCES INC (WCPRF) - 0.60% | PUBLIC STORAGE (PSA) - 3.71% |
| #9 | THE SWATCH GROUP AG BEARER SHARES (n/a) - 0.57% | VENTAS INC (VTR) - 3.39% |
| #10 | LION FINANCE GROUP PLC (n/a) - 0.56% | CBRE GROUP INC CLASS A (CBRE) - 2.90% |
| #11 | EVONIK INDUSTRIES AG (n/a) - 0.55% | IRON MOUNTAIN INC (IRM) - 2.67% |
| #12 | CENTERRA GOLD INC (n/a) - 0.52% | CROWN CASTLE INC (CCI) - 2.38% |
| #13 | VALEO SA (n/a) - 0.51% | EXTRA SPACE STORAGE INC (EXR) - 2.20% |
| #14 | ADECCO GROUP AG (n/a) - 0.51% | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 2.08% |
| #15 | WHITBREAD PLC (n/a) - 0.50% | AVALONBAY COMMUNITIES INC (AVB) - 1.89% |
| #16 | TP ICAP GROUP PLC (n/a) - 0.50% | EQUITY RESIDENTIAL (EQR) - 1.66% |
| #17 | AURUBIS AG (n/a) - 0.50% | ESSEX PROPERTY TRUST INC (ESS) - 1.35% |
| #18 | MITSUBISHI MATERIALS CORP (n/a) - 0.50% | SBA COMMUNICATIONS CORP CLASS A (SBAC) - 1.34% |
| #19 | VOESTALPINE AG (n/a) - 0.50% | KIMCO REALTY CORP (KIM) - 1.26% |
| #20 | B2GOLD CORP (n/a) - 0.48% | WEYERHAEUSER CO (WY) - 1.22% |
| #21 | ALTAGAS LTD (n/a) - 0.42% | W.P. CAREY INC (WPC) - 1.20% |
| #22 | SINCH AB (n/a) - 0.42% | ANNALY CAPITAL MANAGEMENT INC (NLY) - 1.19% |
| #23 | WHITEHAVEN COAL LTD (n/a) - 0.32% | INVITATION HOMES INC (INVH) - 1.17% |
| #24 | BANK OF QUEENSLAND LTD (n/a) - 0.31% | HOST HOTELS & RESORTS INC (HST) - 1.11% |
| #25 | DAISHI HOKUETSU FINANCIAL GROUP INC (n/a) - 0.31% | HEALTHPEAK PROPERTIES INC (DOC) - 1.11% |
| Total Holdings | 1522 | 64 |
DISV vs IYR - Historical Returns
Returns include dividend reinvestment.
1M
Winner
DISV
+6.72%
IYR
+0.03%
3M
Winner
DISV
+4.50%
IYR
+0.99%
6M
DISV
+3.69%
Winner
IYR
+4.87%
1Y
Winner
DISV
+32.06%
IYR
+12.34%
5Y(CAGR)
Winner
DISV
+16.65%
IYR
+2.19%
10Y(CAGR)
DISV
N/A
IYR
+5.10%
Max(CAGR)
Winner
DISV
+16.65%
IYR
+8.42%
DISV vs IYR - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | DISV | IYR |
|---|---|---|
| 2026 | +15.62% | +10.81% |
| 2025 | +47.29% | +4.26% |
| 2024 | +6.83% | +3.50% |
| 2023 | +18.48% | +11.73% |
| 2022 | -9.71% | -24.93% |
| 2021 | N/A | +43.60% |
| 2020 | N/A | -4.21% |
| 2019 | N/A | +31.02% |
| 2018 | N/A | -3.81% |
| 2017 | N/A | +8.90% |
| 2016 | N/A | +8.08% |
| 2015 | N/A | +0.39% |
| 2014 | N/A | +26.89% |
| 2013 | N/A | -0.46% |
| 2012 | N/A | +17.48% |
| 2011 | N/A | +3.90% |
| 2010 | N/A | +26.88% |
| 2009 | N/A | +34.13% |
| 2008 | N/A | -39.37% |
| 2007 | N/A | -18.62% |
| 2006 | N/A | +31.33% |
| 2005 | N/A | +10.31% |
| 2004 | N/A | +30.53% |
| 2003 | N/A | +35.37% |
| 2002 | N/A | +2.87% |
| 2001 | N/A | +11.51% |
| 2000 | N/A | +12.29% |
DISV vs IYR Drawdown Comparison
The maximum drawdown for DISV was -26.77%, occurring on Sep 27, 2022. Recovery took 322 trading sessions.
The maximum drawdown for IYR was -74.11%, occurring on Mar 6, 2009. Recovery took 1553 trading sessions.
The current DISV drawdown is -0.50%. The current IYR drawdown is -3.65%.
| Rank | DISV | IYR |
|---|---|---|
| #1 | -26.77% Mar 29, 2022 - Jul 12, 2023 | -74.11% Feb 7, 2007 - Apr 10, 2013 |
| #2 | -14.15% Mar 19, 2025 - Apr 28, 2025 | -42.32% Feb 14, 2020 - Apr 20, 2021 |
| #3 | -12.69% Feb 27, 2026 - Jul 30, 2026 | -33.72% Dec 31, 2021 - Jun 12, 2026 |
| #4 | -10.16% Jul 31, 2023 - Dec 13, 2023 | -18.84% Apr 1, 2004 - Aug 31, 2004 |
| #5 | -10.06% Sep 26, 2024 - Mar 5, 2025 | -18.54% May 21, 2013 - Jun 5, 2014 |
| #6 | -7.98% Jul 31, 2024 - Aug 21, 2024 | -18.38% Apr 12, 2002 - May 20, 2003 |
| #7 | -5.00% Aug 23, 2024 - Sep 19, 2024 | -17.09% Jan 26, 2015 - May 6, 2016 |
| #8 | -4.97% Jun 3, 2024 - Jul 12, 2024 | -14.25% Aug 1, 2016 - Sep 11, 2017 |
| #9 | -4.75% Oct 27, 2025 - Nov 26, 2025 | -13.93% Aug 21, 2001 - Mar 4, 2002 |
| #10 | -4.51% Apr 9, 2024 - May 6, 2024 | -12.64% Dec 6, 2018 - Jan 30, 2019 |
| #11 | -4.41% Dec 27, 2023 - Mar 1, 2024 | -12.50% Aug 2, 2005 - Jan 6, 2006 |
| #12 | -3.89% Jul 23, 2025 - Aug 12, 2025 | -12.49% Dec 18, 2017 - Jun 29, 2018 |
| #13 | -2.91% Oct 3, 2025 - Oct 24, 2025 | -9.61% Mar 17, 2006 - Jul 19, 2006 |
| #14 | -2.61% Jul 16, 2024 - Jul 31, 2024 | -9.01% Dec 30, 2004 - May 18, 2005 |
| #15 | -2.43% Mar 7, 2025 - Mar 17, 2025 | -8.39% Aug 20, 2018 - Dec 6, 2018 |
Correlation
Correlation between DISV and IYR is 0.79 which considered as a strong positive correlation - the stocks tend to move together.
0.79
-101
Dividend Comparison (2000 - 2026)
DISV vs IYR dividend yield comparison.
| Year | DISV | IYR |
|---|---|---|
| 2026 | 1.41% | 0.76% |
| 2025 | 2.69% | 2.48% |
| 2024 | 2.77% | 2.57% |
| 2023 | 2.73% | 2.75% |
| 2022 | 1.23% | 2.92% |
| 2021 | 0.00% | 2.06% |
| 2020 | 0.00% | 2.58% |
| 2019 | 0.00% | 3.05% |
| 2018 | 0.00% | 3.53% |
| 2017 | 0.00% | 3.73% |
| 2016 | 0.00% | 4.41% |
| 2015 | 0.00% | 3.92% |
| 2014 | 0.00% | 3.66% |
| 2013 | 0.00% | 3.78% |
| 2012 | 0.00% | 3.71% |
| 2011 | 0.00% | 3.83% |
| 2010 | 0.00% | 3.52% |
| 2009 | 0.00% | 4.21% |
| 2008 | 0.00% | 8.26% |
| 2007 | 0.00% | 4.40% |
| 2006 | 0.00% | 3.46% |
| 2005 | 0.00% | 4.38% |
| 2004 | 0.00% | 4.23% |
| 2003 | 0.00% | 4.70% |
| 2002 | 0.00% | 6.95% |
| 2001 | 0.00% | 5.01% |
| 2000 | 0.00% | 3.37% |
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