DXUV vs IBHI
Comparison between DIMENSIONAL US VECTOR EQUITY ETF (DXUV, ETF) and ISHARES IBONDS 2029 TERM HIGH YIELD AND INCOME ETF (IBHI, ETF).
DXUV vs IBHI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
DXUV
$485M
IBHI
$484M
Expense Ratio
Winner
DXUV
0.25%
IBHI
0.35%
Max Drawdown
DXUV
21.53%
Winner
IBHI
16.35%
Sharpe Ratio
Winner
DXUV
1.40
IBHI
0.50
5Y Beta
DXUV
0.95
Winner
IBHI
0.23
P/E Ratio
DXUV
25.78
IBHI
N/A
Forward P/E
DXUV
16.35
IBHI
N/A
5Y EPS CAGR
DXUV
20.61%
IBHI
N/A
P/S Ratio
DXUV
1.75
IBHI
N/A
P/B Ratio
DXUV
3.29
IBHI
N/A
DXUV vs IBHI - Holdings Comparison
DXUV and IBHI have 1 common holdings. Overlap is -0.09%
DXUV's top 25 holdings weight is 29.10%. IBHI's top 25 holdings weight is 21.73%.
| Rank | DXUV | IBHI |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 4.51% | ECHOSTAR CORP. 10.75% (n/a) - 2.13% |
| #2 | APPLE INC (AAPL) - 4.15% | TIBCO SOFTWARE INC 6.5% (n/a) - 1.45% |
| #3 | MICROSOFT CORP (MSFT) - 4.10% | CLOUD SOFTWARE GROUP INC. 9% (n/a) - 1.43% |
| #4 | AMAZON.COM INC (AMZN) - 2.37% | CENTENE CORP. 4.625% (n/a) - 1.26% |
| #5 | META PLATFORMS INC CLASS A (META) - 2.19% | VENTURE GLOBAL LNG INC. 9.5% (n/a) - 1.25% |
| #6 | ALPHABET INC CLASS A (GOOGL) - 1.40% | n/a (n/a) - 1.11% |
| #7 | ALPHABET INC CLASS C (GOOG) - 1.19% | n/a (n/a) - 1.10% |
| #8 | MICRON TECHNOLOGY INC (MU) - 1.18% | TRANSDIGM, INC. 6.375% (n/a) - 1.03% |
| #9 | ELI LILLY AND CO (LLY) - 0.92% | NEPTUNE BIDCO US INC. 9.29% (n/a) - 1.00% |
| #10 | VISA INC CLASS A (V) - 0.77% | BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 1.00% |
| #11 | JPMORGAN CHASE & CO (JPM) - 0.73% | MEDLINE BORROWER LP 5.25% (n/a) - 0.92% |
| #12 | THE HOME DEPOT INC (HD) - 0.51% | STAPLES, INC. 10.75% (n/a) - 0.86% |
| #13 | MERCK & CO INC (MRK) - 0.47% | RAKUTEN GROUP INC. 9.75% (n/a) - 0.80% |
| #14 | EXXON MOBIL CORP (XOM) - 0.45% | n/a (n/a) - 0.79% |
| #15 | CATERPILLAR INC (CAT) - 0.44% | INGRAM MICRO INC. 4.75% (n/a) - 0.72% |
| #16 | PROCTER & GAMBLE CO (PG) - 0.42% | n/a (n/a) - 0.67% |
| #17 | MASTERCARD INC CLASS A (MA) - 0.41% | PRIME HEALTHCARE SERVICES INC 9.375% (n/a) - 0.59% |
| #18 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.41% | n/a (n/a) - 0.54% |
| #19 | JOHNSON & JOHNSON (JNJ) - 0.38% | NCR ATLEOS CORP. 9.5% (n/a) - 0.53% |
| #20 | SANDISK CORP ORDINARY SHARES (SNDK) - 0.38% | n/a (n/a) - 0.52% |
| #21 | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 0.36% | ALTICE FINANCING S.A. 5.75% (n/a) - 0.51% |
| #22 | WESTERN DIGITAL CORP (WDC) - 0.35% | n/a (n/a) - 0.47% |
| #23 | THE TRAVELERS COMPANIES INC (TRV) - 0.35% | WYNN MACAU LTD. 5.125% (n/a) - 0.35% |
| #24 | GE AEROSPACE (GE) - 0.33% | MUVICO LLC 9% (n/a) - 0.35% |
| #25 | KLA CORP (KLAC) - 0.33% | U S ACUTE CARE SOLUTIONS LLC 9.75% (n/a) - 0.35% |
| Total Holdings | 1712 | 334 |
DXUV vs IBHI - Historical Returns
Returns include dividend reinvestment.
1M
Winner
DXUV
+2.21%
IBHI
+0.09%
3M
Winner
DXUV
+6.36%
IBHI
+0.83%
6M
Winner
DXUV
+9.53%
IBHI
+1.40%
1Y
Winner
DXUV
+23.31%
IBHI
+5.45%
5Y(CAGR)
DXUV
N/A
IBHI
+5.13%
Max(CAGR)
Winner
DXUV
+18.13%
IBHI
+5.13%
DXUV vs IBHI - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | DXUV | IBHI |
|---|---|---|
| 2026 | +12.81% | +1.98% |
| 2025 | +14.55% | +7.65% |
| 2024 | +5.00% | +9.25% |
| 2023 | N/A | +13.57% |
| 2022 | N/A | -8.53% |
DXUV vs IBHI Drawdown Comparison
The maximum drawdown for DXUV was -21.08%, occurring on Apr 8, 2025. Recovery took 147 trading sessions.
The maximum drawdown for IBHI was -13.65%, occurring on Sep 30, 2022. Recovery took 422 trading sessions.
The current DXUV drawdown is -0.65%. The current IBHI drawdown is -0.17%.
| Rank | DXUV | IBHI |
|---|---|---|
| #1 | -21.08% Dec 4, 2024 - Jul 10, 2025 | -13.65% Mar 29, 2022 - Dec 1, 2023 |
| #2 | -8.53% Feb 9, 2026 - Apr 17, 2026 | -5.73% Feb 28, 2025 - May 30, 2025 |
| #3 | -5.36% Oct 27, 2025 - Dec 3, 2025 | -2.52% Mar 27, 2024 - May 15, 2024 |
| #4 | -3.69% Oct 3, 2025 - Oct 24, 2025 | -2.13% Mar 10, 2022 - Mar 17, 2022 |
| #5 | -3.28% Jul 25, 2025 - Aug 12, 2025 | -2.11% Feb 2, 2026 - Apr 8, 2026 |
| #6 | -2.97% Oct 18, 2024 - Nov 6, 2024 | -1.92% Dec 9, 2024 - Jan 21, 2025 |
| #7 | -2.92% Jun 4, 2026 - Jun 15, 2026 | -1.72% Dec 27, 2023 - Jan 30, 2024 |
| #8 | -2.61% Nov 11, 2024 - Nov 25, 2024 | -1.38% Feb 1, 2024 - Mar 7, 2024 |
| #9 | -2.03% Jan 15, 2026 - Jan 22, 2026 | -1.31% Sep 22, 2025 - Oct 24, 2025 |
| #10 | -1.95% Jul 10, 2025 - Jul 23, 2025 | -1.30% Jul 31, 2024 - Aug 14, 2024 |
| #11 | -1.79% Dec 11, 2025 - Dec 24, 2025 | -1.14% Sep 20, 2024 - Nov 7, 2024 |
| #12 | -1.78% May 6, 2026 - May 22, 2026 | -1.12% May 15, 2024 - Jun 5, 2024 |
| #13 | -1.63% Jun 15, 2026 - Jul 1, 2026 | -1.10% Oct 27, 2025 - Nov 26, 2025 |
| #14 | -1.62% Aug 18, 2025 - Aug 22, 2025 | -1.04% Mar 18, 2022 - Mar 29, 2022 |
| #15 | -1.45% Dec 24, 2025 - Jan 5, 2026 | -0.88% Nov 11, 2024 - Nov 29, 2024 |
Correlation
Correlation between DXUV and IBHI is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (2022 - 2026)
DXUV vs IBHI dividend yield comparison.
| Year | DXUV | IBHI |
|---|---|---|
| 2026 | 0.46% | 3.30% |
| 2025 | 1.01% | 6.79% |
| 2024 | 0.37% | 6.66% |
| 2023 | 0.00% | 6.48% |
| 2022 | 0.00% | 5.26% |
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