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DXUV vs IFN

Comparison between DIMENSIONAL US VECTOR EQUITY ETF (DXUV, ETF) and India Fund Inc (IFN, ETF).

DXUV vs IFN - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
DXUV
$551M
Winner
IFN
$551M
Expense Ratio
DXUV
0.25%
IFN
N/A
Max Drawdown
Winner
DXUV
21.53%
IFN
84.81%
Sharpe Ratio
Winner
DXUV
1.53
IFN
-1.02
5Y Beta
DXUV
0.94
Winner
IFN
0.49
P/E Ratio
DXUV
24.08
IFN
N/A
Forward P/E
DXUV
16.59
IFN
N/A
5Y Dividends CAGR
DXUV
N/A
IFN
-0.04%
5Y EPS CAGR
DXUV
20.71%
IFN
N/A
P/S Ratio
DXUV
1.75
IFN
N/A
P/B Ratio
DXUV
3.33
IFN
N/A

DXUV vs IFN - Historical Returns

Returns include dividend reinvestment.

1M
Winner
DXUV
+3.65%
IFN
+3.15%
3M
Winner
DXUV
+6.62%
IFN
+4.61%
6M
Winner
DXUV
+11.52%
IFN
-8.94%
1Y
Winner
DXUV
+22.75%
IFN
-12.34%
5Y(CAGR)
DXUV
N/A
IFN
+1.22%
10Y(CAGR)
DXUV
N/A
IFN
+6.48%
Max(CAGR)
Winner
DXUV
+19.07%
IFN
+10.08%

DXUV vs IFN - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearDXUVIFN
2026+16.36%-10.28%
2025+14.55%-1.32%
2024+5.00%-2.20%
2023N/A+32.46%
2022N/A-17.34%
2021N/A+22.42%
2020N/A+11.04%
2019N/A+11.21%
2018N/A-5.34%
2017N/A+39.00%
2016N/A+3.59%
2015N/A-6.72%
2014N/A+41.45%
2013N/A-2.50%
2012N/A+18.26%
2011N/A-43.26%
2010N/A+25.52%
2009N/A+59.56%
2008N/A-60.29%
2007N/A+60.19%
2006N/A+23.68%
2005N/A+45.06%
2004N/A+19.71%
2003N/A+136.57%
2002N/A+10.29%
2001N/A-21.06%
2000N/A-32.29%
1999N/A+40.99%

DXUV vs IFN Drawdown Comparison

The maximum drawdown for DXUV was -21.08%, occurring on Apr 8, 2025. Recovery took 147 trading sessions.

The maximum drawdown for IFN was -71.83%, occurring on Mar 9, 2009. Recovery took 2351 trading sessions.

The current DXUV drawdown is -1.35%. The current IFN drawdown is -23.12%.

RankDXUVIFN
#1-21.08%
Dec 4, 2024 - Jul 10, 2025
-71.83%
Jan 14, 2008 - May 16, 2017
#2-8.53%
Feb 9, 2026 - Apr 17, 2026
-65.52%
Mar 6, 2000 - Dec 12, 2003
#3-5.36%
Oct 27, 2025 - Dec 3, 2025
-41.96%
May 10, 2006 - Oct 15, 2007
#4-3.69%
Oct 3, 2025 - Oct 24, 2025
-41.41%
Jan 17, 2020 - Dec 1, 2020
#5-3.28%
Jul 25, 2025 - Aug 12, 2025
-32.89%
Apr 5, 2004 - Dec 13, 2004
#6-2.97%
Oct 18, 2024 - Nov 6, 2024
-31.53%
Mar 8, 2024 - Mar 30, 2026
#7-2.92%
Jun 4, 2026 - Jun 15, 2026
-24.71%
Jan 13, 2022 - Sep 11, 2023
#8-2.61%
Nov 11, 2024 - Nov 25, 2024
-23.21%
Jan 23, 2018 - Jan 13, 2020
#9-2.03%
Jan 15, 2026 - Jan 22, 2026
-19.93%
Jan 3, 2005 - Jun 29, 2005
#10-1.95%
Jul 10, 2025 - Jul 23, 2025
-18.00%
Sep 20, 2005 - Dec 22, 2005
#11-1.79%
Dec 11, 2025 - Dec 24, 2025
-17.60%
Jan 14, 2004 - Apr 5, 2004
#12-1.78%
May 6, 2026 - May 22, 2026
-17.14%
Oct 31, 2007 - Dec 6, 2007
#13-1.74%
Aug 13, 2026 - Aug 20, 2026
-12.67%
Oct 15, 2007 - Oct 29, 2007
#14-1.63%
Jun 15, 2026 - Jul 1, 2026
-10.93%
Sep 25, 2023 - Nov 17, 2023
#15-1.62%
Aug 18, 2025 - Aug 22, 2025
-10.70%
Mar 3, 2006 - Apr 10, 2006

Correlation

Correlation between DXUV and IFN is -0.69 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.69
-101

Dividend Comparison (2001 - 2026)

DXUV vs IFN dividend yield comparison.

YearDXUVIFN
20260.44%10.60%
20251.01%16.09%
20240.37%14.60%
20230.00%8.97%
20220.00%21.47%
20210.00%15.21%
20200.00%9.77%
20190.00%11.57%
20180.00%22.25%
20170.00%12.11%
20160.00%7.97%
20150.00%8.02%
20140.00%7.22%
20130.00%4.76%
20120.00%11.34%
20110.00%6.09%
20100.00%11.02%
20080.00%38.91%
20070.00%15.44%
20060.00%11.15%
20050.00%11.23%
20040.00%5.13%
20030.00%0.52%
20020.00%0.80%
20010.00%0.74%

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