EAGG vs DISV
Comparison between ISHARES ESG AWARE U.S. AGGREGATE BOND ETF (EAGG, ETF) and DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF (DISV, ETF).
EAGG vs DISV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
EAGG
$4.80B
Winner
DISV
$4.90B
Expense Ratio
Winner
EAGG
0.10%
DISV
0.42%
Max Drawdown
Winner
EAGG
22.96%
DISV
27.32%
Sharpe Ratio
EAGG
0.16
Winner
DISV
1.70
5Y Beta
Winner
EAGG
0.04
DISV
0.67
5Y Dividends CAGR
EAGG
18.22%
DISV
N/A
EAGG vs DISV - Historical Returns
Returns include dividend reinvestment.
1M
Winner
EAGG
-0.72%
DISV
-2.08%
3M
EAGG
-1.30%
Winner
DISV
+3.66%
6M
EAGG
+0.21%
Winner
DISV
+13.36%
1Y
EAGG
+4.73%
Winner
DISV
+31.67%
5Y(CAGR)
EAGG
-0.09%
Winner
DISV
+15.59%
Max(CAGR)
EAGG
+2.01%
Winner
DISV
+15.59%
EAGG vs DISV - Annual Returns (2018 - 2026)
Returns include dividend reinvestment.
| Year | EAGG | DISV |
|---|---|---|
| 2026 | -0.08% | +8.34% |
| 2025 | +7.09% | +47.29% |
| 2024 | +1.63% | +6.83% |
| 2023 | +4.92% | +18.48% |
| 2022 | -12.52% | -9.71% |
| 2021 | -1.26% | N/A |
| 2020 | +7.20% | N/A |
| 2019 | +8.51% | N/A |
| 2018 | +2.35% | N/A |
EAGG vs DISV Drawdown Comparison
The maximum drawdown for EAGG was -18.75%, occurring on Oct 20, 2022. This drawdown has not yet recovered.
The maximum drawdown for DISV was -26.77%, occurring on Sep 27, 2022. Recovery took 322 trading sessions.
The current EAGG drawdown is -3.17%. The current DISV drawdown is -3.85%.
| Rank | EAGG | DISV |
|---|---|---|
| #1 | -18.75% Aug 4, 2020 - Oct 20, 2022 | -26.77% Mar 29, 2022 - Jul 12, 2023 |
| #2 | -6.98% Mar 9, 2020 - Apr 23, 2020 | -14.15% Mar 19, 2025 - Apr 28, 2025 |
| #3 | -2.12% Sep 4, 2019 - Jan 21, 2020 | -12.69% Feb 27, 2026 - Mar 20, 2026 |
| #4 | -0.95% Apr 23, 2020 - May 20, 2020 | -10.16% Jul 31, 2023 - Dec 13, 2023 |
| #5 | -0.80% Jul 3, 2019 - Aug 1, 2019 | -10.06% Sep 26, 2024 - Mar 5, 2025 |
| #6 | -0.71% Mar 27, 2019 - May 7, 2019 | -7.98% Jul 31, 2024 - Aug 21, 2024 |
| #7 | -0.61% Jan 3, 2019 - Jan 30, 2019 | -5.00% Aug 23, 2024 - Sep 19, 2024 |
| #8 | -0.59% Feb 26, 2019 - Mar 7, 2019 | -4.97% Jun 3, 2024 - Jul 12, 2024 |
| #9 | -0.55% Jan 31, 2020 - Feb 18, 2020 | -4.75% Oct 27, 2025 - Nov 26, 2025 |
| #10 | -0.53% Jun 2, 2020 - Jun 10, 2020 | -4.51% Apr 9, 2024 - May 6, 2024 |
| #11 | -0.48% Oct 29, 2018 - Nov 19, 2018 | -4.41% Dec 27, 2023 - Mar 1, 2024 |
| #12 | -0.44% Aug 15, 2019 - Aug 23, 2019 | -3.89% Jul 23, 2025 - Aug 12, 2025 |
| #13 | -0.41% Jan 31, 2019 - Feb 8, 2019 | -2.91% Oct 3, 2025 - Oct 24, 2025 |
| #14 | -0.29% Feb 8, 2019 - Feb 19, 2019 | -2.61% Jul 16, 2024 - Jul 31, 2024 |
| #15 | -0.29% May 15, 2019 - May 23, 2019 | -2.43% Mar 7, 2025 - Mar 17, 2025 |
Correlation
Correlation between EAGG and DISV is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
0.91
-101
Dividend Comparison (2018 - 2026)
EAGG vs DISV dividend yield comparison.
| Year | EAGG | DISV |
|---|---|---|
| 2026 | 1.67% | 0.04% |
| 2025 | 3.91% | 2.69% |
| 2024 | 3.93% | 2.77% |
| 2023 | 3.24% | 2.73% |
| 2022 | 2.07% | 1.23% |
| 2021 | 1.09% | 0.00% |
| 2020 | 1.82% | 0.00% |
| 2019 | 3.17% | 0.00% |
| 2018 | 0.61% | 0.00% |
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