EMB vs DFUV

Comparison between ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETF (EMB, ETF) and DIMENSIONAL US MARKETWIDE VALUE ETF (DFUV, ETF).

EMB vs DFUV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EMB(ETF)	DFUV(ETF)
Net Assets	$15B	$14B
Expense Ratio	0.39%	0.21%
Max Drawdown	37.41%	18.26%
Sharpe Ratio	1.55	2.10
5Y Beta	0.26	0.79
P/E Ratio	N/A	20.61
Forward P/E	N/A	14.35
5Y Dividends CAGR	3.97%	N/A
5Y EPS CAGR	N/A	12.20%
Debt to Equity	N/A	38.83%
P/S Ratio	N/A	1.78
P/B Ratio	N/A	2.42

Net Assets

Winner

EMB

$15B

DFUV

$14B

Expense Ratio

EMB

0.39%

Winner

DFUV

0.21%

Max Drawdown

EMB

37.41%

Winner

DFUV

18.26%

Sharpe Ratio

EMB

1.55

Winner

DFUV

2.10

5Y Beta

Winner

EMB

0.26

DFUV

0.79

P/E Ratio

EMB

N/A

DFUV

20.61

Forward P/E

EMB

N/A

DFUV

14.35

5Y Dividends CAGR

EMB

3.97%

DFUV

N/A

5Y EPS CAGR

EMB

N/A

DFUV

12.20%

Debt to Equity

EMB

N/A

DFUV

38.83%

P/S Ratio

EMB

N/A

DFUV

1.78

P/B Ratio

EMB

N/A

DFUV

2.42

EMB vs DFUV - Historical Returns

Returns include dividend reinvestment.

Period	EMB	DFUV
1 month	+0.92%	+5.35%
3 months	+0.28%	+4.08%
6 months	+2.05%	+16.82%
1 year	+11.98%	+29.78%
5 years(CAGR)	+2.01%	+13.85%
10 years(CAGR)	+3.33%	N/A
Max(CAGR)	+4.68%	+13.85%

EMB

+0.92%

Winner

DFUV

+5.35%

EMB

+0.28%

Winner

DFUV

+4.08%

EMB

+2.05%

Winner

DFUV

+16.82%

EMB

+11.98%

Winner

DFUV

+29.78%

5Y(CAGR)

EMB

+2.01%

Winner

DFUV

+13.85%

10Y(CAGR)

EMB

+3.33%

DFUV

N/A

Max(CAGR)

EMB

+4.68%

Winner

DFUV

+13.85%

EMB vs DFUV - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	EMB	DFUV
2026	+1.42%	+12.06%
2025	+13.47%	+15.99%
2024	+6.59%	+11.55%
2023	+10.12%	+13.68%
2022	-17.83%	+1.23%
2021	-1.69%	N/A
2020	+5.29%	N/A
2019	+15.48%	N/A
2018	-5.71%	N/A
2017	+9.90%	N/A
2016	+9.38%	N/A
2015	+1.39%	N/A
2014	+6.03%	N/A
2013	-8.06%	N/A
2012	+18.00%	N/A
2011	+7.19%	N/A
2010	+10.67%	N/A
2009	+13.44%	N/A
2008	-2.27%	N/A
2007	+0.29%	N/A

EMB vs DFUV Drawdown Comparison

The maximum drawdown for EMB was -34.70%, occurring on Oct 28, 2008. Recovery took 293 trading sessions.

The maximum drawdown for DFUV was -17.59%, occurring on Apr 8, 2025. Recovery took 184 trading sessions.

The current EMB drawdown is -0.50%.

Rank	EMB	DFUV
#1	-34.70% May 21, 2008 - Jul 21, 2009	-17.59% Nov 25, 2024 - Aug 22, 2025
#2	-28.75% Sep 2, 2021 - Aug 11, 2025	-15.33% Jun 7, 2022 - Nov 23, 2022
#3	-26.55% Mar 4, 2020 - Nov 13, 2020	-11.55% Jul 31, 2023 - Dec 13, 2023
#4	-14.48% May 2, 2013 - Jul 8, 2014	-10.97% Feb 2, 2023 - Jul 19, 2023
#5	-8.91% Jan 5, 2018 - Mar 20, 2019	-6.78% Jul 31, 2024 - Aug 30, 2024
#6	-7.56% Sep 7, 2016 - Apr 28, 2017	-6.67% Nov 30, 2022 - Jan 26, 2023
#7	-7.43% Nov 4, 2010 - Jul 28, 2011	-6.01% Feb 11, 2026 - Apr 17, 2026
#8	-7.37% Aug 27, 2014 - Apr 2, 2015	-5.79% Mar 28, 2024 - Jul 16, 2024
#9	-7.34% Dec 31, 2020 - Aug 31, 2021	-4.44% Nov 12, 2025 - Nov 28, 2025
#10	-7.09% Aug 2, 2011 - Nov 3, 2011	-4.18% May 17, 2022 - May 26, 2022
#11	-6.45% Apr 20, 2010 - Jul 8, 2010	-4.06% Aug 30, 2024 - Sep 19, 2024
#12	-6.36% Apr 27, 2015 - Mar 17, 2016	-3.33% Oct 6, 2025 - Oct 24, 2025
#13	-4.88% May 3, 2012 - Jun 19, 2012	-3.13% Dec 27, 2023 - Jan 29, 2024
#14	-4.51% Feb 25, 2026 - Mar 27, 2026	-3.07% Oct 17, 2024 - Nov 6, 2024
#15	-4.14% Nov 8, 2011 - Jan 26, 2012	-2.57% Jul 16, 2024 - Jul 31, 2024

Correlation

Correlation between EMB and DFUV is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97

-101

Dividend Comparison (2007 - 2026)

EMB vs DFUV dividend yield comparison.

Year	EMB	DFUV
2026	1.75%	0.33%
2025	4.98%	1.55%
2024	5.46%	1.64%
2023	4.74%	1.72%
2022	5.04%	1.34%
2021	3.89%	0.00%
2020	3.88%	0.00%
2019	4.51%	0.00%
2018	5.64%	0.00%
2017	4.54%	0.00%
2016	4.83%	0.00%
2015	4.84%	0.00%
2014	4.56%	0.00%
2013	4.75%	0.00%
2012	4.17%	0.00%
2011	4.83%	0.00%
2010	5.15%	0.00%
2009	5.63%	0.00%
2008	5.63%	0.00%
2007	0.16%	0.00%