EUFN vs DFGR

Comparison between ISHARES MSCI EUROPE FINANCIALS ETF (EUFN, ETF) and DIMENSIONAL GLOBAL REAL ESTATE ETF (DFGR, ETF).

EUFN vs DFGR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EUFN(ETF)	DFGR(ETF)
Net Assets	$3.60B	$3.60B
Expense Ratio	0.49%	0.22%
Max Drawdown	59.14%	22.52%
Sharpe Ratio	1.11	0.82
5Y Beta	0.82	0.46
P/E Ratio	N/A	40.58
Forward P/E	N/A	38.67
5Y Dividends CAGR	33.53%	N/A
5Y EPS CAGR	N/A	6.57%
Debt to Equity	N/A	46.01%
P/S Ratio	N/A	7.90
P/B Ratio	N/A	2.76

Net Assets

EUFN

$3.60B

DFGR

$3.60B

Expense Ratio

EUFN

0.49%

Winner

DFGR

0.22%

Max Drawdown

EUFN

59.14%

Winner

DFGR

22.52%

Sharpe Ratio

Winner

EUFN

1.11

DFGR

0.82

5Y Beta

EUFN

0.82

Winner

DFGR

0.46

P/E Ratio

EUFN

N/A

DFGR

40.58

Forward P/E

EUFN

N/A

DFGR

38.67

5Y Dividends CAGR

EUFN

33.53%

DFGR

N/A

5Y EPS CAGR

EUFN

N/A

DFGR

6.57%

Debt to Equity

EUFN

N/A

DFGR

46.01%

P/S Ratio

EUFN

N/A

DFGR

7.90

P/B Ratio

EUFN

N/A

DFGR

2.76

EUFN vs DFGR - Historical Returns

Returns include dividend reinvestment.

Period	EUFN	DFGR
1 month	+3.46%	+1.94%
3 months	+13.60%	+7.72%
6 months	+9.09%	+12.94%
1 year	+26.23%	+13.13%
5 years(CAGR)	+18.46%	N/A
10 years(CAGR)	+13.28%	N/A
Max(CAGR)	+7.19%	+8.46%

Winner

EUFN

+3.46%

DFGR

+1.94%

Winner

EUFN

+13.60%

DFGR

+7.72%

EUFN

+9.09%

Winner

DFGR

+12.94%

Winner

EUFN

+26.23%

DFGR

+13.13%

5Y(CAGR)

EUFN

+18.46%

DFGR

N/A

10Y(CAGR)

EUFN

+13.28%

DFGR

N/A

Max(CAGR)

EUFN

+7.19%

Winner

DFGR

+8.46%

EUFN vs DFGR - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	EUFN	DFGR
2026	+3.52%	+11.79%
2025	+67.60%	+8.30%
2024	+18.14%	+1.46%
2023	+24.26%	+9.39%
2022	-9.61%	-1.24%
2021	+19.77%	N/A
2020	-9.99%	N/A
2019	+21.29%	N/A
2018	-23.77%	N/A
2017	+24.49%	N/A
2016	-0.66%	N/A
2015	-4.80%	N/A
2014	-7.21%	N/A
2013	+26.80%	N/A
2012	+31.10%	N/A
2011	-27.56%	N/A
2010	-3.91%	N/A

EUFN vs DFGR Drawdown Comparison

The maximum drawdown for EUFN was -53.26%, occurring on Mar 18, 2020. Recovery took 1472 trading sessions.

The maximum drawdown for DFGR was -21.27%, occurring on Oct 25, 2023. Recovery took 363 trading sessions.

The current EUFN drawdown is -0.10%.

Rank	EUFN	DFGR
#1	-53.26% Jan 26, 2018 - Dec 1, 2023	-21.27% Feb 2, 2023 - Jul 16, 2024
#2	-43.38% Apr 29, 2011 - Sep 18, 2013	-17.56% Sep 16, 2024 - Feb 6, 2026
#3	-39.47% Jun 6, 2014 - Aug 1, 2017	-9.15% Feb 17, 2026 - Apr 17, 2026
#4	-27.21% Apr 13, 2010 - Nov 4, 2010	-5.27% Dec 13, 2022 - Jan 11, 2023
#5	-17.18% Nov 4, 2010 - Feb 1, 2011	-3.02% May 6, 2026 - Jun 11, 2026
#6	-15.95% Mar 18, 2025 - Apr 24, 2025	-2.80% Aug 2, 2024 - Aug 9, 2024
#7	-14.77% Feb 2, 2026 - Apr 17, 2026	-2.59% Jul 17, 2024 - Jul 30, 2024
#8	-11.87% Feb 17, 2011 - Apr 27, 2011	-2.21% Apr 20, 2026 - May 6, 2026
#9	-9.82% Jan 15, 2014 - Jun 5, 2014	-1.65% Jan 12, 2023 - Jan 24, 2023
#10	-9.16% Feb 3, 2010 - Mar 19, 2010	-0.94% Jan 27, 2023 - Jan 31, 2023
#11	-8.12% Jun 3, 2024 - Aug 19, 2024	-0.60% Aug 9, 2024 - Aug 13, 2024
#12	-6.88% Sep 26, 2024 - Jan 21, 2025	-0.53% Aug 27, 2024 - Aug 30, 2024
#13	-6.81% Nov 12, 2025 - Dec 10, 2025	-0.21% Aug 30, 2024 - Sep 4, 2024
#14	-6.20% Oct 22, 2013 - Dec 26, 2013	-0.11% Aug 14, 2024 - Aug 19, 2024
#15	-5.94% Aug 7, 2017 - Jan 2, 2018	-0.11% Aug 19, 2024 - Aug 21, 2024

Correlation

Correlation between EUFN and DFGR is 0.88 which considered as a strong positive correlation - the stocks tend to move together.

0.88

-101

Dividend Comparison (2010 - 2026)

EUFN vs DFGR dividend yield comparison.

Year	EUFN	DFGR
2026	0.00%	0.34%
2025	3.57%	4.05%
2024	5.36%	3.73%
2023	5.00%	2.77%
2022	4.24%	0.59%
2021	4.15%	0.00%
2020	1.38%	0.00%
2019	4.55%	0.00%
2018	6.48%	0.00%
2017	3.04%	0.00%
2016	4.03%	0.00%
2015	3.65%	0.00%
2014	3.35%	0.00%
2013	1.59%	0.00%
2012	2.91%	0.00%
2011	3.88%	0.00%
2010	1.80%	0.00%