EZU vs DFEM
Comparison between ISHARES MSCI EUROZONE ETF (EZU, ETF) and DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF (DFEM, ETF).
EZU vs DFEM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
EZU
$9.40B
DFEM
$9.30B
Expense Ratio
EZU
0.50%
Winner
DFEM
0.39%
Max Drawdown
EZU
67.97%
Winner
DFEM
21.85%
Sharpe Ratio
EZU
0.96
Winner
DFEM
1.65
5Y Beta
Winner
EZU
0.78
DFEM
0.78
5Y Dividends CAGR
EZU
16.52%
DFEM
N/A
EZU vs DFEM - Holdings Comparison
EZU and DFEM have 0 common holdings. Overlap is 0.00%
EZU's top 25 holdings weight is 49.74%. DFEM's top 25 holdings weight is 4.52%.
| Rank | EZU | DFEM |
|---|---|---|
| #1 | ASML HOLDING NV (n/a) - 8.35% | ICICI BANK LTD ADR (IBN) - 0.64% |
| #2 | SIEMENS AG (n/a) - 3.13% | PDD HOLDINGS INC ADR (PDD) - 0.49% |
| #3 | SAP SE (n/a) - 2.71% | HDFC BANK LTD ADR (HDB) - 0.48% |
| #4 | BANCO SANTANDER SA (n/a) - 2.36% | INFOSYS LTD ADR (INFY) - 0.40% |
| #5 | SCHNEIDER ELECTRIC SE (n/a) - 2.34% | RELIANCE INDUSTRIES LTD GDR 144A (RLNIY) - 0.37% |
| #6 | TOTALENERGIES SE (TTE:XPAR) - 2.32% | VALE SA ADR (VALE) - 0.32% |
| #7 | ALLIANZ SE (n/a) - 2.20% | YUM CHINA HOLDINGS INC (YUMC) - 0.20% |
| #8 | SIEMENS ENERGY AG ORDINARY SHARES (n/a) - 1.91% | GOLD FIELDS LTD ADR (GFI) - 0.18% |
| #9 | IBERDROLA SA (n/a) - 1.82% | VIPSHOP HOLDINGS LTD ADR (VIPS) - 0.16% |
| #10 | LVMH MOET HENNESSY LOUIS VUITTON SE (n/a) - 1.80% | PETROLEO BRASILEIRO SA PETROBRAS ADR (PBR-A) - 0.15% |
| #11 | BANCO BILBAO VIZCAYA ARGENTARIA SA (n/a) - 1.72% | EMBRAER SA ADR (ERJ) - 0.13% |
| #12 | INFINEON TECHNOLOGIES AG (n/a) - 1.62% | CEMEX SAB DE CV ADR (CX) - 0.10% |
| #13 | AIRBUS SE (n/a) - 1.59% | SAMSUNG ELECTRONICS CO LTD DR (SSNHZ) - 0.10% |
| #14 | AIR LIQUIDE SA (n/a) - 1.59% | DR REDDY'S LABORATORIES LTD ADR (RDY) - 0.10% |
| #15 | SAFRAN SA (n/a) - 1.59% | HARMONY GOLD MINING CO LTD ADR (HMY) - 0.09% |
| #16 | UNICREDIT SPA (n/a) - 1.54% | AMERICA MOVIL SAB DE CV ADR SERIES B (AMX) - 0.09% |
| #17 | DEUTSCHE TELEKOM AG (n/a) - 1.53% | n/a (PAC) - 0.08% |
| #18 | BNP PARIBAS ACT. CAT.A (n/a) - 1.42% | ALIBABA GROUP HOLDING LTD ADR (BABA) - 0.06% |
| #19 | L'OREAL SA (n/a) - 1.41% | GERDAU SA ADR (GGB) - 0.06% |
| #20 | SANOFI SA (n/a) - 1.25% | TENCENT MUSIC ENTERTAINMENT GROUP ADR (TME) - 0.06% |
| #21 | INTESA SANPAOLO (n/a) - 1.22% | NETEASE INC ADR (NTES) - 0.06% |
| #22 | ING GROEP NV (n/a) - 1.19% | n/a (BGKKF) - 0.05% |
| #23 | ENEL SPA (n/a) - 1.12% | ANGLOGOLD ASHANTI PLC (AU) - 0.05% |
| #24 | NOKIA OYJ (n/a) - 1.05% | n/a (ASR) - 0.05% |
| #25 | ANHEUSER-BUSCH INBEV SA/NV (n/a) - 0.96% | CREDICORP LTD (BAP) - 0.05% |
| Total Holdings | 231 | 27 |
EZU vs DFEM - Historical Returns
Returns include dividend reinvestment.
1M
Winner
EZU
+7.02%
DFEM
+4.95%
3M
EZU
+11.65%
Winner
DFEM
+16.15%
6M
EZU
+10.98%
Winner
DFEM
+28.23%
1Y
EZU
+22.25%
Winner
DFEM
+43.70%
5Y(CAGR)
EZU
+9.62%
Winner
DFEM
+15.31%
10Y(CAGR)
EZU
+10.83%
DFEM
N/A
Max(CAGR)
EZU
+5.24%
Winner
DFEM
+15.31%
EZU vs DFEM - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | EZU | DFEM |
|---|---|---|
| 2026 | +8.56% | +21.71% |
| 2025 | +41.08% | +29.99% |
| 2024 | +3.71% | +8.75% |
| 2023 | +21.81% | +12.86% |
| 2022 | -18.04% | -8.68% |
| 2021 | +12.61% | N/A |
| 2020 | +6.29% | N/A |
| 2019 | +23.88% | N/A |
| 2018 | -17.16% | N/A |
| 2017 | +27.62% | N/A |
| 2016 | +3.55% | N/A |
| 2015 | -1.76% | N/A |
| 2014 | -7.62% | N/A |
| 2013 | +26.14% | N/A |
| 2012 | +19.92% | N/A |
| 2011 | -18.64% | N/A |
| 2010 | -5.69% | N/A |
| 2009 | +24.52% | N/A |
| 2008 | -45.63% | N/A |
| 2007 | +17.77% | N/A |
| 2006 | +30.87% | N/A |
| 2005 | +9.23% | N/A |
| 2004 | +19.83% | N/A |
| 2003 | +38.67% | N/A |
| 2002 | -22.54% | N/A |
| 2001 | -22.44% | N/A |
EZU vs DFEM Drawdown Comparison
The maximum drawdown for EZU was -65.34%, occurring on Mar 9, 2009. Recovery took 2568 trading sessions.
The maximum drawdown for DFEM was -20.81%, occurring on Oct 24, 2022. Recovery took 309 trading sessions.
The current DFEM drawdown is -2.17%.
| Rank | EZU | DFEM |
|---|---|---|
| #1 | -65.34% Oct 31, 2007 - Jan 12, 2018 | -20.81% May 4, 2022 - Jul 28, 2023 |
| #2 | -50.74% Jan 3, 2001 - Dec 23, 2004 | -18.09% Oct 7, 2024 - Jun 4, 2025 |
| #3 | -41.36% Jan 26, 2018 - Dec 2, 2020 | -12.12% Feb 25, 2026 - Apr 17, 2026 |
| #4 | -36.06% Sep 2, 2021 - Feb 21, 2024 | -11.00% Jul 31, 2023 - Feb 20, 2024 |
| #5 | -15.08% May 10, 2006 - Sep 28, 2006 | -8.86% Jul 12, 2024 - Sep 24, 2024 |
| #6 | -15.02% Mar 18, 2025 - May 2, 2025 | -7.97% Jun 2, 2026 - Jun 5, 2026 |
| #7 | -13.70% Jul 17, 2007 - Oct 9, 2007 | -5.26% May 8, 2026 - May 26, 2026 |
| #8 | -13.06% Feb 25, 2026 - Jun 2, 2026 | -4.66% Oct 29, 2025 - Jan 2, 2026 |
| #9 | -10.97% Sep 27, 2024 - Feb 13, 2025 | -4.50% Apr 9, 2024 - May 2, 2024 |
| #10 | -9.22% May 15, 2024 - Sep 26, 2024 | -4.08% Oct 8, 2025 - Oct 20, 2025 |
| #11 | -8.62% Mar 8, 2005 - Aug 2, 2005 | -3.90% May 17, 2024 - Jul 3, 2024 |
| #12 | -7.65% Feb 26, 2007 - Mar 30, 2007 | -3.06% Jul 23, 2025 - Aug 12, 2025 |
| #13 | -7.08% Jun 15, 2021 - Aug 13, 2021 | -2.75% Jan 28, 2026 - Feb 9, 2026 |
| #14 | -6.86% Sep 9, 2005 - Dec 12, 2005 | -2.65% Jun 12, 2025 - Jun 24, 2025 |
| #15 | -5.77% Nov 12, 2025 - Dec 10, 2025 | -2.07% Apr 17, 2026 - Apr 30, 2026 |
Correlation
Correlation between EZU and DFEM is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2001 - 2026)
EZU vs DFEM dividend yield comparison.
| Year | EZU | DFEM |
|---|---|---|
| 2026 | 1.78% | 0.11% |
| 2025 | 2.85% | 2.32% |
| 2024 | 2.90% | 2.50% |
| 2023 | 2.56% | 2.38% |
| 2022 | 2.79% | 1.99% |
| 2021 | 2.46% | 0.00% |
| 2020 | 2.13% | 0.00% |
| 2019 | 2.84% | 0.00% |
| 2018 | 3.47% | 0.00% |
| 2017 | 1.91% | 0.00% |
| 2016 | 3.07% | 0.00% |
| 2015 | 2.18% | 0.00% |
| 2014 | 2.97% | 0.00% |
| 2013 | 2.23% | 0.00% |
| 2012 | 2.73% | 0.00% |
| 2011 | 4.18% | 0.00% |
| 2010 | 2.61% | 0.00% |
| 2009 | 2.79% | 0.00% |
| 2008 | 7.69% | 0.00% |
| 2007 | 2.48% | 0.00% |
| 2006 | 1.79% | 0.00% |
| 2005 | 1.70% | 0.00% |
| 2004 | 1.79% | 0.00% |
| 2003 | 1.38% | 0.00% |
| 2002 | 1.03% | 0.00% |
| 2001 | 1.19% | 0.00% |
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