FALN vs DFAR
Comparison between ISHARES FALLEN ANGELS USD BOND ETF (FALN, ETF) and DIMENSIONAL US REAL ESTATE ETF (DFAR, ETF).
FALN vs DFAR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
FALN
$1.70B
DFAR
$1.70B
Expense Ratio
FALN
0.25%
Winner
DFAR
0.19%
Max Drawdown
Winner
FALN
29.96%
DFAR
34.66%
Sharpe Ratio
Winner
FALN
0.86
DFAR
0.84
5Y Beta
Winner
FALN
0.27
DFAR
0.46
P/E Ratio
FALN
N/A
DFAR
34.34
Forward P/E
FALN
N/A
DFAR
33.59
5Y Dividends CAGR
FALN
5.13%
DFAR
N/A
5Y EPS CAGR
FALN
N/A
DFAR
8.47%
Debt to Equity
FALN
N/A
DFAR
36.83%
P/S Ratio
FALN
N/A
DFAR
7.29
P/B Ratio
FALN
N/A
DFAR
2.59
FALN vs DFAR - Historical Returns
Returns include dividend reinvestment.
1M
FALN
+1.15%
Winner
DFAR
+1.22%
3M
FALN
+3.79%
Winner
DFAR
+12.94%
6M
FALN
+2.27%
Winner
DFAR
+15.41%
1Y
FALN
+7.71%
Winner
DFAR
+13.53%
5Y(CAGR)
FALN
+3.75%
Winner
DFAR
+3.78%
10Y(CAGR)
FALN
+6.60%
DFAR
N/A
Max(CAGR)
Winner
FALN
+6.63%
DFAR
+3.78%
FALN vs DFAR - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | FALN | DFAR |
|---|---|---|
| 2026 | +2.20% | +15.51% |
| 2025 | +8.60% | +2.24% |
| 2024 | +8.18% | +4.24% |
| 2023 | +13.36% | +11.20% |
| 2022 | -13.60% | -14.29% |
| 2021 | +5.67% | N/A |
| 2020 | +14.54% | N/A |
| 2019 | +17.52% | N/A |
| 2018 | -5.26% | N/A |
| 2017 | +8.15% | N/A |
| 2016 | +10.41% | N/A |
FALN vs DFAR Drawdown Comparison
The maximum drawdown for FALN was -29.22%, occurring on Mar 20, 2020. Recovery took 106 trading sessions.
The maximum drawdown for DFAR was -32.25%, occurring on Oct 25, 2023. Recovery took 1000 trading sessions.
The current FALN drawdown is -0.04%. The current DFAR drawdown is -0.79%.
| Rank | FALN | DFAR |
|---|---|---|
| #1 | -29.22% Feb 14, 2020 - Jul 17, 2020 | -32.25% Apr 20, 2022 - Apr 16, 2026 |
| #2 | -18.79% Nov 9, 2021 - Jun 5, 2024 | -3.26% Jun 12, 2026 - Jun 18, 2026 |
| #3 | -8.18% Jan 24, 2018 - Mar 1, 2019 | -3.24% May 26, 2026 - Jun 9, 2026 |
| #4 | -5.92% Feb 28, 2025 - Jun 9, 2025 | -2.71% Apr 20, 2026 - May 6, 2026 |
| #5 | -4.10% Oct 19, 2016 - Dec 7, 2016 | -2.69% May 6, 2026 - May 20, 2026 |
| #6 | -3.96% Feb 19, 2026 - Jun 11, 2026 | -2.33% Mar 4, 2022 - Mar 17, 2022 |
| #7 | -3.23% Sep 2, 2020 - Oct 12, 2020 | -2.14% Apr 6, 2022 - Apr 20, 2022 |
| #8 | -3.17% Jun 23, 2016 - Jun 30, 2016 | -2.01% Feb 25, 2022 - Mar 3, 2022 |
| #9 | -2.84% Feb 12, 2021 - May 3, 2021 | -1.70% Mar 29, 2022 - Apr 1, 2022 |
| #10 | -2.61% Sep 6, 2016 - Sep 30, 2016 | -1.49% Mar 18, 2022 - Mar 25, 2022 |
| #11 | -2.51% Mar 1, 2017 - Apr 7, 2017 | -1.00% Apr 1, 2022 - Apr 6, 2022 |
| #12 | -2.24% May 6, 2019 - Jun 19, 2019 | N/A |
| #13 | -2.23% Sep 15, 2021 - Nov 5, 2021 | N/A |
| #14 | -2.03% Dec 6, 2024 - Jan 27, 2025 | N/A |
| #15 | -1.98% Sep 17, 2019 - Dec 5, 2019 | N/A |
Correlation
Correlation between FALN and DFAR is 0.77 which considered as a strong positive correlation - the stocks tend to move together.
0.77
-101
Dividend Comparison (2016 - 2026)
FALN vs DFAR dividend yield comparison.
| Year | FALN | DFAR |
|---|---|---|
| 2026 | 2.72% | 0.69% |
| 2025 | 6.31% | 2.97% |
| 2024 | 6.24% | 2.89% |
| 2023 | 5.37% | 3.06% |
| 2022 | 5.08% | 1.69% |
| 2021 | 3.40% | 0.00% |
| 2020 | 5.14% | 0.00% |
| 2019 | 5.35% | 0.00% |
| 2018 | 5.97% | 0.00% |
| 2017 | 6.98% | 0.00% |
| 2016 | 3.55% | 0.00% |
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