GUNR vs DFEM
Comparison between FLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUND (GUNR, ETF) and DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF (DFEM, ETF).
GUNR vs DFEM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
GUNR
$7.50B
DFEM
$7.50B
Expense Ratio
GUNR
0.46%
Winner
DFEM
0.39%
Max Drawdown
GUNR
49.68%
Winner
DFEM
21.85%
Sharpe Ratio
Winner
GUNR
2.43
DFEM
2.38
5Y Beta
Winner
GUNR
0.56
DFEM
0.74
5Y Dividends CAGR
GUNR
5.36%
DFEM
N/A
GUNR vs DFEM - Holdings Comparison
GUNR and DFEM have 0 common holdings. Overlap is 0.00%
GUNR's top 25 holdings weight is 59.99%. DFEM's top 25 holdings weight is 4.52%.
| Rank | GUNR | DFEM |
|---|---|---|
| #1 | EXXON MOBIL CORP (XOM) - 5.03% | ICICI BANK LTD ADR (IBN) - 0.64% |
| #2 | CORTEVA INC (CTVA) - 4.96% | PDD HOLDINGS INC ADR (PDD) - 0.49% |
| #3 | NUTRIEN LTD (n/a) - 4.78% | HDFC BANK LTD ADR (HDB) - 0.48% |
| #4 | BHP GROUP LTD (n/a) - 4.28% | INFOSYS LTD ADR (INFY) - 0.40% |
| #5 | SHELL PLC (n/a) - 3.85% | RELIANCE INDUSTRIES LTD GDR 144A (RLNIY) - 0.37% |
| #6 | CHEVRON CORP (CVX) - 3.80% | VALE SA ADR (VALE) - 0.32% |
| #7 | ARCHER-DANIELS-MIDLAND CO (ADM) - 3.28% | YUM CHINA HOLDINGS INC (YUMC) - 0.20% |
| #8 | TOTALENERGIES SE (TTE:XPAR) - 2.85% | GOLD FIELDS LTD ADR (GFI) - 0.18% |
| #9 | RIO TINTO PLC ORDINARY SHARES (n/a) - 2.21% | VIPSHOP HOLDINGS LTD ADR (VIPS) - 0.16% |
| #10 | NEWMONT CORP (NEM) - 2.01% | PETROLEO BRASILEIRO SA PETROBRAS ADR (PBR-A) - 0.15% |
| #11 | AGNICO EAGLE MINES LTD (n/a) - 1.97% | EMBRAER SA ADR (ERJ) - 0.13% |
| #12 | BP PLC (n/a) - 1.79% | CEMEX SAB DE CV ADR (CX) - 0.10% |
| #13 | TYSON FOODS INC CLASS A (TSN) - 1.76% | SAMSUNG ELECTRONICS CO LTD DR (SSNHZ) - 0.10% |
| #14 | CF INDUSTRIES HOLDINGS INC (CF) - 1.71% | DR REDDY'S LABORATORIES LTD ADR (RDY) - 0.10% |
| #15 | BUNGE GLOBAL SA (BG) - 1.66% | HARMONY GOLD MINING CO LTD ADR (HMY) - 0.09% |
| #16 | CONOCOPHILLIPS (COP) - 1.66% | AMERICA MOVIL SAB DE CV ADR SERIES B (AMX) - 0.09% |
| #17 | INDUSTRIES QATAR QSC (n/a) - 1.49% | n/a (PAC) - 0.08% |
| #18 | CANADIAN NATURAL RESOURCES LTD (CNQ) - 1.46% | ALIBABA GROUP HOLDING LTD ADR (BABA) - 0.06% |
| #19 | GLENCORE PLC (n/a) - 1.45% | GERDAU SA ADR (GGB) - 0.06% |
| #20 | MOWI ASA (n/a) - 1.43% | TENCENT MUSIC ENTERTAINMENT GROUP ADR (TME) - 0.06% |
| #21 | FREEPORT-MCMORAN INC (FCX) - 1.42% | NETEASE INC ADR (NTES) - 0.06% |
| #22 | BARRICK MINING CORP (n/a) - 1.36% | n/a (BGKKF) - 0.05% |
| #23 | YARA INTERNATIONAL ASA (n/a) - 1.27% | ANGLOGOLD ASHANTI PLC (AU) - 0.05% |
| #24 | SUNCOR ENERGY INC (SU) - 1.27% | n/a (ASR) - 0.05% |
| #25 | VALE SA (n/a) - 1.24% | CREDICORP LTD (BAP) - 0.05% |
| Total Holdings | 168 | 27 |
GUNR vs DFEM - Historical Returns
Returns include dividend reinvestment.
1M
GUNR
-2.42%
Winner
DFEM
+11.46%
3M
GUNR
+3.48%
Winner
DFEM
+12.01%
6M
Winner
GUNR
+26.17%
DFEM
+25.73%
1Y
GUNR
+47.27%
Winner
DFEM
+54.25%
5Y(CAGR)
GUNR
+9.98%
Winner
DFEM
+15.55%
10Y(CAGR)
GUNR
+11.64%
DFEM
N/A
Max(CAGR)
GUNR
+6.55%
Winner
DFEM
+15.55%
GUNR vs DFEM - Annual Returns (2011 - 2026)
Returns include dividend reinvestment.
| Year | GUNR | DFEM |
|---|---|---|
| 2026 | +17.19% | +20.88% |
| 2025 | +29.00% | +29.99% |
| 2024 | -8.48% | +8.75% |
| 2023 | -0.79% | +12.86% |
| 2022 | +14.22% | -8.68% |
| 2021 | +23.80% | N/A |
| 2020 | +0.09% | N/A |
| 2019 | +18.20% | N/A |
| 2018 | -11.09% | N/A |
| 2017 | +17.38% | N/A |
| 2016 | +32.10% | N/A |
| 2015 | -24.58% | N/A |
| 2014 | -7.45% | N/A |
| 2013 | -3.62% | N/A |
| 2012 | +4.44% | N/A |
| 2011 | +0.55% | N/A |
GUNR vs DFEM Drawdown Comparison
The maximum drawdown for GUNR was -45.72%, occurring on Jan 20, 2016. Recovery took 868 trading sessions.
The maximum drawdown for DFEM was -20.81%, occurring on Oct 24, 2022. Recovery took 309 trading sessions.
The current GUNR drawdown is -2.68%.
| Rank | GUNR | DFEM |
|---|---|---|
| #1 | -45.72% Jul 24, 2014 - Jan 3, 2018 | -20.81% May 4, 2022 - Jul 28, 2023 |
| #2 | -43.04% Jan 2, 2020 - Dec 4, 2020 | -18.09% Oct 7, 2024 - Jun 4, 2025 |
| #3 | -24.02% Apr 18, 2022 - Sep 11, 2025 | -12.12% Feb 25, 2026 - Apr 17, 2026 |
| #4 | -18.56% May 21, 2018 - Dec 26, 2019 | -11.00% Jul 31, 2023 - Feb 20, 2024 |
| #5 | -17.58% Feb 27, 2012 - Jan 29, 2013 | -8.86% Jul 12, 2024 - Sep 24, 2024 |
| #6 | -15.68% Jan 29, 2013 - May 7, 2014 | -4.66% Oct 29, 2025 - Jan 2, 2026 |
| #7 | -13.93% Oct 28, 2011 - Jan 27, 2012 | -4.50% Apr 9, 2024 - May 2, 2024 |
| #8 | -11.23% Jun 2, 2021 - Oct 20, 2021 | -4.08% Oct 8, 2025 - Oct 20, 2025 |
| #9 | -10.30% Sep 22, 2011 - Oct 12, 2011 | -3.90% May 17, 2024 - Jul 3, 2024 |
| #10 | -10.19% Jan 26, 2018 - May 16, 2018 | -3.06% Jul 23, 2025 - Aug 12, 2025 |
| #11 | -7.43% Jan 14, 2021 - Feb 16, 2021 | -2.75% Jan 28, 2026 - Feb 9, 2026 |
| #12 | -7.09% Oct 20, 2021 - Dec 27, 2021 | -2.65% Jun 12, 2025 - Jun 24, 2025 |
| #13 | -6.80% Mar 2, 2026 - Apr 7, 2026 | -2.07% Apr 17, 2026 - Apr 30, 2026 |
| #14 | -5.92% Mar 12, 2021 - Apr 15, 2021 | -1.70% Jul 3, 2025 - Jul 16, 2025 |
| #15 | -4.61% Mar 10, 2022 - Mar 21, 2022 | -1.67% Sep 17, 2025 - Oct 1, 2025 |
Correlation
Correlation between GUNR and DFEM is 0.87 which considered as a strong positive correlation - the stocks tend to move together.
0.87
-101
Dividend Comparison (2011 - 2026)
GUNR vs DFEM dividend yield comparison.
| Year | GUNR | DFEM |
|---|---|---|
| 2026 | 0.36% | 0.11% |
| 2025 | 2.81% | 2.32% |
| 2024 | 3.39% | 2.50% |
| 2023 | 3.55% | 2.38% |
| 2022 | 4.12% | 1.99% |
| 2021 | 3.61% | 0.00% |
| 2020 | 2.79% | 0.00% |
| 2019 | 3.25% | 0.00% |
| 2018 | 3.27% | 0.00% |
| 2017 | 2.00% | 0.00% |
| 2016 | 1.73% | 0.00% |
| 2015 | 4.50% | 0.00% |
| 2014 | 2.80% | 0.00% |
| 2013 | 2.03% | 0.00% |
| 2012 | 1.03% | 0.00% |
| 2011 | 0.54% | 0.00% |
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