IAGG vs DFAS

Comparison between ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF (IAGG, ETF) and DIMENSIONAL U.S. SMALL CAP ETF (DFAS, ETF).

5-Year PerformanceDFAS has outperformed IAGG, delivering a return of +7.5% compared to +1.2%

IAGG vs DFAS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IAGG(ETF)	DFAS(ETF)
Net Assets	$13B	$13B
Expense Ratio	0.07%	0.26%
Max Drawdown	15.86%	27.31%
Sharpe Ratio	-0.42	1.53
5Y Beta	0.03	1.02
P/E Ratio	N/A	50.31
Forward P/E	N/A	14.07
5Y Dividends CAGR	15.92%	N/A
5Y EPS CAGR	N/A	10.48%
P/S Ratio	N/A	1.11
P/B Ratio	N/A	1.96

Net Assets

IAGG

$13B

DFAS

$13B

Expense Ratio

Winner

IAGG

0.07%

DFAS

0.26%

Max Drawdown

Winner

IAGG

15.86%

DFAS

27.31%

Sharpe Ratio

IAGG

-0.42

Winner

DFAS

1.53

5Y Beta

Winner

IAGG

0.03

DFAS

1.02

P/E Ratio

IAGG

N/A

DFAS

50.31

Forward P/E

IAGG

N/A

DFAS

14.07

5Y Dividends CAGR

IAGG

15.92%

DFAS

N/A

5Y EPS CAGR

IAGG

N/A

DFAS

10.48%

P/S Ratio

IAGG

N/A

DFAS

1.11

P/B Ratio

IAGG

N/A

DFAS

1.96

IAGG vs DFAS - Historical Returns

Returns include dividend reinvestment.

Period	IAGG	DFAS
1 month	+0.06%	+4.96%
3 months	+0.20%	+2.25%
6 months	+0.61%	+15.83%
1 year	+2.77%	+30.80%
5 years(CAGR)	+1.15%	+7.49%
10 years(CAGR)	+2.28%	N/A
Max(CAGR)	+2.49%	+7.49%

IAGG

+0.06%

Winner

DFAS

+4.96%

IAGG

+0.20%

Winner

DFAS

+2.25%

IAGG

+0.61%

Winner

DFAS

+15.83%

IAGG

+2.77%

Winner

DFAS

+30.80%

5Y(CAGR)

IAGG

+1.15%

Winner

DFAS

+7.49%

10Y(CAGR)

IAGG

+2.28%

DFAS

N/A

Max(CAGR)

IAGG

+2.49%

Winner

DFAS

+7.49%

IAGG vs DFAS - Annual Returns (2015 - 2026)

Returns include dividend reinvestment.

Year	IAGG	DFAS
2026	+0.82%	+10.94%
2025	+3.18%	+8.32%
2024	+4.89%	+10.86%
2023	+7.70%	+18.17%
2022	-10.50%	-14.54%
2021	-1.82%	+4.98%
2020	+4.29%	N/A
2019	+7.93%	N/A
2018	+3.24%	N/A
2017	+2.38%	N/A
2016	+4.91%	N/A
2015	-0.09%	N/A

IAGG vs DFAS Drawdown Comparison

The maximum drawdown for IAGG was -13.88%, occurring on Oct 14, 2022. Recovery took 1027 trading sessions.

The maximum drawdown for DFAS was -26.13%, occurring on Apr 8, 2025. Recovery took 256 trading sessions.

The current IAGG drawdown is -1.00%. The current DFAS drawdown is -0.69%.

Rank	IAGG	DFAS
#1	-13.88% Dec 31, 2020 - Feb 4, 2025	-26.13% Nov 25, 2024 - Dec 4, 2025
#2	-5.93% Mar 9, 2020 - Jul 30, 2020	-25.02% Nov 8, 2021 - Mar 21, 2024
#3	-3.93% Sep 7, 2016 - Oct 31, 2017	-9.36% Feb 10, 2026 - Apr 17, 2026
#4	-3.70% Dec 8, 2017 - Dec 18, 2018	-9.31% Jul 31, 2024 - Oct 14, 2024
#5	-2.32% Feb 27, 2026 - Mar 27, 2026	-7.89% Mar 28, 2024 - May 15, 2024
#6	-2.07% Aug 28, 2019 - Jan 29, 2020	-7.10% Jun 15, 2021 - Aug 11, 2021
#7	-1.67% Feb 28, 2025 - Apr 16, 2025	-5.29% May 15, 2024 - Jul 12, 2024
#8	-1.04% Dec 2, 2015 - Jan 14, 2016	-5.03% Sep 2, 2021 - Oct 18, 2021
#9	-0.94% Aug 4, 2020 - Sep 29, 2020	-4.70% Aug 11, 2021 - Aug 27, 2021
#10	-0.85% Apr 30, 2025 - May 30, 2025	-4.27% Nov 11, 2024 - Nov 25, 2024
#11	-0.83% Apr 5, 2016 - May 11, 2016	-3.63% Oct 16, 2024 - Nov 6, 2024
#12	-0.80% Jun 16, 2016 - Jun 27, 2016	-3.34% Dec 11, 2025 - Jan 6, 2026
#13	-0.75% Jul 3, 2019 - Jul 18, 2019	-3.17% Jul 16, 2024 - Jul 31, 2024
#14	-0.73% Feb 5, 2025 - Feb 28, 2025	-2.92% Jan 22, 2026 - Feb 6, 2026
#15	-0.71% Mar 28, 2019 - Apr 30, 2019	-2.61% Oct 25, 2021 - Nov 1, 2021

Correlation

Correlation between IAGG and DFAS is 0.85 which considered as a strong positive correlation - the stocks tend to move together.

0.85

-101

Dividend Comparison (2015 - 2026)

IAGG vs DFAS dividend yield comparison.

Year	IAGG	DFAS
2026	0.59%	0.21%
2025	3.08%	0.99%
2024	4.28%	0.93%
2023	3.55%	1.00%
2022	2.27%	1.03%
2021	1.16%	2.87%
2020	1.95%	0.00%
2019	2.82%	0.00%
2018	3.02%	0.00%
2017	1.74%	0.00%
2016	1.56%	0.00%
2015	0.13%	0.00%