IBDR vs DFGP
Comparison between ISHARES IBONDS DEC 2026 TERM CORPORATE ETF (IBDR, ETF) and DIMENSIONAL GLOBAL CORE PLUS FIXED INCOME ETF (DFGP, ETF).
IBDR vs DFGP - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IBDR
$3.40B
DFGP
$3.40B
Expense Ratio
Winner
IBDR
0.10%
DFGP
0.22%
Max Drawdown
IBDR
16.31%
Winner
DFGP
5.75%
Sharpe Ratio
Winner
IBDR
0.47
DFGP
-0.29
5Y Beta
Winner
IBDR
0.01
DFGP
0.07
5Y Dividends CAGR
IBDR
8.28%
DFGP
N/A
IBDR vs DFGP - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IBDR
+0.41%
DFGP
-0.31%
3M
Winner
IBDR
+1.04%
DFGP
+0.15%
6M
Winner
IBDR
+1.89%
DFGP
-1.13%
1Y
Winner
IBDR
+4.21%
DFGP
+2.87%
5Y(CAGR)
IBDR
+1.63%
DFGP
N/A
10Y(CAGR)
IBDR
+3.00%
DFGP
N/A
Max(CAGR)
IBDR
+3.00%
Winner
DFGP
+5.95%
IBDR vs DFGP - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | IBDR | DFGP |
|---|---|---|
| 2026 | +2.36% | +0.75% |
| 2025 | +5.03% | +5.82% |
| 2024 | +5.25% | +4.20% |
| 2023 | +5.78% | +6.24% |
| 2022 | -7.96% | N/A |
| 2021 | -1.68% | N/A |
| 2020 | +9.14% | N/A |
| 2019 | +14.17% | N/A |
| 2018 | -2.45% | N/A |
| 2017 | +5.53% | N/A |
| 2016 | -3.34% | N/A |
IBDR vs DFGP Drawdown Comparison
The maximum drawdown for IBDR was -16.06%, occurring on Mar 20, 2020. Recovery took 62 trading sessions.
The maximum drawdown for DFGP was -3.24%, occurring on Mar 27, 2026. Recovery took 81 trading sessions.
The current DFGP drawdown is -1.44%.
| Rank | IBDR | DFGP |
|---|---|---|
| #1 | -16.06% Mar 4, 2020 - Jun 2, 2020 | -3.24% Feb 27, 2026 - Jun 25, 2026 |
| #2 | -13.13% Dec 31, 2020 - Dec 6, 2024 | -3.04% Sep 16, 2024 - Feb 26, 2025 |
| #3 | -6.23% Sep 26, 2016 - Aug 3, 2017 | -2.71% Mar 3, 2025 - Jun 4, 2025 |
| #4 | -5.01% Sep 7, 2017 - Jan 31, 2019 | -2.27% Mar 28, 2024 - Jun 4, 2024 |
| #5 | -2.03% Aug 28, 2019 - Oct 3, 2019 | -1.92% Feb 1, 2024 - Mar 27, 2024 |
| #6 | -1.19% Oct 31, 2019 - Nov 26, 2019 | -1.53% Jun 29, 2026 - Jul 31, 2026 |
| #7 | -1.19% Jul 3, 2019 - Aug 1, 2019 | -1.36% Dec 27, 2023 - Feb 1, 2024 |
| #8 | -0.95% Aug 6, 2020 - Nov 4, 2020 | -1.31% Jun 25, 2024 - Jul 10, 2024 |
| #9 | -0.86% Oct 3, 2019 - Oct 31, 2019 | -1.14% Oct 27, 2025 - Jan 29, 2026 |
| #10 | -0.70% Feb 26, 2019 - Mar 7, 2019 | -0.94% Jul 1, 2025 - Jul 29, 2025 |
| #11 | -0.67% Jun 16, 2020 - Jul 2, 2020 | -0.89% Aug 2, 2024 - Aug 14, 2024 |
| #12 | -0.64% Jun 10, 2020 - Jun 15, 2020 | -0.88% Jun 6, 2024 - Jun 13, 2024 |
| #13 | -0.62% Apr 10, 2019 - Apr 24, 2019 | -0.62% Jul 16, 2024 - Jul 29, 2024 |
| #14 | -0.61% Aug 3, 2017 - Aug 23, 2017 | -0.61% Nov 8, 2023 - Nov 14, 2023 |
| #15 | -0.57% Apr 26, 2019 - May 7, 2019 | -0.59% Jun 4, 2025 - Jun 11, 2025 |
Correlation
Correlation between IBDR and DFGP is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2016 - 2026)
IBDR vs DFGP dividend yield comparison.
| Year | IBDR | DFGP |
|---|---|---|
| 2026 | 2.34% | 2.24% |
| 2025 | 4.20% | 3.45% |
| 2024 | 4.13% | 4.51% |
| 2023 | 3.41% | 0.62% |
| 2022 | 2.44% | 0.00% |
| 2021 | 2.11% | 0.00% |
| 2020 | 2.61% | 0.00% |
| 2019 | 3.25% | 0.00% |
| 2018 | 3.56% | 0.00% |
| 2017 | 3.22% | 0.00% |
| 2016 | 0.86% | 0.00% |
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