IBDR vs DFGR

Comparison between ISHARES IBONDS DEC 2026 TERM CORPORATE ETF (IBDR, ETF) and DIMENSIONAL GLOBAL REAL ESTATE ETF (DFGR, ETF).

IBDR vs DFGR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IBDR(ETF)	DFGR(ETF)
Net Assets	$3.60B	$3.60B
Expense Ratio	0.10%	0.22%
Max Drawdown	16.31%	22.52%
Sharpe Ratio	0.99	0.82
5Y Beta	0.01	0.46
P/E Ratio	N/A	40.58
Forward P/E	N/A	38.67
5Y Dividends CAGR	9.31%	N/A
5Y EPS CAGR	N/A	6.57%
Debt to Equity	N/A	46.01%
P/S Ratio	N/A	7.90
P/B Ratio	N/A	2.76

Net Assets

IBDR

$3.60B

DFGR

$3.60B

Expense Ratio

Winner

IBDR

0.10%

DFGR

0.22%

Max Drawdown

Winner

IBDR

16.31%

DFGR

22.52%

Sharpe Ratio

Winner

IBDR

0.99

DFGR

0.82

5Y Beta

Winner

IBDR

0.01

DFGR

0.46

P/E Ratio

IBDR

N/A

DFGR

40.58

Forward P/E

IBDR

N/A

DFGR

38.67

5Y Dividends CAGR

IBDR

9.31%

DFGR

N/A

5Y EPS CAGR

IBDR

N/A

DFGR

6.57%

Debt to Equity

IBDR

N/A

DFGR

46.01%

P/S Ratio

IBDR

N/A

DFGR

7.90

P/B Ratio

IBDR

N/A

DFGR

2.76

IBDR vs DFGR - Historical Returns

Returns include dividend reinvestment.

Period	IBDR	DFGR
1 month	+0.37%	+1.94%
3 months	+1.09%	+7.72%
6 months	+1.88%	+12.94%
1 year	+4.43%	+13.13%
5 years(CAGR)	+1.46%	N/A
10 years(CAGR)	+2.98%	N/A
Max(CAGR)	+2.98%	+8.46%

IBDR

+0.37%

Winner

DFGR

+1.94%

IBDR

+1.09%

Winner

DFGR

+7.72%

IBDR

+1.88%

Winner

DFGR

+12.94%

IBDR

+4.43%

Winner

DFGR

+13.13%

5Y(CAGR)

IBDR

+1.46%

DFGR

N/A

10Y(CAGR)

IBDR

+2.98%

DFGR

N/A

Max(CAGR)

IBDR

+2.98%

Winner

DFGR

+8.46%

IBDR vs DFGR - Annual Returns (2016 - 2026)

Returns include dividend reinvestment.

Year	IBDR	DFGR
2026	+1.61%	+11.79%
2025	+5.03%	+8.30%
2024	+5.25%	+1.46%
2023	+5.78%	+9.39%
2022	-7.96%	-1.24%
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 DFGR Drawdown Comparison

The maximum drawdown for IBDR was -16.06%, occurring on Mar 20, 2020. Recovery took 62 trading sessions.

The maximum drawdown for DFGR was -21.27%, occurring on Oct 25, 2023. Recovery took 363 trading sessions.

Rank	IBDR	DFGR
#1	-16.06% Mar 4, 2020 - Jun 2, 2020	-21.27% Feb 2, 2023 - Jul 16, 2024
#2	-13.13% Dec 31, 2020 - Dec 6, 2024	-17.56% Sep 16, 2024 - Feb 6, 2026
#3	-6.23% Sep 26, 2016 - Aug 3, 2017	-9.15% Feb 17, 2026 - Apr 17, 2026
#4	-5.01% Sep 7, 2017 - Jan 31, 2019	-5.27% Dec 13, 2022 - Jan 11, 2023
#5	-2.03% Aug 28, 2019 - Oct 3, 2019	-3.02% May 6, 2026 - Jun 11, 2026
#6	-1.19% Oct 31, 2019 - Nov 26, 2019	-2.80% Aug 2, 2024 - Aug 9, 2024
#7	-1.19% Jul 3, 2019 - Aug 1, 2019	-2.59% Jul 17, 2024 - Jul 30, 2024
#8	-0.95% Aug 6, 2020 - Nov 4, 2020	-2.21% Apr 20, 2026 - May 6, 2026
#9	-0.86% Oct 3, 2019 - Oct 31, 2019	-1.65% Jan 12, 2023 - Jan 24, 2023
#10	-0.70% Feb 26, 2019 - Mar 7, 2019	-0.94% Jan 27, 2023 - Jan 31, 2023
#11	-0.67% Jun 16, 2020 - Jul 2, 2020	-0.60% Aug 9, 2024 - Aug 13, 2024
#12	-0.64% Jun 10, 2020 - Jun 15, 2020	-0.53% Aug 27, 2024 - Aug 30, 2024
#13	-0.62% Apr 10, 2019 - Apr 24, 2019	-0.21% Aug 30, 2024 - Sep 4, 2024
#14	-0.61% Aug 3, 2017 - Aug 23, 2017	-0.11% Aug 14, 2024 - Aug 19, 2024
#15	-0.57% Apr 26, 2019 - May 7, 2019	-0.11% Aug 19, 2024 - Aug 21, 2024

Correlation

Correlation between IBDR and DFGR is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.

0.91

-101

Dividend Comparison (2016 - 2026)

IBDR vs DFGR dividend yield comparison.

Year	IBDR	DFGR
2026	1.68%	0.34%
2025	4.20%	4.05%
2024	4.13%	3.73%
2023	3.41%	2.77%
2022	2.44%	0.59%
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%