IBTG vs DFSU

Comparison between ISHARES IBONDS DEC 2026 TERM TREASURY ETF (IBTG, ETF) and DIMENSIONAL US SUSTAINABILITY CORE 1 ETF (DFSU, ETF).

IBTG vs DFSU - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IBTG(ETF)	DFSU(ETF)
Net Assets	$2.20B	$2.20B
Expense Ratio	0.07%	0.15%
Max Drawdown	15.61%	20.33%
Sharpe Ratio	0.01	1.32
5Y Beta	-0.01	0.98
P/E Ratio	N/A	24.18
Forward P/E	N/A	19.19
5Y Dividends CAGR	37.23%	N/A
5Y EPS CAGR	N/A	26.09%
P/S Ratio	N/A	2.39
P/B Ratio	N/A	4.59

Net Assets

IBTG

$2.20B

DFSU

$2.20B

Expense Ratio

Winner

IBTG

0.07%

DFSU

0.15%

Max Drawdown

Winner

IBTG

15.61%

DFSU

20.33%

Sharpe Ratio

IBTG

0.01

Winner

DFSU

1.32

5Y Beta

Winner

IBTG

-0.01

DFSU

0.98

P/E Ratio

IBTG

N/A

DFSU

24.18

Forward P/E

IBTG

N/A

DFSU

19.19

5Y Dividends CAGR

IBTG

37.23%

DFSU

N/A

5Y EPS CAGR

IBTG

N/A

DFSU

26.09%

P/S Ratio

IBTG

N/A

DFSU

2.39

P/B Ratio

IBTG

N/A

DFSU

4.59

IBTG vs DFSU - Historical Returns

Returns include dividend reinvestment.

Period	IBTG	DFSU
1 month	+0.32%	+3.82%
3 months	+0.91%	+7.54%
6 months	+1.71%	+10.78%
1 year	+3.85%	+22.80%
5 years(CAGR)	+0.85%	N/A
Max(CAGR)	+1.06%	+20.91%

IBTG

+0.32%

Winner

DFSU

+3.82%

IBTG

+0.91%

Winner

DFSU

+7.54%

IBTG

+1.71%

Winner

DFSU

+10.78%

IBTG

+3.85%

Winner

DFSU

+22.80%

5Y(CAGR)

IBTG

+0.85%

DFSU

N/A

Max(CAGR)

IBTG

+1.06%

Winner

DFSU

+20.91%

IBTG vs DFSU - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

Year	IBTG	DFSU
2026	+2.06%	+12.74%
2025	+4.54%	+15.92%
2024	+4.15%	+23.88%
2023	+4.13%	+26.67%
2022	-7.85%	+0.65%
2021	-3.06%	N/A
2020	+3.99%	N/A

IBTG vs DFSU Drawdown Comparison

The maximum drawdown for IBTG was -13.62%, occurring on Oct 20, 2022. Recovery took 1351 trading sessions.

The maximum drawdown for DFSU was -19.88%, occurring on Apr 8, 2025. Recovery took 141 trading sessions.

Rank	IBTG	DFSU
#1	-13.62% Aug 4, 2020 - Dec 18, 2025	-19.88% Dec 4, 2024 - Jul 1, 2025
#2	-2.79% Mar 9, 2020 - Mar 27, 2020	-11.40% Jul 31, 2023 - Dec 8, 2023
#3	-1.03% May 14, 2020 - Jun 26, 2020	-10.12% Jan 12, 2026 - Apr 17, 2026
#4	-0.76% Apr 3, 2020 - Apr 15, 2020	-9.51% Feb 2, 2023 - Jun 8, 2023
#5	-0.50% Apr 21, 2020 - May 7, 2020	-8.14% Jul 16, 2024 - Aug 23, 2024
#6	-0.34% May 7, 2020 - May 14, 2020	-7.36% Dec 1, 2022 - Jan 26, 2023
#7	-0.17% Jul 9, 2020 - Jul 21, 2020	-6.25% Mar 28, 2024 - May 15, 2024
#8	-0.15% Apr 15, 2020 - Apr 21, 2020	-5.18% Oct 28, 2025 - Dec 3, 2025
#9	-0.13% Jul 1, 2020 - Jul 9, 2020	-4.70% Aug 30, 2024 - Sep 19, 2024
#10	-0.11% Jul 24, 2020 - Jul 28, 2020	-3.48% Jun 4, 2026 - Jul 1, 2026
#11	-0.09% Mar 31, 2020 - Apr 3, 2020	-3.22% Oct 8, 2025 - Oct 24, 2025
#12	-0.04% Jun 5, 2026 - Jun 11, 2026	-3.19% Nov 2, 2022 - Nov 10, 2022
#13	-0.04% Dec 26, 2025 - Jan 2, 2026	-2.93% Jul 28, 2025 - Aug 12, 2025
#14	-0.04% Feb 9, 2026 - Feb 13, 2026	-2.87% Oct 18, 2024 - Nov 6, 2024
#15	-0.03% Feb 27, 2026 - Mar 6, 2026	-2.70% Nov 11, 2024 - Nov 25, 2024