IBTH vs DFSU
Comparison between ISHARES IBONDS DEC 2027 TERM TREASURY ETF (IBTH, ETF) and DIMENSIONAL US SUSTAINABILITY CORE 1 ETF (DFSU, ETF).
IBTH vs DFSU - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IBTH
$2.20B
DFSU
$2.20B
Expense Ratio
Winner
IBTH
0.07%
DFSU
0.15%
Max Drawdown
Winner
IBTH
18.73%
DFSU
20.33%
Sharpe Ratio
IBTH
-0.23
Winner
DFSU
1.30
5Y Beta
Winner
IBTH
-0.02
DFSU
0.99
P/E Ratio
IBTH
N/A
DFSU
24.59
Forward P/E
IBTH
N/A
DFSU
18.70
5Y Dividends CAGR
IBTH
40.47%
DFSU
N/A
5Y EPS CAGR
IBTH
N/A
DFSU
25.32%
P/S Ratio
IBTH
N/A
DFSU
2.29
P/B Ratio
IBTH
N/A
DFSU
4.45
IBTH vs DFSU - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IBTH
+0.16%
DFSU
-0.47%
3M
IBTH
+0.65%
Winner
DFSU
+10.99%
6M
IBTH
+1.12%
Winner
DFSU
+4.68%
1Y
IBTH
+3.56%
Winner
DFSU
+21.22%
5Y(CAGR)
IBTH
+0.52%
DFSU
N/A
Max(CAGR)
IBTH
+0.62%
Winner
DFSU
+19.52%
IBTH vs DFSU - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | IBTH | DFSU |
|---|---|---|
| 2026 | +0.94% | +5.61% |
| 2025 | +5.34% | +15.92% |
| 2024 | +3.47% | +23.88% |
| 2023 | +4.12% | +26.67% |
| 2022 | -9.28% | +0.65% |
| 2021 | -3.46% | N/A |
| 2020 | +4.20% | N/A |
IBTH vs DFSU Drawdown Comparison
The maximum drawdown for IBTH was -16.17%, occurring on Oct 20, 2022. This drawdown has not yet recovered.
The maximum drawdown for DFSU was -19.88%, occurring on Apr 8, 2025. Recovery took 141 trading sessions.
The current IBTH drawdown is -1.32%. The current DFSU drawdown is -2.10%.
| Rank | IBTH | DFSU |
|---|---|---|
| #1 | -16.17% Aug 4, 2020 - Oct 20, 2022 | -19.88% Dec 4, 2024 - Jul 1, 2025 |
| #2 | -3.13% Mar 9, 2020 - Mar 30, 2020 | -11.40% Jul 31, 2023 - Dec 8, 2023 |
| #3 | -1.43% Apr 21, 2020 - Jul 9, 2020 | -10.12% Jan 12, 2026 - Apr 17, 2026 |
| #4 | -0.88% Apr 1, 2020 - Apr 20, 2020 | -9.51% Feb 2, 2023 - Jun 8, 2023 |
| #5 | -0.23% Jul 9, 2020 - Jul 15, 2020 | -8.14% Jul 16, 2024 - Aug 23, 2024 |
| #6 | -0.19% Mar 3, 2020 - Mar 5, 2020 | -7.36% Dec 1, 2022 - Jan 26, 2023 |
| #7 | -0.15% Jul 24, 2020 - Jul 28, 2020 | -6.25% Mar 28, 2024 - May 15, 2024 |
| #8 | -0.06% Jul 15, 2020 - Jul 21, 2020 | -5.18% Oct 28, 2025 - Dec 3, 2025 |
| #9 | -0.04% Jul 31, 2020 - Aug 4, 2020 | -4.70% Aug 30, 2024 - Sep 19, 2024 |
| #10 | N/A | -3.48% Jun 4, 2026 - Jun 10, 2026 |
| #11 | N/A | -3.22% Oct 8, 2025 - Oct 24, 2025 |
| #12 | N/A | -3.19% Nov 2, 2022 - Nov 10, 2022 |
| #13 | N/A | -2.93% Jul 28, 2025 - Aug 12, 2025 |
| #14 | N/A | -2.87% Oct 18, 2024 - Nov 6, 2024 |
| #15 | N/A | -2.70% Nov 11, 2024 - Nov 25, 2024 |
Correlation
Correlation between IBTH and DFSU is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2020 - 2026)
IBTH vs DFSU dividend yield comparison.
| Year | IBTH | DFSU |
|---|---|---|
| 2026 | 1.54% | 0.44% |
| 2025 | 3.92% | 0.85% |
| 2024 | 4.04% | 0.96% |
| 2023 | 3.61% | 1.03% |
| 2022 | 2.00% | 0.21% |
| 2021 | 0.77% | 0.00% |
| 2020 | 0.50% | 0.00% |
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