IBTI vs DFAR

Comparison between ISHARES IBONDS DEC 2028 TERM TREASURY ETF (IBTI, ETF) and DIMENSIONAL US REAL ESTATE ETF (DFAR, ETF).

IBTI vs DFAR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IBTI(ETF)	DFAR(ETF)
Net Assets	$1.60B	$1.60B
Expense Ratio	0.07%	0.19%
Max Drawdown	20.83%	34.66%
Sharpe Ratio	-0.10	0.78
5Y Beta	-0.02	0.49
P/E Ratio	N/A	33.68
Forward P/E	N/A	33.69
5Y Dividends CAGR	39.09%	N/A
5Y EPS CAGR	N/A	8.28%
Debt to Equity	N/A	-4.99%
P/S Ratio	N/A	7.38
P/B Ratio	N/A	2.54

Net Assets

IBTI

$1.60B

DFAR

$1.60B

Expense Ratio

Winner

IBTI

0.07%

DFAR

0.19%

Max Drawdown

Winner

IBTI

20.83%

DFAR

34.66%

Sharpe Ratio

IBTI

-0.10

Winner

DFAR

0.78

5Y Beta

Winner

IBTI

-0.02

DFAR

0.49

P/E Ratio

IBTI

N/A

DFAR

33.68

Forward P/E

IBTI

N/A

DFAR

33.69

5Y Dividends CAGR

IBTI

39.09%

DFAR

N/A

5Y EPS CAGR

IBTI

N/A

DFAR

8.28%

Debt to Equity

IBTI

N/A

DFAR

-4.99%

P/S Ratio

IBTI

N/A

DFAR

7.38

P/B Ratio

IBTI

N/A

DFAR

2.54

IBTI vs DFAR - Historical Returns

Returns include dividend reinvestment.

Period	IBTI	DFAR
1 month	+0.10%	+5.70%
3 months	+0.09%	+7.82%
6 months	+1.05%	+11.99%
1 year	+3.84%	+14.57%
5 years(CAGR)	+0.25%	+3.46%
Max(CAGR)	+0.23%	+3.46%

IBTI

+0.10%

Winner

DFAR

+5.70%

IBTI

+0.09%

Winner

DFAR

+7.82%

IBTI

+1.05%

Winner

DFAR

+11.99%

IBTI

+3.84%

Winner

DFAR

+14.57%

5Y(CAGR)

IBTI

+0.25%

Winner

DFAR

+3.46%

Max(CAGR)

IBTI

+0.23%

Winner

DFAR

+3.46%

IBTI vs DFAR - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

Year	IBTI	DFAR
2026	+0.41%	+13.46%
2025	+6.24%	+2.24%
2024	+2.84%	+4.24%
2023	+4.22%	+11.20%
2022	-10.75%	-14.29%
2021	-3.53%	N/A
2020	+3.65%	N/A

IBTI vs DFAR Drawdown Comparison

The maximum drawdown for IBTI was -18.46%, occurring on Oct 20, 2022. This drawdown has not yet recovered.

The maximum drawdown for DFAR was -32.25%, occurring on Oct 25, 2023. Recovery took 1000 trading sessions.

The current IBTI drawdown is -3.79%. The current DFAR drawdown is -0.19%.

Rank	IBTI	DFAR
#1	-18.46% Aug 4, 2020 - Oct 20, 2022	-32.25% Apr 20, 2022 - Apr 16, 2026
#2	-4.63% Mar 9, 2020 - Apr 1, 2020	-2.71% Apr 20, 2026 - May 6, 2026
#3	-1.69% Apr 21, 2020 - Jul 17, 2020	-2.33% Mar 4, 2022 - Mar 17, 2022
#4	-0.94% Apr 3, 2020 - Apr 15, 2020	-2.14% Apr 6, 2022 - Apr 20, 2022
#5	-0.21% Apr 16, 2020 - Apr 20, 2020	-2.01% Feb 25, 2022 - Mar 3, 2022
#6	-0.19% Jul 23, 2020 - Jul 28, 2020	-1.70% Mar 29, 2022 - Apr 1, 2022
#7	-0.12% Jul 31, 2020 - Aug 4, 2020	-1.49% Mar 18, 2022 - Mar 25, 2022
#8	-0.04% Mar 3, 2020 - Mar 5, 2020	-1.00% Apr 1, 2022 - Apr 6, 2022
#9	-0.04% Apr 1, 2020 - Apr 3, 2020	-0.54% May 6, 2026 - May 7, 2026