IGM vs DFAE
Comparison between ISHARES EXPANDED TECH SECTOR ETF (IGM, ETF) and DIMENSIONAL EMERGING CORE EQUITY MARKET ETF (DFAE, ETF).
5-Year PerformanceIGM has outperformed DFAE, delivering a return of +20.1% compared to +9.1%
IGM vs DFAE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IGM
$7.80B
DFAE
$7.70B
Expense Ratio
IGM
0.39%
Winner
DFAE
0.29%
Max Drawdown
IGM
65.59%
Winner
DFAE
34.65%
Sharpe Ratio
IGM
2.29
Winner
DFAE
2.34
5Y Beta
IGM
1.40
Winner
DFAE
0.76
P/E Ratio
IGM
38.89
DFAE
N/A
Forward P/E
IGM
22.00
DFAE
N/A
5Y Dividends CAGR
IGM
6.80%
Winner
DFAE
183.63%
5Y EPS CAGR
IGM
30.66%
DFAE
N/A
Debt to Equity
IGM
42.62%
DFAE
N/A
P/S Ratio
IGM
6.60
DFAE
N/A
P/B Ratio
IGM
8.03
DFAE
N/A
IGM vs DFAE - Holdings Comparison
IGM and DFAE have 0 common holdings. Overlap is 0.00%
IGM's top 25 holdings weight is 74.83%. DFAE's top 25 holdings weight is 5.29%.
| Rank | IGM | DFAE |
|---|---|---|
| #1 | BROADCOM INC (AVGO) - 9.15% | PDD HOLDINGS INC ADR (PDD) - 0.81% |
| #2 | NVIDIA CORP (NVDA) - 8.70% | ICICI BANK LTD ADR (IBN) - 0.71% |
| #3 | MICROSOFT CORP (MSFT) - 7.84% | HDFC BANK LTD ADR (HDB) - 0.46% |
| #4 | APPLE INC (AAPL) - 7.67% | INFOSYS LTD ADR (INFY) - 0.45% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 4.71% | RELIANCE INDUSTRIES LTD GDR 144A (RLNIY) - 0.40% |
| #6 | META PLATFORMS INC CLASS A (META) - 4.10% | VALE SA ADR (VALE) - 0.27% |
| #7 | ALPHABET INC CLASS C (GOOG) - 3.76% | ALIBABA GROUP HOLDING LTD ADR (BABA) - 0.24% |
| #8 | MICRON TECHNOLOGY INC (MU) - 3.23% | YUM CHINA HOLDINGS INC (YUMC) - 0.24% |
| #9 | ADVANCED MICRO DEVICES INC (AMD) - 2.99% | SAMSUNG ELECTRONICS CO LTD DR (SSNHZ) - 0.22% |
| #10 | INTEL CORP (INTC) - 2.18% | GOLD FIELDS LTD ADR (GFI) - 0.18% |
| #11 | NETFLIX INC (NFLX) - 2.11% | DR REDDY'S LABORATORIES LTD ADR (RDY) - 0.11% |
| #12 | CISCO SYSTEMS INC (CSCO) - 1.91% | AMERICA MOVIL SAB DE CV ADR SERIES B (AMX) - 0.11% |
| #13 | n/a (PLTR) - 1.79% | ANGLOGOLD ASHANTI PLC (AU) - 0.10% |
| #14 | LAM RESEARCH CORP (LRCX) - 1.77% | n/a (BGKKF) - 0.10% |
| #15 | APPLIED MATERIALS INC (AMAT) - 1.76% | n/a (PAC) - 0.10% |
| #16 | ORACLE CORP (ORCL) - 1.61% | TENCENT MUSIC ENTERTAINMENT GROUP ADR (TME) - 0.10% |
| #17 | KLA CORP (KLAC) - 1.36% | NETEASE INC ADR (NTES) - 0.10% |
| #18 | TEXAS INSTRUMENTS INC (TXN) - 1.34% | CREDICORP LTD (BAP) - 0.10% |
| #19 | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.17% | VIPSHOP HOLDINGS LTD ADR (VIPS) - 0.09% |
| #20 | ANALOG DEVICES INC (ADI) - 1.05% | CEMEX SAB DE CV ADR (CX) - 0.08% |
| #21 | AMPHENOL CORP CLASS A (APH) - 1.00% | TRIP.COM GROUP LTD ADR (TCOM) - 0.07% |
| #22 | ARISTA NETWORKS INC (ANET) - 0.97% | EMBRAER SA ADR (ERJ) - 0.07% |
| #23 | SALESFORCE INC (CRM) - 0.92% | CHUNGHWA TELECOM CO LTD ADR (CHT) - 0.06% |
| #24 | QUALCOMM INC (QCOM) - 0.88% | HARMONY GOLD MINING CO LTD ADR (HMY) - 0.06% |
| #25 | SANDISK CORP ORDINARY SHARES (SNDK) - 0.86% | KB FINANCIAL GROUP INC ADR (KB) - 0.06% |
| Total Holdings | 292 | 30 |
IGM vs DFAE - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IGM
+21.65%
DFAE
+11.88%
3M
Winner
IGM
+20.78%
DFAE
+11.99%
6M
IGM
+19.99%
Winner
DFAE
+25.80%
1Y
Winner
IGM
+60.68%
DFAE
+55.38%
5Y(CAGR)
Winner
IGM
+20.08%
DFAE
+9.06%
10Y(CAGR)
IGM
+24.64%
DFAE
N/A
Max(CAGR)
Winner
IGM
+12.53%
DFAE
+11.04%
IGM vs DFAE - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | IGM | DFAE |
|---|---|---|
| 2026 | +19.37% | +20.65% |
| 2025 | +26.55% | +31.67% |
| 2024 | +40.71% | +8.98% |
| 2023 | +60.79% | +11.92% |
| 2022 | -36.30% | -17.87% |
| 2021 | +27.74% | +2.49% |
| 2020 | +42.37% | +4.85% |
| 2019 | +40.83% | N/A |
| 2018 | +0.88% | N/A |
| 2017 | +36.21% | N/A |
| 2016 | +15.44% | N/A |
| 2015 | +9.72% | N/A |
| 2014 | +15.91% | N/A |
| 2013 | +30.12% | N/A |
| 2012 | +12.93% | N/A |
| 2011 | -2.46% | N/A |
| 2010 | +10.41% | N/A |
| 2009 | +56.01% | N/A |
| 2008 | -42.38% | N/A |
| 2007 | +15.95% | N/A |
| 2006 | +6.51% | N/A |
| 2005 | +2.73% | N/A |
| 2004 | +2.37% | N/A |
| 2003 | +46.02% | N/A |
| 2002 | -41.77% | N/A |
| 2001 | -4.99% | N/A |
IGM vs DFAE Drawdown Comparison
The maximum drawdown for IGM was -65.59%, occurring on Oct 9, 2002. Recovery took 2442 trading sessions.
The maximum drawdown for DFAE was -32.21%, occurring on Oct 24, 2022. Recovery took 835 trading sessions.
| Rank | IGM | DFAE |
|---|---|---|
| #1 | -65.59% May 22, 2001 - Feb 7, 2011 | -32.21% Jun 2, 2021 - Sep 26, 2024 |
| #2 | -40.68% Nov 19, 2021 - Dec 19, 2023 | -18.12% Oct 7, 2024 - Jun 5, 2025 |
| #3 | -30.18% Feb 19, 2020 - Jun 5, 2020 | -12.80% Feb 25, 2026 - Apr 17, 2026 |
| #4 | -26.38% Feb 18, 2025 - Jun 24, 2025 | -8.78% Feb 17, 2021 - Jun 1, 2021 |
| #5 | -24.18% Aug 29, 2018 - Mar 21, 2019 | -5.43% Jan 21, 2021 - Feb 9, 2021 |
| #6 | -20.11% Feb 17, 2011 - Feb 3, 2012 | -4.96% Oct 29, 2025 - Jan 2, 2026 |
| #7 | -18.93% Mar 23, 2001 - Apr 18, 2001 | -4.33% Oct 8, 2025 - Oct 20, 2025 |
| #8 | -17.31% Dec 4, 2015 - Jul 12, 2016 | -3.23% Jan 28, 2026 - Feb 9, 2026 |
| #9 | -16.44% Oct 29, 2025 - Apr 16, 2026 | -3.17% Jul 23, 2025 - Aug 12, 2025 |
| #10 | -14.79% Jul 10, 2024 - Oct 14, 2024 | -2.37% Jun 12, 2025 - Jun 24, 2025 |
| #11 | -13.30% Apr 2, 2012 - Sep 14, 2012 | -2.34% Dec 17, 2020 - Dec 29, 2020 |
| #12 | -12.78% Sep 2, 2020 - Dec 1, 2020 | -2.11% Apr 17, 2026 - Apr 24, 2026 |
| #13 | -12.72% Jul 20, 2015 - Oct 23, 2015 | -1.55% Aug 22, 2025 - Sep 8, 2025 |
| #14 | -11.46% Apr 29, 2019 - Jul 3, 2019 | -1.50% Jul 3, 2025 - Jul 15, 2025 |
| #15 | -11.13% Sep 14, 2012 - Feb 1, 2013 | -1.45% Jan 14, 2021 - Jan 19, 2021 |
Correlation
Correlation between IGM and DFAE is 0.89 which considered as a strong positive correlation - the stocks tend to move together.
0.89
-101
Dividend Comparison (2004 - 2026)
IGM vs DFAE dividend yield comparison.
| Year | IGM | DFAE |
|---|---|---|
| 2026 | 0.03% | 0.13% |
| 2025 | 0.17% | 2.20% |
| 2024 | 0.22% | 2.35% |
| 2023 | 0.33% | 2.43% |
| 2022 | 0.66% | 2.85% |
| 2021 | 0.16% | 1.63% |
| 2020 | 0.32% | 0.01% |
| 2019 | 0.50% | 0.00% |
| 2018 | 0.57% | 0.00% |
| 2017 | 0.57% | 0.00% |
| 2016 | 0.90% | 0.00% |
| 2015 | 0.79% | 0.00% |
| 2014 | 0.88% | 0.00% |
| 2013 | 0.78% | 0.00% |
| 2012 | 0.94% | 0.00% |
| 2011 | 0.60% | 0.00% |
| 2010 | 0.41% | 0.00% |
| 2009 | 0.36% | 0.00% |
| 2008 | 0.58% | 0.00% |
| 2007 | 0.19% | 0.00% |
| 2006 | 0.08% | 0.00% |
| 2005 | 0.14% | 0.00% |
| 2004 | 0.70% | 0.00% |
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