IJS vs DFAE
Comparison between ISHARES S&P SMALL-CAP 600 VALUE ETF (IJS, ETF) and DIMENSIONAL EMERGING CORE EQUITY MARKET ETF (DFAE, ETF).
5-Year PerformanceDFAE has outperformed IJS, delivering a return of +9.1% compared to +5.8%
IJS vs DFAE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IJS
$7.60B
Winner
DFAE
$7.70B
Expense Ratio
Winner
IJS
0.18%
DFAE
0.29%
Max Drawdown
IJS
61.28%
Winner
DFAE
34.65%
Sharpe Ratio
IJS
1.77
Winner
DFAE
2.34
5Y Beta
IJS
1.00
Winner
DFAE
0.76
P/E Ratio
IJS
61.35
DFAE
N/A
Forward P/E
IJS
13.04
DFAE
N/A
5Y Dividends CAGR
IJS
20.24%
Winner
DFAE
183.63%
5Y EPS CAGR
IJS
6.02%
DFAE
N/A
Debt to Equity
IJS
58.43%
DFAE
N/A
P/S Ratio
IJS
0.87
DFAE
N/A
P/B Ratio
IJS
1.52
DFAE
N/A
IJS vs DFAE - Holdings Comparison
IJS and DFAE have 0 common holdings. Overlap is 0.00%
IJS's top 25 holdings weight is 18.33%. DFAE's top 25 holdings weight is 5.29%.
| Rank | IJS | DFAE |
|---|---|---|
| #1 | MOLINA HEALTHCARE INC (MOH) - 1.09% | PDD HOLDINGS INC ADR (PDD) - 0.81% |
| #2 | MATCH GROUP INC ORDINARY SHARES NEW (MTCH) - 1.03% | ICICI BANK LTD ADR (IBN) - 0.71% |
| #3 | EASTMAN CHEMICAL CO (EMN) - 0.97% | HDFC BANK LTD ADR (HDB) - 0.46% |
| #4 | JACKSON FINANCIAL INC (JXN) - 0.95% | INFOSYS LTD ADR (INFY) - 0.45% |
| #5 | LKQ CORP (LKQ) - 0.94% | RELIANCE INDUSTRIES LTD GDR 144A (RLNIY) - 0.40% |
| #6 | CELANESE CORP CLASS A (CE) - 0.84% | VALE SA ADR (VALE) - 0.27% |
| #7 | SM ENERGY CO (SM) - 0.78% | ALIBABA GROUP HOLDING LTD ADR (BABA) - 0.24% |
| #8 | LINCOLN NATIONAL CORP (LNC) - 0.75% | YUM CHINA HOLDINGS INC (YUMC) - 0.24% |
| #9 | BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 0.73% | SAMSUNG ELECTRONICS CO LTD DR (SSNHZ) - 0.22% |
| #10 | PAYCOM SOFTWARE INC (PAYC) - 0.71% | GOLD FIELDS LTD ADR (GFI) - 0.18% |
| #11 | LAMB WESTON HOLDINGS INC (LW) - 0.71% | DR REDDY'S LABORATORIES LTD ADR (RDY) - 0.11% |
| #12 | TELEFLEX INC (TFX) - 0.70% | AMERICA MOVIL SAB DE CV ADR SERIES B (AMX) - 0.11% |
| #13 | VERSANT MEDIA GROUP INC CLASS A (VSNT) - 0.68% | ANGLOGOLD ASHANTI PLC (AU) - 0.10% |
| #14 | CAESARS ENTERTAINMENT INC (CZR) - 0.68% | n/a (BGKKF) - 0.10% |
| #15 | MOHAWK INDUSTRIES INC (MHK) - 0.66% | n/a (PAC) - 0.10% |
| #16 | RITHM CAPITAL CORP (RITM) - 0.66% | TENCENT MUSIC ENTERTAINMENT GROUP ADR (TME) - 0.10% |
| #17 | MATSON INC (MATX) - 0.65% | NETEASE INC ADR (NTES) - 0.10% |
| #18 | CARMAX INC (KMX) - 0.64% | CREDICORP LTD (BAP) - 0.10% |
| #19 | ATLANTIC UNION BANKSHARES CORP (AUB) - 0.64% | VIPSHOP HOLDINGS LTD ADR (VIPS) - 0.09% |
| #20 | MAGNOLIA OIL & GAS CORP CLASS A (MGY) - 0.63% | CEMEX SAB DE CV ADR (CX) - 0.08% |
| #21 | LIBERTY ENERGY INC CLASS A (LBRT) - 0.63% | TRIP.COM GROUP LTD ADR (TCOM) - 0.07% |
| #22 | n/a (CRC) - 0.61% | EMBRAER SA ADR (ERJ) - 0.07% |
| #23 | LUMEN TECHNOLOGIES INC ORDINARY SHARES (LUMN) - 0.55% | CHUNGHWA TELECOM CO LTD ADR (CHT) - 0.06% |
| #24 | MERITAGE HOMES CORP (MTH) - 0.55% | HARMONY GOLD MINING CO LTD ADR (HMY) - 0.06% |
| #25 | DIODES INC (DIOD) - 0.55% | KB FINANCIAL GROUP INC ADR (KB) - 0.06% |
| Total Holdings | 461 | 30 |
IJS vs DFAE - Historical Returns
Returns include dividend reinvestment.
1M
IJS
+6.07%
Winner
DFAE
+11.88%
3M
IJS
+3.11%
Winner
DFAE
+11.99%
6M
IJS
+18.34%
Winner
DFAE
+25.80%
1Y
IJS
+39.40%
Winner
DFAE
+55.38%
5Y(CAGR)
IJS
+5.77%
Winner
DFAE
+9.06%
10Y(CAGR)
IJS
+10.32%
DFAE
N/A
Max(CAGR)
IJS
+9.82%
Winner
DFAE
+11.04%
IJS vs DFAE - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IJS | DFAE |
|---|---|---|
| 2026 | +13.36% | +20.65% |
| 2025 | +7.00% | +31.67% |
| 2024 | +7.65% | +8.98% |
| 2023 | +14.64% | +11.92% |
| 2022 | -12.62% | -17.87% |
| 2021 | +32.05% | +2.49% |
| 2020 | +2.66% | +4.85% |
| 2019 | +22.85% | N/A |
| 2018 | -13.74% | N/A |
| 2017 | +10.51% | N/A |
| 2016 | +33.81% | N/A |
| 2015 | -6.20% | N/A |
| 2014 | +8.47% | N/A |
| 2013 | +35.62% | N/A |
| 2012 | +15.61% | N/A |
| 2011 | -3.66% | N/A |
| 2010 | +21.79% | N/A |
| 2009 | +21.44% | N/A |
| 2008 | -28.27% | N/A |
| 2007 | -5.75% | N/A |
| 2006 | +17.22% | N/A |
| 2005 | +7.67% | N/A |
| 2004 | +21.99% | N/A |
| 2003 | +35.84% | N/A |
| 2002 | -14.49% | N/A |
| 2001 | +14.90% | N/A |
| 2000 | +15.79% | N/A |
IJS vs DFAE Drawdown Comparison
The maximum drawdown for IJS was -60.11%, occurring on Mar 9, 2009. Recovery took 1176 trading sessions.
The maximum drawdown for DFAE was -32.21%, occurring on Oct 24, 2022. Recovery took 835 trading sessions.
The current IJS drawdown is -0.30%.
| Rank | IJS | DFAE |
|---|---|---|
| #1 | -60.11% Jun 4, 2007 - Feb 1, 2012 | -32.21% Jun 2, 2021 - Sep 26, 2024 |
| #2 | -47.67% Aug 22, 2018 - Jan 6, 2021 | -18.12% Oct 7, 2024 - Jun 5, 2025 |
| #3 | -36.41% May 3, 2002 - Nov 26, 2003 | -12.80% Feb 25, 2026 - Apr 17, 2026 |
| #4 | -28.64% Nov 25, 2024 - Dec 10, 2025 | -8.78% Feb 17, 2021 - Jun 1, 2021 |
| #5 | -24.30% Nov 5, 2021 - Jul 16, 2024 | -5.43% Jan 21, 2021 - Feb 9, 2021 |
| #6 | -21.92% May 22, 2001 - Dec 26, 2001 | -4.96% Oct 29, 2025 - Jan 2, 2026 |
| #7 | -20.54% Jun 23, 2015 - Jul 11, 2016 | -4.33% Oct 8, 2025 - Oct 20, 2025 |
| #8 | -15.44% Feb 15, 2001 - May 21, 2001 | -3.23% Jan 28, 2026 - Feb 9, 2026 |
| #9 | -13.55% Mar 26, 2012 - Sep 7, 2012 | -3.17% Jul 23, 2025 - Aug 12, 2025 |
| #10 | -13.54% May 8, 2006 - Nov 14, 2006 | -2.37% Jun 12, 2025 - Jun 24, 2025 |
| #11 | -12.72% Jun 8, 2021 - Nov 5, 2021 | -2.34% Dec 17, 2020 - Dec 29, 2020 |
| #12 | -11.13% Jul 3, 2014 - Nov 26, 2014 | -2.11% Apr 17, 2026 - Apr 24, 2026 |
| #13 | -10.36% Sep 14, 2012 - Dec 20, 2012 | -1.55% Aug 22, 2025 - Sep 8, 2025 |
| #14 | -10.25% Mar 12, 2021 - Jun 1, 2021 | -1.50% Jul 3, 2025 - Jul 15, 2025 |
| #15 | -10.22% Mar 4, 2005 - Jun 15, 2005 | -1.45% Jan 14, 2021 - Jan 19, 2021 |
Correlation
Correlation between IJS and DFAE is 0.86 which considered as a strong positive correlation - the stocks tend to move together.
0.86
-101
Dividend Comparison (2000 - 2026)
IJS vs DFAE dividend yield comparison.
| Year | IJS | DFAE |
|---|---|---|
| 2026 | 0.16% | 0.13% |
| 2025 | 1.62% | 2.20% |
| 2024 | 1.78% | 2.35% |
| 2023 | 1.42% | 2.43% |
| 2022 | 1.46% | 2.85% |
| 2021 | 1.52% | 1.63% |
| 2020 | 1.00% | 0.01% |
| 2019 | 1.66% | 0.00% |
| 2018 | 1.75% | 0.00% |
| 2017 | 1.41% | 0.00% |
| 2016 | 1.22% | 0.00% |
| 2015 | 1.59% | 0.00% |
| 2014 | 1.41% | 0.00% |
| 2013 | 1.18% | 0.00% |
| 2012 | 1.87% | 0.00% |
| 2011 | 1.32% | 0.00% |
| 2010 | 1.14% | 0.00% |
| 2009 | 1.59% | 0.00% |
| 2008 | 1.92% | 0.00% |
| 2007 | 1.77% | 0.00% |
| 2006 | 1.14% | 0.00% |
| 2005 | 1.02% | 0.00% |
| 2004 | 1.11% | 0.00% |
| 2003 | 0.76% | 0.00% |
| 2002 | 0.95% | 0.00% |
| 2001 | 0.69% | 0.00% |
| 2000 | 0.78% | 0.00% |
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