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INDA vs DFSD

Comparison between ISHARES MSCI INDIA ETF (INDA, ETF) and DIMENSIONAL SHORT-DURATION FIXED INCOME ETF (DFSD, ETF).

5-Year PerformanceINDA has outperformed DFSD, delivering a return of +2.8% compared to +2.6%

INDA vs DFSD - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
INDA
$6.80B
DFSD
$6.80B
Expense Ratio
INDA
0.61%
Winner
DFSD
0.16%
Max Drawdown
INDA
46.14%
Winner
DFSD
9.85%
Sharpe Ratio
INDA
-1.09
Winner
DFSD
0.26
5Y Beta
INDA
0.46
Winner
DFSD
0.03
5Y Dividends CAGR
INDA
-8.35%
DFSD
N/A

INDA vs DFSD - Historical Returns

Returns include dividend reinvestment.

1M
Winner
INDA
+1.70%
DFSD
+0.36%
3M
INDA
-0.39%
Winner
DFSD
+0.73%
6M
INDA
-9.05%
Winner
DFSD
+1.11%
1Y
INDA
-11.81%
Winner
DFSD
+4.19%
5Y(CAGR)
Winner
INDA
+2.82%
DFSD
+2.55%
10Y(CAGR)
INDA
+7.10%
DFSD
N/A
Max(CAGR)
Winner
INDA
+5.28%
DFSD
+2.55%

INDA vs DFSD - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

YearINDADFSD
2026-11.42%+0.75%
2025+1.22%+6.52%
2024+8.95%+4.53%
2023+16.71%+6.02%
2022-10.39%-5.69%
2021+21.22%-0.02%
2020+13.44%N/A
2019+7.78%N/A
2018-6.87%N/A
2017+35.47%N/A
2016+0.48%N/A
2015-8.46%N/A
2014+27.77%N/A
2013-6.75%N/A
2012-1.36%N/A

INDA vs DFSD Drawdown Comparison

The maximum drawdown for INDA was -45.08%, occurring on Mar 23, 2020. Recovery took 720 trading sessions.

The maximum drawdown for DFSD was -8.45%, occurring on Oct 20, 2022. Recovery took 552 trading sessions.

The current INDA drawdown is -17.76%. The current DFSD drawdown is -0.25%.

RankINDADFSD
#1-45.08%
Jan 23, 2018 - Dec 1, 2020
-8.45%
Nov 18, 2021 - Feb 1, 2024
#2-29.62%
Feb 1, 2013 - May 12, 2014
-1.47%
Feb 27, 2026 - Mar 26, 2026
#3-28.72%
Mar 3, 2015 - Jun 2, 2017
-1.34%
Apr 3, 2025 - Apr 28, 2025
#4-26.46%
Feb 21, 2012 - Jan 18, 2013
-0.67%
Oct 1, 2024 - Nov 29, 2024
#5-22.72%
Sep 26, 2024 - Mar 30, 2026
-0.67%
Dec 6, 2024 - Jan 27, 2025
#6-21.57%
Jan 12, 2022 - Dec 18, 2023
-0.52%
Apr 30, 2025 - May 27, 2025
#7-11.64%
Nov 21, 2014 - Jan 20, 2015
-0.50%
Mar 27, 2024 - May 3, 2024
#8-9.73%
Mar 11, 2021 - May 26, 2021
-0.42%
Feb 1, 2024 - Mar 5, 2024
#9-8.56%
Nov 12, 2021 - Jan 11, 2022
-0.42%
Feb 5, 2025 - Feb 21, 2025
#10-7.29%
Aug 4, 2017 - Oct 27, 2017
-0.40%
Jun 4, 2025 - Jun 12, 2025
#11-7.23%
Sep 5, 2014 - Nov 18, 2014
-0.37%
Oct 22, 2025 - Nov 21, 2025
#12-6.79%
Jan 20, 2021 - Feb 3, 2021
-0.35%
Nov 26, 2025 - Dec 16, 2025
#13-6.09%
Jun 3, 2024 - Jun 14, 2024
-0.34%
Mar 3, 2025 - Mar 19, 2025
#14-5.48%
Nov 6, 2017 - Dec 20, 2017
-0.29%
Jun 30, 2025 - Jul 21, 2025
#15-4.92%
Aug 12, 2014 - Sep 5, 2014
-0.28%
Mar 8, 2024 - Mar 22, 2024

Correlation

Correlation between INDA and DFSD is 0.74 which considered as a strong positive correlation - the stocks tend to move together.

0.74
-101

Dividend Comparison (2012 - 2026)

INDA vs DFSD dividend yield comparison.

YearINDADFSD
20260.00%0.91%
20250.00%4.12%
20240.76%4.81%
20230.16%3.89%
20220.00%2.12%
20216.44%0.11%
20200.27%0.00%
20190.99%0.00%
20180.94%0.00%
20171.09%0.00%
20160.90%0.00%
20151.19%0.00%
20140.63%0.00%
20130.61%0.00%
20120.41%0.00%

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