INDA vs DFSV
Comparison between ISHARES MSCI INDIA ETF (INDA, ETF) and DIMENSIONAL US SMALL CAP VALUE ETF (DFSV, ETF).
INDA vs DFSV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
INDA
$6.70B
Winner
DFSV
$6.80B
Expense Ratio
INDA
0.61%
Winner
DFSV
0.30%
Max Drawdown
INDA
46.14%
Winner
DFSV
28.52%
Sharpe Ratio
INDA
-0.60
Winner
DFSV
1.75
5Y Beta
Winner
INDA
0.46
DFSV
1.00
P/E Ratio
INDA
N/A
DFSV
35.28
Forward P/E
INDA
N/A
DFSV
12.03
5Y Dividends CAGR
INDA
-8.35%
DFSV
N/A
5Y EPS CAGR
INDA
N/A
DFSV
5.11%
Debt to Equity
INDA
N/A
DFSV
46.53%
P/S Ratio
INDA
N/A
DFSV
0.84
P/B Ratio
INDA
N/A
DFSV
1.31
INDA vs DFSV - Historical Returns
Returns include dividend reinvestment.
1M
INDA
+1.16%
Winner
DFSV
+3.90%
3M
INDA
-6.74%
Winner
DFSV
+1.63%
6M
INDA
-7.27%
Winner
DFSV
+20.67%
1Y
INDA
-3.30%
Winner
DFSV
+37.50%
5Y(CAGR)
INDA
+4.64%
Winner
DFSV
+11.84%
10Y(CAGR)
INDA
+7.61%
DFSV
N/A
Max(CAGR)
INDA
+5.54%
Winner
DFSV
+11.84%
INDA vs DFSV - Annual Returns (2012 - 2026)
Returns include dividend reinvestment.
| Year | INDA | DFSV |
|---|---|---|
| 2026 | -8.65% | +13.50% |
| 2025 | +1.22% | +8.99% |
| 2024 | +8.95% | +7.50% |
| 2023 | +16.71% | +19.82% |
| 2022 | -10.39% | +0.61% |
| 2021 | +21.22% | N/A |
| 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 DFSV Drawdown Comparison
The maximum drawdown for INDA was -45.08%, occurring on Mar 23, 2020. Recovery took 720 trading sessions.
The maximum drawdown for DFSV was -28.01%, occurring on Apr 8, 2025. Recovery took 260 trading sessions.
The current INDA drawdown is -15.19%. The current DFSV drawdown is -0.71%.
| Rank | INDA | DFSV |
|---|---|---|
| #1 | -45.08% Jan 23, 2018 - Dec 1, 2020 | -28.01% Nov 25, 2024 - Dec 10, 2025 |
| #2 | -29.62% Feb 1, 2013 - May 12, 2014 | -17.96% Feb 2, 2023 - Dec 14, 2023 |
| #3 | -28.72% Mar 3, 2015 - Jun 2, 2017 | -17.61% Mar 29, 2022 - Dec 2, 2022 |
| #4 | -26.46% Feb 21, 2012 - Jan 18, 2013 | -9.94% Jul 31, 2024 - Nov 6, 2024 |
| #5 | -22.72% Sep 26, 2024 - Mar 30, 2026 | -9.39% Feb 11, 2026 - Apr 20, 2026 |
| #6 | -21.57% Jan 12, 2022 - Dec 18, 2023 | -7.81% Dec 2, 2022 - Jan 12, 2023 |
| #7 | -11.64% Nov 21, 2014 - Jan 20, 2015 | -7.61% Mar 28, 2024 - May 15, 2024 |
| #8 | -9.73% Mar 11, 2021 - May 26, 2021 | -7.04% Dec 27, 2023 - Mar 21, 2024 |
| #9 | -8.56% Nov 12, 2021 - Jan 11, 2022 | -6.60% May 15, 2024 - Jul 15, 2024 |
| #10 | -7.29% Aug 4, 2017 - Oct 27, 2017 | -4.28% Mar 2, 2022 - Mar 16, 2022 |
| #11 | -7.23% Sep 5, 2014 - Nov 18, 2014 | -3.36% Nov 11, 2024 - Nov 25, 2024 |
| #12 | -6.79% Jan 20, 2021 - Feb 3, 2021 | -3.13% Dec 11, 2025 - Jan 6, 2026 |
| #13 | -6.09% Jun 3, 2024 - Jun 14, 2024 | -2.60% Jan 13, 2023 - Jan 23, 2023 |
| #14 | -5.48% Nov 6, 2017 - Dec 20, 2017 | -2.53% Jul 16, 2024 - Jul 26, 2024 |
| #15 | -4.92% Aug 12, 2014 - Sep 5, 2014 | -2.44% Feb 28, 2022 - Mar 2, 2022 |
Correlation
Correlation between INDA and DFSV is 0.70 which considered as a strong positive correlation - the stocks tend to move together.
0.70
-101
Dividend Comparison (2012 - 2026)
INDA vs DFSV dividend yield comparison.
| Year | INDA | DFSV |
|---|---|---|
| 2026 | 0.00% | 0.31% |
| 2025 | 0.00% | 1.53% |
| 2024 | 0.76% | 1.31% |
| 2023 | 0.16% | 1.29% |
| 2022 | 0.00% | 0.90% |
| 2021 | 6.44% | 0.00% |
| 2020 | 0.27% | 0.00% |
| 2019 | 0.99% | 0.00% |
| 2018 | 0.94% | 0.00% |
| 2017 | 1.09% | 0.00% |
| 2016 | 0.90% | 0.00% |
| 2015 | 1.19% | 0.00% |
| 2014 | 0.63% | 0.00% |
| 2013 | 0.61% | 0.00% |
| 2012 | 0.41% | 0.00% |
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