IVOG vs DFAR
Comparison between VANGUARD S&P MID-CAP 400 GROWTH INDEX FUND ETF SHARES (IVOG, ETF) and DIMENSIONAL US REAL ESTATE ETF (DFAR, ETF).
IVOG vs DFAR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IVOG
$1.60B
DFAR
$1.60B
Expense Ratio
Winner
IVOG
0.10%
DFAR
0.19%
Max Drawdown
IVOG
39.32%
Winner
DFAR
34.66%
Sharpe Ratio
Winner
IVOG
1.51
DFAR
0.78
5Y Beta
IVOG
1.07
Winner
DFAR
0.49
P/E Ratio
Winner
IVOG
30.16
DFAR
33.68
Forward P/E
Winner
IVOG
20.22
DFAR
33.69
5Y Dividends CAGR
IVOG
20.28%
DFAR
N/A
5Y EPS CAGR
Winner
IVOG
18.27%
DFAR
8.28%
Debt to Equity
IVOG
53.49%
Winner
DFAR
-4.99%
P/S Ratio
Winner
IVOG
3.11
DFAR
7.38
P/B Ratio
IVOG
4.48
Winner
DFAR
2.54
IVOG vs DFAR - Holdings Comparison
IVOG and DFAR have 18 common holdings. Overlap is 5.47%
IVOG's top 25 holdings weight is 29.93%. DFAR's top 25 holdings weight is 71.39%.
| Rank | IVOG | DFAR |
|---|---|---|
| #1 | TECHNIPFMC PLC (FTI) - 1.71% | WELLTOWER INC (WELL) - 7.40% |
| #2 | CASEY'S GENERAL STORES INC (CASY) - 1.65% | PROLOGIS INC (PLD) - 6.97% |
| #3 | UNITED THERAPEUTICS CORP (UTHR) - 1.56% | EQUINIX INC (EQIX) - 5.27% |
| #4 | CURTISS-WRIGHT CORP (CW) - 1.54% | AMERICAN TOWER CORP (AMT) - 4.53% |
| #5 | FLEX LTD (FLEX) - 1.47% | DIGITAL REALTY TRUST INC (DLR) - 4.49% |
| #6 | XPO INC (XPO) - 1.40% | SIMON PROPERTY GROUP INC (SPG) - 4.45% |
| #7 | WOODWARD INC (WWD) - 1.31% | REALTY INCOME CORP (O) - 4.45% |
| #8 | ROYAL GOLD INC (RGLD) - 1.26% | PUBLIC STORAGE (PSA) - 3.65% |
| #9 | MASTEC INC (MTZ) - 1.21% | VENTAS INC (VTR) - 3.35% |
| #10 | ATI INC (ATI) - 1.21% | CROWN CASTLE INC (CCI) - 2.94% |
| #11 | CARPENTER TECHNOLOGY CORP (CRS) - 1.20% | IRON MOUNTAIN INC (IRM) - 2.57% |
| #12 | NVENT ELECTRIC PLC (NVT) - 1.17% | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 2.52% |
| #13 | TWILIO INC CLASS A (TWLO) - 1.17% | EXTRA SPACE STORAGE INC (EXR) - 2.36% |
| #14 | BWX TECHNOLOGIES INC (BWXT) - 1.14% | AVALONBAY COMMUNITIES INC (AVB) - 1.95% |
| #15 | FABRINET (FN) - 1.14% | EQUITY RESIDENTIAL (EQR) - 1.80% |
| #16 | EVERPURE INC CLASS A (P) - 1.13% | SBA COMMUNICATIONS CORP CLASS A (SBAC) - 1.52% |
| #17 | RB GLOBAL INC (RBA) - 1.09% | SUN COMMUNITIES INC (SUI) - 1.37% |
| #18 | RBC BEARINGS INC (RBC) - 1.05% | ESSEX PROPERTY TRUST INC (ESS) - 1.33% |
| #19 | TENET HEALTHCARE CORP (THC) - 1.02% | KIMCO REALTY CORP (KIM) - 1.32% |
| #20 | ITT INC (ITT) - 1.00% | W.P. CAREY INC (WPC) - 1.31% |
| #21 | API GROUP CORP (APG) - 0.95% | INVITATION HOMES INC (INVH) - 1.24% |
| #22 | SOMNIGROUP INTERNATIONAL INC (SGI) - 0.95% | MID-AMERICA APARTMENT COMMUNITIES INC (MAA) - 1.22% |
| #23 | TALEN ENERGY CORP ORDINARY SHARES NEW (TLN) - 0.89% | OMEGA HEALTHCARE INVESTORS INC (OHI) - 1.14% |
| #24 | MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC (MTSI) - 0.88% | HOST HOTELS & RESORTS INC (HST) - 1.12% |
| #25 | NEW YORK TIMES CO CLASS A (NYT) - 0.83% | GAMING AND LEISURE PROPERTIES INC (GLPI) - 1.12% |
| Total Holdings | 245 | 129 |
IVOG vs DFAR - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IVOG
+6.44%
DFAR
+5.70%
3M
IVOG
+6.82%
Winner
DFAR
+7.82%
6M
Winner
IVOG
+17.90%
DFAR
+11.99%
1Y
Winner
IVOG
+31.31%
DFAR
+14.57%
5Y(CAGR)
Winner
IVOG
+7.60%
DFAR
+3.46%
10Y(CAGR)
IVOG
+11.66%
DFAR
N/A
Max(CAGR)
Winner
IVOG
+12.50%
DFAR
+3.46%
IVOG vs DFAR - Annual Returns (2010 - 2026)
Returns include dividend reinvestment.
| Year | IVOG | DFAR |
|---|---|---|
| 2026 | +14.69% | +13.46% |
| 2025 | +7.11% | +2.24% |
| 2024 | +16.46% | +4.24% |
| 2023 | +18.27% | +11.20% |
| 2022 | -18.88% | -14.29% |
| 2021 | +20.53% | N/A |
| 2020 | +22.12% | N/A |
| 2019 | +27.38% | N/A |
| 2018 | -11.40% | N/A |
| 2017 | +19.41% | N/A |
| 2016 | +16.53% | N/A |
| 2015 | +1.88% | N/A |
| 2014 | +8.55% | N/A |
| 2013 | +29.01% | N/A |
| 2012 | +16.10% | N/A |
| 2011 | -2.34% | N/A |
| 2010 | +21.95% | N/A |
IVOG vs DFAR Drawdown Comparison
The maximum drawdown for IVOG was -39.32%, occurring on Mar 23, 2020. Recovery took 121 trading sessions.
The maximum drawdown for DFAR was -32.25%, occurring on Oct 25, 2023. Recovery took 1000 trading sessions.
The current IVOG drawdown is -0.88%. The current DFAR drawdown is -0.19%.
| Rank | IVOG | DFAR |
|---|---|---|
| #1 | -39.32% Feb 20, 2020 - Aug 12, 2020 | -32.25% Apr 20, 2022 - Apr 16, 2026 |
| #2 | -29.32% Nov 16, 2021 - Feb 29, 2024 | -2.71% Apr 20, 2026 - May 6, 2026 |
| #3 | -25.89% Jul 7, 2011 - Sep 13, 2012 | -2.33% Mar 4, 2022 - Mar 17, 2022 |
| #4 | -25.61% Nov 25, 2024 - Dec 10, 2025 | -2.14% Apr 6, 2022 - Apr 20, 2022 |
| #5 | -23.78% Sep 14, 2018 - Nov 27, 2019 | -2.01% Feb 25, 2022 - Mar 3, 2022 |
| #6 | -18.22% Aug 17, 2015 - Jul 8, 2016 | -1.70% Mar 29, 2022 - Apr 1, 2022 |
| #7 | -11.00% Jul 1, 2014 - Nov 12, 2014 | -1.49% Mar 18, 2022 - Mar 25, 2022 |
| #8 | -9.73% Jan 26, 2018 - Jun 6, 2018 | -1.00% Apr 1, 2022 - Apr 6, 2022 |
| #9 | -9.69% Mar 2, 2026 - Apr 17, 2026 | -0.54% May 6, 2026 - May 7, 2026 |
| #10 | -9.31% Jul 16, 2024 - Oct 14, 2024 | N/A |
| #11 | -8.40% Apr 29, 2011 - Jul 7, 2011 | N/A |
| #12 | -8.23% Sep 2, 2020 - Oct 7, 2020 | N/A |
| #13 | -8.17% May 21, 2013 - Jul 18, 2013 | N/A |
| #14 | -8.02% Feb 12, 2021 - Mar 15, 2021 | N/A |
| #15 | -7.86% Sep 7, 2016 - Nov 22, 2016 | N/A |
Correlation
Correlation between IVOG and DFAR is 0.76 which considered as a strong positive correlation - the stocks tend to move together.
0.76
-101
Dividend Comparison (2010 - 2026)
IVOG vs DFAR dividend yield comparison.
| Year | IVOG | DFAR |
|---|---|---|
| 2026 | 0.00% | 0.16% |
| 2025 | 0.64% | 2.97% |
| 2024 | 0.79% | 2.89% |
| 2023 | 1.15% | 3.06% |
| 2022 | 1.05% | 1.69% |
| 2021 | 0.47% | 0.00% |
| 2020 | 0.74% | 0.00% |
| 2019 | 1.17% | 0.00% |
| 2018 | 1.01% | 0.00% |
| 2017 | 0.93% | 0.00% |
| 2016 | 1.11% | 0.00% |
| 2015 | 1.04% | 0.00% |
| 2014 | 0.81% | 0.00% |
| 2013 | 0.66% | 0.00% |
| 2012 | 0.70% | 0.00% |
| 2011 | 0.55% | 0.00% |
| 2010 | 0.33% | 0.00% |
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