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

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IVOG(ETF)	DFAR(ETF)
Net Assets	$1.80B	$1.80B
Expense Ratio	0.10%	0.19%
Max Drawdown	39.32%	34.66%
Sharpe Ratio	1.13	0.88
5Y Beta	1.06	0.44
P/E Ratio	30.80	35.73
Forward P/E	20.91	34.77
PEG Ratio	0.09	N/A
5Y Dividends CAGR	20.28%	N/A
5Y EPS CAGR	18.80%	10.17%
Debt to Equity	41.92%	47.63%
P/S Ratio	3.29	7.41
P/B Ratio	4.79	2.64

Net Assets

IVOG

$1.80B

DFAR

$1.80B

Expense Ratio

Winner

IVOG

0.10%

DFAR

0.19%

Max Drawdown

IVOG

39.32%

Winner

DFAR

34.66%

Sharpe Ratio

Winner

IVOG

1.13

DFAR

0.88

5Y Beta

IVOG

1.06

Winner

DFAR

0.44

P/E Ratio

Winner

IVOG

30.80

DFAR

35.73

Forward P/E

Winner

IVOG

20.91

DFAR

34.77

PEG Ratio

IVOG

0.09

DFAR

N/A

5Y Dividends CAGR

IVOG

20.28%

DFAR

N/A

5Y EPS CAGR

Winner

IVOG

18.80%

DFAR

10.17%

Debt to Equity

Winner

IVOG

41.92%

DFAR

47.63%

P/S Ratio

Winner

IVOG

3.29

DFAR

7.41

P/B Ratio

IVOG

4.79

Winner

DFAR

2.64

IVOG vs DFAR - Holdings Comparison

IVOG and DFAR have 17 common holdings. Overlap is 5.04%

IVOG's top 25 holdings weight is 29.65%. DFAR's top 25 holdings weight is 70.57%.

Rank	IVOG	DFAR
#1	TWILIO INC CLASS A (TWLO) - 1.63%	WELLTOWER INC (WELL) - 8.09%
#2	CURTISS-WRIGHT CORP (CW) - 1.46%	PROLOGIS INC (PLD) - 6.40%
#3	NVENT ELECTRIC PLC (NVT) - 1.43%	EQUINIX INC (EQIX) - 5.06%
#4	ATI INC (ATI) - 1.40%	SIMON PROPERTY GROUP INC (SPG) - 4.77%
#5	TECHNIPFMC PLC (FTI) - 1.38%	REALTY INCOME CORP (O) - 4.43%
#6	MASTEC INC (MTZ) - 1.34%	DIGITAL REALTY TRUST INC (DLR) - 4.30%
#7	STERLING INFRASTRUCTURE INC (STRL) - 1.34%	AMERICAN TOWER CORP (AMT) - 3.93%
#8	WOODWARD INC (WWD) - 1.32%	PUBLIC STORAGE (PSA) - 3.91%
#9	EVERPURE INC CLASS A (P) - 1.30%	VENTAS INC (VTR) - 3.34%
#10	MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC (MTSI) - 1.30%	IRON MOUNTAIN INC (IRM) - 2.79%
#11	CARPENTER TECHNOLOGY CORP (CRS) - 1.27%	CROWN CASTLE INC (CCI) - 2.55%
#12	XPO INC (XPO) - 1.26%	EXTRA SPACE STORAGE INC (EXR) - 2.37%
#13	UNITED THERAPEUTICS CORP (UTHR) - 1.20%	VICI PROPERTIES INC ORDINARY SHARES (VICI) - 2.19%
#14	OKTA INC CLASS A (OKTA) - 1.19%	AVALONBAY COMMUNITIES INC (AVB) - 2.04%
#15	RB GLOBAL INC (RBA) - 1.13%	EQUITY RESIDENTIAL (EQR) - 1.82%
#16	MKS INC (MKSI) - 1.11%	ESSEX PROPERTY TRUST INC (ESS) - 1.46%
#17	RBC BEARINGS INC (RBC) - 1.06%	SBA COMMUNICATIONS CORP CLASS A (SBAC) - 1.46%
#18	FABRINET (FN) - 1.05%	KIMCO REALTY CORP (KIM) - 1.30%
#19	TTM TECHNOLOGIES INC (TTMI) - 1.01%	INVITATION HOMES INC (INVH) - 1.29%
#20	ROKU INC CLASS A (ROKU) - 0.95%	MID-AMERICA APARTMENT COMMUNITIES INC (MAA) - 1.26%
#21	BWX TECHNOLOGIES INC (BWXT) - 0.93%	HOST HOTELS & RESORTS INC (HST) - 1.21%
#22	ITT INC (ITT) - 0.92%	W.P. CAREY INC (WPC) - 1.20%
#23	TALEN ENERGY CORP ORDINARY SHARES NEW (TLN) - 0.91%	HEALTHPEAK PROPERTIES INC (DOC) - 1.16%
#24	NEUROCRINE BIOSCIENCES INC (NBIX) - 0.88%	SUN COMMUNITIES INC (SUI) - 1.15%
#25	COEUR MINING INC (CDE) - 0.88%	OMEGA HEALTHCARE INVESTORS INC (OHI) - 1.09%
Total Holdings	249	125

IVOG vs DFAR - Historical Returns

Returns include dividend reinvestment.

Period	IVOG	DFAR
1 month	+1.79%	-2.00%
3 months	+4.42%	+2.03%
6 months	+8.73%	+6.68%
1 year	+25.36%	+16.46%
5 years(CAGR)	+8.53%	+3.80%
10 years(CAGR)	+11.14%	N/A
Max(CAGR)	+12.46%	+3.80%

Winner

IVOG

+1.79%

DFAR

-2.00%

Winner

IVOG

+4.42%

DFAR

+2.03%

Winner

IVOG

+8.73%

DFAR

+6.68%

Winner

IVOG

+25.36%

DFAR

+16.46%

5Y(CAGR)

Winner

IVOG

+8.53%

DFAR

+3.80%

10Y(CAGR)

IVOG

+11.14%

DFAR

N/A

Max(CAGR)

Winner

IVOG

+12.46%

DFAR

+3.80%

IVOG vs DFAR - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	IVOG	DFAR
2026	+18.04%	+16.26%
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 -3.00%. The current DFAR drawdown is -3.36%.

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	-5.26% Jul 24, 2026 - Aug 11, 2026
#3	-25.89% Jul 7, 2011 - Sep 13, 2012	-3.26% Jun 12, 2026 - Jun 26, 2026
#4	-25.61% Nov 25, 2024 - Dec 10, 2025	-3.24% May 26, 2026 - Jun 9, 2026
#5	-23.78% Sep 14, 2018 - Nov 27, 2019	-2.71% Apr 20, 2026 - May 6, 2026
#6	-18.22% Aug 17, 2015 - Jul 8, 2016	-2.69% May 6, 2026 - May 20, 2026
#7	-11.00% Jul 1, 2014 - Nov 12, 2014	-2.33% Mar 4, 2022 - Mar 17, 2022
#8	-9.73% Jan 26, 2018 - Jun 6, 2018	-2.17% Jun 26, 2026 - Jul 16, 2026
#9	-9.69% Mar 2, 2026 - Apr 17, 2026	-2.14% Apr 6, 2022 - Apr 20, 2022
#10	-9.31% Jul 16, 2024 - Oct 14, 2024	-2.01% Feb 25, 2022 - Mar 3, 2022
#11	-8.40% Apr 29, 2011 - Jul 7, 2011	-1.70% Mar 29, 2022 - Apr 1, 2022
#12	-8.23% Sep 2, 2020 - Oct 7, 2020	-1.49% Mar 18, 2022 - Mar 25, 2022
#13	-8.17% May 21, 2013 - Jul 18, 2013	-1.03% Jul 17, 2026 - Jul 24, 2026
#14	-8.02% Feb 12, 2021 - Mar 15, 2021	-1.00% Apr 1, 2022 - Apr 6, 2022
#15	-7.86% Sep 7, 2016 - Nov 22, 2016	N/A

Correlation

Correlation between IVOG and DFAR is 0.82 which considered as a strong positive correlation - the stocks tend to move together.

0.82

-101

Dividend Comparison (2010 - 2026)

IVOG vs DFAR dividend yield comparison.

Year	IVOG	DFAR
2026	0.00%	0.69%
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%