IVOV vs DFGX

Comparison between VANGUARD S&P MID-CAP 400 VALUE INDEX FUND ETF SHARES (IVOV, ETF) and DIMENSIONAL INTERNATIONAL CORE FIXED INCOME ETF (DFGX, ETF).

IVOV vs DFGX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IVOV(ETF)	DFGX(ETF)
Net Assets	$1.40B	$1.50B
Expense Ratio	0.10%	0.20%
Max Drawdown	45.99%	5.06%
Sharpe Ratio	1.05	-0.25
5Y Beta	0.90	0.04
P/E Ratio	20.86	N/A
Forward P/E	13.79	N/A
PEG Ratio	0.21	N/A
5Y Dividends CAGR	17.11%	N/A
5Y EPS CAGR	10.49%	N/A
Debt to Equity	16.34%	N/A
P/S Ratio	1.00	N/A
P/B Ratio	2.02	N/A

Net Assets

IVOV

$1.40B

Winner

DFGX

$1.50B

Expense Ratio

Winner

IVOV

0.10%

DFGX

0.20%

Max Drawdown

IVOV

45.99%

Winner

DFGX

5.06%

Sharpe Ratio

Winner

IVOV

1.05

DFGX

-0.25

5Y Beta

IVOV

0.90

Winner

DFGX

0.04

P/E Ratio

IVOV

20.86

DFGX

N/A

Forward P/E

IVOV

13.79

DFGX

N/A

PEG Ratio

IVOV

0.21

DFGX

N/A

5Y Dividends CAGR

IVOV

17.11%

DFGX

N/A

5Y EPS CAGR

IVOV

10.49%

DFGX

N/A

Debt to Equity

IVOV

16.34%

DFGX

N/A

P/S Ratio

IVOV

1.00

DFGX

N/A

P/B Ratio

IVOV

2.02

DFGX

N/A

IVOV vs DFGX - Historical Returns

Returns include dividend reinvestment.

Period	IVOV	DFGX
1 month	+0.89%	-0.27%
3 months	-0.57%	-1.40%
6 months	+9.04%	-0.90%
1 year	+16.90%	+2.92%
5 years(CAGR)	+7.95%	N/A
10 years(CAGR)	+10.57%	N/A
Max(CAGR)	+11.50%	+4.79%

Winner

IVOV

+0.89%

DFGX

-0.27%

Winner

IVOV

-0.57%

DFGX

-1.40%

Winner

IVOV

+9.04%

DFGX

-0.90%

Winner

IVOV

+16.90%

DFGX

+2.92%

5Y(CAGR)

IVOV

+7.95%

DFGX

N/A

10Y(CAGR)

IVOV

+10.57%

DFGX

N/A

Max(CAGR)

Winner

IVOV

+11.50%

DFGX

+4.79%

IVOV vs DFGX - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	IVOV	DFGX
2026	+5.60%	+0.02%
2025	+8.18%	+3.38%
2024	+11.61%	+4.14%
2023	+15.41%	+4.95%
2022	-7.77%	N/A
2021	+32.83%	N/A
2020	+3.84%	N/A
2019	+25.70%	N/A
2018	-12.80%	N/A
2017	+11.29%	N/A
2016	+27.78%	N/A
2015	-6.70%	N/A
2014	+13.43%	N/A
2013	+31.27%	N/A
2012	+16.70%	N/A
2011	-3.33%	N/A
2010	+18.19%	N/A

IVOV vs DFGX Drawdown Comparison

The maximum drawdown for IVOV was -45.99%, occurring on Mar 23, 2020. Recovery took 224 trading sessions.

The maximum drawdown for DFGX was -3.32%, occurring on Mar 27, 2026. This drawdown has not yet recovered.

The current IVOV drawdown is -2.40%. The current DFGX drawdown is -2.30%.

Rank	IVOV	DFGX
#1	-45.99% Jan 16, 2020 - Dec 4, 2020	-3.32% Feb 27, 2026 - Mar 27, 2026
#2	-27.43% Apr 29, 2011 - Mar 19, 2012	-2.74% Dec 6, 2024 - May 30, 2025
#3	-22.74% Aug 29, 2018 - Nov 5, 2019	-1.93% Dec 27, 2023 - Mar 8, 2024
#4	-22.61% Nov 25, 2024 - Dec 10, 2025	-1.75% Mar 28, 2024 - Jul 11, 2024
#5	-21.21% Jun 23, 2015 - Jun 8, 2016	-1.47% Sep 16, 2024 - Nov 29, 2024
#6	-19.29% Jan 4, 2022 - Jan 27, 2023	-1.38% Oct 28, 2025 - Feb 12, 2026
#7	-18.83% Feb 2, 2023 - Dec 19, 2023	-0.91% Aug 13, 2025 - Sep 8, 2025
#8	-11.71% Mar 19, 2012 - Sep 7, 2012	-0.87% Jul 1, 2025 - Aug 1, 2025
#9	-10.58% Feb 6, 2026 - May 6, 2026	-0.84% Dec 6, 2023 - Dec 13, 2023
#10	-10.52% Sep 2, 2014 - Nov 24, 2014	-0.82% Aug 5, 2024 - Aug 14, 2024
#11	-9.82% Jan 23, 2018 - Jun 7, 2018	-0.64% Mar 8, 2024 - Mar 22, 2024
#12	-9.21% May 7, 2021 - Oct 25, 2021	-0.62% Jun 4, 2025 - Jun 25, 2025
#13	-9.10% Sep 14, 2012 - Dec 18, 2012	-0.54% Nov 8, 2023 - Nov 14, 2023
#14	-8.57% Nov 15, 2021 - Jan 4, 2022	-0.47% Jul 16, 2024 - Jul 29, 2024
#15	-7.55% Mar 28, 2024 - May 15, 2024	-0.46% Aug 14, 2024 - Sep 4, 2024

Correlation

Correlation between IVOV and DFGX is 0.90 which considered as a very strong positive correlation - the stocks move almost identically together.

0.90

-101

Dividend Comparison (2010 - 2025)

IVOV vs DFGX dividend yield comparison.

Year	IVOV	DFGX
2025	1.82%	2.84%
2024	1.74%	4.61%
2023	1.52%	0.49%
2022	1.97%	0.00%
2021	1.78%	0.00%
2020	2.42%	0.00%
2019	1.75%	0.00%
2018	1.87%	0.00%
2017	1.55%	0.00%
2016	1.51%	0.00%
2015	1.66%	0.00%
2014	1.47%	0.00%
2013	0.85%	0.00%
2012	1.64%	0.00%
2011	1.40%	0.00%
2010	0.86%	0.00%