IWC vs DFGX
Comparison between ISHARES MICRO-CAP ETF (IWC, ETF) and DIMENSIONAL INTERNATIONAL CORE FIXED INCOME ETF (DFGX, ETF).
IWC vs DFGX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IWC
$1.40B
Winner
DFGX
$1.50B
Expense Ratio
IWC
0.60%
Winner
DFGX
0.20%
Max Drawdown
IWC
65.20%
Winner
DFGX
5.06%
Sharpe Ratio
Winner
IWC
2.12
DFGX
-0.13
5Y Beta
IWC
1.17
Winner
DFGX
0.04
P/E Ratio
IWC
-28.13
DFGX
N/A
Forward P/E
IWC
13.65
DFGX
N/A
5Y Dividends CAGR
IWC
11.12%
DFGX
N/A
Debt to Equity
IWC
73.09%
DFGX
N/A
P/S Ratio
IWC
1.45
DFGX
N/A
P/B Ratio
IWC
1.86
DFGX
N/A
IWC vs DFGX - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IWC
+10.51%
DFGX
+0.06%
3M
Winner
IWC
+11.44%
DFGX
-0.78%
6M
Winner
IWC
+23.80%
DFGX
-0.54%
1Y
Winner
IWC
+60.37%
DFGX
+3.31%
5Y(CAGR)
IWC
+6.98%
DFGX
N/A
10Y(CAGR)
IWC
+11.81%
DFGX
N/A
Max(CAGR)
Winner
IWC
+7.77%
DFGX
+4.96%
IWC vs DFGX - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | IWC | DFGX |
|---|---|---|
| 2026 | +18.14% | +0.40% |
| 2025 | +22.31% | +3.38% |
| 2024 | +14.33% | +4.14% |
| 2023 | +9.83% | +4.95% |
| 2022 | -23.36% | N/A |
| 2021 | +19.37% | N/A |
| 2020 | +21.33% | N/A |
| 2019 | +20.16% | N/A |
| 2018 | -14.02% | N/A |
| 2017 | +12.24% | N/A |
| 2016 | +23.81% | N/A |
| 2015 | -4.75% | N/A |
| 2014 | +4.30% | N/A |
| 2013 | +40.53% | N/A |
| 2012 | +17.20% | N/A |
| 2011 | -11.41% | N/A |
| 2010 | +25.96% | N/A |
| 2009 | +23.05% | N/A |
| 2008 | -38.31% | N/A |
| 2007 | -8.99% | N/A |
| 2006 | +13.12% | N/A |
| 2005 | +2.82% | N/A |
IWC vs DFGX Drawdown Comparison
The maximum drawdown for IWC was -64.60%, occurring on Mar 9, 2009. Recovery took 1440 trading sessions.
The maximum drawdown for DFGX was -3.32%, occurring on Mar 27, 2026. This drawdown has not yet recovered.
The current IWC drawdown is -0.68%. The current DFGX drawdown is -1.92%.
| Rank | IWC | DFGX |
|---|---|---|
| #1 | -64.60% Jun 19, 2007 - Mar 8, 2013 | -3.32% Feb 27, 2026 - Mar 27, 2026 |
| #2 | -47.20% Aug 31, 2018 - Nov 23, 2020 | -2.74% Dec 6, 2024 - May 30, 2025 |
| #3 | -41.06% Mar 12, 2021 - Sep 18, 2025 | -1.93% Dec 27, 2023 - Mar 8, 2024 |
| #4 | -28.70% Jun 23, 2015 - Nov 21, 2016 | -1.75% Mar 28, 2024 - Jul 11, 2024 |
| #5 | -16.66% Mar 5, 2014 - Mar 18, 2015 | -1.47% Sep 16, 2024 - Nov 29, 2024 |
| #6 | -15.04% May 5, 2006 - Dec 27, 2006 | -1.38% Oct 28, 2025 - Feb 12, 2026 |
| #7 | -12.43% Jan 22, 2026 - Apr 15, 2026 | -0.91% Aug 13, 2025 - Sep 8, 2025 |
| #8 | -9.98% Oct 15, 2025 - Dec 4, 2025 | -0.87% Jul 1, 2025 - Aug 1, 2025 |
| #9 | -8.81% Jan 23, 2018 - Mar 9, 2018 | -0.84% Dec 6, 2023 - Dec 13, 2023 |
| #10 | -8.63% Feb 22, 2007 - Jun 1, 2007 | -0.82% Aug 5, 2024 - Aug 14, 2024 |
| #11 | -8.61% Sep 12, 2005 - Dec 1, 2005 | -0.64% Mar 8, 2024 - Mar 22, 2024 |
| #12 | -8.24% Feb 9, 2021 - Mar 10, 2021 | -0.62% Jun 4, 2025 - Jun 25, 2025 |
| #13 | -8.08% Jan 22, 2014 - Feb 27, 2014 | -0.54% Nov 8, 2023 - Nov 14, 2023 |
| #14 | -7.28% Mar 12, 2018 - May 11, 2018 | -0.47% Jul 16, 2024 - Jul 29, 2024 |
| #15 | -6.89% Jul 25, 2017 - Sep 18, 2017 | -0.46% Aug 14, 2024 - Sep 4, 2024 |
Correlation
Correlation between IWC and DFGX is 0.83 which considered as a strong positive correlation - the stocks tend to move together.
0.83
-101
Dividend Comparison (2005 - 2026)
IWC vs DFGX dividend yield comparison.
| Year | IWC | DFGX |
|---|---|---|
| 2026 | 0.13% | 0.00% |
| 2025 | 1.10% | 2.84% |
| 2024 | 1.06% | 4.61% |
| 2023 | 1.17% | 0.49% |
| 2022 | 1.18% | 0.00% |
| 2021 | 0.78% | 0.00% |
| 2020 | 0.98% | 0.00% |
| 2019 | 1.19% | 0.00% |
| 2018 | 1.01% | 0.00% |
| 2017 | 1.09% | 0.00% |
| 2016 | 1.16% | 0.00% |
| 2015 | 1.49% | 0.00% |
| 2014 | 1.11% | 0.00% |
| 2013 | 1.01% | 0.00% |
| 2012 | 1.95% | 0.00% |
| 2011 | 1.21% | 0.00% |
| 2010 | 0.82% | 0.00% |
| 2009 | 0.82% | 0.00% |
| 2008 | 1.31% | 0.00% |
| 2007 | 0.79% | 0.00% |
| 2006 | 0.51% | 0.00% |
| 2005 | 0.19% | 0.00% |
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