IYF vs DFGR
Comparison between ISHARES U.S. FINANCIALS ETF (IYF, ETF) and DIMENSIONAL GLOBAL REAL ESTATE ETF (DFGR, ETF).
IYF is from the Financial Services sector, while DFGR is from the Real Estate sector.
IYF vs DFGR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IYF
$3.50B
Winner
DFGR
$3.60B
Expense Ratio
IYF
0.38%
Winner
DFGR
0.22%
Max Drawdown
IYF
80.22%
Winner
DFGR
22.52%
Sharpe Ratio
IYF
0.66
Winner
DFGR
0.77
5Y Beta
IYF
0.82
Winner
DFGR
0.46
P/E Ratio
Winner
IYF
15.48
DFGR
39.01
Forward P/E
Winner
IYF
14.61
DFGR
37.27
5Y Dividends CAGR
IYF
12.55%
DFGR
N/A
5Y EPS CAGR
Winner
IYF
10.57%
DFGR
6.09%
Debt to Equity
IYF
56.62%
Winner
DFGR
45.88%
P/S Ratio
Winner
IYF
2.96
DFGR
7.54
P/B Ratio
Winner
IYF
2.04
DFGR
2.69
IYF vs DFGR - Holdings Comparison
IYF and DFGR have 1 common holdings. Overlap is -0.01%
IYF's top 25 holdings weight is 69.05%. DFGR's top 25 holdings weight is 55.72%.
| Rank | IYF | DFGR |
|---|---|---|
| #1 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 11.35% | WELLTOWER INC (WELL) - 7.58% |
| #2 | JPMORGAN CHASE & CO (JPM) - 10.45% | PROLOGIS INC (PLD) - 6.86% |
| #3 | BANK OF AMERICA CORP (BAC) - 4.49% | EQUINIX INC (EQIX) - 5.43% |
| #4 | THE GOLDMAN SACHS GROUP INC (GS) - 4.32% | AMERICAN TOWER CORP (AMT) - 4.33% |
| #5 | WELLS FARGO & CO (WFC) - 3.61% | SIMON PROPERTY GROUP INC (SPG) - 3.52% |
| #6 | MORGAN STANLEY (MS) - 3.57% | DIGITAL REALTY TRUST INC (DLR) - 3.36% |
| #7 | CITIGROUP INC (C) - 3.47% | REALTY INCOME CORP (O) - 2.91% |
| #8 | BLACKROCK INC (BLK) - 2.71% | PUBLIC STORAGE (PSA) - 2.54% |
| #9 | CHARLES SCHWAB CORP (SCHW) - 2.52% | GOODMAN GROUP (n/a) - 2.40% |
| #10 | S&P GLOBAL INC (SPGI) - 2.07% | VENTAS INC (VTR) - 2.04% |
| #11 | CHUBB LTD (CB) - 1.97% | CROWN CASTLE INC (CCI) - 1.93% |
| #12 | PROGRESSIVE CORP (PGR) - 1.95% | IRON MOUNTAIN INC (IRM) - 1.92% |
| #13 | CME GROUP INC CLASS A (CME) - 1.79% | EXTRA SPACE STORAGE INC (EXR) - 1.55% |
| #14 | BANK OF NEW YORK MELLON CORP (BNY) - 1.54% | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 1.53% |
| #15 | INTERCONTINENTAL EXCHANGE INC (ICE) - 1.45% | AVALONBAY COMMUNITIES INC (AVB) - 1.30% |
| #16 | BLACKSTONE INC (BX) - 1.42% | EQUITY RESIDENTIAL (EQR) - 1.20% |
| #17 | U.S. BANCORP (USB) - 1.37% | SBA COMMUNICATIONS CORP CLASS A (SBAC) - 1.05% |
| #18 | PNC FINANCIAL SERVICES GROUP INC (PNC) - 1.36% | ESSEX PROPERTY TRUST INC (ESS) - 0.91% |
| #19 | MARSH (MRSH) - 1.32% | HOST HOTELS & RESORTS INC (HST) - 0.85% |
| #20 | MOODYS CORP (MCO) - 1.13% | KIMCO REALTY CORP (KIM) - 0.85% |
| #21 | AON PLC CLASS A (AON) - 1.12% | STOCKLAND CORP LTD (n/a) - 0.34% |
| #22 | THE TRAVELERS COMPANIES INC (TRV) - 1.09% | HEALTHCARE REALTY TRUST INC (HR) - 0.34% |
| #23 | KKR & CO INC ORDINARY SHARES (KKR) - 1.06% | TRITAX BIG BOX ORD (n/a) - 0.33% |
| #24 | TRUIST FINANCIAL CORP (TFC) - 0.97% | REXFORD INDUSTRIAL REALTY INC (REXR) - 0.33% |
| #25 | ROBINHOOD MARKETS INC CLASS A (HOOD) - 0.95% | NIPPON BUILDING FUND INC (n/a) - 0.32% |
| Total Holdings | 146 | 397 |
IYF vs DFGR - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IYF
+3.86%
DFGR
+1.09%
3M
IYF
+9.59%
Winner
DFGR
+10.98%
6M
IYF
-1.46%
Winner
DFGR
+11.02%
1Y
IYF
+9.67%
Winner
DFGR
+11.73%
5Y(CAGR)
IYF
+11.39%
DFGR
N/A
10Y(CAGR)
IYF
+13.83%
DFGR
N/A
Max(CAGR)
IYF
+5.97%
Winner
DFGR
+8.15%
IYF vs DFGR - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IYF | DFGR |
|---|---|---|
| 2026 | -0.35% | +10.94% |
| 2025 | +18.38% | +8.30% |
| 2024 | +30.95% | +1.46% |
| 2023 | +14.95% | +9.39% |
| 2022 | -12.21% | -1.24% |
| 2021 | +33.66% | N/A |
| 2020 | -1.55% | N/A |
| 2019 | +31.73% | N/A |
| 2018 | -9.17% | N/A |
| 2017 | +18.69% | N/A |
| 2016 | +19.25% | N/A |
| 2015 | -0.53% | N/A |
| 2014 | +14.81% | N/A |
| 2013 | +29.91% | N/A |
| 2012 | +23.10% | N/A |
| 2011 | -14.90% | N/A |
| 2010 | +10.48% | N/A |
| 2009 | +16.13% | N/A |
| 2008 | -49.28% | N/A |
| 2007 | -18.33% | N/A |
| 2006 | +16.82% | N/A |
| 2005 | +6.37% | N/A |
| 2004 | +13.16% | N/A |
| 2003 | +27.24% | N/A |
| 2002 | -12.90% | N/A |
| 2001 | -3.55% | N/A |
| 2000 | -2.24% | N/A |
IYF vs DFGR Drawdown Comparison
The maximum drawdown for IYF was -79.08%, occurring on Mar 6, 2009. Recovery took 2397 trading sessions.
The maximum drawdown for DFGR was -21.27%, occurring on Oct 25, 2023. Recovery took 363 trading sessions.
The current IYF drawdown is -2.86%. The current DFGR drawdown is -0.77%.
| Rank | IYF | DFGR |
|---|---|---|
| #1 | -79.08% Jun 4, 2007 - Dec 7, 2016 | -21.27% Feb 2, 2023 - Jul 16, 2024 |
| #2 | -42.57% Feb 14, 2020 - Feb 12, 2021 | -17.56% Sep 16, 2024 - Feb 6, 2026 |
| #3 | -33.32% May 26, 2000 - Nov 3, 2003 | -9.15% Feb 17, 2026 - Apr 17, 2026 |
| #4 | -25.05% Jan 12, 2022 - Jan 30, 2024 | -5.27% Dec 13, 2022 - Jan 11, 2023 |
| #5 | -19.88% Sep 20, 2018 - Apr 26, 2019 | -3.02% May 6, 2026 - Jun 11, 2026 |
| #6 | -16.60% Feb 18, 2025 - Jun 24, 2025 | -2.80% Aug 2, 2024 - Aug 9, 2024 |
| #7 | -13.88% Jan 6, 2026 - Mar 27, 2026 | -2.75% Jun 12, 2026 - Jun 18, 2026 |
| #8 | -11.23% Mar 5, 2004 - Nov 11, 2004 | -2.59% Jul 17, 2024 - Jul 30, 2024 |
| #9 | -9.40% Jan 26, 2018 - Sep 20, 2018 | -2.21% Apr 20, 2026 - May 6, 2026 |
| #10 | -9.18% Dec 30, 2004 - Jul 12, 2005 | -1.65% Jan 12, 2023 - Jan 24, 2023 |
| #11 | -8.50% Nov 29, 2024 - Jan 30, 2025 | -0.94% Jan 27, 2023 - Jan 31, 2023 |
| #12 | -8.35% Feb 20, 2007 - Jun 1, 2007 | -0.60% Aug 9, 2024 - Aug 13, 2024 |
| #13 | -7.76% Jul 30, 2024 - Aug 23, 2024 | -0.53% Aug 27, 2024 - Aug 30, 2024 |
| #14 | -7.64% May 5, 2006 - Sep 13, 2006 | -0.21% Aug 30, 2024 - Sep 4, 2024 |
| #15 | -7.35% Nov 3, 2021 - Jan 7, 2022 | -0.11% Aug 14, 2024 - Aug 19, 2024 |
Correlation
Correlation between IYF and DFGR is 0.90 which considered as a very strong positive correlation - the stocks move almost identically together.
0.90
-101
Dividend Comparison (2000 - 2026)
IYF vs DFGR dividend yield comparison.
| Year | IYF | DFGR |
|---|---|---|
| 2026 | 0.75% | 0.80% |
| 2025 | 1.32% | 4.05% |
| 2024 | 1.29% | 3.73% |
| 2023 | 1.67% | 2.77% |
| 2022 | 1.86% | 0.59% |
| 2021 | 1.27% | 0.00% |
| 2020 | 1.72% | 0.00% |
| 2019 | 1.65% | 0.00% |
| 2018 | 1.90% | 0.00% |
| 2017 | 1.46% | 0.00% |
| 2016 | 1.67% | 0.00% |
| 2015 | 1.66% | 0.00% |
| 2014 | 1.38% | 0.00% |
| 2013 | 1.33% | 0.00% |
| 2012 | 1.67% | 0.00% |
| 2011 | 1.68% | 0.00% |
| 2010 | 1.04% | 0.00% |
| 2009 | 1.71% | 0.00% |
| 2008 | 4.64% | 0.00% |
| 2007 | 2.75% | 0.00% |
| 2006 | 1.86% | 0.00% |
| 2005 | 2.03% | 0.00% |
| 2004 | 1.75% | 0.00% |
| 2003 | 1.66% | 0.00% |
| 2002 | 1.75% | 0.00% |
| 2001 | 1.29% | 0.00% |
| 2000 | 2.11% | 0.00% |
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