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IYR vs DISV

Comparison between ISHARES U.S. REAL ESTATE ETF (IYR, ETF) and DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF (DISV, ETF).

IYR vs DISV - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
IYR
$4.70B
DISV
$4.70B
Expense Ratio
Winner
IYR
0.38%
DISV
0.42%
Max Drawdown
IYR
76.51%
Winner
DISV
27.32%
Sharpe Ratio
IYR
0.52
Winner
DISV
1.47
5Y Beta
Winner
IYR
0.49
DISV
0.68
P/E Ratio
IYR
31.60
DISV
N/A
Forward P/E
IYR
29.80
DISV
N/A
PEG Ratio
IYR
0.36
DISV
N/A
5Y Dividends CAGR
IYR
1.32%
DISV
N/A
5Y EPS CAGR
IYR
7.79%
DISV
N/A
Debt to Equity
IYR
36.43%
DISV
N/A
P/S Ratio
IYR
5.80
DISV
N/A
P/B Ratio
IYR
2.73
DISV
N/A

IYR vs DISV - Holdings Comparison

IYR and DISV have 1 common holdings. Overlap is 0.00%

IYR's top 25 holdings weight is 75.78%. DISV's top 25 holdings weight is 13.46%.

RankIYRDISV
#1
WELLTOWER INC (WELL) - 11.07%
SWISS PRIME SITE AG (n/a) - 0.90%
#2
PROLOGIS INC (PLD) - 9.01%
CARREFOUR (n/a) - 0.77%
#3
SIMON PROPERTY GROUP INC (SPG) - 4.63%
ELDORADO GOLD CORP (n/a) - 0.63%
#4
DIGITAL REALTY TRUST INC (DLR) - 4.50%
THE SWATCH GROUP AG BEARER SHARES (n/a) - 0.63%
#5
EQUINIX INC (EQIX) - 4.40%
SYENSQO SA (n/a) - 0.62%
#6
REALTY INCOME CORP (O) - 4.32%
LION FINANCE GROUP PLC (n/a) - 0.60%
#7
AMERICAN TOWER CORP (AMT) - 3.86%
WHITECAP RESOURCES INC (n/a) - 0.56%
#8
PUBLIC STORAGE (PSA) - 3.72%
EVONIK INDUSTRIES AG (n/a) - 0.55%
#9
VENTAS INC (VTR) - 3.29%
MITSUBISHI MATERIALS CORP (n/a) - 0.54%
#10
CBRE GROUP INC CLASS A (CBRE) - 3.00%
CENTERRA GOLD INC (n/a) - 0.53%
#11
IRON MOUNTAIN INC (IRM) - 2.52%
AURUBIS AG (n/a) - 0.52%
#12
CROWN CASTLE INC (CCI) - 2.46%
KINGFISHER PLC (n/a) - 0.52%
#13
EXTRA SPACE STORAGE INC (EXR) - 2.23%
TP ICAP GROUP PLC (n/a) - 0.50%
#14
VICI PROPERTIES INC ORDINARY SHARES (VICI) - 2.09%
ALSTOM SA (n/a) - 0.50%
#15
AVALONBAY COMMUNITIES INC (AVB) - 1.93%
VOESTALPINE AG (n/a) - 0.48%
#16
EQUITY RESIDENTIAL (EQR) - 1.71%
VALEO SA (n/a) - 0.48%
#17
SBA COMMUNICATIONS CORP CLASS A (SBAC) - 1.42%
HUDBAY MINERALS INC (n/a) - 0.48%
#18
ESSEX PROPERTY TRUST INC (ESS) - 1.37%
FRESENIUS MEDICAL CARE AG (n/a) - 0.48%
#19
KIMCO REALTY CORP (KIM) - 1.23%
PERSIMMON PLC (n/a) - 0.47%
#20
ANNALY CAPITAL MANAGEMENT INC (NLY) - 1.21%
AL SYDBANK A/S (n/a) - 0.46%
#21
INVITATION HOMES INC (INVH) - 1.19%
B2GOLD CORP (n/a) - 0.46%
#22
WEYERHAEUSER CO (WY) - 1.19%
CAPSTONE COPPER CORP (n/a) - 0.45%
#23
MID-AMERICA APARTMENT COMMUNITIES INC (MAA) - 1.18%
STORA ENSO OYJ CLASS R (n/a) - 0.45%
#24
W.P. CAREY INC (WPC) - 1.15%
CANADIAN TIRE CORP LTD (n/a) - 0.44%
#25
JONES LANG LASALLE INC (JLL) - 1.10%
WHITBREAD PLC (n/a) - 0.44%
Total Holdings641484

IYR vs DISV - Historical Returns

Returns include dividend reinvestment.

1M
Winner
IYR
+0.73%
DISV
-0.66%
3M
Winner
IYR
+3.86%
DISV
+1.44%
6M
Winner
IYR
+7.84%
DISV
+6.97%
1Y
IYR
+12.22%
Winner
DISV
+29.26%
5Y(CAGR)
IYR
+2.22%
Winner
DISV
+15.58%
10Y(CAGR)
IYR
+5.22%
DISV
N/A
Max(CAGR)
IYR
+8.46%
Winner
DISV
+15.58%

IYR vs DISV - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

YearIYRDISV
2026+11.33%+9.90%
2025+4.26%+47.29%
2024+3.50%+6.83%
2023+11.73%+18.48%
2022-24.93%-9.71%
2021+43.60%N/A
2020-4.21%N/A
2019+31.02%N/A
2018-3.81%N/A
2017+8.90%N/A
2016+8.08%N/A
2015+0.39%N/A
2014+26.89%N/A
2013-0.46%N/A
2012+17.48%N/A
2011+3.90%N/A
2010+26.88%N/A
2009+34.13%N/A
2008-39.37%N/A
2007-18.62%N/A
2006+31.33%N/A
2005+10.31%N/A
2004+30.53%N/A
2003+35.37%N/A
2002+2.87%N/A
2001+11.51%N/A
2000+12.29%N/A

IYR vs DISV Drawdown Comparison

The maximum drawdown for IYR was -74.11%, occurring on Mar 6, 2009. Recovery took 1553 trading sessions.

The maximum drawdown for DISV was -26.77%, occurring on Sep 27, 2022. Recovery took 322 trading sessions.

The current IYR drawdown is -0.77%. The current DISV drawdown is -2.47%.

RankIYRDISV
#1-74.11%
Feb 7, 2007 - Apr 10, 2013		-26.77%
Mar 29, 2022 - Jul 12, 2023
#2-42.32%
Feb 14, 2020 - Apr 20, 2021		-14.15%
Mar 19, 2025 - Apr 28, 2025
#3-33.72%
Dec 31, 2021 - Jun 12, 2026		-12.69%
Feb 27, 2026 - Mar 20, 2026
#4-18.84%
Apr 1, 2004 - Aug 31, 2004		-10.16%
Jul 31, 2023 - Dec 13, 2023
#5-18.54%
May 21, 2013 - Jun 5, 2014		-10.06%
Sep 26, 2024 - Mar 5, 2025
#6-18.38%
Apr 12, 2002 - May 20, 2003		-7.98%
Jul 31, 2024 - Aug 21, 2024
#7-17.09%
Jan 26, 2015 - May 6, 2016		-5.00%
Aug 23, 2024 - Sep 19, 2024
#8-14.25%
Aug 1, 2016 - Sep 11, 2017		-4.97%
Jun 3, 2024 - Jul 12, 2024
#9-13.93%
Aug 21, 2001 - Mar 4, 2002		-4.75%
Oct 27, 2025 - Nov 26, 2025
#10-12.64%
Dec 6, 2018 - Jan 30, 2019		-4.51%
Apr 9, 2024 - May 6, 2024
#11-12.50%
Aug 2, 2005 - Jan 6, 2006		-4.41%
Dec 27, 2023 - Mar 1, 2024
#12-12.49%
Dec 18, 2017 - Jun 29, 2018		-3.89%
Jul 23, 2025 - Aug 12, 2025
#13-9.61%
Mar 17, 2006 - Jul 19, 2006		-2.91%
Oct 3, 2025 - Oct 24, 2025
#14-9.01%
Dec 30, 2004 - May 18, 2005		-2.61%
Jul 16, 2024 - Jul 31, 2024
#15-8.39%
Aug 20, 2018 - Dec 6, 2018		-2.43%
Mar 7, 2025 - Mar 17, 2025

Correlation

Correlation between IYR and DISV is 0.77 which considered as a strong positive correlation - the stocks tend to move together.

0.77
-101

Dividend Comparison (2000 - 2026)

IYR vs DISV dividend yield comparison.

YearIYRDISV
20260.76%1.49%
20252.48%2.69%
20242.57%2.77%
20232.75%2.73%
20222.92%1.23%
20212.06%0.00%
20202.58%0.00%
20193.05%0.00%
20183.53%0.00%
20173.73%0.00%
20164.41%0.00%
20153.92%0.00%
20143.66%0.00%
20133.78%0.00%
20123.71%0.00%
20113.83%0.00%
20103.52%0.00%
20094.21%0.00%
20088.26%0.00%
20074.40%0.00%
20063.46%0.00%
20054.38%0.00%
20044.23%0.00%
20034.70%0.00%
20026.95%0.00%
20015.01%0.00%
20003.37%0.00%

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