SCZ vs DFAT

Comparison between ISHARES MSCI EAFE SMALL-CAP ETF (SCZ, ETF) and DIMENSIONAL U.S. TARGETED VALUE ETF (DFAT, ETF).

5-Year PerformanceDFAT has outperformed SCZ, delivering a return of +11.7% compared to +5.5%

SCZ vs DFAT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SCZ(ETF)	DFAT(ETF)
Net Assets	$14B	$14B
Expense Ratio	0.40%	0.28%
Max Drawdown	62.65%	26.61%
Sharpe Ratio	0.92	1.44
5Y Beta	0.67	0.94
P/E Ratio	N/A	50.67
Forward P/E	N/A	11.74
5Y Dividends CAGR	16.32%	59.33%
5Y EPS CAGR	N/A	8.26%
Debt to Equity	N/A	117.44%
P/S Ratio	N/A	0.88
P/B Ratio	N/A	1.44

Net Assets

Winner

SCZ

$14B

DFAT

$14B

Expense Ratio

SCZ

0.40%

Winner

DFAT

0.28%

Max Drawdown

SCZ

62.65%

Winner

DFAT

26.61%

Sharpe Ratio

SCZ

0.92

Winner

DFAT

1.44

5Y Beta

Winner

SCZ

0.67

DFAT

0.94

P/E Ratio

SCZ

N/A

DFAT

50.67

Forward P/E

SCZ

N/A

DFAT

11.74

5Y Dividends CAGR

SCZ

16.32%

Winner

DFAT

59.33%

5Y EPS CAGR

SCZ

N/A

DFAT

8.26%

Debt to Equity

SCZ

N/A

DFAT

117.44%

P/S Ratio

SCZ

N/A

DFAT

0.88

P/B Ratio

SCZ

N/A

DFAT

1.44

SCZ vs DFAT - Holdings Comparison

SCZ and DFAT have 1 common holdings. Overlap is -0.04%

SCZ's top 25 holdings weight is 6.44%. DFAT's top 25 holdings weight is 12.08%.

Rank	SCZ	DFAT
#1	JPY CASH (n/a) - 0.38%	TD SYNNEX CORP (SNX) - 0.70%
#2	FURUKAWA ELECTRIC CO LTD (n/a) - 0.36%	TOLL BROTHERS INC (TOL) - 0.66%
#3	PLS GROUP LTD (n/a) - 0.34%	ALLY FINANCIAL INC (ALLY) - 0.62%
#4	DIPLOMA PLC (n/a) - 0.32%	WESCO INTERNATIONAL INC (WCC) - 0.60%
#5	RESONAC HOLDINGS CORP (n/a) - 0.32%	ALCOA CORP (AA) - 0.56%
#6	MITSUI KINZOKU CO LTD (n/a) - 0.30%	FIRST HORIZON CORP (FHN) - 0.55%
#7	BEAZLEY PLC (n/a) - 0.30%	BORGWARNER INC (BWA) - 0.53%
#8	WEIR GROUP PLC (n/a) - 0.29%	ELANCO ANIMAL HEALTH INC (ELAN) - 0.53%
#9	PSP SWISS PROPERTY AG (n/a) - 0.27%	VIATRIS INC (VTRS) - 0.53%
#10	SANWA HOLDINGS CORP (n/a) - 0.26%	INVESCO LTD (IVZ) - 0.51%
#11	GAZTRANSPORT ET TECHNIGAZ SA (n/a) - 0.26%	COMERICA INC (CMA) - 0.49%
#12	ENLIGHT RENEWABLE ENERGY LTD (n/a) - 0.26%	PERMIAN RESOURCES CORP CLASS A (PR) - 0.49%
#13	ACCELLERON INDUSTRIES AG ORDINARY SHARES (n/a) - 0.25%	SOUTHSTATE BANK CORP (SSB) - 0.49%
#14	IMI PLC (n/a) - 0.25%	OVINTIV INC (OVV) - 0.48%
#15	SOJITZ CORP (n/a) - 0.24%	UNUM GROUP (UNM) - 0.47%
#16	ST JAMES'S PLACE PLC (n/a) - 0.24%	WEBSTER FINANCIAL CORP (WBS) - 0.46%
#17	GAMES WORKSHOP GROUP PLC (n/a) - 0.23%	n/a (TAP) - 0.46%
#18	BLUESCOPE STEEL LTD (n/a) - 0.23%	THE MOSAIC CO (MOS) - 0.46%
#19	ALS LTD (n/a) - 0.22%	GAP INC (GAP) - 0.45%
#20	STOREBRAND ASA (n/a) - 0.22%	FRANKLIN RESOURCES INC (BEN) - 0.45%
#21	MILLICOM INTERNATIONAL CELLULAR SA (TIGO) - 0.22%	JONES LANG LASALLE INC (JLL) - 0.32%
#22	ICG PLC (n/a) - 0.17%	ONEMAIN HOLDINGS INC (OMF) - 0.32%
#23	ISETAN MITSUKOSHI HOLDINGS LTD (n/a) - 0.17%	JAZZ PHARMACEUTICALS PLC (JAZZ) - 0.32%
#24	HOWDEN JOINERY GROUP PLC (n/a) - 0.17%	n/a (LBRDK) - 0.32%
#25	GALENICA LTD (n/a) - 0.17%	F N B CORP (FNB) - 0.31%
Total Holdings	1984	1371

SCZ vs DFAT - Historical Returns

Returns include dividend reinvestment.

Period	SCZ	DFAT
1 month	-0.99%	+3.21%
3 months	+1.31%	+6.61%
6 months	+4.01%	+10.52%
1 year	+17.09%	+29.58%
5 years(CAGR)	+5.46%	+11.71%
10 years(CAGR)	+8.32%	N/A
Max(CAGR)	+5.46%	+10.50%

SCZ

-0.99%

Winner

DFAT

+3.21%

SCZ

+1.31%

Winner

DFAT

+6.61%

SCZ

+4.01%

Winner

DFAT

+10.52%

SCZ

+17.09%

Winner

DFAT

+29.58%

5Y(CAGR)

SCZ

+5.46%

Winner

DFAT

+11.71%

10Y(CAGR)

SCZ

+8.32%

DFAT

N/A

Max(CAGR)

SCZ

+5.46%

Winner

DFAT

+10.50%

SCZ vs DFAT - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	SCZ	DFAT
2026	+7.47%	+18.27%
2025	+32.40%	+8.95%
2024	+2.77%	+8.30%
2023	+12.31%	+21.45%
2022	-21.61%	-6.99%
2021	+9.90%	+5.08%
2020	+10.70%	N/A
2019	+24.72%	N/A
2018	-18.18%	N/A
2017	+31.99%	N/A
2016	+3.60%	N/A
2015	+9.15%	N/A
2014	-4.99%	N/A
2013	+26.25%	N/A
2012	+17.53%	N/A
2011	-16.00%	N/A
2010	+18.39%	N/A
2009	+41.36%	N/A
2008	-47.82%	N/A
2007	-0.31%	N/A

SCZ vs DFAT Drawdown Comparison

The maximum drawdown for SCZ was -61.87%, occurring on Mar 9, 2009. Recovery took 1348 trading sessions.

The maximum drawdown for DFAT was -26.11%, occurring on Apr 8, 2025. Recovery took 260 trading sessions.

The current SCZ drawdown is -2.82%. The current DFAT drawdown is -0.89%.

Rank	SCZ	DFAT
#1	-61.87% Dec 13, 2007 - Apr 24, 2013	-26.11% Nov 25, 2024 - Dec 10, 2025
#2	-41.07% Jan 26, 2018 - Nov 23, 2020	-20.00% Nov 16, 2021 - Feb 1, 2023
#3	-36.83% Sep 3, 2021 - Jun 2, 2025	-16.46% Feb 2, 2023 - Jul 31, 2023
#4	-17.42% May 15, 2015 - Sep 6, 2016	-13.76% Jul 31, 2023 - Dec 13, 2023
#5	-16.12% Jul 3, 2014 - May 13, 2015	-9.76% Jul 31, 2024 - Nov 6, 2024
#6	-11.43% Feb 27, 2026 - May 8, 2026	-9.55% Feb 6, 2026 - Apr 20, 2026
#7	-10.32% May 8, 2013 - Aug 5, 2013	-9.26% Jun 15, 2021 - Oct 7, 2021
#8	-6.64% Sep 28, 2016 - Feb 1, 2017	-7.81% Mar 28, 2024 - May 15, 2024
#9	-6.18% Jan 15, 2014 - Feb 18, 2014	-6.86% Dec 27, 2023 - Mar 21, 2024
#10	-5.77% Oct 27, 2025 - Dec 11, 2025	-6.33% May 15, 2024 - Jul 15, 2024
#11	-5.67% Jun 14, 2021 - Aug 13, 2021	-3.59% May 6, 2026 - Jun 2, 2026
#12	-4.87% Mar 6, 2014 - Jun 6, 2014	-3.41% Nov 11, 2024 - Nov 22, 2024
#13	-4.39% May 29, 2026 - Jun 10, 2026	-3.33% Oct 25, 2021 - Nov 1, 2021
#14	-4.34% May 7, 2021 - Jun 1, 2021	-2.83% Dec 11, 2025 - Jan 6, 2026
#15	-4.09% Aug 13, 2013 - Sep 9, 2013	-2.73% Jul 16, 2024 - Jul 26, 2024

Correlation

Correlation between SCZ and DFAT is 0.83 which considered as a strong positive correlation - the stocks tend to move together.

0.83

-101

Dividend Comparison (2007 - 2026)

SCZ vs DFAT dividend yield comparison.

Year	SCZ	DFAT
2026	1.41%	0.62%
2025	3.30%	1.55%
2024	3.50%	1.31%
2023	2.96%	1.34%
2022	1.99%	1.34%
2021	2.96%	1.13%
2020	1.52%	0.00%
2019	3.52%	0.00%
2018	2.79%	0.00%
2017	2.38%	0.00%
2016	2.82%	0.00%
2015	2.06%	0.00%
2014	2.61%	0.00%
2013	2.39%	0.00%
2012	3.26%	0.00%
2011	3.28%	0.00%
2010	2.84%	0.00%
2009	2.28%	0.00%
2008	2.79%	0.00%
2007	0.08%	0.00%