SHYG vs DFSV
Comparison between ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF (SHYG, ETF) and DIMENSIONAL US SMALL CAP VALUE ETF (DFSV, ETF).
SHYG vs DFSV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SHYG
$7.60B
DFSV
$7.60B
Expense Ratio
SHYG
0.30%
DFSV
0.30%
Max Drawdown
Winner
SHYG
26.29%
DFSV
28.52%
Sharpe Ratio
SHYG
0.86
Winner
DFSV
1.61
5Y Beta
Winner
SHYG
0.22
DFSV
0.99
P/E Ratio
SHYG
N/A
DFSV
27.84
Forward P/E
SHYG
N/A
DFSV
11.68
5Y Dividends CAGR
SHYG
5.45%
DFSV
N/A
5Y EPS CAGR
SHYG
N/A
DFSV
3.77%
P/S Ratio
SHYG
N/A
DFSV
0.87
P/B Ratio
SHYG
N/A
DFSV
1.32
SHYG vs DFSV - Historical Returns
Returns include dividend reinvestment.
1M
SHYG
+1.01%
Winner
DFSV
+5.92%
3M
SHYG
+2.33%
Winner
DFSV
+13.43%
6M
SHYG
+2.34%
Winner
DFSV
+15.33%
1Y
SHYG
+6.67%
Winner
DFSV
+35.45%
5Y(CAGR)
SHYG
+4.87%
Winner
DFSV
+12.26%
10Y(CAGR)
SHYG
+5.24%
DFSV
N/A
Max(CAGR)
SHYG
+4.42%
Winner
DFSV
+12.26%
SHYG vs DFSV - Annual Returns (2013 - 2026)
Returns include dividend reinvestment.
| Year | SHYG | DFSV |
|---|---|---|
| 2026 | +1.82% | +16.67% |
| 2025 | +7.71% | +8.99% |
| 2024 | +8.38% | +7.50% |
| 2023 | +10.24% | +19.82% |
| 2022 | -4.63% | +0.61% |
| 2021 | +4.78% | N/A |
| 2020 | +2.98% | N/A |
| 2019 | +10.08% | N/A |
| 2018 | +0.04% | N/A |
| 2017 | +4.86% | N/A |
| 2016 | +12.94% | N/A |
| 2015 | -3.10% | N/A |
| 2014 | +0.23% | N/A |
| 2013 | +1.99% | N/A |
SHYG vs DFSV Drawdown Comparison
The maximum drawdown for SHYG was -19.27%, occurring on Mar 23, 2020. Recovery took 192 trading sessions.
The maximum drawdown for DFSV was -28.01%, occurring on Apr 8, 2025. Recovery took 260 trading sessions.
The current DFSV drawdown is -0.92%.
| Rank | SHYG | DFSV |
|---|---|---|
| #1 | -19.27% Feb 14, 2020 - Nov 17, 2020 | -28.01% Nov 25, 2024 - Dec 10, 2025 |
| #2 | -10.32% May 29, 2015 - Jul 8, 2016 | -17.96% Feb 2, 2023 - Dec 14, 2023 |
| #3 | -9.39% Dec 27, 2021 - Jul 13, 2023 | -17.61% Mar 29, 2022 - Dec 2, 2022 |
| #4 | -5.15% Jun 23, 2014 - Apr 9, 2015 | -9.94% Jul 31, 2024 - Nov 6, 2024 |
| #5 | -5.04% Oct 1, 2018 - Jan 31, 2019 | -9.39% Feb 11, 2026 - Apr 20, 2026 |
| #6 | -4.53% Feb 28, 2025 - May 12, 2025 | -7.81% Dec 2, 2022 - Jan 12, 2023 |
| #7 | -2.69% Oct 24, 2016 - Dec 6, 2016 | -7.61% Mar 28, 2024 - May 15, 2024 |
| #8 | -2.39% Sep 1, 2023 - Nov 3, 2023 | -7.04% Dec 27, 2023 - Mar 21, 2024 |
| #9 | -1.86% Jan 26, 2018 - Apr 12, 2018 | -6.60% May 15, 2024 - Jul 15, 2024 |
| #10 | -1.75% Feb 2, 2026 - Apr 8, 2026 | -4.28% Mar 2, 2022 - Mar 16, 2022 |
| #11 | -1.74% Mar 27, 2024 - May 3, 2024 | -3.65% May 6, 2026 - May 28, 2026 |
| #12 | -1.61% Nov 5, 2021 - Dec 23, 2021 | -3.36% Nov 11, 2024 - Nov 25, 2024 |
| #13 | -1.57% Mar 1, 2017 - Apr 20, 2017 | -3.13% Dec 11, 2025 - Jan 6, 2026 |
| #14 | -1.48% May 3, 2019 - Jun 18, 2019 | -2.60% Jan 13, 2023 - Jan 23, 2023 |
| #15 | -1.38% Oct 20, 2017 - Jan 3, 2018 | -2.53% Jul 16, 2024 - Jul 26, 2024 |
Correlation
Correlation between SHYG and DFSV is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
Dividend Comparison (2013 - 2026)
SHYG vs DFSV dividend yield comparison.
| Year | SHYG | DFSV |
|---|---|---|
| 2026 | 2.92% | 0.30% |
| 2025 | 7.03% | 1.53% |
| 2024 | 6.93% | 1.31% |
| 2023 | 6.54% | 1.29% |
| 2022 | 5.57% | 0.90% |
| 2021 | 4.83% | 0.00% |
| 2020 | 5.07% | 0.00% |
| 2019 | 5.33% | 0.00% |
| 2018 | 5.90% | 0.00% |
| 2017 | 5.49% | 0.00% |
| 2016 | 5.53% | 0.00% |
| 2015 | 5.17% | 0.00% |
| 2014 | 4.33% | 0.00% |
| 2013 | 0.85% | 0.00% |
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