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TIP vs DFAS

Comparison between ISHARES TIPS BOND ETF (TIP, ETF) and DIMENSIONAL U.S. SMALL CAP ETF (DFAS, ETF).

5-Year PerformanceDFAS has outperformed TIP, delivering a return of +9.0% compared to +0.5%

TIP vs DFAS - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
TIP
$15B
Winner
DFAS
$15B
Expense Ratio
Winner
TIP
0.18%
DFAS
0.26%
Max Drawdown
Winner
TIP
21.96%
DFAS
27.31%
Sharpe Ratio
TIP
-0.30
Winner
DFAS
1.24
5Y Beta
Winner
TIP
0.04
DFAS
1.01
P/E Ratio
TIP
N/A
DFAS
68.26
Forward P/E
TIP
N/A
DFAS
14.31
5Y Dividends CAGR
TIP
9.98%
Winner
DFAS
65.06%
5Y EPS CAGR
TIP
N/A
DFAS
9.20%
Debt to Equity
TIP
N/A
DFAS
45.08%
P/S Ratio
TIP
N/A
DFAS
1.13
P/B Ratio
TIP
N/A
DFAS
2.04

TIP vs DFAS - Historical Returns

Returns include dividend reinvestment.

1M
TIP
-0.00%
Winner
DFAS
+1.36%
3M
TIP
-0.42%
Winner
DFAS
+6.10%
6M
TIP
+0.58%
Winner
DFAS
+8.56%
1Y
TIP
+2.45%
Winner
DFAS
+26.53%
5Y(CAGR)
TIP
+0.50%
Winner
DFAS
+8.95%
10Y(CAGR)
TIP
+2.35%
DFAS
N/A
Max(CAGR)
TIP
+3.46%
Winner
DFAS
+8.14%

TIP vs DFAS - Annual Returns (2003 - 2026)

Returns include dividend reinvestment.

YearTIPDFAS
2026+0.82%+16.12%
2025+6.61%+8.32%
2024+1.79%+10.86%
2023+3.44%+18.17%
2022-11.74%-14.54%
2021+5.56%+4.98%
2020+10.30%N/A
2019+8.18%N/A
2018-1.18%N/A
2017+2.82%N/A
2016+4.27%N/A
2015-2.38%N/A
2014+3.25%N/A
2013-8.44%N/A
2012+6.43%N/A
2011+13.75%N/A
2010+5.86%N/A
2009+11.02%N/A
2008-1.32%N/A
2007+11.43%N/A
2006+0.06%N/A
2005+2.52%N/A
2004+8.51%N/A
2003-0.02%N/A

TIP vs DFAS Drawdown Comparison

The maximum drawdown for TIP was -14.58%, occurring on Nov 24, 2008. Recovery took 395 trading sessions.

The maximum drawdown for DFAS was -26.13%, occurring on Apr 8, 2025. Recovery took 256 trading sessions.

The current TIP drawdown is -1.08%. The current DFAS drawdown is -1.26%.

RankTIPDFAS
#1-14.58%
Mar 10, 2008 - Oct 1, 2009
-26.13%
Nov 25, 2024 - Dec 4, 2025
#2-14.48%
Nov 9, 2021 - Feb 27, 2026
-25.02%
Nov 8, 2021 - Mar 21, 2024
#3-11.20%
Mar 6, 2020 - Apr 28, 2020
-9.36%
Feb 10, 2026 - Apr 17, 2026
#4-11.06%
Dec 6, 2012 - Mar 20, 2019
-9.31%
Jul 31, 2024 - Oct 14, 2024
#5-6.30%
Mar 17, 2004 - Sep 27, 2004
-7.89%
Mar 28, 2024 - May 15, 2024
#6-5.77%
Oct 14, 2010 - Apr 19, 2011
-7.10%
Jun 15, 2021 - Aug 11, 2021
#7-3.84%
Jun 1, 2005 - Aug 4, 2006
-5.29%
May 15, 2024 - Jul 12, 2024
#8-3.79%
Aug 10, 2011 - Nov 2, 2011
-5.03%
Sep 2, 2021 - Oct 18, 2021
#9-3.39%
Dec 4, 2006 - Mar 21, 2007
-4.70%
Aug 11, 2021 - Aug 27, 2021
#10-3.16%
Feb 9, 2005 - Apr 20, 2005
-4.27%
Nov 11, 2024 - Nov 25, 2024
#11-3.15%
Apr 30, 2007 - Jul 26, 2007
-4.21%
May 6, 2026 - May 26, 2026
#12-2.99%
Jan 28, 2021 - May 5, 2021
-3.63%
Oct 16, 2024 - Nov 6, 2024
#13-2.94%
Nov 26, 2007 - Jan 3, 2008
-3.34%
Dec 11, 2025 - Jan 6, 2026
#14-2.55%
Nov 27, 2009 - Apr 29, 2010
-3.17%
Jul 16, 2024 - Jul 31, 2024
#15-2.46%
Aug 29, 2019 - Jan 3, 2020
-2.92%
Jan 22, 2026 - Feb 6, 2026

Correlation

Correlation between TIP and DFAS is 0.65 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.65
-101

Dividend Comparison (2003 - 2026)

TIP vs DFAS dividend yield comparison.

YearTIPDFAS
20262.69%0.50%
20253.46%0.99%
20242.52%0.93%
20232.73%1.00%
20226.96%1.03%
20214.28%2.87%
20201.17%0.00%
20191.75%0.00%
20182.71%0.00%
20172.07%0.00%
20161.48%0.00%
20150.34%0.00%
20141.67%0.00%
20131.15%0.00%
20122.22%0.00%
20114.10%0.00%
20102.50%0.00%
20093.89%0.00%
20086.30%0.00%
20074.25%0.00%
20064.32%0.00%
20055.42%0.00%
20043.92%0.00%
20030.12%0.00%

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