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TIP vs DFUV

Comparison between ISHARES TIPS BOND ETF (TIP, ETF) and DIMENSIONAL US MARKETWIDE VALUE ETF (DFUV, ETF).

TIP vs DFUV - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
TIP
$15B
DFUV
$15B
Expense Ratio
Winner
TIP
0.18%
DFUV
0.21%
Max Drawdown
TIP
21.96%
Winner
DFUV
18.26%
Sharpe Ratio
TIP
0.34
Winner
DFUV
2.20
5Y Beta
Winner
TIP
0.04
DFUV
0.79
P/E Ratio
TIP
N/A
DFUV
19.32
Forward P/E
TIP
N/A
DFUV
14.67
5Y Dividends CAGR
TIP
12.99%
DFUV
N/A
5Y EPS CAGR
TIP
N/A
DFUV
13.20%
Debt to Equity
TIP
N/A
DFUV
39.32%
P/S Ratio
TIP
N/A
DFUV
1.76
P/B Ratio
TIP
N/A
DFUV
2.56

TIP vs DFUV - Historical Returns

Returns include dividend reinvestment.

1M
TIP
-0.21%
Winner
DFUV
+4.37%
3M
TIP
+0.46%
Winner
DFUV
+14.63%
6M
TIP
+1.41%
Winner
DFUV
+18.03%
1Y
TIP
+4.61%
Winner
DFUV
+34.04%
5Y(CAGR)
TIP
+0.92%
Winner
DFUV
+14.72%
10Y(CAGR)
TIP
+2.51%
DFUV
N/A
Max(CAGR)
TIP
+3.50%
Winner
DFUV
+14.72%

TIP vs DFUV - Annual Returns (2003 - 2026)

Returns include dividend reinvestment.

YearTIPDFUV
2026+1.44%+16.91%
2025+6.61%+15.99%
2024+1.79%+11.55%
2023+3.44%+13.68%
2022-11.74%+1.23%
2021+5.56%N/A
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 DFUV Drawdown Comparison

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

The maximum drawdown for DFUV was -17.59%, occurring on Apr 8, 2025. Recovery took 184 trading sessions.

The current TIP drawdown is -0.46%.

RankTIPDFUV
#1-14.58%
Mar 10, 2008 - Oct 1, 2009		-17.59%
Nov 25, 2024 - Aug 22, 2025
#2-14.48%
Nov 9, 2021 - Feb 27, 2026		-15.33%
Jun 7, 2022 - Nov 23, 2022
#3-11.20%
Mar 6, 2020 - Apr 28, 2020		-11.55%
Jul 31, 2023 - Dec 13, 2023
#4-11.06%
Dec 6, 2012 - Mar 20, 2019		-10.97%
Feb 2, 2023 - Jul 19, 2023
#5-6.30%
Mar 17, 2004 - Sep 27, 2004		-6.78%
Jul 31, 2024 - Aug 30, 2024
#6-5.77%
Oct 14, 2010 - Apr 19, 2011		-6.67%
Nov 30, 2022 - Jan 26, 2023
#7-3.84%
Jun 1, 2005 - Aug 4, 2006		-6.01%
Feb 11, 2026 - Apr 17, 2026
#8-3.79%
Aug 10, 2011 - Nov 2, 2011		-5.79%
Mar 28, 2024 - Jul 16, 2024
#9-3.39%
Dec 4, 2006 - Mar 21, 2007		-4.44%
Nov 12, 2025 - Nov 28, 2025
#10-3.16%
Feb 9, 2005 - Apr 20, 2005		-4.18%
May 17, 2022 - May 26, 2022
#11-3.15%
Apr 30, 2007 - Jul 26, 2007		-4.06%
Aug 30, 2024 - Sep 19, 2024
#12-2.99%
Jan 28, 2021 - May 5, 2021		-3.33%
Oct 6, 2025 - Oct 24, 2025
#13-2.94%
Nov 26, 2007 - Jan 3, 2008		-3.13%
Dec 27, 2023 - Jan 29, 2024
#14-2.55%
Nov 27, 2009 - Apr 29, 2010		-3.07%
Oct 17, 2024 - Nov 6, 2024
#15-2.46%
Aug 29, 2019 - Jan 3, 2020		-2.57%
Jul 16, 2024 - Jul 31, 2024

Correlation

Correlation between TIP and DFUV is 0.88 which considered as a strong positive correlation - the stocks tend to move together.

0.88
-101

Dividend Comparison (2003 - 2026)

TIP vs DFUV dividend yield comparison.

YearTIPDFUV
20261.68%0.32%
20253.46%1.55%
20242.52%1.64%
20232.73%1.72%
20226.96%1.34%
20214.28%0.00%
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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