USIG vs DFAI

Comparison between ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF (USIG, ETF) and DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF (DFAI, ETF).

5-Year PerformanceDFAI has outperformed USIG, delivering a return of +11.1% compared to +0.1%

USIG vs DFAI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	USIG(ETF)	DFAI(ETF)
Net Assets	$17B	$18B
Expense Ratio	0.04%	0.18%
Max Drawdown	24.90%	29.49%
Sharpe Ratio	-0.41	1.29
5Y Beta	0.11	0.69
5Y Dividends CAGR	7.97%	34.54%

Net Assets

USIG

$17B

Winner

DFAI

$18B

Expense Ratio

Winner

USIG

0.04%

DFAI

0.18%

Max Drawdown

Winner

USIG

24.90%

DFAI

29.49%

Sharpe Ratio

USIG

-0.41

Winner

DFAI

1.29

5Y Beta

Winner

USIG

0.11

DFAI

0.69

5Y Dividends CAGR

USIG

7.97%

Winner

DFAI

34.54%

USIG vs DFAI - Historical Returns

Returns include dividend reinvestment.

Period	USIG	DFAI
1 month	-0.19%	+4.28%
3 months	-0.25%	+5.44%
6 months	-1.70%	+4.86%
1 year	+2.34%	+24.61%
5 years(CAGR)	+0.08%	+11.06%
10 years(CAGR)	+2.23%	N/A
Max(CAGR)	+3.85%	+12.82%

USIG

-0.19%

Winner

DFAI

+4.28%

USIG

-0.25%

Winner

DFAI

+5.44%

USIG

-1.70%

Winner

DFAI

+4.86%

USIG

+2.34%

Winner

DFAI

+24.61%

5Y(CAGR)

USIG

+0.08%

Winner

DFAI

+11.06%

10Y(CAGR)

USIG

+2.23%

DFAI

N/A

Max(CAGR)

USIG

+3.85%

Winner

DFAI

+12.82%

USIG vs DFAI - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	USIG	DFAI
2026	-0.30%	+14.14%
2025	+7.86%	+34.39%
2024	+3.06%	+5.79%
2023	+7.57%	+16.79%
2022	-14.62%	-13.31%
2021	-1.05%	+13.35%
2020	+9.20%	+6.13%
2019	+13.82%	N/A
2018	-1.91%	N/A
2017	+5.66%	N/A
2016	+5.33%	N/A
2015	-1.76%	N/A
2014	+7.98%	N/A
2013	-2.51%	N/A
2012	+7.70%	N/A
2011	+9.02%	N/A
2010	+7.81%	N/A
2009	+11.22%	N/A
2008	-0.75%	N/A
2007	+4.73%	N/A

USIG vs DFAI Drawdown Comparison

The maximum drawdown for USIG was -22.21%, occurring on Oct 10, 2008. Recovery took 334 trading sessions.

The maximum drawdown for DFAI was -27.42%, occurring on Sep 27, 2022. Recovery took 536 trading sessions.

The current USIG drawdown is -1.83%. The current DFAI drawdown is -0.16%.

Rank	USIG	DFAI
#1	-22.21% Feb 5, 2008 - Jun 3, 2009	-27.42% Nov 8, 2021 - Dec 27, 2023
#2	-21.45% Sep 22, 2021 - Oct 14, 2025	-13.26% Mar 19, 2025 - Apr 28, 2025
#3	-18.88% Mar 6, 2020 - Jun 30, 2020	-10.95% Feb 25, 2026 - Jul 6, 2026
#4	-7.07% May 2, 2013 - May 1, 2014	-9.23% Sep 26, 2024 - Mar 5, 2025
#5	-5.24% Dec 31, 2020 - Jul 28, 2021	-7.15% Jul 12, 2024 - Aug 19, 2024
#6	-5.04% Aug 29, 2016 - Jun 14, 2017	-5.71% Jun 15, 2021 - Sep 2, 2021
#7	-4.96% Jan 30, 2015 - Apr 5, 2016	-5.05% Sep 3, 2021 - Nov 3, 2021
#8	-4.68% Oct 7, 2010 - May 5, 2011	-4.88% Nov 12, 2025 - Dec 4, 2025
#9	-4.06% Dec 15, 2017 - Feb 8, 2019	-4.43% Mar 27, 2024 - May 9, 2024
#10	-3.19% Mar 7, 2007 - Sep 5, 2007	-4.16% Jan 8, 2021 - Feb 8, 2021
#11	-2.79% Feb 23, 2026 - Mar 27, 2026	-3.98% Jul 23, 2025 - Aug 13, 2025
#12	-2.78% Nov 26, 2007 - Jan 7, 2008	-3.70% Aug 30, 2024 - Sep 19, 2024
#13	-2.50% Aug 28, 2019 - Oct 4, 2019	-3.43% Jun 6, 2024 - Jul 11, 2024
#14	-2.44% Aug 4, 2011 - Sep 2, 2011	-3.31% Dec 27, 2023 - Feb 1, 2024
#15	-2.43% Aug 6, 2020 - Nov 23, 2020	-3.31% May 7, 2021 - May 24, 2021

Correlation

Correlation between USIG and DFAI is 0.66 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.66

-101

Dividend Comparison (2007 - 2026)

USIG vs DFAI dividend yield comparison.

Year	USIG	DFAI
2026	2.82%	1.33%
2025	4.62%	2.45%
2024	4.51%	2.72%
2023	3.94%	2.64%
2022	3.14%	2.72%
2021	2.33%	2.06%
2020	2.82%	0.09%
2019	3.37%	0.00%
2018	3.44%	0.00%
2017	3.03%	0.00%
2016	2.87%	0.00%
2015	3.24%	0.00%
2014	3.32%	0.00%
2013	3.53%	0.00%
2012	3.23%	0.00%
2011	4.11%	0.00%
2010	4.56%	0.00%
2009	4.95%	0.00%
2008	5.12%	0.00%
2007	5.22%	0.00%