IAGG vs. DFSB
Compare and contrast key facts about iShares Core International Aggregate Bond ETF (IAGG) and Dimensional Global Sustainability Fixed Income ETF (DFSB).
IAGG and DFSB are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IAGG is a passively managed fund by iShares that tracks the performance of the Bloomberg Global Aggregate ex USD 10% Issuer Capped (Hedged) Index. It was launched on Nov 10, 2015. DFSB is an actively managed fund by Dimensional. It was launched on Nov 15, 2022.
Performance
IAGG vs. DFSB - Performance Comparison
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IAGG vs. DFSB - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
IAGG iShares Core International Aggregate Bond ETF | 0.27% | 3.26% | 4.51% | 8.49% | -1.85% |
DFSB Dimensional Global Sustainability Fixed Income ETF | -0.11% | 5.22% | 2.45% | 9.37% | -0.77% |
Returns By Period
In the year-to-date period, IAGG achieves a 0.27% return, which is significantly higher than DFSB's -0.11% return.
IAGG
- 1D
- 0.46%
- 1M
- -1.61%
- YTD
- 0.27%
- 6M
- 0.89%
- 1Y
- 3.40%
- 3Y*
- 4.48%
- 5Y*
- 0.97%
- 10Y*
- 2.23%
DFSB
- 1D
- 0.57%
- 1M
- -2.05%
- YTD
- -0.11%
- 6M
- 0.33%
- 1Y
- 3.78%
- 3Y*
- 4.26%
- 5Y*
- —
- 10Y*
- —
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IAGG vs. DFSB - Expense Ratio Comparison
IAGG has a 0.07% expense ratio, which is lower than DFSB's 0.24% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Return for Risk
IAGG vs. DFSB — Risk / Return Rank
IAGG
DFSB
IAGG vs. DFSB - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core International Aggregate Bond ETF (IAGG) and Dimensional Global Sustainability Fixed Income ETF (DFSB). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| IAGG | DFSB | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.30 | 0.91 | +0.39 |
Sortino ratioReturn per unit of downside risk | 1.84 | 1.26 | +0.57 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.16 | +0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.47 | 1.27 | +0.20 |
Martin ratioReturn relative to average drawdown | 6.38 | 4.55 | +1.83 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| IAGG | DFSB | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.30 | 0.91 | +0.39 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.22 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.55 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.61 | 0.87 | -0.26 |
Correlation
The correlation between IAGG and DFSB is 0.85, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
IAGG vs. DFSB - Dividend Comparison
IAGG's dividend yield for the trailing twelve months is around 3.29%, which matches DFSB's 3.30% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IAGG iShares Core International Aggregate Bond ETF | 3.29% | 3.08% | 4.28% | 3.55% | 2.27% | 1.16% | 1.95% | 2.82% | 3.02% | 1.74% | 1.56% | 0.13% |
DFSB Dimensional Global Sustainability Fixed Income ETF | 3.30% | 3.46% | 4.35% | 5.27% | 0.41% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
IAGG vs. DFSB - Drawdown Comparison
The maximum IAGG drawdown since its inception was -13.88%, which is greater than DFSB's maximum drawdown of -5.16%. Use the drawdown chart below to compare losses from any high point for IAGG and DFSB.
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Drawdown Indicators
| IAGG | DFSB | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -13.88% | -5.16% | -8.72% |
Max Drawdown (1Y)Largest decline over 1 year | -2.32% | -3.04% | +0.72% |
Max Drawdown (5Y)Largest decline over 5 years | -13.57% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -13.88% | — | — |
Current DrawdownCurrent decline from peak | -1.61% | -2.05% | +0.44% |
Average DrawdownAverage peak-to-trough decline | -2.87% | -1.24% | -1.63% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.54% | 0.85% | -0.31% |
Volatility
IAGG vs. DFSB - Volatility Comparison
The current volatility for iShares Core International Aggregate Bond ETF (IAGG) is 1.47%, while Dimensional Global Sustainability Fixed Income ETF (DFSB) has a volatility of 1.95%. This indicates that IAGG experiences smaller price fluctuations and is considered to be less risky than DFSB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IAGG | DFSB | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.47% | 1.95% | -0.48% |
Volatility (6M)Calculated over the trailing 6-month period | 1.91% | 2.62% | -0.71% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.62% | 4.16% | -1.54% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.47% | 5.50% | -1.03% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.03% | 5.50% | -1.47% |