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INTF vs. DFIV
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

INTF vs. DFIV - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares MSCI Intl Multifactor ETF (INTF) and Dimensional International Value ETF (DFIV). The values are adjusted to include any dividend payments, if applicable.

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INTF vs. DFIV - Yearly Performance Comparison


2026 (YTD)20252024202320222021
INTF
iShares MSCI Intl Multifactor ETF
3.21%35.50%5.99%18.25%-12.31%-3.68%
DFIV
Dimensional International Value ETF
5.98%45.36%7.26%17.75%-3.70%0.08%

Returns By Period

In the year-to-date period, INTF achieves a 3.21% return, which is significantly lower than DFIV's 5.98% return.


INTF

1D
2.99%
1M
-6.39%
YTD
3.21%
6M
10.01%
1Y
30.23%
3Y*
17.63%
5Y*
9.90%
10Y*
8.76%

DFIV

1D
2.74%
1M
-5.65%
YTD
5.98%
6M
15.53%
1Y
38.38%
3Y*
22.24%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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INTF vs. DFIV - Expense Ratio Comparison

INTF has a 0.30% expense ratio, which is higher than DFIV's 0.27% expense ratio.


Return for Risk

INTF vs. DFIV — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

INTF
INTF Risk / Return Rank: 8787
Overall Rank
INTF Sharpe Ratio Rank: 8686
Sharpe Ratio Rank
INTF Sortino Ratio Rank: 8888
Sortino Ratio Rank
INTF Omega Ratio Rank: 8888
Omega Ratio Rank
INTF Calmar Ratio Rank: 8787
Calmar Ratio Rank
INTF Martin Ratio Rank: 8989
Martin Ratio Rank

DFIV
DFIV Risk / Return Rank: 9494
Overall Rank
DFIV Sharpe Ratio Rank: 9494
Sharpe Ratio Rank
DFIV Sortino Ratio Rank: 9595
Sortino Ratio Rank
DFIV Omega Ratio Rank: 9595
Omega Ratio Rank
DFIV Calmar Ratio Rank: 9191
Calmar Ratio Rank
DFIV Martin Ratio Rank: 9494
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

INTF vs. DFIV - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares MSCI Intl Multifactor ETF (INTF) and Dimensional International Value ETF (DFIV). 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.


INTFDFIVDifference

Sharpe ratio

Return per unit of total volatility

1.71

2.25

-0.54

Sortino ratio

Return per unit of downside risk

2.37

2.94

-0.57

Omega ratio

Gain probability vs. loss probability

1.35

1.46

-0.11

Calmar ratio

Return relative to maximum drawdown

2.64

3.08

-0.44

Martin ratio

Return relative to average drawdown

10.84

13.72

-2.88

INTF vs. DFIV - Sharpe Ratio Comparison

The current INTF Sharpe Ratio is 1.71, which is comparable to the DFIV Sharpe Ratio of 2.25. The chart below compares the historical Sharpe Ratios of INTF and DFIV, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


INTFDFIVDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.71

2.25

-0.54

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.62

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.51

Sharpe Ratio (All Time)

Calculated using the full available price history

0.42

0.89

-0.47

Correlation

The correlation between INTF and DFIV is 0.94, 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

INTF vs. DFIV - Dividend Comparison

INTF's dividend yield for the trailing twelve months is around 2.78%, more than DFIV's 2.69% yield.


TTM20252024202320222021202020192018201720162015
INTF
iShares MSCI Intl Multifactor ETF
2.78%2.87%3.53%3.59%2.81%5.38%2.06%3.65%2.62%3.26%1.66%0.85%
DFIV
Dimensional International Value ETF
2.69%2.92%3.88%3.93%3.84%2.30%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

INTF vs. DFIV - Drawdown Comparison

The maximum INTF drawdown since its inception was -40.39%, which is greater than DFIV's maximum drawdown of -25.42%. Use the drawdown chart below to compare losses from any high point for INTF and DFIV.


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Drawdown Indicators


INTFDFIVDifference

Max Drawdown

Largest peak-to-trough decline

-40.39%

-25.42%

-14.97%

Max Drawdown (1Y)

Largest decline over 1 year

-11.05%

-12.12%

+1.07%

Max Drawdown (5Y)

Largest decline over 5 years

-29.26%

Max Drawdown (10Y)

Largest decline over 10 years

-40.39%

Current Drawdown

Current decline from peak

-6.70%

-5.95%

-0.75%

Average Drawdown

Average peak-to-trough decline

-7.79%

-4.58%

-3.21%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.69%

2.72%

-0.03%

Volatility

INTF vs. DFIV - Volatility Comparison

iShares MSCI Intl Multifactor ETF (INTF) has a higher volatility of 7.55% compared to Dimensional International Value ETF (DFIV) at 6.81%. This indicates that INTF's price experiences larger fluctuations and is considered to be riskier than DFIV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


INTFDFIVDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.55%

6.81%

+0.74%

Volatility (6M)

Calculated over the trailing 6-month period

10.96%

10.46%

+0.50%

Volatility (1Y)

Calculated over the trailing 1-year period

17.77%

17.16%

+0.61%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.05%

16.71%

-0.66%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.28%

16.71%

+0.57%