USIG vs. DFCF
Compare and contrast key facts about iShares Broad USD Investment Grade Corporate Bond ETF (USIG) and Dimensional Core Fixed Income ETF (DFCF).
USIG and DFCF are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. USIG is a passively managed fund by iShares that tracks the performance of the ICE BofA US Corporate. It was launched on Jan 5, 2007. DFCF is an actively managed fund by Dimensional. It was launched on Nov 15, 2021.
Performance
USIG vs. DFCF - Performance Comparison
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USIG vs. DFCF - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
USIG iShares Broad USD Investment Grade Corporate Bond ETF | -0.29% | 7.86% | 2.56% | 8.71% | -15.30% | 0.61% |
DFCF Dimensional Core Fixed Income ETF | -0.10% | 7.89% | 1.86% | 6.94% | -14.48% | 0.23% |
Returns By Period
In the year-to-date period, USIG achieves a -0.29% return, which is significantly lower than DFCF's -0.10% return.
USIG
- 1D
- 0.51%
- 1M
- -1.80%
- YTD
- -0.29%
- 6M
- 0.41%
- 1Y
- 5.06%
- 3Y*
- 4.93%
- 5Y*
- 0.82%
- 10Y*
- 2.72%
DFCF
- 1D
- 0.33%
- 1M
- -1.93%
- YTD
- -0.10%
- 6M
- 0.91%
- 1Y
- 4.99%
- 3Y*
- 4.41%
- 5Y*
- —
- 10Y*
- —
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USIG vs. DFCF - Expense Ratio Comparison
USIG has a 0.04% expense ratio, which is lower than DFCF's 0.17% 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
USIG vs. DFCF — Risk / Return Rank
USIG
DFCF
USIG vs. DFCF - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Broad USD Investment Grade Corporate Bond ETF (USIG) and Dimensional Core Fixed Income ETF (DFCF). 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.
| USIG | DFCF | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.01 | 1.07 | -0.06 |
Sortino ratioReturn per unit of downside risk | 1.38 | 1.49 | -0.10 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.19 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.88 | 1.77 | +0.11 |
Martin ratioReturn relative to average drawdown | 5.84 | 5.55 | +0.29 |
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
| USIG | DFCF | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.01 | 1.07 | -0.06 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.12 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.40 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.53 | 0.02 | +0.51 |
Correlation
The correlation between USIG and DFCF is 0.93, 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
USIG vs. DFCF - Dividend Comparison
USIG's dividend yield for the trailing twelve months is around 4.68%, more than DFCF's 4.50% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
USIG iShares Broad USD Investment Grade Corporate Bond ETF | 4.68% | 4.62% | 4.51% | 3.94% | 3.14% | 2.33% | 2.82% | 3.37% | 3.44% | 3.03% | 2.87% | 3.24% |
DFCF Dimensional Core Fixed Income ETF | 4.50% | 4.48% | 4.61% | 4.51% | 3.27% | 0.16% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
USIG vs. DFCF - Drawdown Comparison
The maximum USIG drawdown since its inception was -22.21%, which is greater than DFCF's maximum drawdown of -19.56%. Use the drawdown chart below to compare losses from any high point for USIG and DFCF.
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Drawdown Indicators
| USIG | DFCF | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -22.21% | -19.56% | -2.65% |
Max Drawdown (1Y)Largest decline over 1 year | -2.79% | -2.90% | +0.11% |
Max Drawdown (5Y)Largest decline over 5 years | -21.45% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -21.45% | — | — |
Current DrawdownCurrent decline from peak | -1.80% | -1.93% | +0.13% |
Average DrawdownAverage peak-to-trough decline | -3.44% | -8.30% | +4.86% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.90% | 0.93% | -0.03% |
Volatility
USIG vs. DFCF - Volatility Comparison
iShares Broad USD Investment Grade Corporate Bond ETF (USIG) has a higher volatility of 2.10% compared to Dimensional Core Fixed Income ETF (DFCF) at 1.85%. This indicates that USIG's price experiences larger fluctuations and is considered to be riskier than DFCF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| USIG | DFCF | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.10% | 1.85% | +0.25% |
Volatility (6M)Calculated over the trailing 6-month period | 2.89% | 2.72% | +0.17% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.05% | 4.68% | +0.37% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.83% | 6.54% | +0.29% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.82% | 6.54% | +0.28% |