CARD vs. DFSU
CARD (Max Auto Industry -3X Inverse Leveraged ETN) and DFSU (Dimensional US Sustainability Core 1 ETF) are both exchange-traded funds - CARD is a Inverse Equities fund tracking the Prime Auto Industry Index - Benchmark TR Net (--300%), while DFSU is a Large Cap Blend Equities fund actively managed by Dimensional. CARD is passively managed, while DFSU is actively managed. Over the past 3 years, CARD returned -47.16%/yr vs 17.72%/yr for DFSU. Their -0.73 correlation means they have often moved in opposite directions in the past. CARD charges 0.95%/yr vs 0.18%/yr for DFSU.
Performance
CARD vs. DFSU - Performance Comparison
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Returns By Period
In the year-to-date period, CARD achieves a -8.92% return, which is significantly lower than DFSU's 9.05% return.
CARD
- 1D
- 3.59%
- 1M
- 1.66%
- 6M
- -6.13%
- YTD
- -8.92%
- 1Y
- -38.90%
- 3Y*
- -47.16%
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- -52.24%
DFSU
- 1D
- 0.67%
- 1M
- 0.46%
- 6M
- 7.52%
- YTD
- 9.05%
- 1Y
- 20.83%
- 3Y*
- 17.72%
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 19.95%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $47.33K | $47.63K | $45.90K | |
| $4.41M | $4.49M | $4.28M |
CARD vs. DFSU - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
CARD Max Auto Industry -3X Inverse Leveraged ETN | -8.92% | -60.21% | -58.19% | -32.77% |
DFSU Dimensional US Sustainability Core 1 ETF | 9.05% | 15.65% | 22.96% | 10.98% |
Correlation
The correlation between CARD and DFSU is -0.74, meaning they have often moved in opposite directions in the past. This relationship can weaken or reverse as market conditions change.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | -0.74 |
Correlation (3Y) Balances recent behavior with more history. | -0.73 |
Correlation (All Time) Calculated using the full available price history since Jun 28, 2023 | -0.73 |
The correlation between CARD and DFSU has been stable across timeframes, ranging from -0.74 to -0.73 - a consistent structural relationship.
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Return for Risk
CARD vs. DFSU — Risk / Return Rank
CARD
DFSU
CARD vs. DFSU - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Max Auto Industry -3X Inverse Leveraged ETN (CARD) and Dimensional US Sustainability Core 1 ETF (DFSU). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| CARD | DFSU | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.88 | ||
| Sortino ratioReturn per unit of downside risk | -2.32 | ||
| Omega ratioGain probability vs. loss probability | 0.96 | 1.25 | -0.29 |
| Calmar ratioReturn relative to maximum drawdown | -0.81 | 1.83 | -2.65 |
| Martin ratioReturn relative to average drawdown | -1.23 | 7.85 | -9.07 |
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Drawdowns
CARD vs. DFSU - Drawdown Comparison
The maximum CARD drawdown since its inception was -93.74%, which is greater than DFSU's maximum drawdown of -19.88%. Use the drawdown chart below to compare losses from any high point for CARD and DFSU.
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Drawdown Indicators
| CARD | DFSU | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -93.74% | -19.88% | -73.86% |
Max Drawdown (1Y)Largest decline over 1 year | -44.14% | -10.12% | -34.02% |
Max Drawdown (3Y)Largest decline over 3 years | -93.74% | -19.88% | -73.86% |
Current DrawdownCurrent decline from peak | -93.16% | -0.90% | -92.26% |
Average DrawdownAverage peak-to-trough decline | -69.56% | -2.59% | -66.97% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 29.16% | 2.36% | +26.80% |
Volatility
CARD vs. DFSU - Volatility Comparison
Max Auto Industry -3X Inverse Leveraged ETN (CARD) has a higher volatility of 23.32% compared to Dimensional US Sustainability Core 1 ETF (DFSU) at 3.28%. This indicates that CARD's price experiences larger fluctuations and is considered to be riskier than DFSU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CARD | DFSU | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 23.32% | 3.28% | +20.04% |
Volatility (6M)Calculated over the trailing 6-month period | 54.55% | 10.25% | +44.30% |
Volatility (1Y)Calculated over the trailing 1-year period | 72.06% | 13.45% | +58.61% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 80.51% | 16.12% | +64.39% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 80.51% | 16.12% | +64.39% |
CARD vs. DFSU - Expense Ratio Comparison
CARD has a 0.95% expense ratio, which is higher than DFSU's 0.18% expense ratio.
Dividends
CARD vs. DFSU - Dividend Comparison
CARD has not paid dividends to shareholders, while DFSU's dividend yield for the trailing twelve months is around 0.83%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
CARD Max Auto Industry -3X Inverse Leveraged ETN | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
DFSU Dimensional US Sustainability Core 1 ETF | 0.83% | 0.85% | 0.96% | 1.03% | 0.21% |
Frequently Asked Questions
CARD and DFSU have a correlation of -0.74, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CARD has higher volatility (23.32%) compared to DFSU (3.28%). In terms of maximum drawdown, CARD dropped -93.74% vs DFSU's -19.88%.
On 3-year performance, DFSU leads with 17.72% vs -47.16% for CARD. On fees, DFSU is cheaper at 0.18% per year. On volatility, DFSU has been the lower-risk option at 3.28%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 3-year period, DFSU has performed better with a 17.72% return vs -47.16%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
DFSU is cheaper with a 0.18% expense ratio, compared with 0.95% for CARD.
DFSU has the higher dividend yield at 0.83%, compared with 0.00% for CARD.
CARD is categorized as Inverse Equities, while DFSU is Large Cap Blend Equities. They also come from different issuers: Max and Dimensional. Their fees differ too: 0.95% for CARD and 0.18% for DFSU.
DFSU currently has the higher Sharpe Ratio (1.38 vs -0.50), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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