CIVVX vs. DFAI

The year-to-date returns for both stocks are quite close, with CIVVX having a 14.99% return and DFAI slightly lower at 14.56%.

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CIVVX has a 1.10% expense ratio, which is higher than DFAI's 0.18% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Causeway International Value Fund (CIVVX) and Dimensional International Core Equity Market ETF (DFAI). 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.

The current CIVVX Sharpe Ratio is 0.15, which is lower than the DFAI Sharpe Ratio of 0.70. The chart below compares the historical Sharpe Ratios of CIVVX and DFAI, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

CIVVX's dividend yield for the trailing twelve months is around 1.66%, less than DFAI's 2.53% yield.

The maximum CIVVX drawdown since its inception was -70.48%, which is greater than DFAI's maximum drawdown of -27.44%. Use the drawdown chart below to compare losses from any high point for CIVVX and DFAI. For additional features, visit the drawdowns tool.

Causeway International Value Fund (CIVVX) has a higher volatility of 3.70% compared to Dimensional International Core Equity Market ETF (DFAI) at 3.04%. This indicates that CIVVX's price experiences larger fluctuations and is considered to be riskier than DFAI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.