CIVVX vs. DFAI
Compare and contrast key facts about Causeway International Value Fund (CIVVX) and Dimensional International Core Equity Market ETF (DFAI).
CIVVX is managed by Causeway. It was launched on Oct 25, 2001. DFAI is an actively managed fund by Dimensional Fund Advisors LP. It was launched on Nov 17, 2020.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CIVVX or DFAI.
Correlation
The correlation between CIVVX and DFAI is 0.89, 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.
Performance
CIVVX vs. DFAI - Performance Comparison
Key characteristics
CIVVX:
-0.22
DFAI:
0.47
CIVVX:
-0.18
DFAI:
0.72
CIVVX:
0.97
DFAI:
1.09
CIVVX:
-0.19
DFAI:
0.62
CIVVX:
-0.85
DFAI:
1.87
CIVVX:
3.92%
DFAI:
3.14%
CIVVX:
15.09%
DFAI:
12.58%
CIVVX:
-61.07%
DFAI:
-27.44%
CIVVX:
-17.65%
DFAI:
-9.54%
Returns By Period
In the year-to-date period, CIVVX achieves a -5.61% return, which is significantly lower than DFAI's 3.18% return.
CIVVX
-5.61%
-8.85%
-9.08%
-4.43%
4.73%
4.00%
DFAI
3.18%
-2.32%
-1.20%
4.24%
N/A
N/A
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CIVVX vs. DFAI - Expense Ratio Comparison
CIVVX has a 1.10% expense ratio, which is higher than DFAI's 0.18% expense ratio.
Risk-Adjusted Performance
CIVVX vs. DFAI - Risk-Adjusted Performance Comparison
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.
Dividends
CIVVX vs. DFAI - Dividend Comparison
CIVVX has not paid dividends to shareholders, while DFAI's dividend yield for the trailing twelve months is around 1.95%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CIVVX Causeway International Value Fund | 0.00% | 1.63% | 1.54% | 1.60% | 1.11% | 2.95% | 2.51% | 1.73% | 1.69% | 1.70% | 2.31% | 0.82% |
DFAI Dimensional International Core Equity Market ETF | 1.95% | 2.64% | 2.72% | 2.06% | 0.09% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
CIVVX vs. DFAI - Drawdown Comparison
The maximum CIVVX drawdown since its inception was -61.07%, 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.
Volatility
CIVVX vs. DFAI - Volatility Comparison
Causeway International Value Fund (CIVVX) has a higher volatility of 9.10% compared to Dimensional International Core Equity Market ETF (DFAI) at 3.65%. 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.