CIVVX vs. DFIC

The year-to-date returns for both stocks are quite close, with CIVVX having a 15.32% return and DFIC slightly lower at 14.58%.

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CIVVX has a 1.10% expense ratio, which is higher than DFIC's 0.23% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Causeway International Value Fund (CIVVX) and DFA Dimensional International Core Equity 2 ETF (DFIC). 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 0.24, which is lower than the DFIC Sharpe Ratio of 0.76. The chart below compares the historical Sharpe Ratios of CIVVX and DFIC, 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 1.65%, less than DFIC's 2.68% yield.

The maximum CIVVX drawdown since its inception was -70.48%, which is greater than DFIC's maximum drawdown of -24.40%. Use the drawdown chart below to compare losses from any high point for CIVVX and DFIC. For additional features, visit the drawdowns tool.

Causeway International Value Fund (CIVVX) has a higher volatility of 4.27% compared to DFA Dimensional International Core Equity 2 ETF (DFIC) at 3.01%. This indicates that CIVVX's price experiences larger fluctuations and is considered to be riskier than DFIC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.