DAABX vs. VBR

In the year-to-date period, DAABX achieves a -7.24% return, which is significantly lower than VBR's -5.66% return.

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DAABX has a 0.36% expense ratio, which is higher than VBR's 0.07% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for DFA U.S. Sustainability Targeted Value Portfolio (DAABX) and Vanguard Small-Cap Value ETF (VBR). 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 DAABX Sharpe Ratio is -0.04, which is lower than the VBR Sharpe Ratio of 0.03. The chart below compares the historical Sharpe Ratios of DAABX and VBR, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

DAABX's dividend yield for the trailing twelve months is around 1.30%, less than VBR's 2.27% yield.

The maximum DAABX drawdown since its inception was -25.84%, smaller than the maximum VBR drawdown of -62.01%. Use the drawdown chart below to compare losses from any high point for DAABX and VBR. For additional features, visit the drawdowns tool.