DFAC vs. DFUV
Compare and contrast key facts about Dimensional U.S. Core Equity 2 ETF (DFAC) and Dimensional US Marketwide Value ETF (DFUV).
DFAC and DFUV are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. DFAC is an actively managed fund by Dimensional Fund Advisors LP. It was launched on Jun 14, 2021. DFUV is an actively managed fund by Dimensional. It was launched on Dec 16, 1998.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DFAC or DFUV.
Correlation
The correlation between DFAC and DFUV is 0.82, 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
DFAC vs. DFUV - Performance Comparison
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Key characteristics
DFAC:
0.50
DFUV:
0.23
DFAC:
0.81
DFUV:
0.46
DFAC:
1.12
DFUV:
1.06
DFAC:
0.47
DFUV:
0.25
DFAC:
1.68
DFUV:
0.81
DFAC:
5.59%
DFUV:
5.36%
DFAC:
19.63%
DFUV:
18.44%
DFAC:
-23.11%
DFUV:
-17.60%
DFAC:
-4.53%
DFUV:
-5.77%
Returns By Period
In the year-to-date period, DFAC achieves a 0.74% return, which is significantly lower than DFUV's 1.70% return.
DFAC
0.74%
12.64%
-1.01%
9.66%
14.20%
N/A
N/A
DFUV
1.70%
8.76%
-3.20%
4.13%
9.42%
N/A
N/A
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DFAC vs. DFUV - Expense Ratio Comparison
DFAC has a 0.19% expense ratio, which is lower than DFUV's 0.21% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
DFAC vs. DFUV — Risk-Adjusted Performance Rank
DFAC
DFUV
DFAC vs. DFUV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Dimensional U.S. Core Equity 2 ETF (DFAC) and Dimensional US Marketwide Value ETF (DFUV). 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.
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Dividends
DFAC vs. DFUV - Dividend Comparison
DFAC's dividend yield for the trailing twelve months is around 1.08%, less than DFUV's 1.68% yield.
TTM | 2024 | 2023 | 2022 | 2021 | |
---|---|---|---|---|---|
DFAC Dimensional U.S. Core Equity 2 ETF | 1.08% | 1.03% | 1.20% | 1.50% | 0.88% |
DFUV Dimensional US Marketwide Value ETF | 1.68% | 1.64% | 1.72% | 1.34% | 0.00% |
Drawdowns
DFAC vs. DFUV - Drawdown Comparison
The maximum DFAC drawdown since its inception was -23.11%, which is greater than DFUV's maximum drawdown of -17.60%. Use the drawdown chart below to compare losses from any high point for DFAC and DFUV. For additional features, visit the drawdowns tool.
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Volatility
DFAC vs. DFUV - Volatility Comparison
Dimensional U.S. Core Equity 2 ETF (DFAC) has a higher volatility of 5.48% compared to Dimensional US Marketwide Value ETF (DFUV) at 4.90%. This indicates that DFAC's price experiences larger fluctuations and is considered to be riskier than DFUV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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