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DFAI vs. VGSH
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

DFAI vs. VGSH - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Dimensional International Core Equity Market ETF (DFAI) and Vanguard Short-Term Treasury ETF (VGSH). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, DFAI achieves a 10.05% return, which is significantly higher than VGSH's 0.57% return.


DFAI

1D
0.43%
1M
2.45%
YTD
10.05%
6M
11.52%
1Y
25.01%
3Y*
17.84%
5Y*
9.46%
10Y*

VGSH

1D
-0.03%
1M
0.28%
YTD
0.57%
6M
0.83%
1Y
3.36%
3Y*
4.25%
5Y*
1.83%
10Y*
1.73%
*Multi-year figures are annualized to reflect compound growth (CAGR)

DFAI vs. VGSH - Yearly Performance Comparison


2026 (YTD)202520242023202220212020
DFAI
Dimensional International Core Equity Market ETF
10.05%34.04%4.68%17.60%-12.95%13.86%5.34%
VGSH
Vanguard Short-Term Treasury ETF
0.57%5.07%4.00%4.31%-3.86%-0.60%0.09%

Correlation

The correlation between DFAI and VGSH is 0.32, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.32

Correlation (3Y)
Calculated over the trailing 3-year period

0.23

Correlation (5Y)
Calculated over the trailing 5-year period

0.16

Correlation (All Time)
Calculated using the full available price history since Nov 18, 2020

0.15

The correlation between DFAI and VGSH shifts across timeframes, from 0.15 (all time) to 0.32 (1 year), reflecting how their relationship changes across market environments.

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Return for Risk

DFAI vs. VGSH — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

DFAI
DFAI Risk / Return Rank: 5454
Overall Rank
DFAI Sharpe Ratio Rank: 5555
Sharpe Ratio Rank
DFAI Sortino Ratio Rank: 5555
Sortino Ratio Rank
DFAI Omega Ratio Rank: 5454
Omega Ratio Rank
DFAI Calmar Ratio Rank: 4949
Calmar Ratio Rank
DFAI Martin Ratio Rank: 5555
Martin Ratio Rank

VGSH
VGSH Risk / Return Rank: 8888
Overall Rank
VGSH Sharpe Ratio Rank: 9090
Sharpe Ratio Rank
VGSH Sortino Ratio Rank: 9494
Sortino Ratio Rank
VGSH Omega Ratio Rank: 9292
Omega Ratio Rank
VGSH Calmar Ratio Rank: 8181
Calmar Ratio Rank
VGSH Martin Ratio Rank: 8484
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

DFAI vs. VGSH - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Dimensional International Core Equity Market ETF (DFAI) and Vanguard Short-Term Treasury ETF (VGSH). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


DFAIVGSHDifference
Sharpe ratioReturn per unit of total volatility

-0.98

Sortino ratioReturn per unit of downside risk

-1.99

Omega ratioGain probability vs. loss probability

1.29

1.55

-0.26

Calmar ratioReturn relative to maximum drawdown

2.18

3.76

-1.58

Martin ratioReturn relative to average drawdown

8.47

14.67

-6.20

DFAI vs. VGSH - Sharpe Ratio Comparison

The current DFAI Sharpe Ratio is 1.63, which is lower than the VGSH Sharpe Ratio of 2.61. The chart below compares the historical Sharpe Ratios of DFAI and VGSH, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

DFAI vs. VGSH - Drawdown Comparison

The maximum DFAI drawdown since its inception was -27.44%, which is greater than VGSH's maximum drawdown of -5.70%. Use the drawdown chart below to compare losses from any high point for DFAI and VGSH.


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Drawdown Indicators


DFAIVGSHDifference

Max Drawdown

Largest peak-to-trough decline

-27.44%

-5.70%

-21.74%

Max Drawdown (1Y)

Largest decline over 1 year

-10.95%

-0.88%

-10.07%

Max Drawdown (3Y)

Largest decline over 3 years

-13.25%

-0.97%

-12.28%

Max Drawdown (5Y)

Largest decline over 5 years

-27.44%

-5.66%

-21.78%

Max Drawdown (10Y)

Largest decline over 10 years

-5.70%

Current Drawdown

Current decline from peak

-0.80%

-0.21%

-0.59%

Average Drawdown

Average peak-to-trough decline

-5.11%

-0.60%

-4.51%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.82%

0.23%

+2.59%

Volatility

DFAI vs. VGSH - Volatility Comparison

Dimensional International Core Equity Market ETF (DFAI) has a higher volatility of 5.12% compared to Vanguard Short-Term Treasury ETF (VGSH) at 0.37%. This indicates that DFAI's price experiences larger fluctuations and is considered to be riskier than VGSH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


DFAIVGSHDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.12%

0.37%

+4.75%

Volatility (6M)

Calculated over the trailing 6-month period

12.29%

0.90%

+11.39%

Volatility (1Y)

Calculated over the trailing 1-year period

14.60%

1.28%

+13.32%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.01%

1.97%

+14.04%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

15.75%

1.58%

+14.17%

DFAI vs. VGSH - Expense Ratio Comparison

DFAI has a 0.18% expense ratio, which is higher than VGSH's 0.03% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.


Dividends

DFAI vs. VGSH - Dividend Comparison

DFAI's dividend yield for the trailing twelve months is around 2.24%, less than VGSH's 3.87% yield.


PositionTTM20252024202320222021202020192018201720162015
DFAI
Dimensional International Core Equity Market ETF
2.24%2.45%2.72%2.64%2.72%2.06%0.09%0.00%0.00%0.00%0.00%0.00%
VGSH
Vanguard Short-Term Treasury ETF
3.87%4.00%4.18%3.31%1.15%0.66%1.74%2.28%1.79%1.10%0.84%0.69%

Frequently Asked Questions


DFAI and VGSH have a correlation of 0.32, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

DFAI has higher volatility (5.12%) compared to VGSH (0.37%). In terms of maximum drawdown, DFAI dropped -27.44% vs VGSH's -5.70%.

On 5-year performance, DFAI leads with 9.46% vs 1.83% for VGSH. On fees, VGSH is cheaper at 0.03% per year. On volatility, VGSH has been the lower-risk option at 0.37%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 5-year period, DFAI has performed better with a 9.46% return vs 1.83%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

VGSH is cheaper with a 0.03% expense ratio, compared with 0.18% for DFAI.

VGSH has the higher dividend yield at 3.87%, compared with 2.24% for DFAI.

DFAI is categorized as Foreign Large Cap Equities, while VGSH is Government Bonds. They also come from different issuers: Dimensional and Vanguard. Their fees differ too: 0.18% for DFAI and 0.03% for VGSH.

VGSH currently has the higher Sharpe Ratio (2.61 vs 1.63), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for DFAI and VGSH

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