DFAS vs. VBR
Compare and contrast key facts about Dimensional U.S. Small Cap ETF (DFAS) and Vanguard Small-Cap Value ETF (VBR).
DFAS and VBR are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. DFAS is an actively managed fund by Dimensional Fund Advisors LP. It was launched on Jun 14, 2021. VBR is a passively managed fund by Vanguard that tracks the performance of the MSCI US Small Cap Value Index. It was launched on Jan 26, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DFAS or VBR.
Correlation
The correlation between DFAS and VBR is 0.98, 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
DFAS vs. VBR - Performance Comparison
Key characteristics
DFAS:
1.04
VBR:
1.29
DFAS:
1.56
VBR:
1.86
DFAS:
1.19
VBR:
1.23
DFAS:
2.03
VBR:
2.18
DFAS:
5.11
VBR:
5.80
DFAS:
3.83%
VBR:
3.64%
DFAS:
18.81%
VBR:
16.34%
DFAS:
-24.77%
VBR:
-62.01%
DFAS:
-5.42%
VBR:
-5.32%
Returns By Period
The year-to-date returns for both investments are quite close, with DFAS having a 3.13% return and VBR slightly higher at 3.24%.
DFAS
3.13%
2.80%
5.19%
17.44%
N/A
N/A
VBR
3.24%
3.05%
6.58%
19.10%
10.57%
9.22%
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DFAS vs. VBR - Expense Ratio Comparison
DFAS has a 0.34% expense ratio, which is higher than VBR's 0.07% expense ratio.
Risk-Adjusted Performance
DFAS vs. VBR — Risk-Adjusted Performance Rank
DFAS
VBR
DFAS vs. VBR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Dimensional U.S. Small Cap ETF (DFAS) 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.
Dividends
DFAS vs. VBR - Dividend Comparison
DFAS's dividend yield for the trailing twelve months is around 0.90%, less than VBR's 1.92% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DFAS Dimensional U.S. Small Cap ETF | 0.90% | 0.93% | 1.00% | 1.03% | 3.24% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VBR Vanguard Small-Cap Value ETF | 1.92% | 1.98% | 2.12% | 2.03% | 1.75% | 1.68% | 2.06% | 2.35% | 1.79% | 1.77% | 1.99% | 1.77% |
Drawdowns
DFAS vs. VBR - Drawdown Comparison
The maximum DFAS drawdown since its inception was -24.77%, smaller than the maximum VBR drawdown of -62.01%. Use the drawdown chart below to compare losses from any high point for DFAS and VBR. For additional features, visit the drawdowns tool.
Volatility
DFAS vs. VBR - Volatility Comparison
Dimensional U.S. Small Cap ETF (DFAS) and Vanguard Small-Cap Value ETF (VBR) have volatilities of 5.74% and 5.52%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.