DFAW vs. VTWAX

In the year-to-date period, DFAW achieves a 3.40% return, which is significantly lower than VTWAX's 5.43% return.

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DFAW has a 0.25% expense ratio, which is higher than VTWAX's 0.10% 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%.

This table presents a comparison of risk-adjusted performance metrics for Dimensional World Equity ETF (DFAW) and Vanguard Total World Stock Index Fund Admiral Shares (VTWAX). 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 DFAW Sharpe Ratio is 0.63, which is comparable to the VTWAX Sharpe Ratio of 0.80. The chart below compares the historical Sharpe Ratios of DFAW and VTWAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

DFAW's dividend yield for the trailing twelve months is around 1.50%, less than VTWAX's 1.80% yield.

The maximum DFAW drawdown since its inception was -16.94%, smaller than the maximum VTWAX drawdown of -34.20%. Use the drawdown chart below to compare losses from any high point for DFAW and VTWAX.

Dimensional World Equity ETF (DFAW) has a higher volatility of 4.22% compared to Vanguard Total World Stock Index Fund Admiral Shares (VTWAX) at 3.75%. This indicates that DFAW's price experiences larger fluctuations and is considered to be riskier than VTWAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.