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DFAX vs. MGK
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

DFAX vs. MGK - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Dimensional World ex US Core Equity 2 ETF (DFAX) and Vanguard Mega Cap Growth ETF (MGK). The values are adjusted to include any dividend payments, if applicable.

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DFAX vs. MGK - Yearly Performance Comparison


2026 (YTD)20252024202320222021
DFAX
Dimensional World ex US Core Equity 2 ETF
5.34%35.42%4.78%16.66%-14.48%-2.68%
MGK
Vanguard Mega Cap Growth ETF
-9.86%20.67%32.94%51.67%-33.59%6.15%

Returns By Period

In the year-to-date period, DFAX achieves a 5.34% return, which is significantly higher than MGK's -9.86% return.


DFAX

1D
1.32%
1M
-5.38%
YTD
5.34%
6M
10.06%
1Y
34.45%
3Y*
17.69%
5Y*
10Y*

MGK

1D
1.17%
1M
-4.13%
YTD
-9.86%
6M
-7.94%
1Y
19.83%
3Y*
22.59%
5Y*
12.64%
10Y*
16.97%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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DFAX vs. MGK - Expense Ratio Comparison

DFAX has a 0.30% expense ratio, which is higher than MGK's 0.05% expense ratio.


Return for Risk

DFAX vs. MGK — Risk / Return Rank

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

DFAX
DFAX Risk / Return Rank: 9191
Overall Rank
DFAX Sharpe Ratio Rank: 9090
Sharpe Ratio Rank
DFAX Sortino Ratio Rank: 9191
Sortino Ratio Rank
DFAX Omega Ratio Rank: 9292
Omega Ratio Rank
DFAX Calmar Ratio Rank: 9090
Calmar Ratio Rank
DFAX Martin Ratio Rank: 9090
Martin Ratio Rank

MGK
MGK Risk / Return Rank: 4646
Overall Rank
MGK Sharpe Ratio Rank: 4545
Sharpe Ratio Rank
MGK Sortino Ratio Rank: 5050
Sortino Ratio Rank
MGK Omega Ratio Rank: 4848
Omega Ratio Rank
MGK Calmar Ratio Rank: 4545
Calmar Ratio Rank
MGK Martin Ratio Rank: 4444
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.

DFAX vs. MGK - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Dimensional World ex US Core Equity 2 ETF (DFAX) and Vanguard Mega Cap Growth ETF (MGK). 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.


DFAXMGKDifference

Sharpe ratio

Return per unit of total volatility

2.05

0.85

+1.20

Sortino ratio

Return per unit of downside risk

2.70

1.39

+1.31

Omega ratio

Gain probability vs. loss probability

1.42

1.19

+0.22

Calmar ratio

Return relative to maximum drawdown

3.10

1.23

+1.86

Martin ratio

Return relative to average drawdown

12.07

4.27

+7.81

DFAX vs. MGK - Sharpe Ratio Comparison

The current DFAX Sharpe Ratio is 2.05, which is higher than the MGK Sharpe Ratio of 0.85. The chart below compares the historical Sharpe Ratios of DFAX and MGK, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


DFAXMGKDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.05

0.85

+1.20

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.56

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.78

Sharpe Ratio (All Time)

Calculated using the full available price history

0.54

0.60

-0.06

Correlation

The correlation between DFAX and MGK is 0.65, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Dividends

DFAX vs. MGK - Dividend Comparison

DFAX's dividend yield for the trailing twelve months is around 2.43%, more than MGK's 0.39% yield.


TTM20252024202320222021202020192018201720162015
DFAX
Dimensional World ex US Core Equity 2 ETF
2.43%2.58%2.98%3.01%3.30%1.40%0.00%0.00%0.00%0.00%0.00%0.00%
MGK
Vanguard Mega Cap Growth ETF
0.39%0.35%0.43%0.50%0.70%0.41%0.65%0.85%1.12%1.23%1.53%1.43%

Drawdowns

DFAX vs. MGK - Drawdown Comparison

The maximum DFAX drawdown since its inception was -28.15%, smaller than the maximum MGK drawdown of -47.97%. Use the drawdown chart below to compare losses from any high point for DFAX and MGK.


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Drawdown Indicators


DFAXMGKDifference

Max Drawdown

Largest peak-to-trough decline

-28.15%

-47.97%

+19.82%

Max Drawdown (1Y)

Largest decline over 1 year

-11.31%

-16.85%

+5.54%

Max Drawdown (5Y)

Largest decline over 5 years

-36.01%

Max Drawdown (10Y)

Largest decline over 10 years

-36.01%

Current Drawdown

Current decline from peak

-7.06%

-12.56%

+5.50%

Average Drawdown

Average peak-to-trough decline

-6.86%

-7.51%

+0.65%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.90%

4.87%

-1.97%

Volatility

DFAX vs. MGK - Volatility Comparison

Dimensional World ex US Core Equity 2 ETF (DFAX) and Vanguard Mega Cap Growth ETF (MGK) have volatilities of 7.40% and 7.13%, 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.


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Volatility by Period


DFAXMGKDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.40%

7.13%

+0.27%

Volatility (6M)

Calculated over the trailing 6-month period

11.34%

12.93%

-1.59%

Volatility (1Y)

Calculated over the trailing 1-year period

16.87%

23.35%

-6.48%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

15.86%

22.63%

-6.77%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

15.86%

21.82%

-5.96%