PortfoliosLab logoPortfoliosLab logo
DFAX vs. VTSAX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

DFAX vs. VTSAX - 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 Total Stock Market Index Fund Admiral Shares (VTSAX). The values are adjusted to include any dividend payments, if applicable.

Loading graphics...

DFAX vs. VTSAX - Yearly Performance Comparison


2026 (YTD)20252024202320222021
DFAX
Dimensional World ex US Core Equity 2 ETF
3.97%35.42%4.78%16.66%-14.48%-2.68%
VTSAX
Vanguard Total Stock Market Index Fund Admiral Shares
-6.75%17.12%23.23%26.51%-19.52%5.50%

Returns By Period

In the year-to-date period, DFAX achieves a 3.97% return, which is significantly higher than VTSAX's -6.75% return.


DFAX

1D
3.06%
1M
-8.01%
YTD
3.97%
6M
9.21%
1Y
33.25%
3Y*
17.18%
5Y*
10Y*

VTSAX

1D
-0.46%
1M
-7.71%
YTD
-6.75%
6M
-4.47%
1Y
14.76%
3Y*
16.69%
5Y*
10.11%
10Y*
13.27%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


DFAX vs. VTSAX - Expense Ratio Comparison

DFAX has a 0.30% expense ratio, which is higher than VTSAX's 0.04% expense ratio.


Return for Risk

DFAX vs. VTSAX — 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: 9191
Sharpe Ratio Rank
DFAX Sortino Ratio Rank: 9292
Sortino Ratio Rank
DFAX Omega Ratio Rank: 9393
Omega Ratio Rank
DFAX Calmar Ratio Rank: 9090
Calmar Ratio Rank
DFAX Martin Ratio Rank: 9090
Martin Ratio Rank

VTSAX
VTSAX Risk / Return Rank: 4646
Overall Rank
VTSAX Sharpe Ratio Rank: 4141
Sharpe Ratio Rank
VTSAX Sortino Ratio Rank: 4545
Sortino Ratio Rank
VTSAX Omega Ratio Rank: 4949
Omega Ratio Rank
VTSAX Calmar Ratio Rank: 4141
Calmar Ratio Rank
VTSAX Martin Ratio Rank: 5353
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. VTSAX - 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 Total Stock Market Index Fund Admiral Shares (VTSAX). 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.


DFAXVTSAXDifference

Sharpe ratio

Return per unit of total volatility

1.98

0.84

+1.15

Sortino ratio

Return per unit of downside risk

2.62

1.29

+1.32

Omega ratio

Gain probability vs. loss probability

1.41

1.20

+0.21

Calmar ratio

Return relative to maximum drawdown

2.84

1.05

+1.79

Martin ratio

Return relative to average drawdown

11.22

5.08

+6.13

DFAX vs. VTSAX - Sharpe Ratio Comparison

The current DFAX Sharpe Ratio is 1.98, which is higher than the VTSAX Sharpe Ratio of 0.84. The chart below compares the historical Sharpe Ratios of DFAX and VTSAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Loading graphics...

Sharpe Ratios by Period


DFAXVTSAXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.98

0.84

+1.15

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.59

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.72

Sharpe Ratio (All Time)

Calculated using the full available price history

0.52

0.43

+0.09

Correlation

The correlation between DFAX and VTSAX is 0.76, 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.


Dividends

DFAX vs. VTSAX - Dividend Comparison

DFAX's dividend yield for the trailing twelve months is around 2.46%, more than VTSAX's 1.20% yield.


TTM20252024202320222021202020192018201720162015
DFAX
Dimensional World ex US Core Equity 2 ETF
2.46%2.58%2.98%3.01%3.30%1.40%0.00%0.00%0.00%0.00%0.00%0.00%
VTSAX
Vanguard Total Stock Market Index Fund Admiral Shares
1.20%1.11%1.26%1.42%1.65%1.20%1.41%1.76%2.03%1.71%1.92%1.98%

Drawdowns

DFAX vs. VTSAX - Drawdown Comparison

The maximum DFAX drawdown since its inception was -28.15%, smaller than the maximum VTSAX drawdown of -55.33%. Use the drawdown chart below to compare losses from any high point for DFAX and VTSAX.


Loading graphics...

Drawdown Indicators


DFAXVTSAXDifference

Max Drawdown

Largest peak-to-trough decline

-28.15%

-55.33%

+27.18%

Max Drawdown (1Y)

Largest decline over 1 year

-11.31%

-12.41%

+1.10%

Max Drawdown (5Y)

Largest decline over 5 years

-25.36%

Max Drawdown (10Y)

Largest decline over 10 years

-34.97%

Current Drawdown

Current decline from peak

-8.28%

-8.92%

+0.64%

Average Drawdown

Average peak-to-trough decline

-6.86%

-9.06%

+2.20%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.87%

2.56%

+0.31%

Volatility

DFAX vs. VTSAX - Volatility Comparison

Dimensional World ex US Core Equity 2 ETF (DFAX) has a higher volatility of 8.05% compared to Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX) at 4.39%. This indicates that DFAX's price experiences larger fluctuations and is considered to be riskier than VTSAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading graphics...

Volatility by Period


DFAXVTSAXDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.05%

4.39%

+3.66%

Volatility (6M)

Calculated over the trailing 6-month period

11.27%

9.33%

+1.94%

Volatility (1Y)

Calculated over the trailing 1-year period

16.86%

18.42%

-1.56%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

15.86%

17.32%

-1.46%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

15.86%

18.37%

-2.51%