Correlation
The correlation between DFGP and DFGX is 0.16, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
DFGP vs. DFGX
Compare and contrast key facts about Dimensional Global Core Plus Fixed Income ETF (DFGP) and Dimensional Global Ex US Core Fixed Income ETF (DFGX).
DFGP and DFGX are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. DFGP is an actively managed fund by Dimensional. It was launched on Nov 7, 2023. DFGX is an actively managed fund by Dimensional. It was launched on Nov 7, 2023.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DFGP or DFGX.
Performance
DFGP vs. DFGX - Performance Comparison
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Key characteristics
DFGP:
1.27
DFGX:
1.17
DFGP:
1.75
DFGX:
1.58
DFGP:
1.22
DFGX:
1.20
DFGP:
1.97
DFGX:
2.03
DFGP:
5.23
DFGX:
5.70
DFGP:
1.15%
DFGX:
0.98%
DFGP:
4.87%
DFGX:
5.06%
DFGP:
-3.04%
DFGX:
-2.74%
DFGP:
-0.28%
DFGX:
0.00%
Returns By Period
In the year-to-date period, DFGP achieves a 1.83% return, which is significantly higher than DFGX's 1.41% return.
DFGP
1.83%
0.73%
0.45%
5.84%
N/A
N/A
N/A
DFGX
1.41%
0.61%
0.52%
5.57%
N/A
N/A
N/A
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DFGP vs. DFGX - Expense Ratio Comparison
DFGP has a 0.22% expense ratio, which is higher than DFGX's 0.20% 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%.
Risk-Adjusted Performance
DFGP vs. DFGX — Risk-Adjusted Performance Rank
DFGP
DFGX
DFGP vs. DFGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Dimensional Global Core Plus Fixed Income ETF (DFGP) and Dimensional Global Ex US Core Fixed Income ETF (DFGX). 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.
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Dividends
DFGP vs. DFGX - Dividend Comparison
DFGP's dividend yield for the trailing twelve months is around 3.76%, less than DFGX's 3.99% yield.
| TTM | 2024 | 2023 | |
|---|---|---|---|
DFGP Dimensional Global Core Plus Fixed Income ETF | 3.76% | 4.51% | 0.62% |
DFGX Dimensional Global Ex US Core Fixed Income ETF | 3.99% | 4.61% | 0.49% |
Drawdowns
DFGP vs. DFGX - Drawdown Comparison
The maximum DFGP drawdown since its inception was -3.04%, which is greater than DFGX's maximum drawdown of -2.74%. Use the drawdown chart below to compare losses from any high point for DFGP and DFGX.
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Volatility
DFGP vs. DFGX - Volatility Comparison
Dimensional Global Core Plus Fixed Income ETF (DFGP) and Dimensional Global Ex US Core Fixed Income ETF (DFGX) have volatilities of 1.59% and 1.57%, 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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