Correlation
The correlation between DFGX and DFGP 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.
DFGX vs. DFGP
Compare and contrast key facts about Dimensional Global Ex US Core Fixed Income ETF (DFGX) and Dimensional Global Core Plus Fixed Income ETF (DFGP).
DFGX and DFGP are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. DFGX is an actively managed fund by Dimensional. It was launched on Nov 7, 2023. DFGP 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: DFGX or DFGP.
Performance
DFGX vs. DFGP - Performance Comparison
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Key characteristics
DFGX:
1.08
DFGP:
1.19
DFGX:
1.72
DFGP:
1.86
DFGX:
1.21
DFGP:
1.24
DFGX:
2.19
DFGP:
2.09
DFGX:
6.14
DFGP:
5.55
DFGX:
0.98%
DFGP:
1.15%
DFGX:
5.06%
DFGP:
4.87%
DFGX:
-2.74%
DFGP:
-3.04%
DFGX:
-0.15%
DFGP:
-0.38%
Returns By Period
In the year-to-date period, DFGX achieves a 1.25% return, which is significantly lower than DFGP's 1.74% return.
DFGX
1.25%
0.46%
0.13%
5.41%
N/A
N/A
N/A
DFGP
1.74%
0.64%
0.12%
5.74%
N/A
N/A
N/A
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DFGX vs. DFGP - Expense Ratio Comparison
DFGX has a 0.20% expense ratio, which is lower than DFGP's 0.22% expense ratio. Despite the difference, 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
DFGX vs. DFGP — Risk-Adjusted Performance Rank
DFGX
DFGP
DFGX vs. DFGP - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Dimensional Global Ex US Core Fixed Income ETF (DFGX) and Dimensional Global Core Plus Fixed Income ETF (DFGP). 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
DFGX vs. DFGP - Dividend Comparison
DFGX's dividend yield for the trailing twelve months is around 3.99%, more than DFGP's 3.76% yield.
| TTM | 2024 | 2023 | |
|---|---|---|---|
DFGX Dimensional Global Ex US Core Fixed Income ETF | 3.99% | 4.61% | 0.49% |
DFGP Dimensional Global Core Plus Fixed Income ETF | 3.76% | 4.51% | 0.62% |
Drawdowns
DFGX vs. DFGP - Drawdown Comparison
The maximum DFGX drawdown since its inception was -2.74%, smaller than the maximum DFGP drawdown of -3.04%. Use the drawdown chart below to compare losses from any high point for DFGX and DFGP.
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Volatility
DFGX vs. DFGP - Volatility Comparison
Dimensional Global Ex US Core Fixed Income ETF (DFGX) and Dimensional Global Core Plus Fixed Income ETF (DFGP) have volatilities of 1.57% and 1.52%, 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.
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