DFIS vs. SCZ
Compare and contrast key facts about Dimensional International Small Cap ETF (DFIS) and iShares MSCI EAFE Small-Cap ETF (SCZ).
DFIS and SCZ are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. DFIS is an actively managed fund by Dimensional. It was launched on Mar 23, 2022. SCZ is a passively managed fund by iShares that tracks the performance of the MSCI EAFE Small Cap Index. It was launched on Dec 10, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DFIS or SCZ.
Correlation
The correlation between DFIS and SCZ is 0.98, 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.
Performance
DFIS vs. SCZ - Performance Comparison
Key characteristics
DFIS:
0.44
SCZ:
0.28
DFIS:
0.67
SCZ:
0.48
DFIS:
1.08
SCZ:
1.06
DFIS:
0.63
SCZ:
0.19
DFIS:
1.77
SCZ:
1.03
DFIS:
3.40%
SCZ:
3.73%
DFIS:
13.69%
SCZ:
13.75%
DFIS:
-27.23%
SCZ:
-61.86%
DFIS:
-9.05%
SCZ:
-15.38%
Returns By Period
In the year-to-date period, DFIS achieves a 3.06% return, which is significantly higher than SCZ's 0.90% return.
DFIS
3.06%
-1.02%
-0.27%
4.31%
N/A
N/A
SCZ
0.90%
-0.84%
0.14%
2.24%
2.27%
5.31%
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DFIS vs. SCZ - Expense Ratio Comparison
DFIS has a 0.39% expense ratio, which is lower than SCZ's 0.40% expense ratio.
Risk-Adjusted Performance
DFIS vs. SCZ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Dimensional International Small Cap ETF (DFIS) and iShares MSCI EAFE Small-Cap ETF (SCZ). 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.
Dividends
DFIS vs. SCZ - Dividend Comparison
DFIS's dividend yield for the trailing twelve months is around 2.21%, less than SCZ's 3.52% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DFIS Dimensional International Small Cap ETF | 2.21% | 2.36% | 1.13% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SCZ iShares MSCI EAFE Small-Cap ETF | 3.52% | 2.95% | 1.99% | 2.96% | 1.52% | 3.51% | 2.79% | 2.38% | 2.82% | 2.06% | 2.61% | 2.40% |
Drawdowns
DFIS vs. SCZ - Drawdown Comparison
The maximum DFIS drawdown since its inception was -27.23%, smaller than the maximum SCZ drawdown of -61.86%. Use the drawdown chart below to compare losses from any high point for DFIS and SCZ. For additional features, visit the drawdowns tool.
Volatility
DFIS vs. SCZ - Volatility Comparison
Dimensional International Small Cap ETF (DFIS) and iShares MSCI EAFE Small-Cap ETF (SCZ) have volatilities of 3.50% and 3.65%, 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.