Correlation
The correlation between DFIS and VSS is 0.72, 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.
DFIS vs. VSS
Compare and contrast key facts about Dimensional International Small Cap ETF (DFIS) and Vanguard FTSE All-World ex-US Small-Cap ETF (VSS).
DFIS and VSS 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. VSS is a passively managed fund by Vanguard that tracks the performance of the FTSE Global Small Cap ex US Index. It was launched on Apr 2, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DFIS or VSS.
Performance
DFIS vs. VSS - Performance Comparison
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Key characteristics
DFIS:
0.88
VSS:
0.66
DFIS:
1.25
VSS:
0.96
DFIS:
1.17
VSS:
1.13
DFIS:
1.08
VSS:
0.57
DFIS:
3.17
VSS:
2.08
DFIS:
4.64%
VSS:
4.87%
DFIS:
17.52%
VSS:
16.49%
DFIS:
-27.23%
VSS:
-43.51%
DFIS:
-0.21%
VSS:
-0.27%
Returns By Period
In the year-to-date period, DFIS achieves a 17.60% return, which is significantly higher than VSS's 11.54% return.
DFIS
17.60%
5.45%
14.47%
14.20%
9.34%
N/A
N/A
VSS
11.54%
4.54%
8.54%
10.21%
6.48%
9.51%
4.79%
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DFIS vs. VSS - Expense Ratio Comparison
DFIS has a 0.39% expense ratio, which is higher than VSS's 0.07% expense ratio.
Risk-Adjusted Performance
DFIS vs. VSS — Risk-Adjusted Performance Rank
DFIS
VSS
DFIS vs. VSS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Dimensional International Small Cap ETF (DFIS) and Vanguard FTSE All-World ex-US Small-Cap ETF (VSS). 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
DFIS vs. VSS - Dividend Comparison
DFIS's dividend yield for the trailing twelve months is around 1.94%, less than VSS's 3.09% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DFIS Dimensional International Small Cap ETF | 1.94% | 2.19% | 2.36% | 1.13% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VSS Vanguard FTSE All-World ex-US Small-Cap ETF | 3.09% | 3.44% | 3.14% | 2.30% | 2.74% | 1.90% | 3.25% | 2.80% | 2.83% | 2.93% | 2.66% | 2.67% |
Drawdowns
DFIS vs. VSS - Drawdown Comparison
The maximum DFIS drawdown since its inception was -27.23%, smaller than the maximum VSS drawdown of -43.51%. Use the drawdown chart below to compare losses from any high point for DFIS and VSS.
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Volatility
DFIS vs. VSS - Volatility Comparison
The current volatility for Dimensional International Small Cap ETF (DFIS) is 2.65%, while Vanguard FTSE All-World ex-US Small-Cap ETF (VSS) has a volatility of 2.96%. This indicates that DFIS experiences smaller price fluctuations and is considered to be less risky than VSS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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