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DFIV vs. GVAL
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

DFIV vs. GVAL - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Dimensional International Value ETF (DFIV) and Cambria Global Value ETF (GVAL). The values are adjusted to include any dividend payments, if applicable.

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DFIV vs. GVAL - Yearly Performance Comparison


2026 (YTD)20252024202320222021
DFIV
Dimensional International Value ETF
5.98%45.36%7.26%17.75%-3.70%0.08%
GVAL
Cambria Global Value ETF
5.70%55.87%2.59%13.30%-7.98%-3.66%

Returns By Period

The year-to-date returns for both stocks are quite close, with DFIV having a 5.98% return and GVAL slightly lower at 5.70%.


DFIV

1D
2.74%
1M
-5.65%
YTD
5.98%
6M
15.53%
1Y
38.38%
3Y*
22.24%
5Y*
10Y*

GVAL

1D
3.01%
1M
-6.45%
YTD
5.70%
6M
14.74%
1Y
38.86%
3Y*
23.32%
5Y*
13.26%
10Y*
9.91%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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DFIV vs. GVAL - Expense Ratio Comparison

DFIV has a 0.27% expense ratio, which is lower than GVAL's 0.66% expense ratio.


Return for Risk

DFIV vs. GVAL — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

DFIV
DFIV Risk / Return Rank: 9494
Overall Rank
DFIV Sharpe Ratio Rank: 9494
Sharpe Ratio Rank
DFIV Sortino Ratio Rank: 9595
Sortino Ratio Rank
DFIV Omega Ratio Rank: 9595
Omega Ratio Rank
DFIV Calmar Ratio Rank: 9191
Calmar Ratio Rank
DFIV Martin Ratio Rank: 9494
Martin Ratio Rank

GVAL
GVAL Risk / Return Rank: 9494
Overall Rank
GVAL Sharpe Ratio Rank: 9494
Sharpe Ratio Rank
GVAL Sortino Ratio Rank: 9494
Sortino Ratio Rank
GVAL Omega Ratio Rank: 9595
Omega Ratio Rank
GVAL Calmar Ratio Rank: 9292
Calmar Ratio Rank
GVAL Martin Ratio Rank: 9292
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.

DFIV vs. GVAL - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Dimensional International Value ETF (DFIV) and Cambria Global Value ETF (GVAL). 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.


DFIVGVALDifference

Sharpe ratio

Return per unit of total volatility

2.25

2.26

-0.01

Sortino ratio

Return per unit of downside risk

2.94

2.90

+0.03

Omega ratio

Gain probability vs. loss probability

1.46

1.47

-0.01

Calmar ratio

Return relative to maximum drawdown

3.08

3.32

-0.25

Martin ratio

Return relative to average drawdown

13.72

12.67

+1.05

DFIV vs. GVAL - Sharpe Ratio Comparison

The current DFIV Sharpe Ratio is 2.25, which is comparable to the GVAL Sharpe Ratio of 2.26. The chart below compares the historical Sharpe Ratios of DFIV and GVAL, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


DFIVGVALDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.25

2.26

-0.01

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.73

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.52

Sharpe Ratio (All Time)

Calculated using the full available price history

0.89

0.32

+0.57

Correlation

The correlation between DFIV and GVAL is 0.82, 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

DFIV vs. GVAL - Dividend Comparison

DFIV's dividend yield for the trailing twelve months is around 2.69%, less than GVAL's 3.06% yield.


TTM20252024202320222021202020192018201720162015
DFIV
Dimensional International Value ETF
2.69%2.92%3.88%3.93%3.84%2.30%0.00%0.00%0.00%0.00%0.00%0.00%
GVAL
Cambria Global Value ETF
3.06%2.93%4.75%6.12%5.05%2.97%1.90%2.84%4.65%2.00%2.54%2.11%

Drawdowns

DFIV vs. GVAL - Drawdown Comparison

The maximum DFIV drawdown since its inception was -25.42%, smaller than the maximum GVAL drawdown of -46.82%. Use the drawdown chart below to compare losses from any high point for DFIV and GVAL.


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Drawdown Indicators


DFIVGVALDifference

Max Drawdown

Largest peak-to-trough decline

-25.42%

-46.82%

+21.40%

Max Drawdown (1Y)

Largest decline over 1 year

-12.12%

-11.50%

-0.62%

Max Drawdown (5Y)

Largest decline over 5 years

-30.83%

Max Drawdown (10Y)

Largest decline over 10 years

-46.82%

Current Drawdown

Current decline from peak

-5.95%

-7.55%

+1.60%

Average Drawdown

Average peak-to-trough decline

-4.58%

-14.04%

+9.46%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.72%

3.02%

-0.30%

Volatility

DFIV vs. GVAL - Volatility Comparison

The current volatility for Dimensional International Value ETF (DFIV) is 6.81%, while Cambria Global Value ETF (GVAL) has a volatility of 8.03%. This indicates that DFIV experiences smaller price fluctuations and is considered to be less risky than GVAL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


DFIVGVALDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.81%

8.03%

-1.22%

Volatility (6M)

Calculated over the trailing 6-month period

10.46%

11.33%

-0.87%

Volatility (1Y)

Calculated over the trailing 1-year period

17.16%

17.32%

-0.16%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.71%

18.31%

-1.60%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.71%

19.18%

-2.47%