DFLV vs. DFUV
Compare and contrast key facts about Dimensional US Large Cap Value ETF (DFLV) and Dimensional US Marketwide Value ETF (DFUV).
DFLV and DFUV are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. DFLV is an actively managed fund by Dimensional. It was launched on Dec 6, 2022. DFUV is an actively managed fund by Dimensional. It was launched on Dec 16, 1998.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DFLV or DFUV.
Key characteristics
| DFLV | DFUV | |
|---|---|---|
| YTD Return | 13.10% | 11.43% |
| 1Y Return | 21.17% | 19.79% |
| Sharpe Ratio | 1.71 | 1.50 |
| Daily Std Dev | 12.22% | 12.98% |
| Max Drawdown | -11.29% | -15.35% |
| Current Drawdown | -1.20% | -1.23% |
Correlation
The correlation between DFLV and DFUV is 0.99, 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
DFLV vs. DFUV - Performance Comparison
In the year-to-date period, DFLV achieves a 13.10% return, which is significantly higher than DFUV's 11.43% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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DFLV vs. DFUV - Expense Ratio Comparison
DFLV has a 0.22% expense ratio, which is higher than DFUV's 0.21% 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
DFLV vs. DFUV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Dimensional US Large Cap Value ETF (DFLV) and Dimensional US Marketwide Value ETF (DFUV). 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
DFLV vs. DFUV - Dividend Comparison
DFLV's dividend yield for the trailing twelve months is around 1.69%, more than DFUV's 1.57% yield.
| TTM | 2023 | 2022 | |
|---|---|---|---|
DFLV Dimensional US Large Cap Value ETF | 1.69% | 1.72% | 0.11% |
DFUV Dimensional US Marketwide Value ETF | 1.57% | 1.72% | 1.34% |
Drawdowns
DFLV vs. DFUV - Drawdown Comparison
The maximum DFLV drawdown since its inception was -11.29%, smaller than the maximum DFUV drawdown of -15.35%. Use the drawdown chart below to compare losses from any high point for DFLV and DFUV. For additional features, visit the drawdowns tool.
Volatility
DFLV vs. DFUV - Volatility Comparison
The current volatility for Dimensional US Large Cap Value ETF (DFLV) is 3.53%, while Dimensional US Marketwide Value ETF (DFUV) has a volatility of 3.80%. This indicates that DFLV experiences smaller price fluctuations and is considered to be less risky than DFUV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.