DFMC vs. DUSG

Last updated Jul 17, 2026

DFMC (Dimensional US Micro Cap Portfolio ETF) and DUSG (Dimensional U.S. Small Cap Growth ETF) are both exchange-traded funds - DFMC is a Small Cap Blend Equities fund actively managed by Dimensional Fund Advisors, while DUSG is a Small Cap Growth Equities fund actively managed by Dimensional Fund Advisors. Both are actively managed. Their correlation of 0.93 suggests significant overlap in exposure. DFMC charges 0.41%/yr vs 0.32%/yr for DUSG.

Performance

DFMC vs. DUSG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Dimensional US Micro Cap Portfolio ETF (DFMC) and Dimensional U.S. Small Cap Growth ETF (DUSG). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

DFMC

• 1D: 0.71%
• 1M: 4.11%
• 6M: —
• YTD: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

DUSG

• 1D: 0.69%
• 1M: 0.55%
• 6M: —
• YTD: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

DFMC vs. DUSG - Yearly Performance Comparison

	2026 (YTD)
DFMC Dimensional US Micro Cap Portfolio ETF	7.69%
DUSG Dimensional U.S. Small Cap Growth ETF	3.37%

Correlation

The correlation between DFMC and DUSG is 0.93, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (All Time) Calculated using the full available price history since May 6, 2026	0.93

Return for Risk

DFMC vs. DUSG - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Dimensional US Micro Cap Portfolio ETF (DFMC) and Dimensional U.S. Small Cap Growth ETF (DUSG). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Drawdowns

DFMC vs. DUSG - Drawdown Comparison

The maximum DFMC drawdown since its inception was -4.29%, roughly equal to the maximum DUSG drawdown of -4.19%. Use the drawdown chart below to compare losses from any high point for DFMC and DUSG.

Drawdown Indicators

	DFMC	DUSG	Difference
Max Drawdown Largest peak-to-trough decline	-4.29%	-4.19%	-0.10%
Current Drawdown Current decline from peak	-0.62%	-1.66%	+1.04%
Average Drawdown Average peak-to-trough decline	-0.80%	-1.14%	+0.34%

Volatility

Volatility by Period

	DFMC	DUSG	Difference
Volatility (1Y) Calculated over the trailing 1-year period	15.40%	14.63%	+0.77%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	15.40%	14.63%	+0.77%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	15.40%	14.63%	+0.77%

DFMC vs. DUSG - Expense Ratio Comparison

DFMC has a 0.41% expense ratio, which is higher than DUSG's 0.32% expense ratio.

Dividends

DFMC vs. DUSG - Dividend Comparison

DFMC's dividend yield for the trailing twelve months is around 0.22%, more than DUSG's 0.14% yield.

Position	TTM
DFMC Dimensional US Micro Cap Portfolio ETF	0.22%
DUSG Dimensional U.S. Small Cap Growth ETF	0.14%

Frequently Asked Questions

Can I hold both DFMC and DUSG in my portfolio?

With a correlation of 0.93, DFMC and DUSG move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

Which ETF is better, DFMC or DUSG?

On fees, DUSG is cheaper at 0.32% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, DFMC or DUSG?

DUSG is cheaper with a 0.32% expense ratio, compared with 0.41% for DFMC.

Which ETF pays a higher dividend yield, DFMC or DUSG?

DFMC has the higher dividend yield at 0.22%, compared with 0.14% for DUSG.

What is the main difference between DFMC and DUSG?

DFMC is categorized as Small Cap Blend Equities, while DUSG is Small Cap Growth Equities. Their fees differ too: 0.41% for DFMC and 0.32% for DUSG.