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DFSB vs. BND
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

DFSB vs. BND - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Dimensional Global Sustainability Fixed Income ETF (DFSB) and Vanguard Total Bond Market ETF (BND). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, DFSB achieves a 1.25% return, which is significantly higher than BND's 0.38% return.


DFSB

1D
-0.21%
1M
0.89%
YTD
1.25%
6M
1.48%
1Y
4.07%
3Y*
4.90%
5Y*
10Y*

BND

1D
-0.27%
1M
0.53%
YTD
0.38%
6M
0.45%
1Y
4.37%
3Y*
3.92%
5Y*
0.04%
10Y*
1.55%
*Multi-year figures are annualized to reflect compound growth (CAGR)

DFSB vs. BND - Yearly Performance Comparison


2026 (YTD)2025202420232022
DFSB
Dimensional Global Sustainability Fixed Income ETF
1.25%5.22%2.45%9.37%-0.62%
BND
Vanguard Total Bond Market ETF
0.38%7.08%1.38%5.65%0.58%

Correlation

The correlation between DFSB and BND is 0.89, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.89

Correlation (3Y)
Calculated over the trailing 3-year period

0.92

Correlation (All Time)
Calculated using the full available price history since Nov 16, 2022

0.93

The correlation between DFSB and BND has been stable across timeframes, ranging from 0.89 to 0.93 - a consistent structural relationship.

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Return for Risk

DFSB vs. BND — Risk / Return Rank

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

DFSB
DFSB Risk / Return Rank: 2929
Overall Rank
DFSB Sharpe Ratio Rank: 3030
Sharpe Ratio Rank
DFSB Sortino Ratio Rank: 3030
Sortino Ratio Rank
DFSB Omega Ratio Rank: 2727
Omega Ratio Rank
DFSB Calmar Ratio Rank: 2828
Calmar Ratio Rank
DFSB Martin Ratio Rank: 3030
Martin Ratio Rank

BND
BND Risk / Return Rank: 3333
Overall Rank
BND Sharpe Ratio Rank: 3333
Sharpe Ratio Rank
BND Sortino Ratio Rank: 3434
Sortino Ratio Rank
BND Omega Ratio Rank: 3131
Omega Ratio Rank
BND Calmar Ratio Rank: 3333
Calmar Ratio Rank
BND Martin Ratio Rank: 3333
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.

DFSB vs. BND - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Dimensional Global Sustainability Fixed Income ETF (DFSB) and Vanguard Total Bond Market ETF (BND). 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.


DFSBBNDDifference
Sharpe ratioReturn per unit of total volatility

-0.13

Sortino ratioReturn per unit of downside risk

-0.20

Omega ratioGain probability vs. loss probability

1.18

1.21

-0.02

Calmar ratioReturn relative to maximum drawdown

1.34

1.64

-0.30

Martin ratioReturn relative to average drawdown

4.10

4.69

-0.58

DFSB vs. BND - Sharpe Ratio Comparison

The current DFSB Sharpe Ratio is 1.05, which is comparable to the BND Sharpe Ratio of 1.18. The chart below compares the historical Sharpe Ratios of DFSB and BND, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

DFSB vs. BND - Drawdown Comparison

The maximum DFSB drawdown since its inception was -5.16%, smaller than the maximum BND drawdown of -18.58%. Use the drawdown chart below to compare losses from any high point for DFSB and BND.


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Drawdown Indicators


DFSBBNDDifference

Max Drawdown

Largest peak-to-trough decline

-5.16%

-18.58%

+13.42%

Max Drawdown (1Y)

Largest decline over 1 year

-3.04%

-2.68%

-0.36%

Max Drawdown (3Y)

Largest decline over 3 years

-4.37%

-5.92%

+1.55%

Max Drawdown (5Y)

Largest decline over 5 years

-17.91%

Max Drawdown (10Y)

Largest decline over 10 years

-18.58%

Current Drawdown

Current decline from peak

-0.72%

-2.26%

+1.54%

Average Drawdown

Average peak-to-trough decline

-1.25%

-3.06%

+1.81%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.99%

0.93%

+0.06%

Volatility

DFSB vs. BND - Volatility Comparison

Dimensional Global Sustainability Fixed Income ETF (DFSB) has a higher volatility of 1.17% compared to Vanguard Total Bond Market ETF (BND) at 1.08%. This indicates that DFSB's price experiences larger fluctuations and is considered to be riskier than BND based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


DFSBBNDDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.17%

1.08%

+0.09%

Volatility (6M)

Calculated over the trailing 6-month period

3.22%

2.77%

+0.45%

Volatility (1Y)

Calculated over the trailing 1-year period

3.91%

3.74%

+0.17%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

5.45%

6.03%

-0.58%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

5.45%

5.54%

-0.09%

DFSB vs. BND - Expense Ratio Comparison

DFSB has a 0.24% expense ratio, which is higher than BND's 0.03% 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%.


Dividends

DFSB vs. BND - Dividend Comparison

DFSB's dividend yield for the trailing twelve months is around 3.60%, less than BND's 3.96% yield.


PositionTTM20252024202320222021202020192018201720162015
BND
Vanguard Total Bond Market ETF
3.96%3.86%3.67%3.09%2.60%2.12%2.38%2.72%2.81%2.54%2.51%2.57%
DFSB
Dimensional Global Sustainability Fixed Income ETF
3.60%3.46%4.35%5.27%0.41%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


DFSB and BND have a correlation of 0.89, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

DFSB has higher volatility (1.17%) compared to BND (1.08%). In terms of maximum drawdown, DFSB dropped -5.16% vs BND's -18.58%.

On 3-year performance, DFSB leads with 4.90% vs 3.92% for BND. On fees, BND is cheaper at 0.03% per year. Their volatility is very similar. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 3-year period, DFSB has performed better with a 4.90% return vs 3.92%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

BND is cheaper with a 0.03% expense ratio, compared with 0.24% for DFSB.

BND has the higher dividend yield at 3.96%, compared with 3.60% for DFSB.

DFSB is categorized as Global Bonds, while BND is Total Bond Market. They also come from different issuers: Dimensional and Vanguard. Their fees differ too: 0.24% for DFSB and 0.03% for BND.

BND currently has the higher Sharpe Ratio (1.18 vs 1.05), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for DFSB and BND

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