DFSD vs. DUSB
Compare and contrast key facts about Dimensional Short-Duration Fixed Income ETF (DFSD) and Dimensional Ultrashort Fixed Income ETF (DUSB).
DFSD and DUSB are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. DFSD is an actively managed fund by Dimensional. It was launched on Nov 15, 2021. DUSB is an actively managed fund by Dimensional. It was launched on Sep 26, 2023.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DFSD or DUSB.
Correlation
The correlation between DFSD and DUSB is 0.12, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
DFSD vs. DUSB - Performance Comparison
Key characteristics
DFSD:
3.28
DUSB:
9.71
DFSD:
5.19
DUSB:
19.19
DFSD:
1.69
DUSB:
4.90
DFSD:
8.82
DUSB:
35.02
DFSD:
23.36
DUSB:
258.72
DFSD:
0.25%
DUSB:
0.02%
DFSD:
1.81%
DUSB:
0.53%
DFSD:
-8.45%
DUSB:
-0.15%
DFSD:
-0.38%
DUSB:
-0.15%
Returns By Period
In the year-to-date period, DFSD achieves a 1.95% return, which is significantly higher than DUSB's 1.01% return.
DFSD
1.95%
0.59%
2.36%
6.01%
N/A
N/A
DUSB
1.01%
0.17%
2.25%
5.14%
N/A
N/A
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DFSD vs. DUSB - Expense Ratio Comparison
DFSD has a 0.16% expense ratio, which is higher than DUSB's 0.15% 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
DFSD vs. DUSB — Risk-Adjusted Performance Rank
DFSD
DUSB
DFSD vs. DUSB - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Dimensional Short-Duration Fixed Income ETF (DFSD) and Dimensional Ultrashort Fixed Income ETF (DUSB). 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
DFSD vs. DUSB - Dividend Comparison
DFSD's dividend yield for the trailing twelve months is around 4.61%, less than DUSB's 4.93% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|
DFSD Dimensional Short-Duration Fixed Income ETF | 4.61% | 4.81% | 3.89% | 2.11% | 0.11% |
DUSB Dimensional Ultrashort Fixed Income ETF | 4.93% | 4.92% | 1.24% | 0.00% | 0.00% |
Drawdowns
DFSD vs. DUSB - Drawdown Comparison
The maximum DFSD drawdown since its inception was -8.45%, which is greater than DUSB's maximum drawdown of -0.15%. Use the drawdown chart below to compare losses from any high point for DFSD and DUSB. For additional features, visit the drawdowns tool.
Volatility
DFSD vs. DUSB - Volatility Comparison
Dimensional Short-Duration Fixed Income ETF (DFSD) has a higher volatility of 0.76% compared to Dimensional Ultrashort Fixed Income ETF (DUSB) at 0.18%. This indicates that DFSD's price experiences larger fluctuations and is considered to be riskier than DUSB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.