PortfoliosLab logoPortfoliosLab logo
DFSE vs. DIEM
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

DFSE vs. DIEM - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) and Franklin Emerging Market Core Dividend Tilt Index ETF (DIEM). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, DFSE achieves a 13.49% return, which is significantly lower than DIEM's 24.14% return.


DFSE

1D
-3.34%
1M
-4.77%
6M
8.47%
YTD
13.49%
1Y
25.67%
3Y*
16.55%
5Y*
10Y*

DIEM

1D
-3.35%
1M
-4.04%
6M
18.80%
YTD
24.14%
1Y
41.33%
3Y*
23.75%
5Y*
10.93%
10Y*
8.30%
*Multi-year figures are annualized to reflect compound growth (CAGR)

DFSE vs. DIEM - Yearly Performance Comparison


2026 (YTD)2025202420232022
DFSE
Dimensional Emerging Markets Sustainability Core 1 ETF
13.49%28.22%6.90%14.66%10.68%
DIEM
Franklin Emerging Market Core Dividend Tilt Index ETF
24.14%30.81%12.29%15.41%12.59%

Correlation

The correlation between DFSE and DIEM is 0.94, 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

0.94

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

0.93

Correlation (All Time)
Calculated using the full available price history since Nov 2, 2022

0.93

The correlation between DFSE and DIEM has been stable across timeframes, ranging from 0.93 to 0.94 - a consistent structural relationship.

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

DFSE vs. DIEM — Risk / Return Rank

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

DFSE
DFSE Risk / Return Rank: 4646
Overall Rank
DFSE Sharpe Ratio Rank: 4242
Sharpe Ratio Rank
DFSE Sortino Ratio Rank: 4040
Sortino Ratio Rank
DFSE Omega Ratio Rank: 4545
Omega Ratio Rank
DFSE Calmar Ratio Rank: 5050
Calmar Ratio Rank
DFSE Martin Ratio Rank: 5050
Martin Ratio Rank

DIEM
DIEM Risk / Return Rank: 7676
Overall Rank
DIEM Sharpe Ratio Rank: 7575
Sharpe Ratio Rank
DIEM Sortino Ratio Rank: 6767
Sortino Ratio Rank
DIEM Omega Ratio Rank: 7979
Omega Ratio Rank
DIEM Calmar Ratio Rank: 8080
Calmar Ratio Rank
DIEM Martin Ratio Rank: 7979
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.

DFSE vs. DIEM - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) and Franklin Emerging Market Core Dividend Tilt Index ETF (DIEM). 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.


DFSEDIEMDifference
Sharpe ratioReturn per unit of total volatility

-0.69

Sortino ratioReturn per unit of downside risk

-0.77

Omega ratioGain probability vs. loss probability

1.24

1.37

-0.13

Calmar ratioReturn relative to maximum drawdown

2.00

3.37

-1.36

Martin ratioReturn relative to average drawdown

6.80

11.88

-5.08

DFSE vs. DIEM - Sharpe Ratio Comparison

The current DFSE Sharpe Ratio is 1.20, which is lower than the DIEM Sharpe Ratio of 1.89. The chart below compares the historical Sharpe Ratios of DFSE and DIEM, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


Loading charts...

Drawdowns

DFSE vs. DIEM - Drawdown Comparison

The maximum DFSE drawdown since its inception was -19.77%, smaller than the maximum DIEM drawdown of -38.61%. Use the drawdown chart below to compare losses from any high point for DFSE and DIEM.


Loading charts...

Drawdown Indicators


DFSEDIEMDifference

Max Drawdown

Largest peak-to-trough decline

-19.77%

-38.61%

+18.84%

Max Drawdown (1Y)

Largest decline over 1 year

-12.88%

-12.33%

-0.55%

Max Drawdown (3Y)

Largest decline over 3 years

-19.77%

-16.82%

-2.95%

Max Drawdown (5Y)

Largest decline over 5 years

-33.34%

Max Drawdown (10Y)

Largest decline over 10 years

-38.61%

Current Drawdown

Current decline from peak

-7.78%

-9.15%

+1.37%

Average Drawdown

Average peak-to-trough decline

-4.01%

-9.67%

+5.66%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.79%

3.49%

+0.30%

Volatility

DFSE vs. DIEM - Volatility Comparison

The current volatility for Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) is 9.95%, while Franklin Emerging Market Core Dividend Tilt Index ETF (DIEM) has a volatility of 10.87%. This indicates that DFSE experiences smaller price fluctuations and is considered to be less risky than DIEM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading charts...

Volatility by Period


DFSEDIEMDifference

Volatility (1M)

Calculated over the trailing 1-month period

9.95%

10.87%

-0.92%

Volatility (6M)

Calculated over the trailing 6-month period

19.53%

20.32%

-0.79%

Volatility (1Y)

Calculated over the trailing 1-year period

21.47%

21.96%

-0.49%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

18.36%

17.81%

+0.55%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.36%

18.00%

+0.36%

DFSE vs. DIEM - Expense Ratio Comparison

DFSE has a 0.41% expense ratio, which is higher than DIEM's 0.19% expense ratio.


Dividends

DFSE vs. DIEM - Dividend Comparison

DFSE's dividend yield for the trailing twelve months is around 1.95%, less than DIEM's 2.99% yield.


PositionTTM2025202420232022202120202019201820172016
DFSE
Dimensional Emerging Markets Sustainability Core 1 ETF
1.95%2.26%2.06%2.06%0.36%0.00%0.00%0.00%0.00%0.00%0.00%
DIEM
Franklin Emerging Market Core Dividend Tilt Index ETF
2.99%2.99%4.92%4.45%6.31%4.06%2.75%5.98%3.87%2.61%0.35%

Frequently Asked Questions


With a correlation of 0.94, DFSE and DIEM 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.

DIEM has higher volatility (10.87%) compared to DFSE (9.95%). In terms of maximum drawdown, DFSE dropped -19.77% vs DIEM's -38.61%.

On 3-year performance, DIEM leads with 23.75% vs 16.55% for DFSE. On fees, DIEM is cheaper at 0.19% per year. On volatility, DFSE has been the lower-risk option at 9.95%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 3-year period, DIEM has performed better with a 23.75% return vs 16.55%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

DIEM is cheaper with a 0.19% expense ratio, compared with 0.41% for DFSE.

DIEM has the higher dividend yield at 2.99%, compared with 1.95% for DFSE.

They also come from different issuers: Dimensional and Franklin Templeton. Their fees differ too: 0.41% for DFSE and 0.19% for DIEM.

DIEM currently has the higher Sharpe Ratio (1.89 vs 1.20), 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 DFSE and DIEM

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer