DFSI vs. EASG

In the year-to-date period, DFSI achieves a 18.16% return, which is significantly higher than EASG's 13.43% return.

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DFSI has a 0.24% expense ratio, which is higher than EASG's 0.14% 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%.

This table presents a comparison of risk-adjusted performance metrics for Dimensional International Sustainability Core 1 ETF (DFSI) and Xtrackers MSCI EAFE ESG Leaders Equity ETF (EASG). 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.

The current DFSI Sharpe Ratio is 1.08, which is higher than the EASG Sharpe Ratio of 0.48. The chart below compares the historical Sharpe Ratios of DFSI and EASG, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

DFSI's dividend yield for the trailing twelve months is around 2.16%, less than EASG's 2.59% yield.

The maximum DFSI drawdown since its inception was -12.82%, smaller than the maximum EASG drawdown of -32.06%. Use the drawdown chart below to compare losses from any high point for DFSI and EASG.

The current volatility for Dimensional International Sustainability Core 1 ETF (DFSI) is 2.93%, while Xtrackers MSCI EAFE ESG Leaders Equity ETF (EASG) has a volatility of 3.60%. This indicates that DFSI experiences smaller price fluctuations and is considered to be less risky than EASG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.