DFSI vs. UIVM
Compare and contrast key facts about Dimensional International Sustainability Core 1 ETF (DFSI) and VictoryShares USAA MSCI International Value Momentum ETF (UIVM).
DFSI and UIVM are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. DFSI is an actively managed fund by Dimensional. It was launched on Nov 1, 2022. UIVM is a passively managed fund by Crestview that tracks the performance of the MSCI World exUSA Select Value Momentum Blend Index. It was launched on Oct 24, 2017.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DFSI or UIVM.
Correlation
The correlation between DFSI and UIVM is 0.64, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
DFSI vs. UIVM - Performance Comparison
Key characteristics
DFSI:
0.85
UIVM:
0.98
DFSI:
1.26
UIVM:
1.44
DFSI:
1.17
UIVM:
1.19
DFSI:
1.12
UIVM:
1.39
DFSI:
3.32
UIVM:
3.82
DFSI:
4.24%
UIVM:
4.24%
DFSI:
16.64%
UIVM:
16.44%
DFSI:
-12.82%
UIVM:
-42.73%
DFSI:
-0.33%
UIVM:
-0.51%
Returns By Period
In the year-to-date period, DFSI achieves a 11.63% return, which is significantly lower than UIVM's 16.10% return.
DFSI
11.63%
4.50%
8.96%
15.90%
N/A
N/A
UIVM
16.10%
4.45%
12.98%
17.84%
12.57%
N/A
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DFSI vs. UIVM - Expense Ratio Comparison
DFSI has a 0.24% expense ratio, which is lower than UIVM's 0.35% expense ratio.
Risk-Adjusted Performance
DFSI vs. UIVM — Risk-Adjusted Performance Rank
DFSI
UIVM
DFSI vs. UIVM - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Dimensional International Sustainability Core 1 ETF (DFSI) and VictoryShares USAA MSCI International Value Momentum ETF (UIVM). 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
DFSI vs. UIVM - Dividend Comparison
DFSI's dividend yield for the trailing twelve months is around 2.28%, less than UIVM's 4.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|
DFSI Dimensional International Sustainability Core 1 ETF | 2.28% | 2.39% | 2.10% | 0.18% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
UIVM VictoryShares USAA MSCI International Value Momentum ETF | 4.19% | 5.09% | 4.35% | 3.03% | 3.48% | 1.63% | 3.49% | 2.78% | 0.15% |
Drawdowns
DFSI vs. UIVM - Drawdown Comparison
The maximum DFSI drawdown since its inception was -12.82%, smaller than the maximum UIVM drawdown of -42.73%. Use the drawdown chart below to compare losses from any high point for DFSI and UIVM. For additional features, visit the drawdowns tool.
Volatility
DFSI vs. UIVM - Volatility Comparison
Dimensional International Sustainability Core 1 ETF (DFSI) has a higher volatility of 10.79% compared to VictoryShares USAA MSCI International Value Momentum ETF (UIVM) at 10.23%. This indicates that DFSI's price experiences larger fluctuations and is considered to be riskier than UIVM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.