DFSI vs. VOO
Compare and contrast key facts about Dimensional International Sustainability Core 1 ETF (DFSI) and Vanguard S&P 500 ETF (VOO).
DFSI and VOO 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. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DFSI or VOO.
Correlation
The correlation between DFSI and VOO is 0.74, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
DFSI vs. VOO - Performance Comparison
Key characteristics
DFSI:
0.54
VOO:
2.21
DFSI:
0.81
VOO:
2.93
DFSI:
1.10
VOO:
1.41
DFSI:
0.75
VOO:
3.25
DFSI:
2.12
VOO:
14.47
DFSI:
3.27%
VOO:
1.90%
DFSI:
12.83%
VOO:
12.43%
DFSI:
-12.82%
VOO:
-33.99%
DFSI:
-9.20%
VOO:
-2.87%
Returns By Period
In the year-to-date period, DFSI achieves a 4.06% return, which is significantly lower than VOO's 25.49% return.
DFSI
4.06%
-1.36%
0.03%
5.29%
N/A
N/A
VOO
25.49%
0.01%
8.65%
27.45%
14.70%
13.04%
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DFSI vs. VOO - Expense Ratio Comparison
DFSI has a 0.24% expense ratio, which is higher than VOO'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%.
Risk-Adjusted Performance
DFSI vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Dimensional International Sustainability Core 1 ETF (DFSI) and Vanguard S&P 500 ETF (VOO). 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. VOO - Dividend Comparison
DFSI's dividend yield for the trailing twelve months is around 1.77%, more than VOO's 0.91% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DFSI Dimensional International Sustainability Core 1 ETF | 1.77% | 2.10% | 0.18% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 0.91% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
DFSI vs. VOO - Drawdown Comparison
The maximum DFSI drawdown since its inception was -12.82%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for DFSI and VOO. For additional features, visit the drawdowns tool.
Volatility
DFSI vs. VOO - Volatility Comparison
Dimensional International Sustainability Core 1 ETF (DFSI) and Vanguard S&P 500 ETF (VOO) have volatilities of 3.74% and 3.64%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.