DFSU vs. AVUS
Compare and contrast key facts about Dimensional US Sustainability Core 1 ETF (DFSU) and Avantis U.S. Equity ETF (AVUS).
DFSU and AVUS are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. DFSU is an actively managed fund by Dimensional. It was launched on Nov 1, 2022. AVUS is an actively managed fund by American Century Investments. It was launched on Sep 24, 2019.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DFSU or AVUS.
Correlation
The correlation between DFSU and AVUS is 0.98, 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
DFSU vs. AVUS - Performance Comparison
Key characteristics
DFSU:
1.63
AVUS:
1.61
DFSU:
2.27
AVUS:
2.23
DFSU:
1.30
AVUS:
1.30
DFSU:
2.65
AVUS:
2.41
DFSU:
9.16
AVUS:
8.77
DFSU:
2.35%
AVUS:
2.38%
DFSU:
13.25%
AVUS:
12.95%
DFSU:
-11.40%
AVUS:
-37.04%
DFSU:
-0.33%
AVUS:
-0.14%
Returns By Period
In the year-to-date period, DFSU achieves a 4.44% return, which is significantly lower than AVUS's 4.79% return.
DFSU
4.44%
2.20%
9.69%
23.27%
N/A
N/A
AVUS
4.79%
1.72%
10.20%
22.40%
14.47%
N/A
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DFSU vs. AVUS - Expense Ratio Comparison
DFSU has a 0.18% expense ratio, which is higher than AVUS'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
DFSU vs. AVUS — Risk-Adjusted Performance Rank
DFSU
AVUS
DFSU vs. AVUS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Dimensional US Sustainability Core 1 ETF (DFSU) and Avantis U.S. Equity ETF (AVUS). 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
DFSU vs. AVUS - Dividend Comparison
DFSU's dividend yield for the trailing twelve months is around 0.91%, less than AVUS's 1.21% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|
DFSU Dimensional US Sustainability Core 1 ETF | 0.91% | 0.96% | 1.03% | 0.21% | 0.00% | 0.00% | 0.00% |
AVUS Avantis U.S. Equity ETF | 1.21% | 1.27% | 1.41% | 1.60% | 1.08% | 1.19% | 0.35% |
Drawdowns
DFSU vs. AVUS - Drawdown Comparison
The maximum DFSU drawdown since its inception was -11.40%, smaller than the maximum AVUS drawdown of -37.04%. Use the drawdown chart below to compare losses from any high point for DFSU and AVUS. For additional features, visit the drawdowns tool.
Volatility
DFSU vs. AVUS - Volatility Comparison
Dimensional US Sustainability Core 1 ETF (DFSU) has a higher volatility of 3.01% compared to Avantis U.S. Equity ETF (AVUS) at 2.85%. This indicates that DFSU's price experiences larger fluctuations and is considered to be riskier than AVUS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.