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DFSU vs. DFAI
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

DFSU vs. DFAI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Dimensional US Sustainability Core 1 ETF (DFSU) and Dimensional International Core Equity Market ETF (DFAI). The values are adjusted to include any dividend payments, if applicable.

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DFSU vs. DFAI - Yearly Performance Comparison


2026 (YTD)2025202420232022
DFSU
Dimensional US Sustainability Core 1 ETF
-4.41%15.65%22.96%26.27%0.65%
DFAI
Dimensional International Core Equity Market ETF
4.03%34.04%4.68%17.60%10.95%

Returns By Period

In the year-to-date period, DFSU achieves a -4.41% return, which is significantly lower than DFAI's 4.03% return.


DFSU

1D
0.80%
1M
-4.91%
YTD
-4.41%
6M
-2.20%
1Y
16.21%
3Y*
17.08%
5Y*
10Y*

DFAI

1D
1.49%
1M
-4.63%
YTD
4.03%
6M
9.10%
1Y
29.81%
3Y*
16.70%
5Y*
9.76%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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DFSU vs. DFAI - Expense Ratio Comparison

Both DFSU and DFAI have an expense ratio of 0.18%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.


Return for Risk

DFSU vs. DFAI — Risk / Return Rank

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

DFSU
DFSU Risk / Return Rank: 4848
Overall Rank
DFSU Sharpe Ratio Rank: 4444
Sharpe Ratio Rank
DFSU Sortino Ratio Rank: 4646
Sortino Ratio Rank
DFSU Omega Ratio Rank: 4848
Omega Ratio Rank
DFSU Calmar Ratio Rank: 4747
Calmar Ratio Rank
DFSU Martin Ratio Rank: 5555
Martin Ratio Rank

DFAI
DFAI Risk / Return Rank: 8787
Overall Rank
DFAI Sharpe Ratio Rank: 8686
Sharpe Ratio Rank
DFAI Sortino Ratio Rank: 8787
Sortino Ratio Rank
DFAI Omega Ratio Rank: 8787
Omega Ratio Rank
DFAI Calmar Ratio Rank: 8686
Calmar Ratio Rank
DFAI Martin Ratio Rank: 8787
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.

DFSU vs. DFAI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Dimensional US Sustainability Core 1 ETF (DFSU) and Dimensional International Core Equity Market ETF (DFAI). 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.


DFSUDFAIDifference

Sharpe ratio

Return per unit of total volatility

0.85

1.79

-0.94

Sortino ratio

Return per unit of downside risk

1.33

2.44

-1.11

Omega ratio

Gain probability vs. loss probability

1.19

1.37

-0.17

Calmar ratio

Return relative to maximum drawdown

1.33

2.74

-1.41

Martin ratio

Return relative to average drawdown

5.71

10.73

-5.02

DFSU vs. DFAI - Sharpe Ratio Comparison

The current DFSU Sharpe Ratio is 0.85, which is lower than the DFAI Sharpe Ratio of 1.79. The chart below compares the historical Sharpe Ratios of DFSU and DFAI, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


DFSUDFAIDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.85

1.79

-0.94

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.62

Sharpe Ratio (All Time)

Calculated using the full available price history

1.07

0.75

+0.32

Correlation

The correlation between DFSU and DFAI is 0.75, 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.


Dividends

DFSU vs. DFAI - Dividend Comparison

DFSU's dividend yield for the trailing twelve months is around 0.93%, less than DFAI's 2.37% yield.


TTM202520242023202220212020
DFSU
Dimensional US Sustainability Core 1 ETF
0.93%0.85%0.96%1.03%0.21%0.00%0.00%
DFAI
Dimensional International Core Equity Market ETF
2.37%2.45%2.72%2.64%2.72%2.06%0.09%

Drawdowns

DFSU vs. DFAI - Drawdown Comparison

The maximum DFSU drawdown since its inception was -19.88%, smaller than the maximum DFAI drawdown of -27.44%. Use the drawdown chart below to compare losses from any high point for DFSU and DFAI.


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Drawdown Indicators


DFSUDFAIDifference

Max Drawdown

Largest peak-to-trough decline

-19.88%

-27.44%

+7.56%

Max Drawdown (1Y)

Largest decline over 1 year

-12.58%

-10.95%

-1.63%

Max Drawdown (5Y)

Largest decline over 5 years

-27.44%

Current Drawdown

Current decline from peak

-6.70%

-6.23%

-0.47%

Average Drawdown

Average peak-to-trough decline

-2.74%

-5.21%

+2.47%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.93%

2.79%

+0.14%

Volatility

DFSU vs. DFAI - Volatility Comparison

The current volatility for Dimensional US Sustainability Core 1 ETF (DFSU) is 5.68%, while Dimensional International Core Equity Market ETF (DFAI) has a volatility of 6.97%. This indicates that DFSU experiences smaller price fluctuations and is considered to be less risky than DFAI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


DFSUDFAIDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.68%

6.97%

-1.29%

Volatility (6M)

Calculated over the trailing 6-month period

10.10%

10.65%

-0.55%

Volatility (1Y)

Calculated over the trailing 1-year period

19.09%

16.73%

+2.36%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.41%

15.81%

+0.60%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.41%

15.66%

+0.75%