DFSU vs. ESGV
Compare and contrast key facts about Dimensional US Sustainability Core 1 ETF (DFSU) and Vanguard ESG U.S. Stock ETF (ESGV).
DFSU and ESGV 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. ESGV is a passively managed fund by Vanguard that tracks the performance of the FTSE US All Cap Choice Index. It was launched on Sep 18, 2018.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DFSU or ESGV.
Correlation
The correlation between DFSU and ESGV is 0.97, 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. ESGV - Performance Comparison
Key characteristics
DFSU:
1.83
ESGV:
1.78
DFSU:
2.53
ESGV:
2.39
DFSU:
1.33
ESGV:
1.32
DFSU:
2.99
ESGV:
2.68
DFSU:
10.34
ESGV:
10.51
DFSU:
2.36%
ESGV:
2.37%
DFSU:
13.29%
ESGV:
13.99%
DFSU:
-11.40%
ESGV:
-33.66%
DFSU:
-0.31%
ESGV:
0.00%
Returns By Period
In the year-to-date period, DFSU achieves a 4.46% return, which is significantly higher than ESGV's 4.12% return.
DFSU
4.46%
2.22%
10.07%
22.39%
N/A
N/A
ESGV
4.12%
2.35%
10.75%
23.50%
14.14%
N/A
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DFSU vs. ESGV - Expense Ratio Comparison
DFSU has a 0.18% expense ratio, which is higher than ESGV's 0.09% 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. ESGV — Risk-Adjusted Performance Rank
DFSU
ESGV
DFSU vs. ESGV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Dimensional US Sustainability Core 1 ETF (DFSU) and Vanguard ESG U.S. Stock ETF (ESGV). 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. ESGV - Dividend Comparison
DFSU's dividend yield for the trailing twelve months is around 0.91%, less than ESGV's 1.00% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|
DFSU Dimensional US Sustainability Core 1 ETF | 0.91% | 0.96% | 1.03% | 0.21% | 0.00% | 0.00% | 0.00% | 0.00% |
ESGV Vanguard ESG U.S. Stock ETF | 1.00% | 1.05% | 1.16% | 1.42% | 0.95% | 1.11% | 1.27% | 0.28% |
Drawdowns
DFSU vs. ESGV - Drawdown Comparison
The maximum DFSU drawdown since its inception was -11.40%, smaller than the maximum ESGV drawdown of -33.66%. Use the drawdown chart below to compare losses from any high point for DFSU and ESGV. For additional features, visit the drawdowns tool.
Volatility
DFSU vs. ESGV - Volatility Comparison
The current volatility for Dimensional US Sustainability Core 1 ETF (DFSU) is 3.10%, while Vanguard ESG U.S. Stock ETF (ESGV) has a volatility of 3.45%. This indicates that DFSU experiences smaller price fluctuations and is considered to be less risky than ESGV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.