DFSU vs. TOLZ
Compare and contrast key facts about Dimensional US Sustainability Core 1 ETF (DFSU) and ProShares DJ Brookfield Global Infrastructure ETF (TOLZ).
DFSU and TOLZ 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. TOLZ is a passively managed fund by ProShares that tracks the performance of the Dow Jones Brookfield Global Infrastructure Composite Index. It was launched on Mar 25, 2014.
Performance
DFSU vs. TOLZ - Performance Comparison
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DFSU vs. TOLZ - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
DFSU Dimensional US Sustainability Core 1 ETF | -5.17% | 15.65% | 22.96% | 26.27% | 0.65% |
TOLZ ProShares DJ Brookfield Global Infrastructure ETF | 11.27% | 14.76% | 11.67% | 6.18% | 4.58% |
Returns By Period
In the year-to-date period, DFSU achieves a -5.17% return, which is significantly lower than TOLZ's 11.27% return.
DFSU
- 1D
- 2.98%
- 1M
- -5.69%
- YTD
- -5.17%
- 6M
- -2.83%
- 1Y
- 15.82%
- 3Y*
- 16.77%
- 5Y*
- —
- 10Y*
- —
TOLZ
- 1D
- 0.38%
- 1M
- -2.88%
- YTD
- 11.27%
- 6M
- 12.10%
- 1Y
- 18.59%
- 3Y*
- 13.80%
- 5Y*
- 10.31%
- 10Y*
- 8.41%
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DFSU vs. TOLZ - Expense Ratio Comparison
DFSU has a 0.18% expense ratio, which is lower than TOLZ's 0.46% expense ratio.
Return for Risk
DFSU vs. TOLZ — Risk / Return Rank
DFSU
TOLZ
DFSU vs. TOLZ - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Dimensional US Sustainability Core 1 ETF (DFSU) and ProShares DJ Brookfield Global Infrastructure ETF (TOLZ). 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.
| DFSU | TOLZ | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.83 | 1.44 | -0.61 |
Sortino ratioReturn per unit of downside risk | 1.31 | 1.94 | -0.64 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.28 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | 1.29 | 2.14 | -0.86 |
Martin ratioReturn relative to average drawdown | 5.58 | 10.58 | -4.99 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| DFSU | TOLZ | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.83 | 1.44 | -0.61 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.75 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.52 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.05 | 0.42 | +0.63 |
Correlation
The correlation between DFSU and TOLZ is 0.49, 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.
Dividends
DFSU vs. TOLZ - Dividend Comparison
DFSU's dividend yield for the trailing twelve months is around 0.94%, less than TOLZ's 3.66% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DFSU Dimensional US Sustainability Core 1 ETF | 0.94% | 0.85% | 0.96% | 1.03% | 0.21% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
TOLZ ProShares DJ Brookfield Global Infrastructure ETF | 3.66% | 3.99% | 3.53% | 3.34% | 3.01% | 3.28% | 3.16% | 2.96% | 3.63% | 3.30% | 2.62% | 3.67% |
Drawdowns
DFSU vs. TOLZ - Drawdown Comparison
The maximum DFSU drawdown since its inception was -19.88%, smaller than the maximum TOLZ drawdown of -39.33%. Use the drawdown chart below to compare losses from any high point for DFSU and TOLZ.
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Drawdown Indicators
| DFSU | TOLZ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.88% | -39.33% | +19.45% |
Max Drawdown (1Y)Largest decline over 1 year | -12.58% | -8.82% | -3.76% |
Max Drawdown (5Y)Largest decline over 5 years | — | -21.85% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -39.33% | — |
Current DrawdownCurrent decline from peak | -7.44% | -3.16% | -4.28% |
Average DrawdownAverage peak-to-trough decline | -2.74% | -6.70% | +3.96% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.90% | 1.79% | +1.11% |
Volatility
DFSU vs. TOLZ - Volatility Comparison
Dimensional US Sustainability Core 1 ETF (DFSU) has a higher volatility of 5.63% compared to ProShares DJ Brookfield Global Infrastructure ETF (TOLZ) at 3.63%. This indicates that DFSU's price experiences larger fluctuations and is considered to be riskier than TOLZ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DFSU | TOLZ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.63% | 3.63% | +2.00% |
Volatility (6M)Calculated over the trailing 6-month period | 10.07% | 7.29% | +2.78% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.07% | 12.97% | +6.10% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.42% | 13.90% | +2.52% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.42% | 16.30% | +0.12% |