DFUS vs. STRN

Last updated Jul 17, 2026

DFUS (Dimensional U.S. Equity Market ETF) and STRN (SMART Trend ETF) are both exchange-traded funds - DFUS is a Large Cap Blend Equities fund actively managed by Dimensional, while STRN is a Actively Managed fund actively managed by SmartWay. Both are actively managed. Their correlation of 0.83 suggests significant overlap in exposure. DFUS charges 0.09%/yr vs 0.59%/yr for STRN.

Performance

DFUS vs. STRN - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Dimensional U.S. Equity Market ETF (DFUS) and SMART Trend ETF (STRN). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, DFUS achieves a 11.14% return, which is significantly lower than STRN's 19.31% return.

DFUS

• 1D: -0.57%
• 1M: 0.31%
• 6M: 9.16%
• YTD: 11.14%
• 1Y: 22.31%
• 3Y*: 20.01%
• 5Y*: 13.04%
• 10Y*: —

STRN

• 1D: -3.03%
• 1M: -6.46%
• 6M: 14.02%
• YTD: 19.31%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

DFUS vs. STRN - Yearly Performance Comparison

	2026 (YTD)	2025
DFUS Dimensional U.S. Equity Market ETF	11.14%	7.29%
STRN SMART Trend ETF	19.31%	10.48%

Correlation

The correlation between DFUS and STRN is 0.83, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (All Time) Calculated using the full available price history since Aug 20, 2025	0.83

Return for Risk

DFUS vs. STRN — Risk / Return Rank

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

DFUS

DFUS Risk / Return Rank: 66
DFUS Sharpe Ratio Rank: 66
DFUS Sortino Ratio Rank: 64
DFUS Omega Ratio Rank: 65
DFUS Calmar Ratio Rank: 62
DFUS Martin Ratio Rank: 74

STRN

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

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.

DFUS vs. STRN - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Dimensional U.S. Equity Market ETF (DFUS) and SMART Trend ETF (STRN). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	DFUS	STRN	Difference
Sharpe ratio: Return per unit of total volatility	1.73	—	—
Sortino ratio: Return per unit of downside risk	2.39	—	—
Omega ratio: Gain probability vs. loss probability	1.31	—	—
Calmar ratio: Return relative to maximum drawdown	2.50	—	—
Martin ratio: Return relative to average drawdown	10.89	—	—

Drawdowns

DFUS vs. STRN - Drawdown Comparison

The maximum DFUS drawdown since its inception was -24.62%, which is greater than STRN's maximum drawdown of -15.43%. Use the drawdown chart below to compare losses from any high point for DFUS and STRN.

Drawdown Indicators

	DFUS	STRN	Difference
Max Drawdown Largest peak-to-trough decline	-24.62%	-15.43%	-9.19%
Max Drawdown (1Y) Largest decline over 1 year	-8.96%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-19.44%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-24.62%	—	—
Current Drawdown Current decline from peak	-0.76%	-8.89%	+8.13%
Average Drawdown Average peak-to-trough decline	-5.72%	-3.00%	-2.72%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.05%	—	—

Volatility

Volatility by Period

	DFUS	STRN	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.44%	—	—
Volatility (6M) Calculated over the trailing 6-month period	10.26%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	12.95%	26.85%	-13.90%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	17.29%	26.85%	-9.56%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	17.18%	26.85%	-9.67%

DFUS vs. STRN - Expense Ratio Comparison

DFUS has a 0.09% expense ratio, which is lower than STRN's 0.59% expense ratio.

Dividends

DFUS vs. STRN - Dividend Comparison

DFUS's dividend yield for the trailing twelve months is around 0.86%, more than STRN's 0.15% yield.

Position	TTM	2025	2024	2023	2022	2021
DFUS Dimensional U.S. Equity Market ETF	0.86%	0.88%	1.04%	1.33%	1.48%	0.85%
STRN SMART Trend ETF	0.15%	0.18%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both DFUS and STRN in my portfolio?

DFUS and STRN have a correlation of 0.83, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, DFUS or STRN?

On fees, DFUS is cheaper at 0.09% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, DFUS or STRN?

DFUS is cheaper with a 0.09% expense ratio, compared with 0.59% for STRN.

Which ETF pays a higher dividend yield, DFUS or STRN?

DFUS has the higher dividend yield at 0.86%, compared with 0.15% for STRN.

What is the main difference between DFUS and STRN?

DFUS is categorized as Large Cap Blend Equities, while STRN is Actively Managed. They also come from different issuers: Dimensional and SmartWay. Their fees differ too: 0.09% for DFUS and 0.59% for STRN.