DFUS vs. VIG
Compare and contrast key facts about Dimensional U.S. Equity ETF (DFUS) and Vanguard Dividend Appreciation ETF (VIG).
DFUS and VIG are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. DFUS is an actively managed fund by Dimensional. It was launched on Jun 14, 2021. VIG is a passively managed fund by Vanguard that tracks the performance of the NASDAQ US Dividend Achievers Select Index. It was launched on Dec 19, 2013.
Performance
DFUS vs. VIG - Performance Comparison
Loading graphics...
DFUS vs. VIG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
DFUS Dimensional U.S. Equity ETF | -3.43% | 17.46% | 24.34% | 26.36% | -18.34% | 11.90% |
VIG Vanguard Dividend Appreciation ETF | -1.48% | 14.17% | 16.99% | 14.51% | -9.80% | 12.31% |
Returns By Period
In the year-to-date period, DFUS achieves a -3.43% return, which is significantly lower than VIG's -1.48% return.
DFUS
- 1D
- 0.78%
- 1M
- -4.29%
- YTD
- -3.43%
- 6M
- -1.25%
- 1Y
- 18.82%
- 3Y*
- 18.50%
- 5Y*
- —
- 10Y*
- —
VIG
- 1D
- 0.29%
- 1M
- -4.68%
- YTD
- -1.48%
- 6M
- 0.22%
- 1Y
- 13.20%
- 3Y*
- 13.91%
- 5Y*
- 9.83%
- 10Y*
- 12.29%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
DFUS vs. VIG - Expense Ratio Comparison
DFUS has a 0.11% expense ratio, which is higher than VIG's 0.04% 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%.
Return for Risk
DFUS vs. VIG — Risk / Return Rank
DFUS
VIG
DFUS vs. VIG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Dimensional U.S. Equity ETF (DFUS) and Vanguard Dividend Appreciation ETF (VIG). 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.
| DFUS | VIG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.02 | 0.87 | +0.15 |
Sortino ratioReturn per unit of downside risk | 1.55 | 1.33 | +0.22 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.19 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.57 | 1.20 | +0.37 |
Martin ratioReturn relative to average drawdown | 7.36 | 5.31 | +2.05 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| DFUS | VIG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.02 | 0.87 | +0.15 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.69 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.77 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.62 | 0.57 | +0.04 |
Correlation
The correlation between DFUS and VIG is 0.90, 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
DFUS vs. VIG - Dividend Comparison
DFUS's dividend yield for the trailing twelve months is around 0.96%, less than VIG's 1.60% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DFUS Dimensional U.S. Equity ETF | 0.96% | 0.88% | 1.04% | 1.33% | 1.48% | 0.85% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VIG Vanguard Dividend Appreciation ETF | 1.60% | 1.62% | 1.73% | 1.88% | 1.96% | 1.55% | 1.63% | 1.71% | 2.08% | 1.88% | 2.14% | 2.34% |
Drawdowns
DFUS vs. VIG - Drawdown Comparison
The maximum DFUS drawdown since its inception was -24.62%, smaller than the maximum VIG drawdown of -46.81%. Use the drawdown chart below to compare losses from any high point for DFUS and VIG.
Loading graphics...
Drawdown Indicators
| DFUS | VIG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -24.62% | -46.81% | +22.19% |
Max Drawdown (1Y)Largest decline over 1 year | -12.31% | -10.83% | -1.48% |
Max Drawdown (5Y)Largest decline over 5 years | — | -20.39% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -31.72% | — |
Current DrawdownCurrent decline from peak | -5.56% | -5.73% | +0.17% |
Average DrawdownAverage peak-to-trough decline | -6.00% | -5.55% | -0.45% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.62% | 2.45% | +0.17% |
Volatility
DFUS vs. VIG - Volatility Comparison
Dimensional U.S. Equity ETF (DFUS) has a higher volatility of 5.48% compared to Vanguard Dividend Appreciation ETF (VIG) at 4.05%. This indicates that DFUS's price experiences larger fluctuations and is considered to be riskier than VIG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| DFUS | VIG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.48% | 4.05% | +1.43% |
Volatility (6M)Calculated over the trailing 6-month period | 9.80% | 7.82% | +1.98% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.54% | 15.28% | +3.26% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.37% | 14.26% | +3.11% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.37% | 16.04% | +1.33% |