DFUV vs. DHLX
DFUV (Dimensional US Marketwide Value ETF) and DHLX (Diamond Hill Large Cap Concentrated ETF) are both Large Cap Value Equities funds. DFUV is actively managed, while DHLX is passively managed. Their 0.58 correlation means they have sometimes moved together and sometimes differently. DFUV charges 0.21%/yr vs 0.55%/yr for DHLX.
Performance
DFUV vs. DHLX - Performance Comparison
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Returns By Period
In the year-to-date period, DFUV achieves a 20.16% return, which is significantly higher than DHLX's 3.49% return.
DFUV
- 1D
- 0.22%
- 1M
- 1.35%
- 6M
- 14.55%
- YTD
- 20.16%
- 1Y
- 34.64%
- 3Y*
- 17.41%
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 14.13%
DHLX
- 1D
- 1.40%
- 1M
- 2.22%
- 6M
- 2.41%
- YTD
- 3.49%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $24.58M | $21.37M | $22.37M | |
| $2.04M | $1.16M | $722.10K |
DFUV vs. DHLX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
DFUV Dimensional US Marketwide Value ETF | 20.16% | 4.73% |
DHLX Diamond Hill Large Cap Concentrated ETF | 3.49% | 1.22% |
Correlation
The correlation between DFUV and DHLX is 0.58, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Sep 29, 2025 | 0.58 |
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Return for Risk
DFUV vs. DHLX — Risk / Return Rank
DFUV
DHLX
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
DFUV vs. DHLX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Dimensional US Marketwide Value ETF (DFUV) and Diamond Hill Large Cap Concentrated ETF (DHLX). 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.
| DFUV | DHLX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.49 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 5.47 | — | — |
| Martin ratioReturn relative to average drawdown | 20.64 | — | — |
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Drawdowns
DFUV vs. DHLX - Drawdown Comparison
The maximum DFUV drawdown since its inception was -17.60%, which is greater than DHLX's maximum drawdown of -8.40%. Use the drawdown chart below to compare losses from any high point for DFUV and DHLX.
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Drawdown Indicators
| DFUV | DHLX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -17.60% | -8.40% | -9.20% |
Max Drawdown (1Y)Largest decline over 1 year | -6.01% | — | — |
Max Drawdown (3Y)Largest decline over 3 years | -17.60% | — | — |
Current DrawdownCurrent decline from peak | -0.38% | -0.56% | +0.18% |
Average DrawdownAverage peak-to-trough decline | -3.54% | -2.64% | -0.90% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.59% | — | — |
Volatility
DFUV vs. DHLX - Volatility Comparison
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Volatility by Period
| DFUV | DHLX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.63% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 8.65% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 12.02% | 11.70% | +0.32% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.12% | 11.70% | +4.42% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.12% | 11.70% | +4.42% |
DFUV vs. DHLX - Expense Ratio Comparison
DFUV has a 0.21% expense ratio, which is lower than DHLX's 0.55% expense ratio.
Dividends
DFUV vs. DHLX - Dividend Comparison
DFUV's dividend yield for the trailing twelve months is around 1.30%, more than DHLX's 0.64% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
DFUV Dimensional US Marketwide Value ETF | 1.30% | 1.55% | 1.64% | 1.72% | 1.34% |
DHLX Diamond Hill Large Cap Concentrated ETF | 0.64% | 0.15% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
DFUV and DHLX have a correlation of 0.58, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, DFUV is cheaper at 0.21% per year. The better choice depends on whether you care most about return, fees, risk, or income.
DFUV is cheaper with a 0.21% expense ratio, compared with 0.55% for DHLX.
DFUV has the higher dividend yield at 1.30%, compared with 0.64% for DHLX.
They also come from different issuers: Dimensional and Diamond Hill. Their fees differ too: 0.21% for DFUV and 0.55% for DHLX.
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