DFUV vs. RSBY

Last updated Jul 17, 2026

DFUV (Dimensional US Marketwide Value ETF) and RSBY (Return Stacked Bonds & Futures Yield ETF) are both exchange-traded funds - DFUV is a Large Cap Value Equities fund actively managed by Dimensional, while RSBY is a Multistrategy fund actively managed by Return Stacked. Both are actively managed. Over the past year, DFUV returned 31.59% vs 18.35% for RSBY. At a correlation of -0.12, they often move in opposite directions. DFUV charges 0.21%/yr vs 0.98%/yr for RSBY.

Performance

DFUV vs. RSBY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Dimensional US Marketwide Value ETF (DFUV) and Return Stacked Bonds & Futures Yield ETF (RSBY). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

The year-to-date returns for both investments are quite close, with DFUV having a 18.95% return and RSBY slightly higher at 19.01%.

DFUV

• 1D: 0.26%
• 1M: 0.60%
• 6M: 13.96%
• YTD: 18.95%
• 1Y: 31.59%
• 3Y*: 18.31%
• 5Y*: —
• 10Y*: —

RSBY

• 1D: -0.19%
• 1M: -0.03%
• 6M: 18.44%
• YTD: 19.01%
• 1Y: 18.35%
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

DFUV vs. RSBY - Yearly Performance Comparison

	2026 (YTD)	2025	2024
DFUV Dimensional US Marketwide Value ETF	18.95%	15.77%	2.12%
RSBY Return Stacked Bonds & Futures Yield ETF	19.01%	-12.98%	-7.79%

Correlation

The correlation between DFUV and RSBY is -0.20, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	-0.20
Correlation (All Time) Calculated using the full available price history since Aug 21, 2024	-0.12

Return for Risk

DFUV vs. RSBY — Risk / Return Rank

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

DFUV

DFUV Risk / Return Rank: 93
DFUV Sharpe Ratio Rank: 93
DFUV Sortino Ratio Rank: 93
DFUV Omega Ratio Rank: 91
DFUV Calmar Ratio Rank: 94
DFUV Martin Ratio Rank: 93

RSBY

RSBY Risk / Return Rank: 56
RSBY Sharpe Ratio Rank: 61
RSBY Sortino Ratio Rank: 62
RSBY Omega Ratio Rank: 56
RSBY Calmar Ratio Rank: 58
RSBY Martin Ratio Rank: 42

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.

DFUV vs. RSBY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Dimensional US Marketwide Value ETF (DFUV) and Return Stacked Bonds & Futures Yield ETF (RSBY). 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	RSBY	Difference
Sharpe ratio: Return per unit of total volatility	2.64	1.62	+1.03
Sortino ratio: Return per unit of downside risk	3.72	2.34	+1.38
Omega ratio: Gain probability vs. loss probability	1.47	1.28	+0.19
Calmar ratio: Return relative to maximum drawdown	5.28	2.32	+2.97
Martin ratio: Return relative to average drawdown	19.09	5.39	+13.70

DFUV vs. RSBY - Sharpe Ratio Comparison

The current DFUV Sharpe Ratio is 2.64, which is higher than the RSBY Sharpe Ratio of 1.62. The chart below compares the historical Sharpe Ratios of DFUV and RSBY, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

DFUV vs. RSBY - Drawdown Comparison

The maximum DFUV drawdown since its inception was -17.60%, smaller than the maximum RSBY drawdown of -23.32%. Use the drawdown chart below to compare losses from any high point for DFUV and RSBY.

Drawdown Indicators

	DFUV	RSBY	Difference
Max Drawdown Largest peak-to-trough decline	-17.60%	-23.32%	+5.72%
Max Drawdown (1Y) Largest decline over 1 year	-6.01%	-7.95%	+1.94%
Max Drawdown (3Y) Largest decline over 3 years	-17.60%	—	—
Current Drawdown Current decline from peak	-0.52%	-6.07%	+5.55%
Average Drawdown Average peak-to-trough decline	-3.57%	-13.29%	+9.72%
Ulcer Index Depth and duration of drawdowns from previous peaks	1.66%	3.41%	-1.75%

Volatility

DFUV vs. RSBY - Volatility Comparison

The current volatility for Dimensional US Marketwide Value ETF (DFUV) is 2.87%, while Return Stacked Bonds & Futures Yield ETF (RSBY) has a volatility of 3.17%. This indicates that DFUV experiences smaller price fluctuations and is considered to be less risky than RSBY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	DFUV	RSBY	Difference
Volatility (1M) Calculated over the trailing 1-month period	2.87%	3.17%	-0.30%
Volatility (6M) Calculated over the trailing 6-month period	8.74%	8.39%	+0.35%
Volatility (1Y) Calculated over the trailing 1-year period	12.01%	11.40%	+0.61%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	16.17%	13.34%	+2.83%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	16.17%	13.34%	+2.83%

DFUV vs. RSBY - Expense Ratio Comparison

DFUV has a 0.21% expense ratio, which is lower than RSBY's 0.98% expense ratio.

Dividends

DFUV vs. RSBY - Dividend Comparison

DFUV's dividend yield for the trailing twelve months is around 1.31%, less than RSBY's 1.74% yield.

Position	TTM	2025	2024	2023	2022
DFUV Dimensional US Marketwide Value ETF	1.31%	1.55%	1.64%	1.72%	1.34%
RSBY Return Stacked Bonds & Futures Yield ETF	1.74%	2.07%	2.29%	0.00%	0.00%

Frequently Asked Questions

Can I hold both DFUV and RSBY in my portfolio?

DFUV and RSBY have a correlation of -0.20, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, DFUV or RSBY?

RSBY has higher volatility (3.17%) compared to DFUV (2.87%). In terms of maximum drawdown, DFUV dropped -17.60% vs RSBY's -23.32%.

Which ETF is better, DFUV or RSBY?

On 1-year performance, DFUV leads with 31.59% vs 18.35% for RSBY. On fees, DFUV is cheaper at 0.21% per year. On volatility, DFUV has been the lower-risk option at 2.87%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, DFUV or RSBY?

Over the 1-year period, DFUV has performed better with a 31.59% return vs 18.35%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, DFUV or RSBY?

DFUV is cheaper with a 0.21% expense ratio, compared with 0.98% for RSBY.

Which ETF pays a higher dividend yield, DFUV or RSBY?

RSBY has the higher dividend yield at 1.74%, compared with 1.31% for DFUV.

What is the main difference between DFUV and RSBY?

DFUV is categorized as Large Cap Value Equities, while RSBY is Multistrategy. They also come from different issuers: Dimensional and Return Stacked. Their fees differ too: 0.21% for DFUV and 0.98% for RSBY.

Which has better risk-adjusted returns?

DFUV currently has the higher Sharpe Ratio (2.64 vs 1.62), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.