DFUV vs. VOO
Compare and contrast key facts about Dimensional US Marketwide Value ETF (DFUV) and Vanguard S&P 500 ETF (VOO).
DFUV and VOO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. DFUV is an actively managed fund by Dimensional. It was launched on Dec 16, 1998. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DFUV or VOO.
Correlation
The correlation between DFUV and VOO is 0.82, 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.
Performance
DFUV vs. VOO - Performance Comparison
Key characteristics
DFUV:
0.78
VOO:
2.04
DFUV:
1.19
VOO:
2.72
DFUV:
1.15
VOO:
1.38
DFUV:
1.14
VOO:
3.02
DFUV:
3.95
VOO:
13.60
DFUV:
2.59%
VOO:
1.88%
DFUV:
13.05%
VOO:
12.52%
DFUV:
-15.35%
VOO:
-33.99%
DFUV:
-8.95%
VOO:
-3.52%
Returns By Period
In the year-to-date period, DFUV achieves a 9.86% return, which is significantly lower than VOO's 24.65% return.
DFUV
9.86%
-5.98%
3.59%
11.96%
N/A
N/A
VOO
24.65%
-0.29%
7.63%
24.77%
14.57%
13.02%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
DFUV vs. VOO - Expense Ratio Comparison
DFUV has a 0.21% expense ratio, which is higher than VOO's 0.03% 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%.
Risk-Adjusted Performance
DFUV vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Dimensional US Marketwide Value ETF (DFUV) and Vanguard S&P 500 ETF (VOO). 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.
Dividends
DFUV vs. VOO - Dividend Comparison
DFUV's dividend yield for the trailing twelve months is around 1.23%, less than VOO's 1.26% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DFUV Dimensional US Marketwide Value ETF | 1.23% | 1.72% | 1.34% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 0.92% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
DFUV vs. VOO - Drawdown Comparison
The maximum DFUV drawdown since its inception was -15.35%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for DFUV and VOO. For additional features, visit the drawdowns tool.
Volatility
DFUV vs. VOO - Volatility Comparison
Dimensional US Marketwide Value ETF (DFUV) has a higher volatility of 3.85% compared to Vanguard S&P 500 ETF (VOO) at 3.56%. This indicates that DFUV's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.