DFVEX vs. LSAT
Compare and contrast key facts about DFA U.S. Vector Equity Fund (DFVEX) and Leadershares Alphafactor Tactical Focused ETF (LSAT).
DFVEX is managed by Dimensional Fund Advisors LP. It was launched on Dec 30, 2005. LSAT is an actively managed fund by Redwood Investment Management. It was launched on Oct 27, 2020.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DFVEX or LSAT.
Correlation
The correlation between DFVEX and LSAT is 0.85, 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
DFVEX vs. LSAT - Performance Comparison
Key characteristics
DFVEX:
-0.04
LSAT:
0.23
DFVEX:
0.08
LSAT:
0.45
DFVEX:
1.01
LSAT:
1.06
DFVEX:
-0.04
LSAT:
0.22
DFVEX:
-0.16
LSAT:
0.85
DFVEX:
5.27%
LSAT:
4.79%
DFVEX:
19.81%
LSAT:
17.47%
DFVEX:
-62.56%
LSAT:
-20.48%
DFVEX:
-16.17%
LSAT:
-13.11%
Returns By Period
In the year-to-date period, DFVEX achieves a -10.98% return, which is significantly lower than LSAT's -6.94% return.
DFVEX
-10.98%
-7.98%
-12.09%
-0.17%
12.78%
4.99%
LSAT
-6.94%
-6.13%
-9.21%
4.45%
N/A
N/A
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DFVEX vs. LSAT - Expense Ratio Comparison
DFVEX has a 0.28% expense ratio, which is lower than LSAT's 0.99% expense ratio.
Risk-Adjusted Performance
DFVEX vs. LSAT — Risk-Adjusted Performance Rank
DFVEX
LSAT
DFVEX vs. LSAT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for DFA U.S. Vector Equity Fund (DFVEX) and Leadershares Alphafactor Tactical Focused ETF (LSAT). 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
DFVEX vs. LSAT - Dividend Comparison
DFVEX's dividend yield for the trailing twelve months is around 1.43%, more than LSAT's 1.40% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DFVEX DFA U.S. Vector Equity Fund | 1.43% | 1.26% | 1.40% | 1.54% | 1.22% | 1.27% | 1.28% | 1.44% | 1.37% | 1.33% | 1.56% | 1.27% |
LSAT Leadershares Alphafactor Tactical Focused ETF | 1.40% | 1.31% | 1.85% | 0.36% | 3.44% | 0.31% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
DFVEX vs. LSAT - Drawdown Comparison
The maximum DFVEX drawdown since its inception was -62.56%, which is greater than LSAT's maximum drawdown of -20.48%. Use the drawdown chart below to compare losses from any high point for DFVEX and LSAT. For additional features, visit the drawdowns tool.
Volatility
DFVEX vs. LSAT - Volatility Comparison
DFA U.S. Vector Equity Fund (DFVEX) has a higher volatility of 13.51% compared to Leadershares Alphafactor Tactical Focused ETF (LSAT) at 12.41%. This indicates that DFVEX's price experiences larger fluctuations and is considered to be riskier than LSAT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.