DFVIX vs. DFIV
Compare and contrast key facts about DFA International Value III Portfolio (DFVIX) and Dimensional International Value ETF (DFIV).
DFVIX is managed by Dimensional Fund Advisors LP. It was launched on Feb 1, 1995. DFIV is an actively managed fund by Dimensional. It was launched on Apr 16, 1999.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DFVIX or DFIV.
Correlation
The correlation between DFVIX and DFIV is -0.60. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
DFVIX vs. DFIV - Performance Comparison
Loading data...
Key characteristics
DFVIX:
16.75%
DFIV:
8.80%
DFVIX:
-67.28%
DFIV:
-0.54%
DFVIX:
0.00%
DFIV:
0.00%
Returns By Period
DFVIX
14.93%
8.92%
11.86%
12.68%
18.26%
5.44%
DFIV
N/A
N/A
N/A
N/A
N/A
N/A
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
DFVIX vs. DFIV - Expense Ratio Comparison
DFVIX has a 0.24% expense ratio, which is lower than DFIV's 0.27% expense ratio. Despite the difference, 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
DFVIX vs. DFIV — Risk-Adjusted Performance Rank
DFVIX
DFIV
DFVIX vs. DFIV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for DFA International Value III Portfolio (DFVIX) and Dimensional International Value ETF (DFIV). 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.
Loading data...
Dividends
DFVIX vs. DFIV - Dividend Comparison
DFVIX's dividend yield for the trailing twelve months is around 3.69%, while DFIV has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DFVIX DFA International Value III Portfolio | 3.69% | 4.15% | 4.44% | 3.82% | 4.21% | 2.24% | 3.53% | 3.62% | 3.02% | 3.43% | 3.55% | 5.12% |
DFIV Dimensional International Value ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
DFVIX vs. DFIV - Drawdown Comparison
The maximum DFVIX drawdown since its inception was -67.28%, which is greater than DFIV's maximum drawdown of -0.54%. Use the drawdown chart below to compare losses from any high point for DFVIX and DFIV. For additional features, visit the drawdowns tool.
Loading data...
Volatility
DFVIX vs. DFIV - Volatility Comparison
Loading data...