DFVQX vs. DISV

In the year-to-date period, DFVQX achieves a 17.94% return, which is significantly lower than DISV's 20.70% return.

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DFVQX has a 0.36% expense ratio, which is lower than DISV's 0.42% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for DFA International Vector Equity Portfolio (DFVQX) and Dimensional International Small Cap Value ETF (DISV). 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.

The current DFVQX Sharpe Ratio is 1.08, which is comparable to the DISV Sharpe Ratio of 1.01. The chart below compares the historical Sharpe Ratios of DFVQX and DISV, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

DFVQX's dividend yield for the trailing twelve months is around 3.09%, more than DISV's 2.37% yield.

The maximum DFVQX drawdown since its inception was -46.36%, which is greater than DISV's maximum drawdown of -26.77%. Use the drawdown chart below to compare losses from any high point for DFVQX and DISV.

DFA International Vector Equity Portfolio (DFVQX) and Dimensional International Small Cap Value ETF (DISV) have volatilities of 2.61% and 2.69%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.