DFVQX vs. IDEV
Compare and contrast key facts about DFA International Vector Equity Portfolio (DFVQX) and iShares Core MSCI International Developed Markets ETF (IDEV).
DFVQX is managed by Dimensional Fund Advisors LP. It was launched on Aug 13, 2008. IDEV is a passively managed fund by iShares that tracks the performance of the MSCI World ex USA Investable Market Index. It was launched on Mar 21, 2017.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DFVQX or IDEV.
Correlation
The correlation between DFVQX and IDEV is 0.95, 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
DFVQX vs. IDEV - Performance Comparison
Key characteristics
DFVQX:
1.07
IDEV:
0.95
DFVQX:
1.52
IDEV:
1.37
DFVQX:
1.19
IDEV:
1.17
DFVQX:
1.45
IDEV:
1.28
DFVQX:
3.46
IDEV:
3.08
DFVQX:
3.86%
IDEV:
3.91%
DFVQX:
12.46%
IDEV:
12.75%
DFVQX:
-46.36%
IDEV:
-34.77%
DFVQX:
-1.39%
IDEV:
-1.25%
Returns By Period
In the year-to-date period, DFVQX achieves a 7.11% return, which is significantly lower than IDEV's 7.79% return.
DFVQX
7.11%
4.10%
2.80%
12.83%
7.41%
5.34%
IDEV
7.79%
4.25%
2.93%
11.66%
6.88%
N/A
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DFVQX vs. IDEV - Expense Ratio Comparison
DFVQX has a 0.36% expense ratio, which is higher than IDEV's 0.05% expense ratio.
Risk-Adjusted Performance
DFVQX vs. IDEV — Risk-Adjusted Performance Rank
DFVQX
IDEV
DFVQX vs. IDEV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for DFA International Vector Equity Portfolio (DFVQX) and iShares Core MSCI International Developed Markets ETF (IDEV). 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
DFVQX vs. IDEV - Dividend Comparison
DFVQX's dividend yield for the trailing twelve months is around 3.33%, more than IDEV's 3.06% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DFVQX DFA International Vector Equity Portfolio | 3.33% | 3.56% | 3.47% | 2.74% | 2.83% | 1.80% | 2.67% | 2.59% | 2.50% | 2.71% | 2.41% | 2.82% |
IDEV iShares Core MSCI International Developed Markets ETF | 3.06% | 3.30% | 3.06% | 2.69% | 3.05% | 2.00% | 3.19% | 3.16% | 1.54% | 0.00% | 0.00% | 0.00% |
Drawdowns
DFVQX vs. IDEV - Drawdown Comparison
The maximum DFVQX drawdown since its inception was -46.36%, which is greater than IDEV's maximum drawdown of -34.77%. Use the drawdown chart below to compare losses from any high point for DFVQX and IDEV. For additional features, visit the drawdowns tool.
Volatility
DFVQX vs. IDEV - Volatility Comparison
The current volatility for DFA International Vector Equity Portfolio (DFVQX) is 3.08%, while iShares Core MSCI International Developed Markets ETF (IDEV) has a volatility of 3.40%. This indicates that DFVQX experiences smaller price fluctuations and is considered to be less risky than IDEV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.