DFVX vs. DFUS
Compare and contrast key facts about Dimensional US Large Cap Vector ETF (DFVX) and Dimensional U.S. Equity ETF (DFUS).
DFVX and DFUS are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. DFVX is an actively managed fund by Dimensional. It was launched on Nov 1, 2023. DFUS is an actively managed fund by Dimensional Fund Advisors LP. It was launched on Jun 14, 2021.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DFVX or DFUS.
Correlation
The correlation between DFVX and DFUS is 0.91, 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
DFVX vs. DFUS - Performance Comparison
Key characteristics
DFVX:
1.65
DFUS:
1.77
DFVX:
2.29
DFUS:
2.39
DFVX:
1.31
DFUS:
1.33
DFVX:
2.75
DFUS:
2.69
DFVX:
8.95
DFUS:
10.80
DFVX:
2.05%
DFUS:
2.16%
DFVX:
11.11%
DFUS:
13.13%
DFVX:
-6.66%
DFUS:
-24.62%
DFVX:
-0.59%
DFUS:
-0.58%
Returns By Period
In the year-to-date period, DFVX achieves a 5.36% return, which is significantly higher than DFUS's 4.08% return.
DFVX
5.36%
0.87%
9.47%
18.17%
N/A
N/A
DFUS
4.08%
0.79%
10.81%
24.10%
N/A
N/A
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DFVX vs. DFUS - Expense Ratio Comparison
DFVX has a 0.22% expense ratio, which is higher than DFUS's 0.11% 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
DFVX vs. DFUS — Risk-Adjusted Performance Rank
DFVX
DFUS
DFVX vs. DFUS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Dimensional US Large Cap Vector ETF (DFVX) and Dimensional U.S. Equity ETF (DFUS). 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
DFVX vs. DFUS - Dividend Comparison
DFVX's dividend yield for the trailing twelve months is around 1.15%, more than DFUS's 1.00% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|
DFVX Dimensional US Large Cap Vector ETF | 1.15% | 1.22% | 0.32% | 0.00% | 0.00% |
DFUS Dimensional U.S. Equity ETF | 1.00% | 1.04% | 1.33% | 1.48% | 0.85% |
Drawdowns
DFVX vs. DFUS - Drawdown Comparison
The maximum DFVX drawdown since its inception was -6.66%, smaller than the maximum DFUS drawdown of -24.62%. Use the drawdown chart below to compare losses from any high point for DFVX and DFUS. For additional features, visit the drawdowns tool.
Volatility
DFVX vs. DFUS - Volatility Comparison
The current volatility for Dimensional US Large Cap Vector ETF (DFVX) is 2.10%, while Dimensional U.S. Equity ETF (DFUS) has a volatility of 2.97%. This indicates that DFVX experiences smaller price fluctuations and is considered to be less risky than DFUS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.