DFVX vs. DFUSX
Compare and contrast key facts about Dimensional US Large Cap Vector ETF (DFVX) and DFA U.S. Large Company Portfolio (DFUSX).
DFVX is an actively managed fund by Dimensional. It was launched on Nov 1, 2023. DFUSX is managed by Dimensional Fund Advisors LP. It was launched on Sep 23, 1999.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DFVX or DFUSX.
Correlation
The correlation between DFVX and DFUSX is 0.88, 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. DFUSX - Performance Comparison
Key characteristics
DFVX:
1.50
DFUSX:
1.74
DFVX:
2.08
DFUSX:
2.34
DFVX:
1.28
DFUSX:
1.32
DFVX:
2.53
DFUSX:
2.65
DFVX:
8.21
DFUSX:
10.94
DFVX:
2.05%
DFUSX:
2.05%
DFVX:
11.23%
DFUSX:
12.91%
DFVX:
-6.66%
DFUSX:
-54.96%
DFVX:
-2.23%
DFUSX:
-2.11%
Returns By Period
In the year-to-date period, DFVX achieves a 3.63% return, which is significantly higher than DFUSX's 2.41% return.
DFVX
3.63%
-1.04%
6.41%
14.44%
N/A
N/A
DFUSX
2.41%
-1.09%
7.35%
19.67%
10.86%
11.00%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
DFVX vs. DFUSX - Expense Ratio Comparison
DFVX has a 0.22% expense ratio, which is higher than DFUSX's 0.08% 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. DFUSX — Risk-Adjusted Performance Rank
DFVX
DFUSX
DFVX vs. DFUSX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Dimensional US Large Cap Vector ETF (DFVX) and DFA U.S. Large Company Portfolio (DFUSX). 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. DFUSX - Dividend Comparison
DFVX's dividend yield for the trailing twelve months is around 1.17%, which matches DFUSX's 1.18% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DFVX Dimensional US Large Cap Vector ETF | 1.17% | 1.22% | 0.32% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
DFUSX DFA U.S. Large Company Portfolio | 1.18% | 1.21% | 1.34% | 1.58% | 1.14% | 1.60% | 1.76% | 1.95% | 1.86% | 2.08% | 2.02% | 1.81% |
Drawdowns
DFVX vs. DFUSX - Drawdown Comparison
The maximum DFVX drawdown since its inception was -6.66%, smaller than the maximum DFUSX drawdown of -54.96%. Use the drawdown chart below to compare losses from any high point for DFVX and DFUSX. For additional features, visit the drawdowns tool.
Volatility
DFVX vs. DFUSX - Volatility Comparison
The current volatility for Dimensional US Large Cap Vector ETF (DFVX) is 2.68%, while DFA U.S. Large Company Portfolio (DFUSX) has a volatility of 3.42%. This indicates that DFVX experiences smaller price fluctuations and is considered to be less risky than DFUSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.