DFVX vs. DUHP
Compare and contrast key facts about Dimensional US Large Cap Vector ETF (DFVX) and DFA Dimensional US High Profitability ETF (DUHP).
DFVX and DUHP 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. DUHP is an actively managed fund by Dimensional. It was launched on Feb 23, 2022.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DFVX or DUHP.
Correlation
The correlation between DFVX and DUHP is 0.92, 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. DUHP - Performance Comparison
Key characteristics
DFVX:
1.67
DUHP:
1.66
DFVX:
2.30
DUHP:
2.35
DFVX:
1.31
DUHP:
1.30
DFVX:
2.85
DUHP:
2.55
DFVX:
9.33
DUHP:
8.25
DFVX:
2.03%
DUHP:
2.35%
DFVX:
11.39%
DUHP:
11.69%
DFVX:
-6.66%
DUHP:
-20.05%
DFVX:
-3.94%
DUHP:
-5.36%
Returns By Period
In the year-to-date period, DFVX achieves a 0.90% return, which is significantly higher than DUHP's -0.33% return.
DFVX
0.90%
-2.45%
3.57%
18.82%
N/A
N/A
DUHP
-0.33%
-3.05%
1.86%
18.97%
N/A
N/A
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DFVX vs. DUHP - Expense Ratio Comparison
DFVX has a 0.22% expense ratio, which is higher than DUHP's 0.21% 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. DUHP — Risk-Adjusted Performance Rank
DFVX
DUHP
DFVX vs. DUHP - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Dimensional US Large Cap Vector ETF (DFVX) and DFA Dimensional US High Profitability ETF (DUHP). 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. DUHP - Dividend Comparison
DFVX's dividend yield for the trailing twelve months is around 1.21%, more than DUHP's 1.14% yield.
| TTM | 2024 | 2023 | 2022 | |
|---|---|---|---|---|
DFVX Dimensional US Large Cap Vector ETF | 1.21% | 1.22% | 0.32% | 0.00% |
DUHP DFA Dimensional US High Profitability ETF | 1.14% | 1.13% | 1.51% | 1.10% |
Drawdowns
DFVX vs. DUHP - Drawdown Comparison
The maximum DFVX drawdown since its inception was -6.66%, smaller than the maximum DUHP drawdown of -20.05%. Use the drawdown chart below to compare losses from any high point for DFVX and DUHP. For additional features, visit the drawdowns tool.
Volatility
DFVX vs. DUHP - Volatility Comparison
Dimensional US Large Cap Vector ETF (DFVX) and DFA Dimensional US High Profitability ETF (DUHP) have volatilities of 3.96% and 3.82%, 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.