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.
Key characteristics
| DFVX | DUHP | |
|---|---|---|
| YTD Return | 15.68% | 18.29% |
| Daily Std Dev | 11.05% | 11.92% |
| Max Drawdown | -6.66% | -20.05% |
| Current Drawdown | 0.00% | 0.00% |
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
In the year-to-date period, DFVX achieves a 15.68% return, which is significantly lower than DUHP's 18.29% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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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 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.
Not enough dataDividends
DFVX vs. DUHP - Dividend Comparison
DFVX's dividend yield for the trailing twelve months is around 1.08%, less than DUHP's 1.62% yield.
| TTM | 2023 | 2022 | |
|---|---|---|---|
DFVX Dimensional US Large Cap Vector ETF | 1.08% | 0.32% | 0.00% |
DUHP DFA Dimensional US High Profitability ETF | 1.25% | 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) has a higher volatility of 3.52% compared to DFA Dimensional US High Profitability ETF (DUHP) at 3.30%. This indicates that DFVX's price experiences larger fluctuations and is considered to be riskier than DUHP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.