DFVX vs. VPMAX

In the year-to-date period, DFVX achieves a 1.40% return, which is significantly lower than VPMAX's 1.49% return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

DFVX has a 0.22% expense ratio, which is lower than VPMAX's 0.31% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Dimensional US Large Cap Vector ETF (DFVX) and Vanguard PRIMECAP Fund Admiral Shares (VPMAX). 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.

The current DFVX Sharpe Ratio is 0.57, which is higher than the VPMAX Sharpe Ratio of 0.21. The chart below compares the historical Sharpe Ratios of DFVX and VPMAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

DFVX's dividend yield for the trailing twelve months is around 1.28%, less than VPMAX's 6.61% yield.

The maximum DFVX drawdown since its inception was -16.71%, smaller than the maximum VPMAX drawdown of -55.03%. Use the drawdown chart below to compare losses from any high point for DFVX and VPMAX.

The current volatility for Dimensional US Large Cap Vector ETF (DFVX) is 4.70%, while Vanguard PRIMECAP Fund Admiral Shares (VPMAX) has a volatility of 5.97%. This indicates that DFVX experiences smaller price fluctuations and is considered to be less risky than VPMAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.