DIHRX vs. DFAI

In the year-to-date period, DIHRX achieves a 15.40% return, which is significantly lower than DFAI's 16.90% return.

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DIHRX has a 0.30% expense ratio, which is higher than DFAI's 0.18% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for DFA International High Relative Profitability Portfolio (DIHRX) and Dimensional International Core Equity Market ETF (DFAI). 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 DIHRX Sharpe Ratio is 0.69, which is comparable to the DFAI Sharpe Ratio of 0.91. The chart below compares the historical Sharpe Ratios of DIHRX and DFAI, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

DIHRX's dividend yield for the trailing twelve months is around 1.91%, less than DFAI's 2.48% yield.

The maximum DIHRX drawdown since its inception was -33.30%, which is greater than DFAI's maximum drawdown of -27.44%. Use the drawdown chart below to compare losses from any high point for DIHRX and DFAI.

DFA International High Relative Profitability Portfolio (DIHRX) and Dimensional International Core Equity Market ETF (DFAI) have volatilities of 3.02% and 2.91%, 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.