DIHRX vs. DFIC

In the year-to-date period, DIHRX achieves a 15.40% return, which is significantly lower than DFIC's 18.21% return.

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DIHRX has a 0.30% expense ratio, which is higher than DFIC's 0.23% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for DFA International High Relative Profitability Portfolio (DIHRX) and DFA Dimensional International Core Equity 2 ETF (DFIC). 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 DFIC Sharpe Ratio of 0.97. The chart below compares the historical Sharpe Ratios of DIHRX and DFIC, 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 DFIC's 2.60% yield.

The maximum DIHRX drawdown since its inception was -33.30%, which is greater than DFIC's maximum drawdown of -24.40%. Use the drawdown chart below to compare losses from any high point for DIHRX and DFIC.

DFA International High Relative Profitability Portfolio (DIHRX) has a higher volatility of 3.02% compared to DFA Dimensional International Core Equity 2 ETF (DFIC) at 2.82%. This indicates that DIHRX's price experiences larger fluctuations and is considered to be riskier than DFIC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.