DILRX vs. EZU
Compare and contrast key facts about DFA International Large Cap Growth Portfolio (DILRX) and iShares MSCI Eurozone ETF (EZU).
DILRX is managed by Dimensional Fund Advisors LP. It was launched on Dec 19, 2012. EZU is a passively managed fund by iShares that tracks the performance of the MSCI EMU. It was launched on Jul 25, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DILRX or EZU.
Correlation
The correlation between DILRX and EZU is 0.90, 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
DILRX vs. EZU - Performance Comparison
Key characteristics
DILRX:
0.63
EZU:
0.92
DILRX:
0.98
EZU:
1.33
DILRX:
1.12
EZU:
1.16
DILRX:
0.79
EZU:
1.26
DILRX:
1.80
EZU:
2.70
DILRX:
4.62%
EZU:
5.13%
DILRX:
13.18%
EZU:
15.09%
DILRX:
-32.44%
EZU:
-66.37%
DILRX:
-1.99%
EZU:
-0.90%
Returns By Period
In the year-to-date period, DILRX achieves a 8.53% return, which is significantly lower than EZU's 12.16% return. Both investments have delivered pretty close results over the past 10 years, with DILRX having a 6.14% annualized return and EZU not far behind at 5.89%.
DILRX
8.53%
5.10%
1.79%
8.21%
6.68%
6.14%
EZU
12.16%
5.77%
5.66%
12.60%
7.74%
5.89%
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DILRX vs. EZU - Expense Ratio Comparison
DILRX has a 0.29% expense ratio, which is lower than EZU's 0.51% expense ratio.
Risk-Adjusted Performance
DILRX vs. EZU — Risk-Adjusted Performance Rank
DILRX
EZU
DILRX vs. EZU - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for DFA International Large Cap Growth Portfolio (DILRX) and iShares MSCI Eurozone ETF (EZU). 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
DILRX vs. EZU - Dividend Comparison
DILRX's dividend yield for the trailing twelve months is around 1.87%, less than EZU's 2.59% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DILRX DFA International Large Cap Growth Portfolio | 1.87% | 2.03% | 1.95% | 2.56% | 1.77% | 1.33% | 2.09% | 2.55% | 1.94% | 2.40% | 2.34% | 2.44% |
EZU iShares MSCI Eurozone ETF | 2.59% | 2.90% | 2.56% | 2.79% | 2.46% | 2.13% | 2.84% | 3.47% | 1.91% | 3.07% | 2.18% | 2.97% |
Drawdowns
DILRX vs. EZU - Drawdown Comparison
The maximum DILRX drawdown since its inception was -32.44%, smaller than the maximum EZU drawdown of -66.37%. Use the drawdown chart below to compare losses from any high point for DILRX and EZU. For additional features, visit the drawdowns tool.
Volatility
DILRX vs. EZU - Volatility Comparison
The current volatility for DFA International Large Cap Growth Portfolio (DILRX) is 3.18%, while iShares MSCI Eurozone ETF (EZU) has a volatility of 4.19%. This indicates that DILRX experiences smaller price fluctuations and is considered to be less risky than EZU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.