DISV vs. DXIV

Last updated Apr 1, 2026

Compare and contrast key facts about Dimensional International Small Cap Value ETF (DISV) and Dimensional International Vector Equity ETF (DXIV).

DISV and DXIV are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. DISV is an actively managed fund by Dimensional. It was launched on Mar 23, 2022. DXIV is an actively managed fund by Dimensional Fund Advisors. It was launched on Sep 10, 2024.

Performance

DISV vs. DXIV - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Dimensional International Small Cap Value ETF (DISV) and Dimensional International Vector Equity ETF (DXIV). The values are adjusted to include any dividend payments, if applicable.

DISV vs. DXIV - Yearly Performance Comparison

	2026 (YTD)	2025	2024
DISV Dimensional International Small Cap Value ETF	3.83%	47.42%	-3.73%
DXIV Dimensional International Vector Equity ETF	4.02%	39.12%	-4.40%

Returns By Period

The year-to-date returns for both investments are quite close, with DISV having a 3.83% return and DXIV slightly higher at 4.02%.

DISV

• 1D: 3.14%
• 1M: -8.65%
• YTD: 3.83%
• 6M: 11.28%
• 1Y: 39.51%
• 3Y*: 21.72%
• 5Y*: —
• 10Y*: —

DXIV

• 1D: 2.83%
• 1M: -7.40%
• YTD: 4.02%
• 6M: 10.85%
• 1Y: 33.76%
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

DISV vs. DXIV - Expense Ratio Comparison

DISV has a 0.42% expense ratio, which is higher than DXIV's 0.30% expense ratio.

DISV

Dimensional International Small Cap Value ETF

DXIV

Dimensional International Vector Equity ETF

Return for Risk

DISV vs. DXIV — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

DISV

DISV Risk / Return Rank: 93
DISV Sharpe Ratio Rank: 95
DISV Sortino Ratio Rank: 95
DISV Omega Ratio Rank: 95
DISV Calmar Ratio Rank: 90
DISV Martin Ratio Rank: 91

DXIV

DXIV Risk / Return Rank: 91
DXIV Sharpe Ratio Rank: 91
DXIV Sortino Ratio Rank: 92
DXIV Omega Ratio Rank: 93
DXIV Calmar Ratio Rank: 89
DXIV Martin Ratio Rank: 90

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

DISV vs. DXIV - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Dimensional International Small Cap Value ETF (DISV) and Dimensional International Vector Equity ETF (DXIV). 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.

	DISV	DXIV	Difference
Sharpe ratio Return per unit of total volatility	2.29	2.04	+0.25
Sortino ratio Return per unit of downside risk	2.97	2.76	+0.20
Omega ratio Gain probability vs. loss probability	1.47	1.42	+0.05
Calmar ratio Return relative to maximum drawdown	2.97	2.95	+0.02
Martin ratio Return relative to average drawdown	12.04	11.97	+0.07
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

DISV vs. DXIV - Sharpe Ratio Comparison

The current DISV Sharpe Ratio is 2.29, which is comparable to the DXIV Sharpe Ratio of 2.04. The chart below compares the historical Sharpe Ratios of DISV and DXIV, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	DISV	DXIV	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	2.29	2.04	+0.25
Sharpe Ratio (All Time) Calculated using the full available price history	0.86	1.53	-0.67

Correlation

The correlation between DISV and DXIV is 0.93, 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.

Dividends

DISV vs. DXIV - Dividend Comparison

DISV's dividend yield for the trailing twelve months is around 2.55%, more than DXIV's 2.44% yield.

	TTM	2025	2024	2023	2022
DISV Dimensional International Small Cap Value ETF	2.55%	2.69%	2.77%	2.73%	1.23%
DXIV Dimensional International Vector Equity ETF	2.44%	2.50%	0.64%	0.00%	0.00%

Drawdowns

DISV vs. DXIV - Drawdown Comparison

The maximum DISV drawdown since its inception was -26.77%, which is greater than DXIV's maximum drawdown of -13.71%. Use the drawdown chart below to compare losses from any high point for DISV and DXIV.

Drawdown Indicators

	DISV	DXIV	Difference
Max Drawdown Largest peak-to-trough decline	-26.77%	-13.71%	-13.06%
Max Drawdown (1Y) Largest decline over 1 year	-12.69%	-11.05%	-1.64%
Current Drawdown Current decline from peak	-8.65%	-7.40%	-1.25%
Average Drawdown Average peak-to-trough decline	-4.95%	-2.47%	-2.48%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.13%	2.73%	+0.40%

Volatility

DISV vs. DXIV - Volatility Comparison

Dimensional International Small Cap Value ETF (DISV) and Dimensional International Vector Equity ETF (DXIV) have volatilities of 7.19% and 6.95%, 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.

Volatility by Period

	DISV	DXIV	Difference
Volatility (1M) Calculated over the trailing 1-month period	7.19%	6.95%	+0.24%
Volatility (6M) Calculated over the trailing 6-month period	11.05%	10.28%	+0.77%
Volatility (1Y) Calculated over the trailing 1-year period	17.38%	16.63%	+0.75%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	17.41%	15.41%	+2.00%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	17.41%	15.41%	+2.00%