DMREX vs. DFUS

In the year-to-date period, DMREX achieves a 1.55% return, which is significantly higher than DFUS's 0.49% return.

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DMREX has a 0.24% expense ratio, which is higher than DFUS's 0.11% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.

This table presents a comparison of risk-adjusted performance metrics for DFA Municipal Real Return Portfolio (DMREX) and Dimensional U.S. Equity ETF (DFUS). 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 DMREX Sharpe Ratio is 1.53, which is higher than the DFUS Sharpe Ratio of 0.69. The chart below compares the historical Sharpe Ratios of DMREX and DFUS, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

DMREX's dividend yield for the trailing twelve months is around 3.35%, more than DFUS's 1.07% yield.

The maximum DMREX drawdown since its inception was -13.21%, smaller than the maximum DFUS drawdown of -24.62%. Use the drawdown chart below to compare losses from any high point for DMREX and DFUS.

The current volatility for DFA Municipal Real Return Portfolio (DMREX) is 0.39%, while Dimensional U.S. Equity ETF (DFUS) has a volatility of 4.93%. This indicates that DMREX experiences smaller price fluctuations and is considered to be less risky than DFUS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.