DMREX vs. DFUS
Compare and contrast key facts about DFA Municipal Real Return Portfolio (DMREX) and Dimensional U.S. Equity ETF (DFUS).
DMREX is managed by Dimensional Fund Advisors LP. It was launched on Nov 3, 2014. DFUS is an actively managed fund by Dimensional Fund Advisors LP. It was launched on Jun 14, 2021.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DMREX or DFUS.
Correlation
The correlation between DMREX and DFUS is 0.21, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
DMREX vs. DFUS - Performance Comparison
Key characteristics
DMREX:
1.85
DFUS:
1.77
DMREX:
2.18
DFUS:
2.39
DMREX:
1.71
DFUS:
1.33
DMREX:
1.83
DFUS:
2.69
DMREX:
6.43
DFUS:
10.80
DMREX:
0.42%
DFUS:
2.16%
DMREX:
1.45%
DFUS:
13.13%
DMREX:
-13.21%
DFUS:
-24.62%
DMREX:
-0.15%
DFUS:
-0.58%
Returns By Period
In the year-to-date period, DMREX achieves a 1.15% return, which is significantly lower than DFUS's 4.08% return.
DMREX
1.15%
0.68%
1.18%
2.58%
2.88%
2.48%
DFUS
4.08%
0.79%
10.81%
24.10%
N/A
N/A
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DMREX vs. DFUS - Expense Ratio Comparison
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%.
Risk-Adjusted Performance
DMREX vs. DFUS — Risk-Adjusted Performance Rank
DMREX
DFUS
DMREX vs. DFUS - Risk-Adjusted Performance Comparison
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.
Dividends
DMREX vs. DFUS - Dividend Comparison
DMREX's dividend yield for the trailing twelve months is around 2.37%, more than DFUS's 1.00% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
DMREX DFA Municipal Real Return Portfolio | 2.37% | 2.38% | 1.95% | 1.18% | 0.98% | 1.45% | 1.61% | 1.55% | 1.31% | 1.16% | 1.08% |
DFUS Dimensional U.S. Equity ETF | 1.00% | 1.04% | 1.33% | 1.48% | 0.85% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
DMREX vs. DFUS - Drawdown Comparison
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. For additional features, visit the drawdowns tool.
Volatility
DMREX vs. DFUS - Volatility Comparison
The current volatility for DFA Municipal Real Return Portfolio (DMREX) is 0.24%, while Dimensional U.S. Equity ETF (DFUS) has a volatility of 2.97%. 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.