DUSG vs. DFMC

Last updated Jul 16, 2026

DUSG (U.S. Small Cap Growth Portfolio: ETF Class Shares) and DFMC (Dimensional US Micro Cap Portfolio ETF) are both exchange-traded funds - DUSG is a Small Cap Growth Equities fund actively managed by Dimensional Fund Advisors, while DFMC is a Small Cap Blend Equities fund actively managed by Dimensional Fund Advisors. Both are actively managed. Their correlation of 0.93 suggests significant overlap in exposure. DUSG charges 0.32%/yr vs 0.41%/yr for DFMC.

Performance

DUSG vs. DFMC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in U.S. Small Cap Growth Portfolio: ETF Class Shares (DUSG) and Dimensional US Micro Cap Portfolio ETF (DFMC). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

DUSG

• 1D: 0.22%
• 1M: -0.04%
• 6M: —
• YTD: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

DFMC

• 1D: 0.42%
• 1M: 3.04%
• 6M: —
• YTD: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

DUSG vs. DFMC - Yearly Performance Comparison

	2026 (YTD)
DUSG U.S. Small Cap Growth Portfolio: ETF Class Shares	2.66%
DFMC Dimensional US Micro Cap Portfolio ETF	6.92%

Correlation

The correlation between DUSG and DFMC is 0.93, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (All Time) Calculated using the full available price history since May 6, 2026	0.93

Return for Risk

DUSG vs. DFMC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for U.S. Small Cap Growth Portfolio: ETF Class Shares (DUSG) and Dimensional US Micro Cap Portfolio ETF (DFMC). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Drawdowns

DUSG vs. DFMC - Drawdown Comparison

The maximum DUSG drawdown since its inception was -4.19%, roughly equal to the maximum DFMC drawdown of -4.29%. Use the drawdown chart below to compare losses from any high point for DUSG and DFMC.

Drawdown Indicators

	DUSG	DFMC	Difference
Max Drawdown Largest peak-to-trough decline	-4.19%	-4.29%	+0.10%
Current Drawdown Current decline from peak	-2.34%	-1.33%	-1.01%
Average Drawdown Average peak-to-trough decline	-1.13%	-0.80%	-0.33%

Volatility

Volatility by Period

	DUSG	DFMC	Difference
Volatility (1Y) Calculated over the trailing 1-year period	14.71%	15.47%	-0.76%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	14.71%	15.47%	-0.76%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	14.71%	15.47%	-0.76%

DUSG vs. DFMC - Expense Ratio Comparison

DUSG has a 0.32% expense ratio, which is lower than DFMC's 0.41% expense ratio.

Dividends

DUSG vs. DFMC - Dividend Comparison

DUSG's dividend yield for the trailing twelve months is around 0.14%, less than DFMC's 0.22% yield.

Position	TTM
DFMC Dimensional US Micro Cap Portfolio ETF	0.22%
DUSG U.S. Small Cap Growth Portfolio: ETF Class Shares	0.14%

Frequently Asked Questions

Can I hold both DUSG and DFMC in my portfolio?

With a correlation of 0.93, DUSG and DFMC move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

Which ETF is better, DUSG or DFMC?

On fees, DUSG is cheaper at 0.32% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, DUSG or DFMC?

DUSG is cheaper with a 0.32% expense ratio, compared with 0.41% for DFMC.

Which ETF pays a higher dividend yield, DUSG or DFMC?

DFMC has the higher dividend yield at 0.22%, compared with 0.14% for DUSG.

What is the main difference between DUSG and DFMC?

DUSG is categorized as Small Cap Growth Equities, while DFMC is Small Cap Blend Equities. Their fees differ too: 0.32% for DUSG and 0.41% for DFMC.