DUSLX vs. MOAT
Compare and contrast key facts about DFA U.S. Large Cap Growth Portfolio (DUSLX) and VanEck Vectors Morningstar Wide Moat ETF (MOAT).
DUSLX is managed by Dimensional Fund Advisors LP. It was launched on Dec 20, 2012. MOAT is a passively managed fund by VanEck that tracks the performance of the Morningstar Wide Moat Focus Index. It was launched on Apr 24, 2012.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DUSLX or MOAT.
Correlation
The correlation between DUSLX and MOAT is 0.88, 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
DUSLX vs. MOAT - Performance Comparison
Key characteristics
DUSLX:
0.59
MOAT:
0.04
DUSLX:
0.97
MOAT:
0.27
DUSLX:
1.14
MOAT:
1.04
DUSLX:
0.62
MOAT:
0.09
DUSLX:
2.32
MOAT:
0.31
DUSLX:
4.82%
MOAT:
5.91%
DUSLX:
18.38%
MOAT:
18.28%
DUSLX:
-30.86%
MOAT:
-33.31%
DUSLX:
-7.88%
MOAT:
-10.18%
Returns By Period
In the year-to-date period, DUSLX achieves a -1.97% return, which is significantly higher than MOAT's -5.65% return. Over the past 10 years, DUSLX has underperformed MOAT with an annualized return of 11.30%, while MOAT has yielded a comparatively higher 12.35% annualized return.
DUSLX
-1.97%
3.62%
-5.72%
10.72%
12.91%
11.30%
MOAT
-5.65%
4.99%
-8.73%
0.81%
13.42%
12.35%
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DUSLX vs. MOAT - Expense Ratio Comparison
DUSLX has a 0.18% expense ratio, which is lower than MOAT's 0.48% expense ratio.
Risk-Adjusted Performance
DUSLX vs. MOAT — Risk-Adjusted Performance Rank
DUSLX
MOAT
DUSLX vs. MOAT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for DFA U.S. Large Cap Growth Portfolio (DUSLX) and VanEck Vectors Morningstar Wide Moat ETF (MOAT). 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
DUSLX vs. MOAT - Dividend Comparison
DUSLX's dividend yield for the trailing twelve months is around 1.04%, less than MOAT's 1.45% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DUSLX DFA U.S. Large Cap Growth Portfolio | 1.04% | 1.01% | 1.27% | 1.52% | 1.10% | 1.43% | 1.53% | 1.90% | 1.50% | 1.72% | 1.75% | 1.49% |
MOAT VanEck Vectors Morningstar Wide Moat ETF | 1.45% | 1.37% | 0.86% | 1.25% | 1.08% | 1.45% | 1.31% | 1.79% | 1.07% | 1.17% | 2.13% | 1.34% |
Drawdowns
DUSLX vs. MOAT - Drawdown Comparison
The maximum DUSLX drawdown since its inception was -30.86%, smaller than the maximum MOAT drawdown of -33.31%. Use the drawdown chart below to compare losses from any high point for DUSLX and MOAT. For additional features, visit the drawdowns tool.
Volatility
DUSLX vs. MOAT - Volatility Comparison
The current volatility for DFA U.S. Large Cap Growth Portfolio (DUSLX) is 6.51%, while VanEck Vectors Morningstar Wide Moat ETF (MOAT) has a volatility of 7.05%. This indicates that DUSLX experiences smaller price fluctuations and is considered to be less risky than MOAT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.