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DXUV vs. FINN.NEO
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

DXUV vs. FINN.NEO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Dimensional US Vector Equity ETF (DXUV) and Fidelity Global Innovators ETF (FINN.NEO). The values are adjusted to include any dividend payments, if applicable.

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DXUV vs. FINN.NEO - Yearly Performance Comparison


2026 (YTD)20252024
DXUV
Dimensional US Vector Equity ETF
0.02%14.34%5.00%
FINN.NEO
Fidelity Global Innovators ETF
2.32%26.39%11.41%
Different Trading Currencies

DXUV is traded in USD, while FINN.NEO is traded in CAD. To make them comparable, the FINN.NEO values have been converted to USD using the latest available exchange rates.

Returns By Period

In the year-to-date period, DXUV achieves a 0.02% return, which is significantly lower than FINN.NEO's 2.32% return.


DXUV

1D
0.51%
1M
-4.58%
YTD
0.02%
6M
2.41%
1Y
19.57%
3Y*
5Y*
10Y*

FINN.NEO

1D
3.42%
1M
-4.24%
YTD
2.32%
6M
1.42%
1Y
41.67%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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DXUV vs. FINN.NEO - Expense Ratio Comparison

DXUV has a 0.25% expense ratio, which is lower than FINN.NEO's 1.13% expense ratio.


Return for Risk

DXUV vs. FINN.NEO — Risk / Return Rank

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

DXUV
DXUV Risk / Return Rank: 5555
Overall Rank
DXUV Sharpe Ratio Rank: 5252
Sharpe Ratio Rank
DXUV Sortino Ratio Rank: 5656
Sortino Ratio Rank
DXUV Omega Ratio Rank: 5757
Omega Ratio Rank
DXUV Calmar Ratio Rank: 5050
Calmar Ratio Rank
DXUV Martin Ratio Rank: 6060
Martin Ratio Rank

FINN.NEO
FINN.NEO Risk / Return Rank: 8080
Overall Rank
FINN.NEO Sharpe Ratio Rank: 7979
Sharpe Ratio Rank
FINN.NEO Sortino Ratio Rank: 7979
Sortino Ratio Rank
FINN.NEO Omega Ratio Rank: 7373
Omega Ratio Rank
FINN.NEO Calmar Ratio Rank: 8888
Calmar Ratio Rank
FINN.NEO Martin Ratio Rank: 8080
Martin Ratio Rank
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.

DXUV vs. FINN.NEO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Dimensional US Vector Equity ETF (DXUV) and Fidelity Global Innovators ETF (FINN.NEO). 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.


DXUVFINN.NEODifference

Sharpe ratio

Return per unit of total volatility

1.01

1.66

-0.65

Sortino ratio

Return per unit of downside risk

1.55

2.28

-0.72

Omega ratio

Gain probability vs. loss probability

1.23

1.31

-0.08

Calmar ratio

Return relative to maximum drawdown

1.50

3.06

-1.56

Martin ratio

Return relative to average drawdown

6.77

10.38

-3.60

DXUV vs. FINN.NEO - Sharpe Ratio Comparison

The current DXUV Sharpe Ratio is 1.01, which is lower than the FINN.NEO Sharpe Ratio of 1.66. The chart below compares the historical Sharpe Ratios of DXUV and FINN.NEO, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


DXUVFINN.NEODifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.01

1.66

-0.65

Sharpe Ratio (All Time)

Calculated using the full available price history

0.71

1.48

-0.77

Correlation

The correlation between DXUV and FINN.NEO is 0.70, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Dividends

DXUV vs. FINN.NEO - Dividend Comparison

DXUV's dividend yield for the trailing twelve months is around 1.07%, while FINN.NEO has not paid dividends to shareholders.


TTM20252024
DXUV
Dimensional US Vector Equity ETF
1.07%1.01%0.37%
FINN.NEO
Fidelity Global Innovators ETF
0.00%0.00%0.00%

Drawdowns

DXUV vs. FINN.NEO - Drawdown Comparison

The maximum DXUV drawdown since its inception was -21.08%, smaller than the maximum FINN.NEO drawdown of -25.91%. Use the drawdown chart below to compare losses from any high point for DXUV and FINN.NEO.


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Drawdown Indicators


DXUVFINN.NEODifference

Max Drawdown

Largest peak-to-trough decline

-21.08%

-25.66%

+4.58%

Max Drawdown (1Y)

Largest decline over 1 year

-13.38%

-13.04%

-0.34%

Current Drawdown

Current decline from peak

-5.66%

-4.90%

-0.76%

Average Drawdown

Average peak-to-trough decline

-3.32%

-4.21%

+0.89%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.96%

4.15%

-1.19%

Volatility

DXUV vs. FINN.NEO - Volatility Comparison

The current volatility for Dimensional US Vector Equity ETF (DXUV) is 5.07%, while Fidelity Global Innovators ETF (FINN.NEO) has a volatility of 10.03%. This indicates that DXUV experiences smaller price fluctuations and is considered to be less risky than FINN.NEO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


DXUVFINN.NEODifference

Volatility (1M)

Calculated over the trailing 1-month period

5.07%

10.03%

-4.96%

Volatility (6M)

Calculated over the trailing 6-month period

9.84%

18.07%

-8.23%

Volatility (1Y)

Calculated over the trailing 1-year period

19.40%

25.21%

-5.81%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.86%

23.01%

-5.15%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.86%

23.01%

-5.15%