LINE vs. DFIS
LINE (Lineage, Inc.) is a stock, while DFIS (Dimensional International Small Cap ETF) is Foreign Small & Mid Cap Equities fund actively managed by Dimensional. Over the past year, LINE returned 7.78% vs 26.57% for DFIS. At a 0.45 correlation, their price movements are largely independent.
Performance
LINE vs. DFIS - Performance Comparison
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Returns By Period
In the year-to-date period, LINE achieves a 29.07% return, which is significantly higher than DFIS's 10.06% return.
LINE
- 1D
- -0.34%
- 1M
- 15.53%
- YTD
- 29.07%
- 6M
- 24.54%
- 1Y
- 7.78%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
DFIS
- 1D
- 0.57%
- 1M
- 0.95%
- YTD
- 10.06%
- 6M
- 12.14%
- 1Y
- 26.57%
- 3Y*
- 18.52%
- 5Y*
- —
- 10Y*
- —
LINE vs. DFIS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
LINE Lineage, Inc. | 29.07% | -37.20% | -27.57% |
DFIS Dimensional International Small Cap ETF | 10.06% | 37.49% | -2.28% |
Correlation
The correlation between LINE and DFIS is 0.48, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.48 |
Correlation (All Time) Calculated using the full available price history since Jul 25, 2024 | 0.45 |
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Return for Risk
LINE vs. DFIS — Risk / Return Rank
LINE
DFIS
LINE vs. DFIS - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Lineage, Inc. (LINE) and Dimensional International Small Cap ETF (DFIS). 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.
| LINE | DFIS | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.58 | ||
| Sortino ratioReturn per unit of downside risk | -1.94 | ||
| Omega ratioGain probability vs. loss probability | 1.05 | 1.30 | -0.25 |
| Calmar ratioReturn relative to maximum drawdown | 0.12 | 2.02 | -1.89 |
| Martin ratioReturn relative to average drawdown | 0.23 | 7.69 | -7.46 |
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Drawdowns
LINE vs. DFIS - Drawdown Comparison
The maximum LINE drawdown since its inception was -61.74%, which is greater than DFIS's maximum drawdown of -27.23%. Use the drawdown chart below to compare losses from any high point for LINE and DFIS.
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Drawdown Indicators
| LINE | DFIS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.74% | -27.23% | -34.51% |
Max Drawdown (1Y)Largest decline over 1 year | -28.46% | -12.44% | -16.02% |
Max Drawdown (3Y)Largest decline over 3 years | — | -13.55% | — |
Current DrawdownCurrent decline from peak | -45.65% | -2.10% | -43.55% |
Average DrawdownAverage peak-to-trough decline | -40.99% | -6.15% | -34.84% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 15.15% | 3.27% | +11.88% |
Volatility
LINE vs. DFIS - Volatility Comparison
Lineage, Inc. (LINE) has a higher volatility of 10.80% compared to Dimensional International Small Cap ETF (DFIS) at 5.44%. This indicates that LINE's price experiences larger fluctuations and is considered to be riskier than DFIS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LINE | DFIS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.80% | 5.44% | +5.36% |
Volatility (6M)Calculated over the trailing 6-month period | 28.50% | 12.66% | +15.84% |
Volatility (1Y)Calculated over the trailing 1-year period | 37.90% | 15.05% | +22.85% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 36.74% | 17.37% | +19.37% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 36.74% | 17.37% | +19.37% |
Dividends
LINE vs. DFIS - Dividend Comparison
LINE's dividend yield for the trailing twelve months is around 4.76%, more than DFIS's 2.02% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
DFIS Dimensional International Small Cap ETF | 2.02% | 2.23% | 2.19% | 2.36% | 1.13% |
LINE Lineage, Inc. | 4.76% | 6.03% | 1.55% | 0.00% | 0.00% |
Frequently Asked Questions
LINE and DFIS have a correlation of 0.48, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
LINE has higher volatility (10.80%) compared to DFIS (5.44%). In terms of maximum drawdown, LINE dropped -61.74% vs DFIS's -27.23%.
DFIS currently has the higher Sharpe Ratio (1.67 vs 0.09), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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