LSVQX vs. DFAS

The year-to-date returns for both stocks are quite close, with LSVQX having a -5.44% return and DFAS slightly lower at -5.64%.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

LSVQX has a 0.83% expense ratio, which is higher than DFAS's 0.34% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for LSV Small Cap Value Fund (LSVQX) and Dimensional U.S. Small Cap ETF (DFAS). 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.

The current LSVQX Sharpe Ratio is 0.05, which is lower than the DFAS Sharpe Ratio of 0.08. The chart below compares the historical Sharpe Ratios of LSVQX and DFAS, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

LSVQX's dividend yield for the trailing twelve months is around 5.11%, more than DFAS's 1.04% yield.

The maximum LSVQX drawdown since its inception was -54.77%, which is greater than DFAS's maximum drawdown of -26.13%. Use the drawdown chart below to compare losses from any high point for LSVQX and DFAS.

LSV Small Cap Value Fund (LSVQX) and Dimensional U.S. Small Cap ETF (DFAS) have volatilities of 6.17% and 6.33%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.