MOTO vs. DFUS

Last updated Jun 24, 2026

MOTO (SmartETFs Smart Transportation & Technology ETF) and DFUS (Dimensional U.S. Equity Market ETF) are both exchange-traded funds - MOTO is a Transportation Equities fund actively managed by Guinness Atkinson Asset Management, while DFUS is a Large Cap Blend Equities fund actively managed by Dimensional. Both are actively managed. Over the past 5 years, MOTO returned 8.94%/yr vs 12.74%/yr for DFUS. Their correlation of 0.86 suggests significant overlap in exposure. MOTO charges 0.68%/yr vs 0.09%/yr for DFUS.

Performance

MOTO vs. DFUS - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in SmartETFs Smart Transportation & Technology ETF (MOTO) and Dimensional U.S. Equity Market ETF (DFUS). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, MOTO achieves a 21.35% return, which is significantly higher than DFUS's 8.60% return.

MOTO

• 1D: -5.00%
• 1M: -2.33%
• YTD: 21.35%
• 6M: 20.71%
• 1Y: 43.37%
• 3Y*: 17.21%
• 5Y*: 8.94%
• 10Y*: —

DFUS

• 1D: -1.68%
• 1M: -0.94%
• YTD: 8.60%
• 6M: 7.51%
• 1Y: 24.34%
• 3Y*: 20.81%
• 5Y*: 12.74%
• 10Y*: —

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

MOTO vs. DFUS - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021
MOTO SmartETFs Smart Transportation & Technology ETF	21.35%	27.38%	2.01%	27.10%	-27.20%	4.92%
DFUS Dimensional U.S. Equity Market ETF	8.60%	17.46%	24.34%	26.36%	-18.34%	12.07%

Correlation

The correlation between MOTO and DFUS is 0.85, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.85
Correlation (3Y) Calculated over the trailing 3-year period	0.84
Correlation (5Y) Calculated over the trailing 5-year period	0.86
Correlation (All Time) Calculated using the full available price history since Jun 14, 2021	0.86

The correlation between MOTO and DFUS has been stable across timeframes, ranging from 0.84 to 0.86 - a consistent structural relationship.

MOTO vs. DFUS - Sectors Allocation Comparison

Sectors	MOTO	DFUS
Technology	45.1%	37.7%
Consumer Cyclical	26.4%	10.2%
Industrials	18.7%	9.4%
Communication Services	4.1%	10.1%
Basic Materials	3.6%	2.0%
Consumer Defensive	2.1%	4.4%
Financial Services	1.0%	11.7%
Utilities	0.7%	2.2%
Energy	-	3.5%
Healthcare	-	8.6%
Real Estate	-	0.1%

Return for Risk

MOTO vs. DFUS — Risk / Return Rank

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

MOTO

MOTO Risk / Return Rank: 62
MOTO Sharpe Ratio Rank: 62
MOTO Sortino Ratio Rank: 55
MOTO Omega Ratio Rank: 58
MOTO Calmar Ratio Rank: 70
MOTO Martin Ratio Rank: 66

DFUS

DFUS Risk / Return Rank: 59
DFUS Sharpe Ratio Rank: 58
DFUS Sortino Ratio Rank: 56
DFUS Omega Ratio Rank: 57
DFUS Calmar Ratio Rank: 57
DFUS Martin Ratio Rank: 68

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.

MOTO vs. DFUS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for SmartETFs Smart Transportation & Technology ETF (MOTO) and Dimensional U.S. Equity Market ETF (DFUS). 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.

	MOTO	DFUS	Difference
Sharpe ratio: Return per unit of total volatility	1.89	1.89	0.00
Sortino ratio: Return per unit of downside risk	2.46	2.57	-0.11
Omega ratio: Gain probability vs. loss probability	1.33	1.34	-0.01
Calmar ratio: Return relative to maximum drawdown	3.26	2.73	+0.53
Martin ratio: Return relative to average drawdown	11.11	12.07	-0.96

MOTO vs. DFUS - Sharpe Ratio Comparison

The current MOTO Sharpe Ratio is 1.89, which is comparable to the DFUS Sharpe Ratio of 1.89. The chart below compares the historical Sharpe Ratios of MOTO and DFUS, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

MOTO vs. DFUS - Drawdown Comparison

The maximum MOTO drawdown since its inception was -38.24%, which is greater than DFUS's maximum drawdown of -24.62%. Use the drawdown chart below to compare losses from any high point for MOTO and DFUS.

Drawdown Indicators

	MOTO	DFUS	Difference
Max Drawdown Largest peak-to-trough decline	-38.24%	-24.62%	-13.62%
Max Drawdown (1Y) Largest decline over 1 year	-13.36%	-8.96%	-4.40%
Max Drawdown (3Y) Largest decline over 3 years	-26.43%	-19.44%	-6.99%
Max Drawdown (5Y) Largest decline over 5 years	-37.34%	-24.62%	-12.72%
Current Drawdown Current decline from peak	-7.73%	-3.03%	-4.70%
Average Drawdown Average peak-to-trough decline	-9.93%	-5.78%	-4.15%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.91%	2.02%	+1.89%

Volatility

MOTO vs. DFUS - Volatility Comparison

SmartETFs Smart Transportation & Technology ETF (MOTO) has a higher volatility of 11.45% compared to Dimensional U.S. Equity Market ETF (DFUS) at 5.17%. This indicates that MOTO's price experiences larger fluctuations and is considered to be riskier than DFUS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	MOTO	DFUS	Difference
Volatility (1M) Calculated over the trailing 1-month period	11.45%	5.17%	+6.28%
Volatility (6M) Calculated over the trailing 6-month period	19.16%	10.20%	+8.96%
Volatility (1Y) Calculated over the trailing 1-year period	23.09%	12.97%	+10.12%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	23.99%	17.29%	+6.70%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	26.47%	17.26%	+9.21%

MOTO vs. DFUS - Expense Ratio Comparison

MOTO has a 0.68% expense ratio, which is higher than DFUS's 0.09% expense ratio.

Dividends

MOTO vs. DFUS - Dividend Comparison

MOTO's dividend yield for the trailing twelve months is around 0.87%, more than DFUS's 0.85% yield.

Position	TTM	2025	2024	2023	2022	2021	2020
DFUS Dimensional U.S. Equity Market ETF	0.85%	0.88%	1.04%	1.33%	1.48%	0.85%	0.00%
MOTO SmartETFs Smart Transportation & Technology ETF	0.87%	1.06%	1.07%	2.73%	2.33%	0.55%	2.71%

Frequently Asked Questions

Can I hold both MOTO and DFUS in my portfolio?

MOTO and DFUS have a correlation of 0.85, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, MOTO or DFUS?

MOTO has higher volatility (11.45%) compared to DFUS (5.17%). In terms of maximum drawdown, MOTO dropped -38.24% vs DFUS's -24.62%.

Which ETF is better, MOTO or DFUS?

On 5-year performance, DFUS leads with 12.74% vs 8.94% for MOTO. On fees, DFUS is cheaper at 0.09% per year. On volatility, DFUS has been the lower-risk option at 5.17%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, MOTO or DFUS?

Over the 5-year period, DFUS has performed better with a 12.74% return vs 8.94%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, MOTO or DFUS?

DFUS is cheaper with a 0.09% expense ratio, compared with 0.68% for MOTO.

Which ETF pays a higher dividend yield, MOTO or DFUS?

MOTO has the higher dividend yield at 0.87%, compared with 0.85% for DFUS.

What is the main difference between MOTO and DFUS?

MOTO is categorized as Transportation Equities, while DFUS is Large Cap Blend Equities. They also come from different issuers: Guinness Atkinson Asset Management and Dimensional. Their fees differ too: 0.68% for MOTO and 0.09% for DFUS.

Which has better risk-adjusted returns?

DFUS currently has the higher Sharpe Ratio (1.89 vs 1.89), 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.