QUSIX vs. DFIS

In the year-to-date period, QUSIX achieves a 16.52% return, which is significantly lower than DFIS's 17.60% return.

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QUSIX has a 1.05% expense ratio, which is higher than DFIS's 0.39% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Pear Tree Polaris Foreign Value Small Cap Fund (QUSIX) 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.

The current QUSIX Sharpe Ratio is 0.46, which is lower than the DFIS Sharpe Ratio of 0.88. The chart below compares the historical Sharpe Ratios of QUSIX and DFIS, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

QUSIX's dividend yield for the trailing twelve months is around 2.81%, more than DFIS's 1.93% yield.

The maximum QUSIX drawdown since its inception was -57.95%, which is greater than DFIS's maximum drawdown of -27.23%. Use the drawdown chart below to compare losses from any high point for QUSIX and DFIS.

Pear Tree Polaris Foreign Value Small Cap Fund (QUSIX) has a higher volatility of 2.86% compared to Dimensional International Small Cap ETF (DFIS) at 2.65%. This indicates that QUSIX'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.