REVS vs. DFUV
Compare and contrast key facts about Columbia Research Enhanced Value ETF (REVS) and Dimensional US Marketwide Value ETF (DFUV).
REVS and DFUV are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. REVS is a passively managed fund by Ameriprise Financial that tracks the performance of the Beta Advantage Research Enhanced U.S. Value Index. It was launched on Sep 25, 2019. DFUV is an actively managed fund by Dimensional. It was launched on Dec 16, 1998.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: REVS or DFUV.
Correlation
The correlation between REVS and DFUV is 0.95, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
REVS vs. DFUV - Performance Comparison
Key characteristics
REVS:
1.76
DFUV:
1.14
REVS:
2.51
DFUV:
1.70
REVS:
1.31
DFUV:
1.21
REVS:
2.56
DFUV:
1.70
REVS:
7.01
DFUV:
4.56
REVS:
2.77%
DFUV:
3.20%
REVS:
11.03%
DFUV:
12.80%
REVS:
-37.85%
DFUV:
-15.35%
REVS:
-1.81%
DFUV:
-2.69%
Returns By Period
The year-to-date returns for both stocks are quite close, with REVS having a 5.18% return and DFUV slightly lower at 5.03%.
REVS
5.18%
0.31%
8.22%
18.93%
11.01%
N/A
DFUV
5.03%
-0.26%
6.76%
14.53%
N/A
N/A
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REVS vs. DFUV - Expense Ratio Comparison
REVS has a 0.19% expense ratio, which is lower than DFUV's 0.21% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
REVS vs. DFUV — Risk-Adjusted Performance Rank
REVS
DFUV
REVS vs. DFUV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Research Enhanced Value ETF (REVS) and Dimensional US Marketwide Value ETF (DFUV). 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.
Dividends
REVS vs. DFUV - Dividend Comparison
REVS's dividend yield for the trailing twelve months is around 1.80%, more than DFUV's 1.57% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|
REVS Columbia Research Enhanced Value ETF | 1.80% | 1.89% | 2.49% | 2.46% | 1.18% | 27.75% | 0.70% |
DFUV Dimensional US Marketwide Value ETF | 1.57% | 1.64% | 1.72% | 1.34% | 0.00% | 0.00% | 0.00% |
Drawdowns
REVS vs. DFUV - Drawdown Comparison
The maximum REVS drawdown since its inception was -37.85%, which is greater than DFUV's maximum drawdown of -15.35%. Use the drawdown chart below to compare losses from any high point for REVS and DFUV. For additional features, visit the drawdowns tool.
Volatility
REVS vs. DFUV - Volatility Comparison
The current volatility for Columbia Research Enhanced Value ETF (REVS) is 2.24%, while Dimensional US Marketwide Value ETF (DFUV) has a volatility of 2.45%. This indicates that REVS experiences smaller price fluctuations and is considered to be less risky than DFUV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.