RSMC vs. DUSG

Last updated Jul 16, 2026

RSMC (Rockefeller U.S. Small-Mid Cap ETF) and DUSG (Dimensional U.S. Small Cap Growth ETF) are both Small Cap Growth Equities funds. Both are actively managed. Their correlation of 0.90 suggests significant overlap in exposure. RSMC charges 0.75%/yr vs 0.32%/yr for DUSG.

Performance

RSMC vs. DUSG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Rockefeller U.S. Small-Mid Cap ETF (RSMC) and Dimensional U.S. Small Cap Growth ETF (DUSG). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

RSMC

• 1D: 0.52%
• 1M: -2.48%
• 6M: 5.91%
• YTD: 11.33%
• 1Y: 9.43%
• 3Y*: —
• 5Y*: —
• 10Y*: —

DUSG

• 1D: 0.22%
• 1M: -0.04%
• 6M: —
• YTD: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

RSMC vs. DUSG - Yearly Performance Comparison

	2026 (YTD)
RSMC Rockefeller U.S. Small-Mid Cap ETF	-0.31%
DUSG Dimensional U.S. Small Cap Growth ETF	2.66%

Correlation

The correlation between RSMC and DUSG is 0.90, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (All Time) Calculated using the full available price history since May 6, 2026	0.90

Return for Risk

RSMC vs. DUSG — Risk / Return Rank

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

RSMC

RSMC Risk / Return Rank: 21
RSMC Sharpe Ratio Rank: 19
RSMC Sortino Ratio Rank: 19
RSMC Omega Ratio Rank: 18
RSMC Calmar Ratio Rank: 23
RSMC Martin Ratio Rank: 25

DUSG

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

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.

RSMC vs. DUSG - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Rockefeller U.S. Small-Mid Cap ETF (RSMC) and Dimensional U.S. Small Cap Growth ETF (DUSG). 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.

	RSMC	DUSG	Difference
Sharpe ratio: Return per unit of total volatility	0.55	—	—
Sortino ratio: Return per unit of downside risk	0.90	—	—
Omega ratio: Gain probability vs. loss probability	1.11	—	—
Calmar ratio: Return relative to maximum drawdown	0.90	—	—
Martin ratio: Return relative to average drawdown	2.70	—	—

Drawdowns

RSMC vs. DUSG - Drawdown Comparison

The maximum RSMC drawdown since its inception was -22.33%, which is greater than DUSG's maximum drawdown of -4.19%. Use the drawdown chart below to compare losses from any high point for RSMC and DUSG.

Drawdown Indicators

	RSMC	DUSG	Difference
Max Drawdown Largest peak-to-trough decline	-22.33%	-4.19%	-18.14%
Max Drawdown (1Y) Largest decline over 1 year	-10.49%	—	—
Current Drawdown Current decline from peak	-2.79%	-2.34%	-0.45%
Average Drawdown Average peak-to-trough decline	-5.01%	-1.13%	-3.88%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.50%	—	—

Volatility

Volatility by Period

	RSMC	DUSG	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.06%	—	—
Volatility (6M) Calculated over the trailing 6-month period	12.59%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	17.33%	14.71%	+2.62%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	20.08%	14.71%	+5.37%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	20.08%	14.71%	+5.37%

RSMC vs. DUSG - Expense Ratio Comparison

RSMC has a 0.75% expense ratio, which is higher than DUSG's 0.32% expense ratio.

Dividends

RSMC vs. DUSG - Dividend Comparison

RSMC has not paid dividends to shareholders, while DUSG's dividend yield for the trailing twelve months is around 0.14%.

Position	TTM
DUSG Dimensional U.S. Small Cap Growth ETF	0.14%
RSMC Rockefeller U.S. Small-Mid Cap ETF	0.00%

Frequently Asked Questions

Can I hold both RSMC and DUSG in my portfolio?

RSMC and DUSG have a correlation of 0.90, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, RSMC or DUSG?

On fees, DUSG is cheaper at 0.32% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, RSMC or DUSG?

DUSG is cheaper with a 0.32% expense ratio, compared with 0.75% for RSMC.

Which ETF pays a higher dividend yield, RSMC or DUSG?

DUSG has the higher dividend yield at 0.14%, compared with 0.00% for RSMC.

What is the main difference between RSMC and DUSG?

They also come from different issuers: Rockefeller and Dimensional Fund Advisors. Their fees differ too: 0.75% for RSMC and 0.32% for DUSG.