RUSC vs. DFMC

Last updated Jun 23, 2026

RUSC (U.S. Small Cap Equity Active ETF) and DFMC (Dimensional US Micro Cap Portfolio ETF) are both Small Cap Blend Equities funds. Both are actively managed. Their correlation of 0.93 suggests significant overlap in exposure. RUSC charges 0.64%/yr vs 0.41%/yr for DFMC.

Performance

RUSC vs. DFMC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in U.S. Small Cap Equity Active ETF (RUSC) and Dimensional US Micro Cap Portfolio ETF (DFMC). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

RUSC

• 1D: 0.58%
• 1M: 5.41%
• YTD: 23.06%
• 6M: 20.35%
• 1Y: 43.83%
• 3Y*: —
• 5Y*: —
• 10Y*: —

DFMC

• 1D: 0.19%
• 1M: 4.99%
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

RUSC vs. DFMC - Yearly Performance Comparison

	2026 (YTD)
RUSC U.S. Small Cap Equity Active ETF	23.20%
DFMC Dimensional US Micro Cap Portfolio ETF	17.57%

Correlation

The correlation between RUSC and DFMC is 0.93, 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 Mar 23, 2026	0.93

Return for Risk

RUSC vs. DFMC — Risk / Return Rank

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

RUSC

RUSC Risk / Return Rank: 79
RUSC Sharpe Ratio Rank: 77
RUSC Sortino Ratio Rank: 77
RUSC Omega Ratio Rank: 71
RUSC Calmar Ratio Rank: 87
RUSC Martin Ratio Rank: 85

DFMC

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.

RUSC vs. DFMC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for U.S. Small Cap Equity Active ETF (RUSC) and Dimensional US Micro Cap Portfolio ETF (DFMC). 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.

	RUSC	DFMC	Difference
Sharpe ratio: Return per unit of total volatility	2.37	—	—
Sortino ratio: Return per unit of downside risk	3.28	—	—
Omega ratio: Gain probability vs. loss probability	1.40	—	—
Calmar ratio: Return relative to maximum drawdown	4.80	—	—
Martin ratio: Return relative to average drawdown	17.10	—	—

Drawdowns

RUSC vs. DFMC - Drawdown Comparison

The maximum RUSC drawdown since its inception was -9.18%, which is greater than DFMC's maximum drawdown of -4.29%. Use the drawdown chart below to compare losses from any high point for RUSC and DFMC.

Drawdown Indicators

	RUSC	DFMC	Difference
Max Drawdown Largest peak-to-trough decline	-9.18%	-4.29%	-4.89%
Max Drawdown (1Y) Largest decline over 1 year	-9.18%	—	—
Current Drawdown Current decline from peak	0.00%	0.00%	0.00%
Average Drawdown Average peak-to-trough decline	-1.71%	-0.76%	-0.95%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.57%	—	—

Volatility

Volatility by Period

	RUSC	DFMC	Difference
Volatility (1M) Calculated over the trailing 1-month period	5.84%	—	—
Volatility (6M) Calculated over the trailing 6-month period	13.63%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	18.60%	16.31%	+2.29%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	18.34%	16.31%	+2.03%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	18.34%	16.31%	+2.03%

RUSC vs. DFMC - Expense Ratio Comparison

RUSC has a 0.64% expense ratio, which is higher than DFMC's 0.41% expense ratio.

Dividends

RUSC vs. DFMC - Dividend Comparison

RUSC's dividend yield for the trailing twelve months is around 0.31%, while DFMC has not paid dividends to shareholders.

Position	TTM	2025
DFMC Dimensional US Micro Cap Portfolio ETF	0.00%	0.00%
RUSC U.S. Small Cap Equity Active ETF	0.31%	0.38%

Frequently Asked Questions

Can I hold both RUSC and DFMC in my portfolio?

With a correlation of 0.93, RUSC and DFMC move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

Which ETF is better, RUSC or DFMC?

On fees, DFMC is cheaper at 0.41% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, RUSC or DFMC?

DFMC is cheaper with a 0.41% expense ratio, compared with 0.64% for RUSC.

Which ETF pays a higher dividend yield, RUSC or DFMC?

RUSC has the higher dividend yield at 0.31%, compared with 0.00% for DFMC.

What is the main difference between RUSC and DFMC?

They also come from different issuers: Russell and Dimensional Fund Advisors. Their fees differ too: 0.64% for RUSC and 0.41% for DFMC.