SNPE vs. DFAU

In the year-to-date period, SNPE achieves a -0.11% return, which is significantly lower than DFAU's 1.09% return.

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SNPE has a 0.10% expense ratio, which is lower than DFAU's 0.12% 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%.

This table presents a comparison of risk-adjusted performance metrics for Xtrackers S&P 500 ESG ETF (SNPE) and Dimensional US Core Equity Market ETF (DFAU). 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 SNPE Sharpe Ratio is 0.56, which is comparable to the DFAU Sharpe Ratio of 0.62. The chart below compares the historical Sharpe Ratios of SNPE and DFAU, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

SNPE's dividend yield for the trailing twelve months is around 1.21%, more than DFAU's 1.12% yield.

The maximum SNPE drawdown since its inception was -33.38%, which is greater than DFAU's maximum drawdown of -23.61%. Use the drawdown chart below to compare losses from any high point for SNPE and DFAU. For additional features, visit the drawdowns tool.

Xtrackers S&P 500 ESG ETF (SNPE) and Dimensional US Core Equity Market ETF (DFAU) have volatilities of 5.59% and 5.47%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.