ZVNBX vs. DFUS

In the year-to-date period, ZVNBX achieves a 5.92% return, which is significantly higher than DFUS's 0.49% return.

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ZVNBX has a 1.30% expense ratio, which is higher than DFUS's 0.11% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Zevenbergen Growth Fund (ZVNBX) and Dimensional U.S. Equity ETF (DFUS). 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 ZVNBX Sharpe Ratio is 0.99, which is higher than the DFUS Sharpe Ratio of 0.69. The chart below compares the historical Sharpe Ratios of ZVNBX and DFUS, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

ZVNBX has not paid dividends to shareholders, while DFUS's dividend yield for the trailing twelve months is around 1.07%.

The maximum ZVNBX drawdown since its inception was -66.30%, which is greater than DFUS's maximum drawdown of -24.62%. Use the drawdown chart below to compare losses from any high point for ZVNBX and DFUS.

Zevenbergen Growth Fund (ZVNBX) has a higher volatility of 7.19% compared to Dimensional U.S. Equity ETF (DFUS) at 4.93%. This indicates that ZVNBX's price experiences larger fluctuations and is considered to be riskier than DFUS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.