DFAC vs SOXX
Comparison between DIMENSIONAL U.S. CORE EQUITY 2 ETF (DFAC, ETF) and ISHARES SEMICONDUCTOR ETF (SOXX, ETF).
5-Year PerformanceSOXX has outperformed DFAC, delivering a return of +31.1% compared to +12.0%
DFAC vs SOXX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
DFAC
$47B
Winner
SOXX
$48B
Expense Ratio
Winner
DFAC
0.17%
SOXX
0.34%
Max Drawdown
Winner
DFAC
23.86%
SOXX
70.50%
Sharpe Ratio
DFAC
1.41
Winner
SOXX
2.03
5Y Beta
Winner
DFAC
0.95
SOXX
2.01
P/E Ratio
Winner
DFAC
24.87
SOXX
52.33
Forward P/E
Winner
DFAC
17.99
SOXX
22.77
PEG Ratio
DFAC
N/A
SOXX
0.05
5Y Dividends CAGR
Winner
DFAC
51.60%
SOXX
9.92%
5Y EPS CAGR
DFAC
21.64%
Winner
SOXX
31.79%
Debt to Equity
DFAC
44.72%
SOXX
N/A
P/S Ratio
Winner
DFAC
2.29
SOXX
3.56
P/B Ratio
Winner
DFAC
3.96
SOXX
11.05
DFAC vs SOXX - Holdings Comparison
DFAC and SOXX have 23 common holdings. Overlap is 9.14%
DFAC's top 25 holdings weight is 33.64%. SOXX's top 25 holdings weight is 96.56%.
| Rank | DFAC | SOXX |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 5.38% | ADVANCED MICRO DEVICES INC (AMD) - 8.61% |
| #2 | APPLE INC (AAPL) - 4.75% | MICRON TECHNOLOGY INC (MU) - 8.21% |
| #3 | MICROSOFT CORP (MSFT) - 3.88% | NVIDIA CORP (NVDA) - 8.13% |
| #4 | AMAZON.COM INC (AMZN) - 2.57% | BROADCOM INC (AVGO) - 7.06% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 2.08% | INTEL CORP (INTC) - 5.51% |
| #6 | META PLATFORMS INC CLASS A (META) - 1.95% | APPLIED MATERIALS INC (AMAT) - 5.36% |
| #7 | ALPHABET INC CLASS C (GOOG) - 1.54% | KLA CORP (KLAC) - 4.86% |
| #8 | EXXON MOBIL CORP (XOM) - 1.04% | LAM RESEARCH CORP (LRCX) - 4.41% |
| #9 | JPMORGAN CHASE & CO (JPM) - 1.02% | MARVELL TECHNOLOGY INC (MRVL) - 4.40% |
| #10 | JOHNSON & JOHNSON (JNJ) - 0.92% | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 4.23% |
| #11 | ELI LILLY AND CO (LLY) - 0.91% | TEXAS INSTRUMENTS INC (TXN) - 4.05% |
| #12 | BROADCOM INC (AVGO) - 0.78% | ANALOG DEVICES INC (ADI) - 3.85% |
| #13 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.78% | NXP SEMICONDUCTORS NV (NXPI) - 3.58% |
| #14 | VISA INC CLASS A (V) - 0.66% | MONOLITHIC POWER SYSTEMS INC (MPWR) - 3.29% |
| #15 | CHEVRON CORP (CVX) - 0.66% | QUALCOMM INC (QCOM) - 2.88% |
| #16 | MICRON TECHNOLOGY INC (MU) - 0.55% | TERADYNE INC (TER) - 2.77% |
| #17 | PROCTER & GAMBLE CO (PG) - 0.53% | ASTERA LABS INC (ALAB) - 2.55% |
| #18 | MASTERCARD INC CLASS A (MA) - 0.52% | MICROCHIP TECHNOLOGY INC (MCHP) - 2.33% |
| #19 | COSTCO WHOLESALE CORP (COST) - 0.50% | ASML HOLDING NV ADR (ASML) - 2.32% |
| #20 | CISCO SYSTEMS INC (CSCO) - 0.45% | CREDO TECHNOLOGY GROUP HOLDING LTD (CRDO) - 1.97% |
| #21 | MERCK & CO INC (MRK) - 0.44% | ON SEMICONDUCTOR CORP (ON) - 1.84% |
| #22 | WALMART INC (WMT) - 0.44% | ASE TECHNOLOGY HOLDING CO LTD ADR (ASX) - 1.23% |
| #23 | NETFLIX INC (NFLX) - 0.43% | ENTEGRIS INC (ENTG) - 1.07% |
| #24 | CATERPILLAR INC (CAT) - 0.43% | MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC (MTSI) - 1.05% |
| #25 | ABBVIE INC (ABBV) - 0.43% | UNITED MICROELECTRONICS CORP ADR (UMC) - 1.00% |
| Total Holdings | 2016 | 33 |
DFAC vs SOXX - Historical Returns
Returns include dividend reinvestment.
1M
Winner
DFAC
+0.81%
SOXX
-15.62%
3M
DFAC
+6.38%
Winner
SOXX
+31.43%
6M
DFAC
+10.11%
Winner
SOXX
+58.92%
1Y
DFAC
+23.05%
Winner
SOXX
+124.84%
5Y(CAGR)
DFAC
+11.96%
Winner
SOXX
+31.11%
10Y(CAGR)
DFAC
N/A
SOXX
+33.72%
Max(CAGR)
DFAC
+11.89%
Winner
SOXX
+14.24%
DFAC vs SOXX - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | DFAC | SOXX |
|---|---|---|
| 2026 | +12.25% | +76.38% |
| 2025 | +15.76% | +39.87% |
| 2024 | +20.22% | +17.14% |
| 2023 | +22.46% | +68.77% |
| 2022 | -15.31% | -36.35% |
| 2021 | +9.52% | +44.70% |
| 2020 | N/A | +49.64% |
| 2019 | N/A | +61.39% |
| 2018 | N/A | -8.95% |
| 2017 | N/A | +39.79% |
| 2016 | N/A | +39.97% |
| 2015 | N/A | -1.92% |
| 2014 | N/A | +31.66% |
| 2013 | N/A | +35.65% |
| 2012 | N/A | +5.30% |
| 2011 | N/A | -11.08% |
| 2010 | N/A | +12.93% |
| 2009 | N/A | +67.17% |
| 2008 | N/A | -50.36% |
| 2007 | N/A | -1.86% |
| 2006 | N/A | -2.41% |
| 2005 | N/A | +15.31% |
| 2004 | N/A | -14.60% |
| 2003 | N/A | +69.70% |
| 2002 | N/A | -49.88% |
| 2001 | N/A | -8.47% |
DFAC vs SOXX Drawdown Comparison
The maximum drawdown for DFAC was -23.11%, occurring on Sep 30, 2022. Recovery took 488 trading sessions.
The maximum drawdown for SOXX was -70.21%, occurring on Nov 20, 2008. Recovery took 3135 trading sessions.
The current DFAC drawdown is -0.38%. The current SOXX drawdown is -15.62%.
| Rank | DFAC | SOXX |
|---|---|---|
| #1 | -23.11% Jan 4, 2022 - Dec 13, 2023 | -70.21% Aug 2, 2001 - Jan 22, 2014 |
| #2 | -20.02% Dec 4, 2024 - Jul 3, 2025 | -45.75% Dec 27, 2021 - Dec 13, 2023 |
| #3 | -8.49% Feb 9, 2026 - Apr 15, 2026 | -41.36% Jul 10, 2024 - Sep 18, 2025 |
| #4 | -8.27% Jul 16, 2024 - Sep 19, 2024 | -34.25% Feb 19, 2020 - Jun 5, 2020 |
| #5 | -5.82% Mar 28, 2024 - May 15, 2024 | -25.24% Mar 12, 2018 - Mar 21, 2019 |
| #6 | -5.54% Nov 16, 2021 - Dec 27, 2021 | -24.64% Jun 1, 2015 - Jul 18, 2016 |
| #7 | -4.82% Oct 27, 2025 - Nov 28, 2025 | -20.34% Jun 22, 2026 - Jul 17, 2026 |
| #8 | -4.49% Sep 2, 2021 - Oct 20, 2021 | -18.16% Apr 24, 2019 - Jul 24, 2019 |
| #9 | -3.87% Jul 12, 2021 - Jul 29, 2021 | -16.47% Mar 7, 2024 - May 24, 2024 |
| #10 | -3.51% Jun 4, 2026 - Jun 15, 2026 | -16.46% Sep 18, 2014 - Nov 21, 2014 |
| #11 | -3.19% Oct 6, 2025 - Oct 24, 2025 | -15.77% Feb 25, 2026 - Apr 8, 2026 |
| #12 | -3.12% Jun 15, 2021 - Jun 25, 2021 | -14.60% Feb 16, 2021 - Apr 1, 2021 |
| #13 | -2.97% Oct 18, 2024 - Nov 6, 2024 | -13.57% Apr 5, 2021 - Jun 28, 2021 |
| #14 | -2.75% Jul 25, 2025 - Aug 12, 2025 | -13.40% Oct 29, 2025 - Dec 8, 2025 |
| #15 | -2.59% Dec 27, 2023 - Jan 22, 2024 | -12.37% Jan 23, 2018 - Mar 6, 2018 |
Correlation
Correlation between DFAC and SOXX is 0.89 which considered as a strong positive correlation - the stocks tend to move together.
0.89
-101
Dividend Comparison (2003 - 2026)
DFAC vs SOXX dividend yield comparison.
| Year | DFAC | SOXX |
|---|---|---|
| 2026 | 0.46% | 0.09% |
| 2025 | 0.97% | 0.57% |
| 2024 | 1.03% | 0.67% |
| 2023 | 1.20% | 0.78% |
| 2022 | 1.50% | 1.25% |
| 2021 | 0.88% | 0.64% |
| 2020 | 0.00% | 0.81% |
| 2019 | 0.00% | 1.23% |
| 2018 | 0.00% | 1.37% |
| 2017 | 0.00% | 0.90% |
| 2016 | 0.00% | 1.08% |
| 2015 | 0.00% | 1.29% |
| 2014 | 0.00% | 1.56% |
| 2013 | 0.00% | 1.18% |
| 2012 | 0.00% | 1.24% |
| 2011 | 0.00% | 0.84% |
| 2010 | 0.00% | 0.96% |
| 2009 | 0.00% | 0.71% |
| 2008 | 0.00% | 1.37% |
| 2007 | 0.00% | 0.53% |
| 2006 | 0.00% | 0.16% |
| 2005 | 0.00% | 0.05% |
| 2003 | 0.00% | 0.01% |
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