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DFCF vs VPU

Comparison between DIMENSIONAL CORE FIXED INCOME ETF (DFCF, ETF) and VANGUARD UTILITIES INDEX FUND ETF SHARES (VPU, ETF).

5-Year PerformanceVPU has outperformed DFCF, delivering a return of +9.1% compared to +0.2%

DFCF vs VPU - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
DFCF
$11B
VPU
$11B
Expense Ratio
DFCF
0.17%
Winner
VPU
0.09%
Max Drawdown
Winner
DFCF
21.67%
VPU
48.41%
Sharpe Ratio
DFCF
0.31
Winner
VPU
0.55
5Y Beta
Winner
DFCF
0.07
VPU
0.33
P/E Ratio
DFCF
N/A
VPU
20.28
Forward P/E
DFCF
N/A
VPU
18.36
5Y Dividends CAGR
DFCF
N/A
VPU
12.72%
5Y EPS CAGR
DFCF
N/A
VPU
12.89%
Debt to Equity
DFCF
N/A
VPU
127.62%
P/S Ratio
DFCF
N/A
VPU
2.87
P/B Ratio
DFCF
N/A
VPU
2.28

DFCF vs VPU - Historical Returns

Returns include dividend reinvestment.

1M
Winner
DFCF
-0.49%
VPU
-1.70%
3M
Winner
DFCF
-0.91%
VPU
-5.08%
6M
DFCF
+0.65%
Winner
VPU
+4.11%
1Y
DFCF
+5.57%
Winner
VPU
+12.31%
5Y(CAGR)
DFCF
+0.20%
Winner
VPU
+9.11%
10Y(CAGR)
DFCF
N/A
VPU
+8.91%
Max(CAGR)
DFCF
+0.20%
Winner
VPU
+9.70%

DFCF vs VPU - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

YearDFCFVPU
2026+0.23%+2.47%
2025+7.86%+15.69%
2024+1.97%+21.44%
2023+6.49%-7.47%
2022-13.97%+1.95%
2021+0.23%+20.23%
2020N/A+0.48%
2019N/A+27.23%
2018N/A+5.28%
2017N/A+12.90%
2016N/A+18.00%
2015N/A-5.35%
2014N/A+28.95%
2013N/A+12.65%
2012N/A+3.49%
2011N/A+18.22%
2010N/A+6.57%
2009N/A+9.14%
2008N/A-27.21%
2007N/A+16.61%
2006N/A+19.41%
2005N/A+16.00%
2004N/A+20.60%

DFCF vs VPU Drawdown Comparison

The maximum drawdown for DFCF was -19.56%, occurring on Oct 20, 2022. Recovery took 970 trading sessions.

The maximum drawdown for VPU was -46.30%, occurring on Mar 9, 2009. Recovery took 1131 trading sessions.

The current DFCF drawdown is -1.62%. The current VPU drawdown is -6.81%.

RankDFCFVPU
#1-19.56%
Dec 3, 2021 - Oct 16, 2025
-46.30%
Dec 10, 2007 - Jun 6, 2012
#2-2.79%
Feb 27, 2026 - Mar 27, 2026
-36.43%
Feb 18, 2020 - Aug 13, 2021
#3-1.11%
Oct 28, 2025 - Nov 26, 2025
-25.15%
Sep 12, 2022 - Aug 1, 2024
#4-0.94%
Nov 19, 2021 - Nov 30, 2021
-16.15%
Jan 29, 2015 - Mar 8, 2016
#5-0.84%
Nov 26, 2025 - Jan 14, 2026
-15.28%
Apr 8, 2022 - Aug 12, 2022
#6-0.72%
Jan 14, 2026 - Feb 5, 2026
-15.14%
Nov 14, 2017 - Sep 6, 2018
#7-0.21%
Oct 22, 2025 - Oct 27, 2025
-12.17%
May 21, 2007 - Dec 3, 2007
#8-0.18%
Oct 16, 2025 - Oct 20, 2025
-11.88%
Oct 3, 2005 - Jul 19, 2006
#9-0.16%
Feb 10, 2026 - Feb 12, 2026
-11.58%
Jul 6, 2016 - Feb 28, 2017
#10-0.12%
Nov 30, 2021 - Dec 3, 2021
-11.02%
Apr 30, 2013 - Feb 13, 2014
#11-0.08%
Feb 17, 2026 - Feb 23, 2026
-10.23%
Nov 29, 2024 - May 16, 2025
#12-0.07%
Feb 23, 2026 - Feb 26, 2026
-9.44%
Dec 31, 2021 - Mar 24, 2022
#13N/A-9.39%
Jul 30, 2012 - Feb 11, 2013
#14N/A-9.27%
Jun 30, 2014 - Oct 23, 2014
#15N/A-9.21%
Apr 1, 2004 - Jul 19, 2004

Correlation

Correlation between DFCF and VPU is 0.80 which considered as a strong positive correlation - the stocks tend to move together.

0.80
-101

Dividend Comparison (2004 - 2026)

DFCF vs VPU dividend yield comparison.

YearDFCFVPU
20261.30%0.67%
20254.48%2.73%
20244.61%3.02%
20234.51%3.49%
20223.27%2.98%
20210.16%2.70%
20200.00%3.17%
20190.00%2.83%
20180.00%3.23%
20170.00%3.18%
20160.00%3.19%
20150.00%3.63%
20140.00%3.02%
20130.00%3.76%
20120.00%3.98%
20110.00%3.46%
20100.00%3.79%
20090.00%3.79%
20080.00%3.87%
20070.00%2.50%
20060.00%2.85%
20050.00%2.92%
20040.00%2.64%

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