DFIV vs DFUS
Comparison between DIMENSIONAL INTERNATIONAL VALUE ETF (DFIV, ETF) and DIMENSIONAL U.S. EQUITY MARKET ETF (DFUS, ETF).
5-Year PerformanceDFIV has outperformed DFUS, delivering a return of +16.2% compared to +12.9%
DFIV vs DFUS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
DFIV
$21B
DFUS
$21B
Expense Ratio
DFIV
0.27%
Winner
DFUS
0.09%
Max Drawdown
DFIV
27.56%
Winner
DFUS
25.36%
Sharpe Ratio
Winner
DFIV
1.79
DFUS
1.28
5Y Beta
Winner
DFIV
0.65
DFUS
0.99
P/E Ratio
DFIV
N/A
DFUS
26.57
Forward P/E
DFIV
N/A
DFUS
20.59
5Y Dividends CAGR
DFIV
N/A
DFUS
52.11%
5Y EPS CAGR
DFIV
N/A
DFUS
25.85%
P/S Ratio
DFIV
N/A
DFUS
3.42
P/B Ratio
DFIV
N/A
DFUS
5.39
DFIV vs DFUS - Holdings Comparison
DFIV and DFUS have 1 common holdings. Overlap is 0.00%
DFIV's top 25 holdings weight is 26.56%. DFUS's top 25 holdings weight is 47.02%.
| Rank | DFIV | DFUS |
|---|---|---|
| #1 | n/a (SHEL) - 3.03% | NVIDIA CORP (NVDA) - 6.89% |
| #2 | BANCO SANTANDER SA (n/a) - 2.01% | APPLE INC (AAPL) - 6.18% |
| #3 | TOTALENERGIES SE (TTE:XPAR) - 1.99% | MICROSOFT CORP (MSFT) - 4.06% |
| #4 | TOYOTA MOTOR CORP (n/a) - 1.73% | AMAZON.COM INC (AMZN) - 3.36% |
| #5 | BASF SE (n/a) - 1.23% | ALPHABET INC CLASS A (GOOGL) - 3.05% |
| #6 | HSBC HOLDINGS PLC ADR (HSBC) - 1.22% | BROADCOM INC (AVGO) - 2.64% |
| #7 | SOCIETE GENERALE SA (n/a) - 1.08% | ALPHABET INC CLASS C (GOOG) - 2.52% |
| #8 | THE TORONTO-DOMINION BANK (n/a) - 1.05% | META PLATFORMS INC CLASS A (META) - 1.81% |
| #9 | LLOYDS BANKING GROUP PLC (n/a) - 1.01% | MICRON TECHNOLOGY INC (MU) - 1.73% |
| #10 | SUMITOMO MITSUI FINANCIAL GROUP INC (n/a) - 1.01% | TESLA INC (TSLA) - 1.68% |
| #11 | BAYER AG (n/a) - 1.00% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.31% |
| #12 | SUNCOR ENERGY INC (n/a) - 0.95% | JPMORGAN CHASE & CO (JPM) - 1.30% |
| #13 | BP PLC ADR (BP) - 0.92% | ELI LILLY AND CO (LLY) - 1.29% |
| #14 | ZURICH INSURANCE GROUP AG (n/a) - 0.91% | ADVANCED MICRO DEVICES INC (AMD) - 1.22% |
| #15 | COMPAGNIE DE SAINT-GOBAIN SA (n/a) - 0.89% | EXXON MOBIL CORP (XOM) - 0.85% |
| #16 | SWISS RE AG (n/a) - 0.88% | INTEL CORP (INTC) - 0.85% |
| #17 | n/a (n/a) - 0.83% | JOHNSON & JOHNSON (JNJ) - 0.82% |
| #18 | ENI SPA (n/a) - 0.83% | VISA INC CLASS A (V) - 0.80% |
| #19 | BNP PARIBAS ACT. CAT.A (n/a) - 0.82% | WALMART INC (WMT) - 0.75% |
| #20 | ENGIE SA (n/a) - 0.82% | LAM RESEARCH CORP (LRCX) - 0.70% |
| #21 | BARRICK MINING CORP (n/a) - 0.50% | APPLIED MATERIALS INC (AMAT) - 0.68% |
| #22 | WOODSIDE ENERGY GROUP LTD (n/a) - 0.47% | CISCO SYSTEMS INC (CSCO) - 0.67% |
| #23 | ENEOS HOLDINGS INC (n/a) - 0.47% | CATERPILLAR INC (CAT) - 0.65% |
| #24 | BPER BANCA SPA (n/a) - 0.46% | COSTCO WHOLESALE CORP (COST) - 0.62% |
| #25 | TOURMALINE OIL CORP (n/a) - 0.45% | MASTERCARD INC CLASS A (MA) - 0.59% |
| Total Holdings | 564 | 1906 |
DFIV vs DFUS - Historical Returns
Returns include dividend reinvestment.
1M
Winner
DFIV
+4.20%
DFUS
+2.24%
3M
Winner
DFIV
+6.05%
DFUS
+3.80%
6M
DFIV
+6.30%
Winner
DFUS
+11.82%
1Y
Winner
DFIV
+31.96%
DFUS
+22.35%
5Y(CAGR)
Winner
DFIV
+16.24%
DFUS
+12.86%
Max(CAGR)
Winner
DFIV
+16.24%
DFUS
+13.30%
DFIV vs DFUS - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | DFIV | DFUS |
|---|---|---|
| 2026 | +17.36% | +13.04% |
| 2025 | +45.83% | +17.66% |
| 2024 | +7.82% | +25.28% |
| 2023 | +16.94% | +26.93% |
| 2022 | -4.68% | -18.83% |
| 2021 | +0.06% | +11.90% |
DFIV vs DFUS Drawdown Comparison
The maximum drawdown for DFIV was -25.39%, occurring on Sep 27, 2022. Recovery took 355 trading sessions.
The maximum drawdown for DFUS was -24.62%, occurring on Sep 30, 2022. Recovery took 489 trading sessions.
The current DFUS drawdown is -1.69%.
| Rank | DFIV | DFUS |
|---|---|---|
| #1 | -25.39% Feb 9, 2022 - Jul 12, 2023 | -24.62% Jan 3, 2022 - Dec 13, 2023 |
| #2 | -14.73% Mar 19, 2025 - May 9, 2025 | -19.44% Feb 19, 2025 - Jun 27, 2025 |
| #3 | -9.66% Feb 25, 2026 - Jul 6, 2026 | -8.96% Jan 27, 2026 - Apr 14, 2026 |
| #4 | -9.57% Jul 31, 2023 - Dec 14, 2023 | -8.66% Jul 16, 2024 - Sep 19, 2024 |
| #5 | -8.28% Sep 26, 2024 - Feb 11, 2025 | -5.53% Mar 28, 2024 - May 14, 2024 |
| #6 | -7.60% Oct 20, 2021 - Jan 4, 2022 | -5.29% Oct 28, 2025 - Dec 10, 2025 |
| #7 | -7.38% Jul 17, 2024 - Aug 21, 2024 | -5.07% Sep 3, 2021 - Oct 20, 2021 |
| #8 | -4.94% May 20, 2024 - Jul 12, 2024 | -4.60% Dec 4, 2024 - Jan 23, 2025 |
| #9 | -4.93% Jan 14, 2022 - Feb 9, 2022 | -4.52% Nov 16, 2021 - Dec 27, 2021 |
| #10 | -4.87% Nov 12, 2025 - Nov 28, 2025 | -4.46% Jun 2, 2026 - Aug 3, 2026 |
| #11 | -4.35% Apr 9, 2024 - May 9, 2024 | -3.07% Jul 12, 2021 - Jul 23, 2021 |
| #12 | -4.17% Sep 15, 2021 - Oct 14, 2021 | -3.06% Oct 8, 2025 - Oct 24, 2025 |
| #13 | -4.00% Jan 8, 2024 - Feb 22, 2024 | -2.77% Oct 18, 2024 - Nov 6, 2024 |
| #14 | -3.94% Jul 23, 2025 - Aug 12, 2025 | -2.72% Dec 11, 2025 - Dec 23, 2025 |
| #15 | -3.42% Aug 27, 2024 - Sep 19, 2024 | -2.50% Jul 28, 2025 - Aug 12, 2025 |
Correlation
Correlation between DFIV and DFUS is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2021 - 2026)
DFIV vs DFUS dividend yield comparison.
| Year | DFIV | DFUS |
|---|---|---|
| 2026 | 1.55% | 0.44% |
| 2025 | 2.92% | 0.88% |
| 2024 | 3.88% | 1.04% |
| 2023 | 3.93% | 1.33% |
| 2022 | 3.84% | 1.48% |
| 2021 | 2.30% | 0.85% |
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