DFIV vs VHT
Comparison between DIMENSIONAL INTERNATIONAL VALUE ETF (DFIV, ETF) and VANGUARD HEALTH CARE INDEX FUND ETF SHARES (VHT, ETF).
5-Year PerformanceDFIV has outperformed VHT, delivering a return of +16.2% compared to +6.2%
DFIV vs VHT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
DFIV
$21B
VHT
$21B
Expense Ratio
DFIV
0.27%
Winner
VHT
0.09%
Max Drawdown
Winner
DFIV
27.56%
VHT
40.91%
Sharpe Ratio
Winner
DFIV
1.79
VHT
1.58
5Y Beta
DFIV
0.65
Winner
VHT
0.48
P/E Ratio
DFIV
N/A
VHT
45.29
Forward P/E
DFIV
N/A
VHT
20.80
5Y Dividends CAGR
DFIV
N/A
VHT
14.84%
5Y EPS CAGR
DFIV
N/A
VHT
9.67%
Debt to Equity
DFIV
N/A
VHT
128.21%
P/S Ratio
DFIV
N/A
VHT
1.70
P/B Ratio
DFIV
N/A
VHT
5.21
DFIV vs VHT - Holdings Comparison
DFIV and VHT have 1 common holdings. Overlap is 0.00%
DFIV's top 25 holdings weight is 26.56%. VHT's top 25 holdings weight is 72.52%.
| Rank | DFIV | VHT |
|---|---|---|
| #1 | n/a (SHEL) - 3.03% | ELI LILLY AND CO (LLY) - 14.16% |
| #2 | BANCO SANTANDER SA (n/a) - 2.01% | JOHNSON & JOHNSON (JNJ) - 8.87% |
| #3 | TOTALENERGIES SE (TTE:XPAR) - 1.99% | ABBVIE INC (ABBV) - 6.54% |
| #4 | TOYOTA MOTOR CORP (n/a) - 1.73% | UNITEDHEALTH GROUP INC (UNH) - 5.55% |
| #5 | BASF SE (n/a) - 1.23% | MERCK & CO INC (MRK) - 4.67% |
| #6 | HSBC HOLDINGS PLC ADR (HSBC) - 1.22% | AMGEN INC (AMGN) - 2.87% |
| #7 | SOCIETE GENERALE SA (n/a) - 1.08% | THERMO FISHER SCIENTIFIC INC (TMO) - 2.74% |
| #8 | THE TORONTO-DOMINION BANK (n/a) - 1.05% | ABBOTT LABORATORIES (ABT) - 2.32% |
| #9 | LLOYDS BANKING GROUP PLC (n/a) - 1.01% | GILEAD SCIENCES INC (GILD) - 2.31% |
| #10 | SUMITOMO MITSUI FINANCIAL GROUP INC (n/a) - 1.01% | INTUITIVE SURGICAL INC (ISRG) - 2.08% |
| #11 | BAYER AG (n/a) - 1.00% | PFIZER INC (PFE) - 2.01% |
| #12 | SUNCOR ENERGY INC (n/a) - 0.95% | CVS HEALTH CORP (CVS) - 1.93% |
| #13 | BP PLC ADR (BP) - 0.92% | VERTEX PHARMACEUTICALS INC (VRTX) - 1.86% |
| #14 | ZURICH INSURANCE GROUP AG (n/a) - 0.91% | DANAHER CORP (DHR) - 1.78% |
| #15 | COMPAGNIE DE SAINT-GOBAIN SA (n/a) - 0.89% | BRISTOL-MYERS SQUIBB CO (BMY) - 1.73% |
| #16 | SWISS RE AG (n/a) - 0.88% | STRYKER CORP (SYK) - 1.60% |
| #17 | n/a (n/a) - 0.83% | MEDTRONIC PLC (MDT) - 1.48% |
| #18 | ENI SPA (n/a) - 0.83% | MCKESSON CORP (MCK) - 1.36% |
| #19 | BNP PARIBAS ACT. CAT.A (n/a) - 0.82% | ELEVANCE HEALTH INC (ELV) - 1.22% |
| #20 | ENGIE SA (n/a) - 0.82% | THE CIGNA GROUP (CI) - 1.07% |
| #21 | BARRICK MINING CORP (n/a) - 0.50% | REGENERON PHARMACEUTICALS INC (REGN) - 0.95% |
| #22 | WOODSIDE ENERGY GROUP LTD (n/a) - 0.47% | BOSTON SCIENTIFIC CORP (BSX) - 0.93% |
| #23 | ENEOS HOLDINGS INC (n/a) - 0.47% | HCA HEALTHCARE INC (HCA) - 0.90% |
| #24 | BPER BANCA SPA (n/a) - 0.46% | CARDINAL HEALTH INC (CAH) - 0.82% |
| #25 | TOURMALINE OIL CORP (n/a) - 0.45% | EDWARDS LIFESCIENCES CORP (EW) - 0.77% |
| Total Holdings | 564 | 429 |
DFIV vs VHT - Historical Returns
Returns include dividend reinvestment.
1M
DFIV
+4.20%
Winner
VHT
+8.54%
3M
DFIV
+6.05%
Winner
VHT
+18.91%
6M
DFIV
+6.30%
Winner
VHT
+13.85%
1Y
Winner
DFIV
+31.96%
VHT
+31.21%
5Y(CAGR)
Winner
DFIV
+16.24%
VHT
+6.18%
10Y(CAGR)
DFIV
N/A
VHT
+10.79%
Max(CAGR)
Winner
DFIV
+16.24%
VHT
+10.22%
DFIV vs VHT - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | DFIV | VHT |
|---|---|---|
| 2026 | +17.36% | +14.30% |
| 2025 | +45.83% | +15.30% |
| 2024 | +7.82% | +1.10% |
| 2023 | +16.94% | +2.93% |
| 2022 | -4.68% | -5.01% |
| 2021 | +0.06% | +21.18% |
| 2020 | N/A | +18.07% |
| 2019 | N/A | +23.51% |
| 2018 | N/A | +4.28% |
| 2017 | N/A | +21.75% |
| 2016 | N/A | -1.27% |
| 2015 | N/A | +6.87% |
| 2014 | N/A | +26.12% |
| 2013 | N/A | +39.74% |
| 2012 | N/A | +17.63% |
| 2011 | N/A | +9.53% |
| 2010 | N/A | +4.15% |
| 2009 | N/A | +19.81% |
| 2008 | N/A | -22.72% |
| 2007 | N/A | +7.86% |
| 2006 | N/A | +5.56% |
| 2005 | N/A | +9.70% |
| 2004 | N/A | +0.73% |
DFIV vs VHT Drawdown Comparison
The maximum drawdown for DFIV was -25.39%, occurring on Sep 27, 2022. Recovery took 355 trading sessions.
The maximum drawdown for VHT was -39.10%, occurring on Mar 5, 2009. Recovery took 813 trading sessions.
The current VHT drawdown is -0.54%.
| Rank | DFIV | VHT |
|---|---|---|
| #1 | -25.39% Feb 9, 2022 - Jul 12, 2023 | -39.10% Dec 10, 2007 - Mar 3, 2011 |
| #2 | -14.73% Mar 19, 2025 - May 9, 2025 | -28.86% Feb 19, 2020 - Jun 8, 2020 |
| #3 | -9.66% Feb 25, 2026 - Jul 6, 2026 | -20.26% Jul 20, 2015 - Jun 1, 2017 |
| #4 | -9.57% Jul 31, 2023 - Dec 14, 2023 | -18.31% May 18, 2011 - Feb 1, 2012 |
| #5 | -8.28% Sep 26, 2024 - Feb 11, 2025 | -17.71% Dec 30, 2021 - Feb 6, 2024 |
| #6 | -7.60% Oct 20, 2021 - Jan 4, 2022 | -16.97% Oct 1, 2018 - Nov 8, 2019 |
| #7 | -7.38% Jul 17, 2024 - Aug 21, 2024 | -16.90% Aug 30, 2024 - Nov 12, 2025 |
| #8 | -4.94% May 20, 2024 - Jul 12, 2024 | -13.77% Apr 22, 2004 - Apr 29, 2005 |
| #9 | -4.93% Jan 14, 2022 - Feb 9, 2022 | -12.07% Jan 26, 2018 - Aug 2, 2018 |
| #10 | -4.87% Nov 12, 2025 - Nov 28, 2025 | -10.40% Jan 7, 2026 - Jun 26, 2026 |
| #11 | -4.35% Apr 9, 2024 - May 9, 2024 | -9.69% Mar 22, 2006 - Sep 12, 2006 |
| #12 | -4.17% Sep 15, 2021 - Oct 14, 2021 | -8.44% Mar 4, 2014 - Jun 20, 2014 |
| #13 | -4.00% Jan 8, 2024 - Feb 22, 2024 | -8.00% Sep 2, 2021 - Dec 23, 2021 |
| #14 | -3.94% Jul 23, 2025 - Aug 12, 2025 | -7.85% Feb 12, 2021 - Apr 15, 2021 |
| #15 | -3.42% Aug 27, 2024 - Sep 19, 2024 | -7.70% Feb 11, 2004 - Apr 22, 2004 |
Correlation
Correlation between DFIV and VHT is 0.87 which considered as a strong positive correlation - the stocks tend to move together.
0.87
-101
Dividend Comparison (2004 - 2026)
DFIV vs VHT dividend yield comparison.
| Year | DFIV | VHT |
|---|---|---|
| 2026 | 1.55% | 0.60% |
| 2025 | 2.92% | 1.61% |
| 2024 | 3.88% | 1.53% |
| 2023 | 3.93% | 1.36% |
| 2022 | 3.84% | 1.33% |
| 2021 | 2.30% | 1.14% |
| 2020 | 0.00% | 1.21% |
| 2019 | 0.00% | 1.89% |
| 2018 | 0.00% | 1.38% |
| 2017 | 0.00% | 1.31% |
| 2016 | 0.00% | 1.45% |
| 2015 | 0.00% | 1.22% |
| 2014 | 0.00% | 1.02% |
| 2013 | 0.00% | 1.12% |
| 2012 | 0.00% | 1.67% |
| 2011 | 0.00% | 1.71% |
| 2010 | 0.00% | 1.74% |
| 2009 | 0.00% | 2.74% |
| 2008 | 0.00% | 1.65% |
| 2007 | 0.00% | 1.35% |
| 2006 | 0.00% | 1.08% |
| 2005 | 0.00% | 0.72% |
| 2004 | 0.00% | 0.26% |
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