DFIV vs VONV
Comparison between DIMENSIONAL INTERNATIONAL VALUE ETF (DFIV, ETF) and VANGUARD RUSSELL 1000 VALUE INDEX FUND ETF SHARES (VONV, ETF).
5-Year PerformanceDFIV has outperformed VONV, delivering a return of +15.6% compared to +9.9%
DFIV vs VONV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
DFIV
$18B
Winner
VONV
$18B
Expense Ratio
DFIV
0.27%
Winner
VONV
0.06%
Max Drawdown
Winner
DFIV
27.56%
VONV
38.21%
Sharpe Ratio
Winner
DFIV
2.32
VONV
2.04
5Y Beta
Winner
DFIV
0.66
VONV
0.72
P/E Ratio
DFIV
N/A
VONV
22.58
Forward P/E
DFIV
N/A
VONV
17.28
5Y Dividends CAGR
DFIV
N/A
VONV
9.21%
5Y EPS CAGR
DFIV
N/A
VONV
13.38%
Debt to Equity
DFIV
N/A
VONV
14.41%
P/S Ratio
DFIV
N/A
VONV
2.24
P/B Ratio
DFIV
N/A
VONV
3.05
DFIV vs VONV - Holdings Comparison
DFIV and VONV have 2 common holdings. Overlap is 0.06%
DFIV's top 25 holdings weight is 27.70%. VONV's top 25 holdings weight is 31.65%.
| Rank | DFIV | VONV |
|---|---|---|
| #1 | n/a (SHEL) - 3.24% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 2.89% |
| #2 | TOTALENERGIES SE (TTE:XPAR) - 2.21% | JPMORGAN CHASE & CO (JPM) - 2.45% |
| #3 | TOYOTA MOTOR CORP (n/a) - 1.87% | EXXON MOBIL CORP (XOM) - 2.35% |
| #4 | BANCO SANTANDER SA (n/a) - 1.86% | ALPHABET INC CLASS A (GOOGL) - 1.93% |
| #5 | BASF SE (n/a) - 1.42% | JOHNSON & JOHNSON (JNJ) - 1.93% |
| #6 | HSBC HOLDINGS PLC ADR (HSBC) - 1.22% | AMAZON.COM INC (AMZN) - 1.80% |
| #7 | BP PLC ADR (BP) - 1.19% | WALMART INC (WMT) - 1.59% |
| #8 | SUNCOR ENERGY INC (n/a) - 1.13% | ALPHABET INC CLASS C (GOOG) - 1.59% |
| #9 | THE TORONTO-DOMINION BANK (TD) - 1.04% | CHEVRON CORP (CVX) - 1.27% |
| #10 | SOCIETE GENERALE SA (n/a) - 1.04% | MICRON TECHNOLOGY INC (MU) - 1.24% |
| #11 | ENGIE SA (n/a) - 1.01% | PROCTER & GAMBLE CO (PG) - 1.11% |
| #12 | ZURICH INSURANCE GROUP AG (n/a) - 0.95% | CISCO SYSTEMS INC (CSCO) - 1.01% |
| #13 | KONINKLIJKE AHOLD DELHAIZE NV (n/a) - 0.93% | MERCK & CO INC (MRK) - 0.98% |
| #14 | ENI SPA (n/a) - 0.93% | CATERPILLAR INC (CAT) - 0.94% |
| #15 | HOLCIM LTD (n/a) - 0.91% | BANK OF AMERICA CORP (BAC) - 0.92% |
| #16 | LLOYDS BANKING GROUP PLC (n/a) - 0.91% | RTX CORP (RTX) - 0.85% |
| #17 | SUMITOMO MITSUI FINANCIAL GROUP INC (n/a) - 0.89% | PHILIP MORRIS INTERNATIONAL INC (PM) - 0.84% |
| #18 | ORANGE SA (n/a) - 0.89% | UNITEDHEALTH GROUP INC (UNH) - 0.81% |
| #19 | SWISS RE AG (n/a) - 0.85% | WELLS FARGO & CO (WFC) - 0.81% |
| #20 | BAYER AG (n/a) - 0.84% | LINDE PLC (LIN) - 0.76% |
| #21 | ENEOS HOLDINGS INC (n/a) - 0.48% | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 0.74% |
| #22 | BANK OF MONTREAL (n/a) - 0.48% | THE GOLDMAN SACHS GROUP INC (GS) - 0.73% |
| #23 | PANASONIC HOLDINGS CORP (n/a) - 0.48% | META PLATFORMS INC CLASS A (META) - 0.73% |
| #24 | MITSUBISHI UFJ FINANCIAL GROUP INC (n/a) - 0.47% | MCDONALD'S CORP (MCD) - 0.69% |
| #25 | RIO TINTO LTD (n/a) - 0.46% | VERIZON COMMUNICATIONS INC (VZ) - 0.69% |
| Total Holdings | 526 | 837 |
DFIV vs VONV - Historical Returns
Returns include dividend reinvestment.
1M
DFIV
+0.24%
Winner
VONV
+5.34%
3M
DFIV
+0.18%
Winner
VONV
+4.56%
6M
Winner
DFIV
+18.88%
VONV
+15.46%
1Y
Winner
DFIV
+40.88%
VONV
+28.67%
5Y(CAGR)
Winner
DFIV
+15.58%
VONV
+9.86%
10Y(CAGR)
DFIV
N/A
VONV
+11.36%
Max(CAGR)
Winner
DFIV
+15.58%
VONV
+11.72%
DFIV vs VONV - Annual Returns (2010 - 2026)
Returns include dividend reinvestment.
| Year | DFIV | VONV |
|---|---|---|
| 2026 | +9.46% | +10.67% |
| 2025 | +45.83% | +15.97% |
| 2024 | +7.82% | +13.92% |
| 2023 | +16.94% | +11.46% |
| 2022 | -4.68% | -7.91% |
| 2021 | +0.06% | +26.80% |
| 2020 | N/A | +2.23% |
| 2019 | N/A | +26.23% |
| 2018 | N/A | -8.90% |
| 2017 | N/A | +12.75% |
| 2016 | N/A | +18.67% |
| 2015 | N/A | -4.06% |
| 2014 | N/A | +14.11% |
| 2013 | N/A | +29.86% |
| 2012 | N/A | +15.25% |
| 2011 | N/A | -0.69% |
| 2010 | N/A | +10.91% |
DFIV vs VONV Drawdown Comparison
The maximum drawdown for DFIV was -25.39%, occurring on Sep 27, 2022. Recovery took 355 trading sessions.
The maximum drawdown for VONV was -38.21%, occurring on Mar 23, 2020. Recovery took 206 trading sessions.
The current DFIV drawdown is -1.66%. The current VONV drawdown is -0.26%.
| Rank | DFIV | VONV |
|---|---|---|
| #1 | -25.39% Feb 9, 2022 - Jul 12, 2023 | -38.21% Feb 12, 2020 - Dec 4, 2020 |
| #2 | -14.73% Mar 19, 2025 - May 9, 2025 | -20.97% Apr 29, 2011 - Mar 13, 2012 |
| #3 | -9.66% Feb 25, 2026 - Mar 20, 2026 | -18.88% Jan 12, 2022 - Dec 14, 2023 |
| #4 | -9.57% Jul 31, 2023 - Dec 14, 2023 | -18.27% Jan 26, 2018 - Apr 30, 2019 |
| #5 | -8.28% Sep 26, 2024 - Feb 11, 2025 | -16.12% May 21, 2015 - Jun 8, 2016 |
| #6 | -7.60% Oct 20, 2021 - Jan 4, 2022 | -15.70% Nov 29, 2024 - Jul 3, 2025 |
| #7 | -7.38% Jul 17, 2024 - Aug 21, 2024 | -10.39% Apr 2, 2012 - Aug 9, 2012 |
| #8 | -4.94% May 20, 2024 - Jul 12, 2024 | -7.69% Sep 19, 2014 - Nov 5, 2014 |
| #9 | -4.93% Jan 14, 2022 - Feb 9, 2022 | -7.23% Oct 18, 2012 - Dec 18, 2012 |
| #10 | -4.87% Nov 12, 2025 - Nov 28, 2025 | -6.82% Feb 27, 2026 - Apr 14, 2026 |
| #11 | -4.35% Apr 9, 2024 - May 9, 2024 | -6.80% Jul 26, 2019 - Sep 12, 2019 |
| #12 | -4.17% Sep 15, 2021 - Oct 14, 2021 | -6.41% Apr 30, 2019 - Jun 20, 2019 |
| #13 | -4.00% Jan 8, 2024 - Feb 22, 2024 | -5.99% Jan 15, 2014 - Feb 28, 2014 |
| #14 | -3.94% Jul 23, 2025 - Aug 12, 2025 | -5.96% Nov 8, 2021 - Dec 27, 2021 |
| #15 | -3.42% Aug 27, 2024 - Sep 19, 2024 | -5.59% Jun 8, 2016 - Jul 8, 2016 |
Correlation
Correlation between DFIV and VONV is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2010 - 2026)
DFIV vs VONV dividend yield comparison.
| Year | DFIV | VONV |
|---|---|---|
| 2026 | 0.18% | 0.40% |
| 2025 | 2.92% | 1.82% |
| 2024 | 3.88% | 1.97% |
| 2023 | 3.93% | 2.10% |
| 2022 | 3.84% | 2.22% |
| 2021 | 2.30% | 1.67% |
| 2020 | 0.00% | 2.25% |
| 2019 | 0.00% | 2.30% |
| 2018 | 0.00% | 2.56% |
| 2017 | 0.00% | 2.18% |
| 2016 | 0.00% | 2.39% |
| 2015 | 0.00% | 2.38% |
| 2014 | 0.00% | 2.10% |
| 2013 | 0.00% | 1.92% |
| 2012 | 0.00% | 2.26% |
| 2011 | 0.00% | 2.07% |
| 2010 | 0.00% | 0.15% |
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