DFSD vs VCR

Comparison between DIMENSIONAL SHORT-DURATION FIXED INCOME ETF (DFSD, ETF) and VANGUARD CONSUMER DISCRETIONARY INDEX FUND ETF SHARES (VCR, ETF).

5-Year PerformanceVCR has outperformed DFSD, delivering a return of +5.2% compared to +2.5%

DFSD vs VCR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DFSD(ETF)	VCR(ETF)
Net Assets	$6.80B	$6.90B
Expense Ratio	0.16%	0.09%
Max Drawdown	9.85%	62.72%
Sharpe Ratio	0.08	0.40
5Y Beta	0.03	1.19
P/E Ratio	N/A	36.59
Forward P/E	N/A	24.91
5Y Dividends CAGR	N/A	-3.50%
5Y EPS CAGR	N/A	17.09%
Debt to Equity	N/A	-154.39%
P/S Ratio	N/A	1.68
P/B Ratio	N/A	5.33

Net Assets

DFSD

$6.80B

Winner

VCR

$6.90B

Expense Ratio

DFSD

0.16%

Winner

VCR

0.09%

Max Drawdown

Winner

DFSD

9.85%

VCR

62.72%

Sharpe Ratio

DFSD

0.08

Winner

VCR

0.40

5Y Beta

Winner

DFSD

0.03

VCR

1.19

P/E Ratio

DFSD

N/A

VCR

36.59

Forward P/E

DFSD

N/A

VCR

24.91

5Y Dividends CAGR

DFSD

N/A

VCR

-3.50%

5Y EPS CAGR

DFSD

N/A

VCR

17.09%

Debt to Equity

DFSD

N/A

VCR

-154.39%

P/S Ratio

DFSD

N/A

VCR

1.68

P/B Ratio

DFSD

N/A

VCR

5.33

DFSD vs VCR - Historical Returns

Returns include dividend reinvestment.

Period	DFSD	VCR
1 month	+0.35%	-2.81%
3 months	+0.80%	+5.83%
6 months	+0.91%	-4.50%
1 year	+3.83%	+8.02%
5 years(CAGR)	+2.52%	+5.23%
10 years(CAGR)	N/A	+13.26%
Max(CAGR)	+2.52%	+10.93%

Winner

DFSD

+0.35%

VCR

-2.81%

DFSD

+0.80%

Winner

VCR

+5.83%

Winner

DFSD

+0.91%

VCR

-4.50%

DFSD

+3.83%

Winner

VCR

+8.02%

5Y(CAGR)

DFSD

+2.52%

Winner

VCR

+5.23%

10Y(CAGR)

DFSD

N/A

VCR

+13.26%

Max(CAGR)

DFSD

+2.52%

Winner

VCR

+10.93%

DFSD vs VCR - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

Year	DFSD	VCR
2026	+0.68%	-1.84%
2025	+6.52%	+6.83%
2024	+4.53%	+25.49%
2023	+6.02%	+41.16%
2022	-5.69%	-36.56%
2021	-0.02%	+26.48%
2020	N/A	+46.60%
2019	N/A	+26.51%
2018	N/A	-3.60%
2017	N/A	+22.26%
2016	N/A	+8.62%
2015	N/A	+7.15%
2014	N/A	+10.05%
2013	N/A	+40.65%
2012	N/A	+23.48%
2011	N/A	+2.42%
2010	N/A	+29.54%
2009	N/A	+40.62%
2008	N/A	-36.57%
2007	N/A	-11.96%
2006	N/A	+15.78%
2005	N/A	-3.23%
2004	N/A	+14.42%

DFSD vs VCR Drawdown Comparison

The maximum drawdown for DFSD was -8.45%, occurring on Oct 20, 2022. Recovery took 552 trading sessions.

The maximum drawdown for VCR was -61.53%, occurring on Nov 20, 2008. Recovery took 928 trading sessions.

The current DFSD drawdown is -0.32%. The current VCR drawdown is -6.85%.

Rank	DFSD	VCR
#1	-8.45% Nov 18, 2021 - Feb 1, 2024	-61.53% Jun 4, 2007 - Feb 7, 2011
#2	-1.47% Feb 27, 2026 - Mar 26, 2026	-39.20% Nov 19, 2021 - Nov 6, 2024
#3	-1.34% Apr 3, 2025 - Apr 28, 2025	-37.68% Feb 20, 2020 - Jun 8, 2020
#4	-0.67% Oct 1, 2024 - Nov 29, 2024	-27.35% Dec 17, 2024 - Sep 15, 2025
#5	-0.67% Dec 6, 2024 - Jan 27, 2025	-22.61% Sep 4, 2018 - Apr 16, 2019
#6	-0.52% Apr 30, 2025 - May 27, 2025	-20.49% Jul 7, 2011 - Feb 3, 2012
#7	-0.50% Mar 27, 2024 - May 3, 2024	-16.70% Nov 3, 2015 - Jul 12, 2016
#8	-0.42% Feb 1, 2024 - Mar 5, 2024	-15.58% Jan 9, 2026 - Mar 30, 2026
#9	-0.42% Feb 5, 2025 - Feb 21, 2025	-12.46% Jul 28, 2005 - May 9, 2006
#10	-0.40% Jun 4, 2025 - Jun 12, 2025	-11.77% Mar 5, 2004 - Nov 2, 2004
#11	-0.37% Oct 22, 2025 - Nov 21, 2025	-11.33% Dec 30, 2004 - Jul 19, 2005
#12	-0.35% Nov 26, 2025 - Dec 16, 2025	-11.18% Jul 31, 2015 - Nov 3, 2015
#13	-0.34% Mar 3, 2025 - Mar 19, 2025	-11.01% May 9, 2006 - Oct 4, 2006
#14	-0.29% Jun 30, 2025 - Jul 21, 2025	-10.07% May 2, 2012 - Sep 6, 2012
#15	-0.28% Mar 8, 2024 - Mar 22, 2024	-9.71% Jan 26, 2018 - Jun 6, 2018

Correlation

Correlation between DFSD and VCR is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.

0.95

-101

Dividend Comparison (2004 - 2026)

DFSD vs VCR dividend yield comparison.

Year	DFSD	VCR
2026	1.43%	0.19%
2025	4.12%	0.74%
2024	4.81%	0.74%
2023	3.89%	0.84%
2022	2.12%	0.98%
2021	0.11%	0.79%
2020	0.00%	1.71%
2019	0.00%	1.17%
2018	0.00%	1.37%
2017	0.00%	1.21%
2016	0.00%	1.60%
2015	0.00%	1.32%
2014	0.00%	1.23%
2013	0.00%	0.84%
2012	0.00%	1.52%
2011	0.00%	1.38%
2010	0.00%	0.99%
2009	0.00%	0.93%
2008	0.00%	2.44%
2007	0.00%	0.86%
2006	0.00%	0.77%
2005	0.00%	0.59%
2004	0.00%	0.63%