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DFSE vs ATMP

Comparison between DIMENSIONAL EMERGING MARKETS SUSTAINABILITY CORE 1 ETF (DFSE, ETF) and iPath Select MLP ETN (ATMP, ETF).

DFSE vs ATMP - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
DFSE
$629M
Winner
ATMP
$633M
Expense Ratio
Winner
DFSE
0.41%
ATMP
0.95%
Max Drawdown
Winner
DFSE
20.35%
ATMP
80.86%
Sharpe Ratio
Winner
DFSE
1.41
ATMP
1.10
5Y Beta
DFSE
0.80
Winner
ATMP
0.49

DFSE vs ATMP - Historical Returns

Returns include dividend reinvestment.

1M
Winner
DFSE
+4.55%
ATMP
-7.49%
3M
Winner
DFSE
+13.88%
ATMP
-0.79%
6M
Winner
DFSE
+23.17%
ATMP
+18.11%
1Y
Winner
DFSE
+36.99%
ATMP
+16.85%
5Y(CAGR)
DFSE
N/A
ATMP
+15.11%
10Y(CAGR)
DFSE
N/A
ATMP
+4.68%
Max(CAGR)
Winner
DFSE
+22.74%
ATMP
+2.31%

DFSE vs ATMP - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

YearDFSEATMP
2026+17.13%+16.08%
2025+28.68%-0.05%
2024+8.43%+31.36%
2023+13.80%+16.74%
2022+11.62%+17.68%
2021N/A+34.66%
2020N/A-34.53%
2019N/A-0.67%
2018N/A-16.45%
2017N/A-12.63%
2016N/A+23.11%
2015N/A-39.95%
2014N/A+13.27%
2013N/A+10.09%

DFSE vs ATMP Drawdown Comparison

The maximum drawdown for DFSE was -19.77%, occurring on Apr 8, 2025. Recovery took 168 trading sessions.

The maximum drawdown for ATMP was -80.86%, occurring on Mar 18, 2020. Recovery took 2867 trading sessions.

The current DFSE drawdown is -2.71%. The current ATMP drawdown is -8.30%.

RankDFSEATMP
#1-19.77%
Oct 4, 2024 - Jun 9, 2025
-80.86%
Sep 19, 2014 - Feb 13, 2026
#2-12.87%
Feb 25, 2026 - Apr 17, 2026
-9.42%
May 6, 2014 - Aug 19, 2014
#3-11.93%
Jul 31, 2023 - Feb 23, 2024
-8.61%
May 21, 2013 - Oct 25, 2013
#4-9.46%
Jan 26, 2023 - Jun 15, 2023
-8.30%
May 19, 2026 - Jun 17, 2026
#5-9.08%
Jul 12, 2024 - Aug 19, 2024
-6.55%
Mar 26, 2026 - Apr 30, 2026
#6-7.46%
Jun 2, 2026 - Jun 5, 2026
-6.30%
Feb 11, 2014 - Apr 21, 2014
#7-6.10%
Aug 19, 2024 - Sep 24, 2024
-5.44%
Nov 25, 2013 - Dec 30, 2013
#8-5.67%
May 11, 2026 - May 26, 2026
-3.32%
Apr 30, 2026 - May 14, 2026
#9-5.34%
Oct 29, 2025 - Jan 2, 2026
-2.94%
Dec 30, 2013 - Feb 7, 2014
#10-4.70%
Apr 9, 2024 - May 2, 2024
-2.90%
Apr 1, 2013 - Apr 23, 2013
#11-4.57%
Oct 8, 2025 - Oct 24, 2025
-2.83%
Aug 29, 2014 - Sep 19, 2014
#12-4.40%
May 17, 2024 - Jul 5, 2024
-2.76%
Apr 24, 2013 - May 9, 2013
#13-4.25%
Jun 15, 2023 - Jul 13, 2023
-2.54%
Oct 25, 2013 - Nov 25, 2013
#14-3.29%
Nov 15, 2022 - Nov 30, 2022
-1.82%
Mar 2, 2026 - Mar 19, 2026
#15-3.29%
Jul 23, 2025 - Aug 12, 2025
-1.14%
Apr 22, 2014 - Apr 29, 2014

Correlation

Correlation between DFSE and ATMP is 0.88 which considered as a strong positive correlation - the stocks tend to move together.

0.88
-101

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