DFSU vs DES
Comparison between DIMENSIONAL US SUSTAINABILITY CORE 1 ETF (DFSU, ETF) and WISDOMTREE U.S. SMALLCAP DIVIDEND FUND (DES, ETF).
DFSU vs DES - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
DFSU
$2.20B
DES
$2.20B
Expense Ratio
Winner
DFSU
0.15%
DES
0.38%
Max Drawdown
Winner
DFSU
20.33%
DES
68.10%
Sharpe Ratio
DFSU
1.17
Winner
DES
1.25
5Y Beta
DFSU
0.98
Winner
DES
0.81
P/E Ratio
DFSU
25.17
Winner
DES
20.64
Forward P/E
DFSU
19.20
Winner
DES
13.79
5Y Dividends CAGR
DFSU
N/A
DES
10.11%
5Y EPS CAGR
Winner
DFSU
25.37%
DES
7.88%
Debt to Equity
DFSU
N/A
DES
81.79%
P/S Ratio
DFSU
2.34
Winner
DES
1.03
P/B Ratio
DFSU
4.59
Winner
DES
1.80
DFSU vs DES - Holdings Comparison
DFSU and DES have 326 common holdings. Overlap is 1.64%
DFSU's top 25 holdings weight is 39.72%. DES's top 25 holdings weight is 18.58%.
| Rank | DFSU | DES |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 6.92% | TFS FINANCIAL CORP (TFSL) - 1.21% |
| #2 | APPLE INC (AAPL) - 6.25% | KODIAK GAS SERVICES INC (KGS) - 1.09% |
| #3 | META PLATFORMS INC CLASS A (META) - 2.88% | EPR PROPERTIES (EPR) - 1.09% |
| #4 | AMAZON.COM INC (AMZN) - 2.67% | SONOCO PRODUCTS CO (SON) - 1.01% |
| #5 | MICROSOFT CORP (MSFT) - 2.50% | CAL-MAINE FOODS INC (CALM) - 0.95% |
| #6 | ALPHABET INC CLASS A (GOOGL) - 2.48% | NORTHWESTERN ENERGY GROUP INC (NWE) - 0.90% |
| #7 | ALPHABET INC CLASS C (GOOG) - 2.16% | OUTFRONT MEDIA INC (OUT) - 0.88% |
| #8 | BROADCOM INC (AVGO) - 2.01% | ARCHROCK INC (AROC) - 0.84% |
| #9 | JPMORGAN CHASE & CO (JPM) - 1.62% | TRAVEL&LEISURE CO (TNL) - 0.84% |
| #10 | ELI LILLY AND CO (LLY) - 1.45% | IRIDIUM COMMUNICATIONS INC (IRDM) - 0.82% |
| #11 | TESLA INC (TSLA) - 1.01% | FIRST BANCORP (FBP) - 0.77% |
| #12 | JOHNSON & JOHNSON (JNJ) - 0.94% | AMERICOLD REALTY TRUST INC (COLD) - 0.73% |
| #13 | VISA INC CLASS A (V) - 0.86% | AVNET INC (AVT) - 0.72% |
| #14 | ABBVIE INC (ABBV) - 0.79% | n/a (HASI) - 0.70% |
| #15 | MASTERCARD INC CLASS A (MA) - 0.74% | FIRST INTERSTATE BANCSYSTEM INC (FIBK) - 0.69% |
| #16 | THE HOME DEPOT INC (HD) - 0.73% | PBF ENERGY INC CLASS A (PBF) - 0.69% |
| #17 | NETFLIX INC (NFLX) - 0.73% | PATTERSON-UTI ENERGY INC (PTEN) - 0.68% |
| #18 | WALMART INC (WMT) - 0.65% | THE SCOTTS MIRACLE GRO CO CLASS A (SMG) - 0.66% |
| #19 | THE GOLDMAN SACHS GROUP INC (GS) - 0.55% | PROVIDENT FINANCIAL SERVICES INC (PFS) - 0.65% |
| #20 | COCA-COLA CO (KO) - 0.52% | BATH & BODY WORKS INC (BBWI) - 0.65% |
| #21 | n/a (EXPD) - 0.30% | HIGHWOODS PROPERTIES INC (HIW) - 0.41% |
| #22 | AFLAC INC (AFL) - 0.24% | THE CHEESECAKE FACTORY INC (CAKE) - 0.40% |
| #23 | THE CIGNA GROUP (CI) - 0.24% | SENSIENT TECHNOLOGIES CORP (SXT) - 0.40% |
| #24 | APPLIED MATERIALS INC (AMAT) - 0.24% | SILGAN HOLDINGS INC (SLGN) - 0.40% |
| #25 | SLB LTD (SLB) - 0.24% | SL GREEN REALTY CORP (SLG) - 0.40% |
| Total Holdings | 1845 | 478 |
DFSU vs DES - Historical Returns
Returns include dividend reinvestment.
1M
DFSU
+1.35%
Winner
DES
+1.90%
3M
Winner
DFSU
+8.00%
DES
+7.29%
6M
DFSU
+7.53%
Winner
DES
+15.24%
1Y
DFSU
+19.85%
Winner
DES
+25.08%
5Y(CAGR)
DFSU
N/A
DES
+8.21%
10Y(CAGR)
DFSU
N/A
DES
+8.00%
Max(CAGR)
Winner
DFSU
+20.24%
DES
+7.89%
DFSU vs DES - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | DFSU | DES |
|---|---|---|
| 2026 | +9.09% | +20.93% |
| 2025 | +15.92% | +0.96% |
| 2024 | +23.88% | +9.71% |
| 2023 | +26.67% | +16.28% |
| 2022 | +0.65% | -11.65% |
| 2021 | N/A | +27.88% |
| 2020 | N/A | -3.69% |
| 2019 | N/A | +19.33% |
| 2018 | N/A | -13.42% |
| 2017 | N/A | +8.08% |
| 2016 | N/A | +33.60% |
| 2015 | N/A | -5.29% |
| 2014 | N/A | +8.94% |
| 2013 | N/A | +32.90% |
| 2012 | N/A | +16.16% |
| 2011 | N/A | -3.63% |
| 2010 | N/A | +24.59% |
| 2009 | N/A | +20.08% |
| 2008 | N/A | -27.07% |
| 2007 | N/A | -12.85% |
| 2006 | N/A | +16.40% |
DFSU vs DES Drawdown Comparison
The maximum drawdown for DFSU was -19.88%, occurring on Apr 8, 2025. Recovery took 141 trading sessions.
The maximum drawdown for DES was -65.45%, occurring on Mar 9, 2009. Recovery took 1178 trading sessions.
The current DFSU drawdown is -0.32%. The current DES drawdown is -1.30%.
| Rank | DFSU | DES |
|---|---|---|
| #1 | -19.88% Dec 4, 2024 - Jul 1, 2025 | -65.45% Jun 4, 2007 - Feb 3, 2012 |
| #2 | -11.40% Jul 31, 2023 - Dec 8, 2023 | -45.63% Aug 21, 2018 - Jan 14, 2021 |
| #3 | -10.12% Jan 12, 2026 - Apr 17, 2026 | -25.16% Nov 25, 2024 - Feb 4, 2026 |
| #4 | -9.51% Feb 2, 2023 - Jun 8, 2023 | -21.70% Jan 4, 2022 - Dec 14, 2023 |
| #5 | -8.14% Jul 16, 2024 - Aug 23, 2024 | -19.34% Jun 23, 2015 - Apr 26, 2016 |
| #6 | -7.36% Dec 1, 2022 - Jan 26, 2023 | -9.64% Jan 23, 2018 - Jun 4, 2018 |
| #7 | -6.25% Mar 28, 2024 - May 15, 2024 | -9.47% Jul 1, 2014 - Nov 5, 2014 |
| #8 | -5.18% Oct 28, 2025 - Dec 3, 2025 | -9.36% Jun 8, 2021 - Nov 3, 2021 |
| #9 | -4.70% Aug 30, 2024 - Sep 19, 2024 | -9.15% Apr 2, 2012 - Jul 3, 2012 |
| #10 | -3.48% Jun 4, 2026 - Jul 1, 2026 | -9.09% Sep 14, 2012 - Dec 20, 2012 |
| #11 | -3.22% Oct 8, 2025 - Oct 24, 2025 | -8.96% Jul 31, 2024 - Oct 16, 2024 |
| #12 | -3.19% Nov 2, 2022 - Nov 10, 2022 | -8.17% Nov 15, 2021 - Jan 4, 2022 |
| #13 | -2.93% Jul 28, 2025 - Aug 12, 2025 | -7.64% Feb 20, 2026 - Apr 9, 2026 |
| #14 | -2.87% Oct 18, 2024 - Nov 6, 2024 | -7.50% Dec 27, 2023 - Mar 28, 2024 |
| #15 | -2.70% Nov 11, 2024 - Nov 25, 2024 | -7.44% Sep 7, 2016 - Nov 11, 2016 |
Correlation
Correlation between DFSU and DES is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
Dividend Comparison (2006 - 2026)
DFSU vs DES dividend yield comparison.
| Year | DFSU | DES |
|---|---|---|
| 2026 | 0.43% | 0.89% |
| 2025 | 0.85% | 2.85% |
| 2024 | 0.96% | 2.81% |
| 2023 | 1.03% | 2.65% |
| 2022 | 0.21% | 2.89% |
| 2021 | 0.00% | 2.31% |
| 2020 | 0.00% | 2.75% |
| 2019 | 0.00% | 2.68% |
| 2018 | 0.00% | 3.65% |
| 2017 | 0.00% | 2.89% |
| 2016 | 0.00% | 2.70% |
| 2015 | 0.00% | 3.09% |
| 2014 | 0.00% | 2.68% |
| 2013 | 0.00% | 2.45% |
| 2012 | 0.00% | 4.04% |
| 2011 | 0.00% | 3.38% |
| 2010 | 0.00% | 3.57% |
| 2009 | 0.00% | 3.60% |
| 2008 | 0.00% | 6.09% |
| 2007 | 0.00% | 3.78% |
| 2006 | 0.00% | 1.82% |
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