DFSU vs EVT

Comparison between DIMENSIONAL US SUSTAINABILITY CORE 1 ETF (DFSU, ETF) and Eaton Vance Tax Advantaged Dividend Income Fund (EVT, ETF).

DFSU vs EVT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DFSU(ETF)	EVT(ETF)
Net Assets	$2.20B	$2.20B
Expense Ratio	0.15%	N/A
Max Drawdown	20.33%	77.86%
Sharpe Ratio	1.27	1.41
5Y Beta	0.99	0.73
P/E Ratio	24.40	N/A
Forward P/E	18.86	N/A
5Y Dividends CAGR	N/A	4.22%
5Y EPS CAGR	25.31%	N/A
P/S Ratio	2.31	N/A
P/B Ratio	4.50	N/A

Net Assets

DFSU

$2.20B

EVT

$2.20B

Expense Ratio

DFSU

0.15%

EVT

N/A

Max Drawdown

Winner

DFSU

20.33%

EVT

77.86%

Sharpe Ratio

DFSU

1.27

Winner

EVT

1.41

5Y Beta

DFSU

0.99

Winner

EVT

0.73

P/E Ratio

DFSU

24.40

EVT

N/A

Forward P/E

DFSU

18.86

EVT

N/A

5Y Dividends CAGR

DFSU

N/A

EVT

4.22%

5Y EPS CAGR

DFSU

25.31%

EVT

N/A

P/S Ratio

DFSU

2.31

EVT

N/A

P/B Ratio

DFSU

4.50

EVT

N/A

DFSU vs EVT - Historical Returns

Returns include dividend reinvestment.

Period	DFSU	EVT
1 month	+1.45%	+1.58%
3 months	+10.88%	+9.09%
6 months	+6.43%	+12.76%
1 year	+21.39%	+22.20%
5 years(CAGR)	N/A	+7.03%
10 years(CAGR)	N/A	+11.29%
Max(CAGR)	+19.96%	+9.23%

DFSU

+1.45%

Winner

EVT

+1.58%

Winner

DFSU

+10.88%

EVT

+9.09%

DFSU

+6.43%

Winner

EVT

+12.76%

DFSU

+21.39%

Winner

EVT

+22.20%

5Y(CAGR)

DFSU

N/A

EVT

+7.03%

10Y(CAGR)

DFSU

N/A

EVT

+11.29%

Max(CAGR)

Winner

DFSU

+19.96%

EVT

+9.23%

DFSU vs EVT - Annual Returns (2003 - 2026)

Returns include dividend reinvestment.

Year	DFSU	EVT
2026	+6.45%	+9.13%
2025	+15.92%	+14.39%
2024	+23.88%	+17.26%
2023	+26.67%	+5.41%
2022	+0.65%	-16.80%
2021	N/A	+36.90%
2020	N/A	+2.03%
2019	N/A	+42.47%
2018	N/A	-12.55%
2017	N/A	+20.76%
2016	N/A	+17.62%
2015	N/A	+1.23%
2014	N/A	+17.91%
2013	N/A	+19.63%
2012	N/A	+19.81%
2011	N/A	-6.01%
2010	N/A	+11.23%
2009	N/A	+43.63%
2008	N/A	-52.24%
2007	N/A	+6.32%
2006	N/A	+31.17%
2005	N/A	+12.81%
2004	N/A	+13.55%
2003	N/A	+2.82%

DFSU vs EVT Drawdown Comparison

The maximum drawdown for DFSU was -19.88%, occurring on Apr 8, 2025. Recovery took 141 trading sessions.

The maximum drawdown for EVT was -73.95%, occurring on Mar 9, 2009. Recovery took 1482 trading sessions.

The current DFSU drawdown is -1.32%. The current EVT drawdown is -1.62%.

Rank	DFSU	EVT
#1	-19.88% Dec 4, 2024 - Jul 1, 2025	-73.95% Jun 4, 2007 - Apr 23, 2013
#2	-11.40% Jul 31, 2023 - Dec 8, 2023	-52.00% Feb 20, 2020 - Jan 14, 2021
#3	-10.12% Jan 12, 2026 - Apr 17, 2026	-28.20% Jan 14, 2022 - Aug 29, 2024
#4	-9.51% Feb 2, 2023 - Jun 8, 2023	-27.47% Oct 3, 2018 - Apr 30, 2019
#5	-8.14% Jul 16, 2024 - Aug 23, 2024	-19.91% Mar 5, 2004 - Nov 12, 2004
#6	-7.36% Dec 1, 2022 - Jan 26, 2023	-18.70% Nov 29, 2024 - Aug 22, 2025
#7	-6.25% Mar 28, 2024 - May 15, 2024	-14.79% Nov 3, 2015 - Apr 1, 2016
#8	-5.18% Oct 28, 2025 - Dec 3, 2025	-13.17% May 21, 2013 - Jan 16, 2014
#9	-4.70% Aug 30, 2024 - Sep 19, 2024	-10.94% May 21, 2015 - Nov 3, 2015
#10	-3.48% Jun 4, 2026 - Jun 10, 2026	-10.20% Aug 19, 2016 - Dec 20, 2016
#11	-3.22% Oct 8, 2025 - Oct 24, 2025	-9.93% Jan 23, 2018 - Jun 12, 2018
#12	-3.19% Nov 2, 2022 - Nov 10, 2022	-9.83% Mar 4, 2005 - Jul 12, 2005
#13	-2.93% Jul 28, 2025 - Aug 12, 2025	-9.23% Feb 26, 2026 - Apr 29, 2026
#14	-2.87% Oct 18, 2024 - Nov 6, 2024	-8.44% Dec 28, 2006 - Apr 3, 2007
#15	-2.70% Nov 11, 2024 - Nov 25, 2024	-8.35% Sep 19, 2014 - Nov 10, 2014

Correlation

Correlation between DFSU and EVT is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97

-101

Dividend Comparison (2003 - 2026)

DFSU vs EVT dividend yield comparison.

Year	DFSU	EVT
2026	0.21%	3.08%
2025	0.85%	7.84%
2024	0.96%	8.02%
2023	1.03%	8.03%
2022	0.21%	8.44%
2021	0.00%	5.65%
2020	0.00%	7.97%
2019	0.00%	6.82%
2018	0.00%	9.16%
2017	0.00%	6.85%
2016	0.00%	8.47%
2015	0.00%	7.49%
2014	0.00%	6.52%
2013	0.00%	6.22%
2012	0.00%	7.17%
2011	0.00%	8.10%
2010	0.00%	7.15%
2009	0.00%	7.49%
2008	0.00%	15.31%
2007	0.00%	6.57%
2006	0.00%	5.12%
2005	0.00%	5.96%
2004	0.00%	6.03%
2003	0.00%	1.06%