DFSU vs HDEF

Comparison between DIMENSIONAL US SUSTAINABILITY CORE 1 ETF (DFSU, ETF) and XTRACKERS MSCI EAFE HIGH DIVIDEND YIELD EQUITY ETF (HDEF, ETF).

DFSU vs HDEF - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DFSU(ETF)	HDEF(ETF)
Net Assets	$2.20B	$2.20B
Expense Ratio	0.15%	0.09%
Max Drawdown	20.33%	38.17%
Sharpe Ratio	1.17	1.11
5Y Beta	0.98	0.41
P/E Ratio	25.17	N/A
Forward P/E	19.20	N/A
5Y Dividends CAGR	N/A	12.60%
5Y EPS CAGR	25.37%	N/A
P/S Ratio	2.34	N/A
P/B Ratio	4.59	N/A

Net Assets

DFSU

$2.20B

HDEF

$2.20B

Expense Ratio

DFSU

0.15%

Winner

HDEF

0.09%

Max Drawdown

Winner

DFSU

20.33%

HDEF

38.17%

Sharpe Ratio

Winner

DFSU

1.17

HDEF

1.11

5Y Beta

DFSU

0.98

Winner

HDEF

0.41

P/E Ratio

DFSU

25.17

HDEF

N/A

Forward P/E

DFSU

19.20

HDEF

N/A

5Y Dividends CAGR

DFSU

N/A

HDEF

12.60%

5Y EPS CAGR

DFSU

25.37%

HDEF

N/A

P/S Ratio

DFSU

2.34

HDEF

N/A

P/B Ratio

DFSU

4.59

HDEF

N/A

DFSU vs HDEF - Historical Returns

Returns include dividend reinvestment.

Period	DFSU	HDEF
1 month	+1.35%	+2.39%
3 months	+8.00%	+0.54%
6 months	+7.53%	+7.61%
1 year	+19.85%	+17.52%
5 years(CAGR)	N/A	+10.92%
10 years(CAGR)	N/A	+8.69%
Max(CAGR)	+20.24%	+7.78%

DFSU

+1.35%

Winner

HDEF

+2.39%

Winner

DFSU

+8.00%

HDEF

+0.54%

DFSU

+7.53%

Winner

HDEF

+7.61%

Winner

DFSU

+19.85%

HDEF

+17.52%

5Y(CAGR)

DFSU

N/A

HDEF

+10.92%

10Y(CAGR)

DFSU

N/A

HDEF

+8.69%

Max(CAGR)

Winner

DFSU

+20.24%

HDEF

+7.78%

DFSU vs HDEF - Annual Returns (2015 - 2026)

Returns include dividend reinvestment.

Year	DFSU	HDEF
2026	+9.09%	+7.81%
2025	+15.92%	+33.36%
2024	+23.88%	+3.36%
2023	+26.67%	+17.51%
2022	+0.65%	-3.03%
2021	N/A	+6.01%
2020	N/A	-2.76%
2019	N/A	+25.44%
2018	N/A	-13.77%
2017	N/A	+9.90%
2016	N/A	+13.43%
2015	N/A	-4.66%

DFSU vs HDEF Drawdown Comparison

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

The maximum drawdown for HDEF was -36.42%, occurring on Mar 23, 2020. Recovery took 255 trading sessions.

The current DFSU drawdown is -0.32%. The current HDEF drawdown is -1.59%.

Rank	DFSU	HDEF
#1	-19.88% Dec 4, 2024 - Jul 1, 2025	-36.42% Jan 2, 2020 - Jan 6, 2021
#2	-11.40% Jul 31, 2023 - Dec 8, 2023	-23.69% Feb 9, 2022 - Apr 6, 2023
#3	-10.12% Jan 12, 2026 - Apr 17, 2026	-17.55% Jan 22, 2018 - Oct 24, 2019
#4	-9.51% Feb 2, 2023 - Jun 8, 2023	-14.95% Aug 18, 2015 - Aug 10, 2016
#5	-8.14% Jul 16, 2024 - Aug 23, 2024	-11.15% Sep 26, 2024 - Mar 5, 2025
#6	-7.36% Dec 1, 2022 - Jan 26, 2023	-10.60% Mar 18, 2025 - Apr 22, 2025
#7	-6.25% Mar 28, 2024 - May 15, 2024	-9.31% Jun 15, 2021 - Jan 12, 2022
#8	-5.18% Oct 28, 2025 - Dec 3, 2025	-8.79% Jul 26, 2023 - Dec 13, 2023
#9	-4.70% Aug 30, 2024 - Sep 19, 2024	-8.02% Feb 27, 2026 - Mar 20, 2026
#10	-3.48% Jun 4, 2026 - Jul 1, 2026	-6.39% May 8, 2023 - Jun 15, 2023
#11	-3.22% Oct 8, 2025 - Oct 24, 2025	-5.63% Dec 9, 2016 - Jan 10, 2017
#12	-3.19% Nov 2, 2022 - Nov 10, 2022	-5.46% Dec 27, 2023 - Mar 20, 2024
#13	-2.93% Jul 28, 2025 - Aug 12, 2025	-4.72% Jan 8, 2021 - Mar 16, 2021
#14	-2.87% Oct 18, 2024 - Nov 6, 2024	-4.35% Nov 2, 2017 - Jan 9, 2018
#15	-2.70% Nov 11, 2024 - Nov 25, 2024	-4.24% May 17, 2024 - Jul 12, 2024

Correlation

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

0.95

-101

Dividend Comparison (2015 - 2026)

DFSU vs HDEF dividend yield comparison.

Year	DFSU	HDEF
2026	0.43%	2.63%
2025	0.85%	3.88%
2024	0.96%	4.53%
2023	1.03%	4.38%
2022	0.21%	5.41%
2021	0.00%	4.76%
2020	0.00%	3.93%
2019	0.00%	4.20%
2018	0.00%	3.55%
2017	0.00%	3.38%
2016	0.00%	9.52%
2015	0.00%	1.87%