DFSU vs PFXF
Comparison between DIMENSIONAL US SUSTAINABILITY CORE 1 ETF (DFSU, ETF) and VANECK PREFERRED SECURITIES EX FINANCIALS ETF (PFXF, ETF).
DFSU vs PFXF - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
DFSU
$2.30B
Winner
PFXF
$2.40B
Expense Ratio
Winner
DFSU
0.15%
PFXF
0.40%
Max Drawdown
Winner
DFSU
20.33%
PFXF
37.25%
Sharpe Ratio
Winner
DFSU
1.11
PFXF
0.48
5Y Beta
DFSU
0.98
Winner
PFXF
0.44
P/E Ratio
DFSU
23.91
PFXF
N/A
Forward P/E
DFSU
19.23
PFXF
N/A
5Y Dividends CAGR
DFSU
N/A
PFXF
2.31%
5Y EPS CAGR
DFSU
25.99%
PFXF
N/A
P/S Ratio
DFSU
2.39
PFXF
N/A
P/B Ratio
DFSU
4.64
PFXF
N/A
DFSU vs PFXF - Historical Returns
Returns include dividend reinvestment.
1M
DFSU
+2.31%
Winner
PFXF
+3.02%
3M
Winner
DFSU
+5.39%
PFXF
-1.12%
6M
Winner
DFSU
+10.17%
PFXF
+0.40%
1Y
Winner
DFSU
+19.89%
PFXF
+8.50%
5Y(CAGR)
DFSU
N/A
PFXF
+3.28%
10Y(CAGR)
DFSU
N/A
PFXF
+4.81%
Max(CAGR)
Winner
DFSU
+20.24%
PFXF
+5.41%
DFSU vs PFXF - Annual Returns (2012 - 2026)
Returns include dividend reinvestment.
| Year | DFSU | PFXF |
|---|---|---|
| 2026 | +11.22% | +3.70% |
| 2025 | +15.92% | +8.88% |
| 2024 | +23.88% | +8.29% |
| 2023 | +26.67% | +10.52% |
| 2022 | +0.65% | -18.62% |
| 2021 | N/A | +12.47% |
| 2020 | N/A | +7.34% |
| 2019 | N/A | +19.71% |
| 2018 | N/A | -3.18% |
| 2017 | N/A | +7.69% |
| 2016 | N/A | +5.79% |
| 2015 | N/A | -2.03% |
| 2014 | N/A | +15.44% |
| 2013 | N/A | -2.29% |
| 2012 | N/A | +4.44% |
DFSU vs PFXF Drawdown Comparison
The maximum drawdown for DFSU was -19.88%, occurring on Apr 8, 2025. Recovery took 141 trading sessions.
The maximum drawdown for PFXF was -35.50%, occurring on Mar 18, 2020. Recovery took 193 trading sessions.
The current DFSU drawdown is -1.61%. The current PFXF drawdown is -4.12%.
| Rank | DFSU | PFXF |
|---|---|---|
| #1 | -19.88% Dec 4, 2024 - Jul 1, 2025 | -35.50% Feb 5, 2020 - Nov 9, 2020 |
| #2 | -11.40% Jul 31, 2023 - Dec 8, 2023 | -21.80% Dec 31, 2021 - Sep 17, 2024 |
| #3 | -10.12% Jan 12, 2026 - Apr 17, 2026 | -11.89% Oct 16, 2024 - Jul 3, 2025 |
| #4 | -9.51% Feb 2, 2023 - Jun 8, 2023 | -10.73% Aug 29, 2018 - Feb 22, 2019 |
| #5 | -8.14% Jul 16, 2024 - Aug 23, 2024 | -9.71% May 21, 2013 - Feb 28, 2014 |
| #6 | -7.36% Dec 1, 2022 - Jan 26, 2023 | -8.39% Jul 29, 2016 - May 2, 2017 |
| #7 | -6.25% Mar 28, 2024 - May 15, 2024 | -8.08% May 18, 2015 - Mar 17, 2016 |
| #8 | -5.18% Oct 28, 2025 - Dec 3, 2025 | -8.04% Jun 2, 2026 - Jul 29, 2026 |
| #9 | -4.70% Aug 30, 2024 - Sep 19, 2024 | -5.83% Feb 25, 2026 - Apr 16, 2026 |
| #10 | -3.48% Jun 4, 2026 - Jul 1, 2026 | -5.05% Dec 11, 2017 - Jun 11, 2018 |
| #11 | -3.22% Oct 8, 2025 - Oct 24, 2025 | -4.93% Oct 27, 2025 - Dec 18, 2025 |
| #12 | -3.19% Nov 2, 2022 - Nov 10, 2022 | -3.70% Oct 18, 2012 - Dec 31, 2012 |
| #13 | -2.93% Jul 28, 2025 - Aug 12, 2025 | -3.44% May 11, 2026 - May 29, 2026 |
| #14 | -2.87% Oct 18, 2024 - Nov 6, 2024 | -3.04% Jan 20, 2021 - Mar 12, 2021 |
| #15 | -2.70% Nov 11, 2024 - Nov 25, 2024 | -3.03% Nov 5, 2021 - Dec 17, 2021 |
Correlation
Correlation between DFSU and PFXF is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2012 - 2026)
DFSU vs PFXF dividend yield comparison.
| Year | DFSU | PFXF |
|---|---|---|
| 2026 | 0.42% | 3.22% |
| 2025 | 0.85% | 6.72% |
| 2024 | 0.96% | 7.82% |
| 2023 | 1.03% | 7.88% |
| 2022 | 0.21% | 6.74% |
| 2021 | 0.00% | 4.66% |
| 2020 | 0.00% | 5.19% |
| 2019 | 0.00% | 5.35% |
| 2018 | 0.00% | 6.56% |
| 2017 | 0.00% | 5.93% |
| 2016 | 0.00% | 5.81% |
| 2015 | 0.00% | 5.99% |
| 2014 | 0.00% | 5.91% |
| 2013 | 0.00% | 6.51% |
| 2012 | 0.00% | 2.56% |
Select Stocks to Compare
Popular: DFSU vs SPYPFXF vs SPY
More Comparisons
Compare with similar stocks