DFSU vs TCHP
Comparison between DIMENSIONAL US SUSTAINABILITY CORE 1 ETF (DFSU, ETF) and T. ROWE PRICE BLUE CHIP GROWTH ETF (TCHP, ETF).
DFSU vs TCHP - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
DFSU
$2.20B
TCHP
$2.20B
Expense Ratio
Winner
DFSU
0.15%
TCHP
0.57%
Max Drawdown
Winner
DFSU
20.33%
TCHP
42.35%
Sharpe Ratio
Winner
DFSU
1.27
TCHP
0.63
5Y Beta
Winner
DFSU
0.99
TCHP
1.22
P/E Ratio
Winner
DFSU
24.40
TCHP
32.09
Forward P/E
Winner
DFSU
18.86
TCHP
26.59
PEG Ratio
DFSU
N/A
TCHP
0.50
5Y EPS CAGR
DFSU
25.31%
Winner
TCHP
37.84%
P/S Ratio
Winner
DFSU
2.31
TCHP
6.54
P/B Ratio
Winner
DFSU
4.50
TCHP
10.16
DFSU vs TCHP - Holdings Comparison
DFSU and TCHP have 39 common holdings. Overlap is 35.03%
DFSU's top 25 holdings weight is 39.72%. TCHP's top 25 holdings weight is 87.48%.
| Rank | DFSU | TCHP |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 6.92% | NVIDIA CORP (NVDA) - 15.34% |
| #2 | APPLE INC (AAPL) - 6.25% | MICROSOFT CORP (MSFT) - 9.59% |
| #3 | META PLATFORMS INC CLASS A (META) - 2.88% | APPLE INC (AAPL) - 9.00% |
| #4 | AMAZON.COM INC (AMZN) - 2.67% | AMAZON.COM INC (AMZN) - 7.45% |
| #5 | MICROSOFT CORP (MSFT) - 2.50% | ALPHABET INC CLASS C (GOOG) - 6.87% |
| #6 | ALPHABET INC CLASS A (GOOGL) - 2.48% | BROADCOM INC (AVGO) - 6.10% |
| #7 | ALPHABET INC CLASS C (GOOG) - 2.16% | META PLATFORMS INC CLASS A (META) - 4.67% |
| #8 | BROADCOM INC (AVGO) - 2.01% | CARVANA CO CLASS A (CVNA) - 3.91% |
| #9 | JPMORGAN CHASE & CO (JPM) - 1.62% | VISA INC CLASS A (V) - 2.71% |
| #10 | ELI LILLY AND CO (LLY) - 1.45% | ELI LILLY AND CO (LLY) - 2.68% |
| #11 | TESLA INC (TSLA) - 1.01% | TESLA INC (TSLA) - 2.50% |
| #12 | JOHNSON & JOHNSON (JNJ) - 0.94% | MASTERCARD INC CLASS A (MA) - 1.97% |
| #13 | VISA INC CLASS A (V) - 0.86% | NETFLIX INC (NFLX) - 1.97% |
| #14 | ABBVIE INC (ABBV) - 0.79% | ALPHABET INC CLASS A (GOOGL) - 1.88% |
| #15 | MASTERCARD INC CLASS A (MA) - 0.74% | GE AEROSPACE (GE) - 1.68% |
| #16 | THE HOME DEPOT INC (HD) - 0.73% | INTUITIVE SURGICAL INC (ISRG) - 1.16% |
| #17 | NETFLIX INC (NFLX) - 0.73% | ASML HOLDING NV ADR (ASML) - 1.11% |
| #18 | WALMART INC (WMT) - 0.65% | GE VERNOVA INC (GEV) - 1.08% |
| #19 | THE GOLDMAN SACHS GROUP INC (GS) - 0.55% | CHUBB LTD (CB) - 0.94% |
| #20 | COCA-COLA CO (KO) - 0.52% | BOOKING HOLDINGS INC (BKNG) - 0.87% |
| #21 | n/a (EXPD) - 0.30% | ORACLE CORP (ORCL) - 0.86% |
| #22 | AFLAC INC (AFL) - 0.24% | MONOLITHIC POWER SYSTEMS INC (MPWR) - 0.85% |
| #23 | THE CIGNA GROUP (CI) - 0.24% | STATE STREET INSTL US GOVT MMKT PREMIER (GVMXX) - 0.77% |
| #24 | APPLIED MATERIALS INC (AMAT) - 0.24% | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 0.77% |
| #25 | SLB LTD (SLB) - 0.24% | UNITEDHEALTH GROUP INC (UNH) - 0.75% |
| Total Holdings | 1845 | 60 |
DFSU vs TCHP - Historical Returns
Returns include dividend reinvestment.
1M
Winner
DFSU
+1.45%
TCHP
-3.14%
3M
Winner
DFSU
+10.88%
TCHP
+8.43%
6M
Winner
DFSU
+6.43%
TCHP
+0.28%
1Y
Winner
DFSU
+21.39%
TCHP
+13.59%
5Y(CAGR)
DFSU
N/A
TCHP
+10.28%
Max(CAGR)
Winner
DFSU
+19.96%
TCHP
+12.28%
DFSU vs TCHP - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | DFSU | TCHP |
|---|---|---|
| 2026 | +6.45% | +0.16% |
| 2025 | +15.92% | +18.69% |
| 2024 | +23.88% | +38.25% |
| 2023 | +26.67% | +51.12% |
| 2022 | +0.65% | -38.19% |
| 2021 | N/A | +20.12% |
| 2020 | N/A | +11.37% |
DFSU vs TCHP Drawdown Comparison
The maximum drawdown for DFSU was -19.88%, occurring on Apr 8, 2025. Recovery took 141 trading sessions.
The maximum drawdown for TCHP was -42.34%, occurring on Nov 9, 2022. Recovery took 571 trading sessions.
The current DFSU drawdown is -1.32%. The current TCHP drawdown is -6.34%.
| Rank | DFSU | TCHP |
|---|---|---|
| #1 | -19.88% Dec 4, 2024 - Jul 1, 2025 | -42.34% Nov 19, 2021 - Mar 1, 2024 |
| #2 | -11.40% Jul 31, 2023 - Dec 8, 2023 | -22.92% Jan 23, 2025 - Jun 25, 2025 |
| #3 | -10.12% Jan 12, 2026 - Apr 17, 2026 | -17.50% Oct 29, 2025 - May 8, 2026 |
| #4 | -9.51% Feb 2, 2023 - Jun 8, 2023 | -13.08% Jul 10, 2024 - Oct 14, 2024 |
| #5 | -8.14% Jul 16, 2024 - Aug 23, 2024 | -11.98% Sep 2, 2020 - Dec 17, 2020 |
| #6 | -7.36% Dec 1, 2022 - Jan 26, 2023 | -8.83% Feb 12, 2021 - Apr 9, 2021 |
| #7 | -6.25% Mar 28, 2024 - May 15, 2024 | -8.04% Sep 7, 2021 - Nov 4, 2021 |
| #8 | -5.18% Oct 28, 2025 - Dec 3, 2025 | -7.48% Apr 29, 2021 - Jun 14, 2021 |
| #9 | -4.70% Aug 30, 2024 - Sep 19, 2024 | -7.45% Jun 1, 2026 - Jun 10, 2026 |
| #10 | -3.48% Jun 4, 2026 - Jun 10, 2026 | -6.54% Mar 22, 2024 - May 14, 2024 |
| #11 | -3.22% Oct 8, 2025 - Oct 24, 2025 | -5.48% Dec 11, 2024 - Jan 22, 2025 |
| #12 | -3.19% Nov 2, 2022 - Nov 10, 2022 | -4.34% Jan 21, 2021 - Feb 3, 2021 |
| #13 | -2.93% Jul 28, 2025 - Aug 12, 2025 | -3.53% Oct 9, 2025 - Oct 24, 2025 |
| #14 | -2.87% Oct 18, 2024 - Nov 6, 2024 | -3.30% Aug 6, 2020 - Aug 18, 2020 |
| #15 | -2.70% Nov 11, 2024 - Nov 25, 2024 | -3.24% Jul 23, 2021 - Aug 27, 2021 |
Correlation
Correlation between DFSU and TCHP is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2021 - 2026)
DFSU vs TCHP dividend yield comparison.
| Year | DFSU | TCHP |
|---|---|---|
| 2026 | 0.21% | 0.00% |
| 2025 | 0.85% | 0.00% |
| 2024 | 0.96% | 0.00% |
| 2023 | 1.03% | 0.00% |
| 2022 | 0.21% | 0.00% |
| 2021 | 0.00% | 0.02% |
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