DFSV vs BLV
Comparison between DIMENSIONAL US SMALL CAP VALUE ETF (DFSV, ETF) and VANGUARD LONG-TERM BOND INDEX FUND ETF SHARES (BLV, ETF).
DFSV vs BLV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
DFSV
$8.20B
Winner
BLV
$8.30B
Expense Ratio
DFSV
0.30%
Winner
BLV
0.03%
Max Drawdown
Winner
DFSV
28.52%
BLV
46.31%
Sharpe Ratio
Winner
DFSV
1.57
BLV
-0.45
5Y Beta
DFSV
0.95
Winner
BLV
0.14
P/E Ratio
DFSV
23.33
BLV
N/A
Forward P/E
DFSV
12.07
BLV
N/A
5Y Dividends CAGR
DFSV
N/A
BLV
-12.75%
5Y EPS CAGR
DFSV
2.44%
BLV
N/A
P/S Ratio
DFSV
0.86
BLV
N/A
P/B Ratio
DFSV
1.37
BLV
N/A
DFSV vs BLV - Historical Returns
Returns include dividend reinvestment.
1M
Winner
DFSV
+1.87%
BLV
-1.11%
3M
Winner
DFSV
+8.84%
BLV
-1.41%
6M
Winner
DFSV
+9.11%
BLV
-5.01%
1Y
Winner
DFSV
+32.26%
BLV
+0.43%
5Y(CAGR)
Winner
DFSV
+12.87%
BLV
-5.03%
10Y(CAGR)
DFSV
N/A
BLV
+0.15%
Max(CAGR)
Winner
DFSV
+12.87%
BLV
+4.02%
DFSV vs BLV - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | DFSV | BLV |
|---|---|---|
| 2026 | +22.12% | -2.42% |
| 2025 | +8.99% | +6.29% |
| 2024 | +7.50% | -3.04% |
| 2023 | +19.82% | +6.00% |
| 2022 | +0.61% | -25.67% |
| 2021 | N/A | -2.55% |
| 2020 | N/A | +15.55% |
| 2019 | N/A | +18.60% |
| 2018 | N/A | -3.25% |
| 2017 | N/A | +10.31% |
| 2016 | N/A | +6.50% |
| 2015 | N/A | -4.71% |
| 2014 | N/A | +19.86% |
| 2013 | N/A | -8.08% |
| 2012 | N/A | +8.52% |
| 2011 | N/A | +22.81% |
| 2010 | N/A | +9.46% |
| 2009 | N/A | +2.41% |
| 2008 | N/A | +9.20% |
| 2007 | N/A | +6.27% |
DFSV vs BLV Drawdown Comparison
The maximum drawdown for DFSV was -28.01%, occurring on Apr 8, 2025. Recovery took 260 trading sessions.
The maximum drawdown for BLV was -38.28%, occurring on Oct 19, 2023. This drawdown has not yet recovered.
The current DFSV drawdown is -1.40%. The current BLV drawdown is -26.33%.
| Rank | DFSV | BLV |
|---|---|---|
| #1 | -28.01% Nov 25, 2024 - Dec 10, 2025 | -38.28% Aug 6, 2020 - Oct 19, 2023 |
| #2 | -17.96% Feb 2, 2023 - Dec 14, 2023 | -20.04% Mar 9, 2020 - Jul 7, 2020 |
| #3 | -17.61% Mar 29, 2022 - Dec 2, 2022 | -14.49% May 2, 2013 - Jul 21, 2014 |
| #4 | -9.94% Jul 31, 2024 - Nov 6, 2024 | -12.71% Sep 15, 2008 - Dec 11, 2008 |
| #5 | -9.39% Feb 11, 2026 - Apr 20, 2026 | -12.37% Jan 30, 2015 - Jun 3, 2016 |
| #6 | -7.81% Dec 2, 2022 - Jan 12, 2023 | -12.13% Jul 8, 2016 - Mar 22, 2019 |
| #7 | -7.61% Mar 28, 2024 - May 15, 2024 | -11.20% Dec 30, 2008 - Sep 2, 2009 |
| #8 | -7.04% Dec 27, 2023 - Mar 21, 2024 | -10.32% Aug 26, 2010 - Jul 29, 2011 |
| #9 | -6.60% May 15, 2024 - Jul 15, 2024 | -5.97% Aug 28, 2019 - Jan 27, 2020 |
| #10 | -4.28% Mar 2, 2022 - Mar 16, 2022 | -5.84% Jul 25, 2012 - May 1, 2013 |
| #11 | -3.65% May 6, 2026 - May 28, 2026 | -5.61% May 7, 2007 - Aug 31, 2007 |
| #12 | -3.36% Nov 11, 2024 - Nov 25, 2024 | -5.31% Sep 22, 2011 - Dec 19, 2011 |
| #13 | -3.13% Dec 11, 2025 - Jan 6, 2026 | -5.13% Jan 31, 2012 - May 4, 2012 |
| #14 | -2.95% Jun 12, 2026 - Jun 26, 2026 | -5.13% Oct 1, 2009 - Apr 27, 2010 |
| #15 | -2.60% Jan 13, 2023 - Jan 23, 2023 | -4.93% Mar 20, 2008 - Sep 10, 2008 |
Correlation
Correlation between DFSV and BLV is 0.29 which considered as a very weak or no correlation - the stocks move independently of each other.
0.29
-101
Dividend Comparison (2007 - 2026)
DFSV vs BLV dividend yield comparison.
| Year | DFSV | BLV |
|---|---|---|
| 2026 | 0.62% | 2.92% |
| 2025 | 1.53% | 4.67% |
| 2024 | 1.31% | 5.09% |
| 2023 | 1.29% | 4.06% |
| 2022 | 0.90% | 4.17% |
| 2021 | 0.00% | 3.37% |
| 2020 | 0.00% | 6.12% |
| 2019 | 0.00% | 3.57% |
| 2018 | 0.00% | 4.07% |
| 2017 | 0.00% | 3.63% |
| 2016 | 0.00% | 4.16% |
| 2015 | 0.00% | 4.37% |
| 2014 | 0.00% | 3.88% |
| 2013 | 0.00% | 4.85% |
| 2012 | 0.00% | 5.66% |
| 2011 | 0.00% | 5.11% |
| 2010 | 0.00% | 5.85% |
| 2009 | 0.00% | 5.26% |
| 2008 | 0.00% | 4.99% |
| 2007 | 0.00% | 3.57% |
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