DFUS vs SDY
Comparison between DIMENSIONAL U.S. EQUITY MARKET ETF (DFUS, ETF) and STATE STREET(R) SPDR(R) S&P(R) DIVIDEND ETF (SDY, ETF).
5-Year PerformanceDFUS has outperformed SDY, delivering a return of +12.9% compared to +7.7%
DFUS vs SDY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
DFUS
$21B
Winner
SDY
$21B
Expense Ratio
Winner
DFUS
0.09%
SDY
0.35%
Max Drawdown
Winner
DFUS
25.36%
SDY
58.57%
Sharpe Ratio
Winner
DFUS
1.43
SDY
1.13
5Y Beta
DFUS
0.99
Winner
SDY
0.45
P/E Ratio
DFUS
26.82
Winner
SDY
21.25
Forward P/E
DFUS
20.48
Winner
SDY
17.67
PEG Ratio
DFUS
N/A
SDY
0.11
5Y Dividends CAGR
Winner
DFUS
52.11%
SDY
7.50%
5Y EPS CAGR
Winner
DFUS
25.98%
SDY
6.99%
Debt to Equity
DFUS
N/A
SDY
29.41%
P/S Ratio
DFUS
3.43
Winner
SDY
1.94
P/B Ratio
DFUS
5.35
Winner
SDY
3.19
DFUS vs SDY - Holdings Comparison
DFUS and SDY have 144 common holdings. Overlap is 13.49%
DFUS's top 25 holdings weight is 47.02%. SDY's top 25 holdings weight is 36.60%.
| Rank | DFUS | SDY |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 6.89% | VERIZON COMMUNICATIONS INC (VZ) - 2.14% |
| #2 | APPLE INC (AAPL) - 6.18% | REALTY INCOME CORP (O) - 2.13% |
| #3 | MICROSOFT CORP (MSFT) - 4.06% | KIMBERLY-CLARK CORP (KMB) - 1.75% |
| #4 | AMAZON.COM INC (AMZN) - 3.36% | KENVUE INC (KVUE) - 1.75% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 3.05% | ABBVIE INC (ABBV) - 1.62% |
| #6 | BROADCOM INC (AVGO) - 2.64% | QUALCOMM INC (QCOM) - 1.56% |
| #7 | ALPHABET INC CLASS C (GOOG) - 2.52% | TEXAS INSTRUMENTS INC (TXN) - 1.55% |
| #8 | META PLATFORMS INC CLASS A (META) - 1.81% | TARGET CORP (TGT) - 1.54% |
| #9 | MICRON TECHNOLOGY INC (MU) - 1.73% | AUTOMATIC DATA PROCESSING INC (ADP) - 1.53% |
| #10 | TESLA INC (TSLA) - 1.68% | EDISON INTERNATIONAL (EIX) - 1.44% |
| #11 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.31% | SYSCO CORP (SYY) - 1.41% |
| #12 | JPMORGAN CHASE & CO (JPM) - 1.30% | WEC ENERGY GROUP INC (WEC) - 1.40% |
| #13 | ELI LILLY AND CO (LLY) - 1.29% | EVERSOURCE ENERGY (ES) - 1.35% |
| #14 | ADVANCED MICRO DEVICES INC (AMD) - 1.22% | PEPSICO INC (PEP) - 1.33% |
| #15 | EXXON MOBIL CORP (XOM) - 0.85% | SOUTHERN CO (SO) - 1.33% |
| #16 | INTEL CORP (INTC) - 0.85% | CONSOLIDATED EDISON INC (ED) - 1.33% |
| #17 | JOHNSON & JOHNSON (JNJ) - 0.82% | MICROCHIP TECHNOLOGY INC (MCHP) - 1.32% |
| #18 | VISA INC CLASS A (V) - 0.80% | MEDTRONIC PLC (MDT) - 1.30% |
| #19 | WALMART INC (WMT) - 0.75% | ARCHER-DANIELS-MIDLAND CO (ADM) - 1.30% |
| #20 | LAM RESEARCH CORP (LRCX) - 0.70% | CHEVRON CORP (CVX) - 1.27% |
| #21 | APPLIED MATERIALS INC (AMAT) - 0.68% | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.27% |
| #22 | CISCO SYSTEMS INC (CSCO) - 0.67% | XCEL ENERGY INC (XEL) - 1.26% |
| #23 | CATERPILLAR INC (CAT) - 0.65% | COCA-COLA CO (KO) - 1.26% |
| #24 | COSTCO WHOLESALE CORP (COST) - 0.62% | PROCTER & GAMBLE CO (PG) - 1.25% |
| #25 | MASTERCARD INC CLASS A (MA) - 0.59% | PPG INDUSTRIES INC (PPG) - 1.21% |
| Total Holdings | 1906 | 158 |
DFUS vs SDY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
DFUS
+2.05%
SDY
+1.19%
3M
DFUS
+5.22%
Winner
SDY
+5.85%
6M
Winner
DFUS
+11.99%
SDY
+3.52%
1Y
Winner
DFUS
+23.49%
SDY
+16.43%
5Y(CAGR)
Winner
DFUS
+12.94%
SDY
+7.69%
10Y(CAGR)
DFUS
N/A
SDY
+9.42%
Max(CAGR)
Winner
DFUS
+13.50%
SDY
+9.10%
DFUS vs SDY - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | DFUS | SDY |
|---|---|---|
| 2026 | +13.50% | +13.39% |
| 2025 | +17.66% | +8.85% |
| 2024 | +25.28% | +8.00% |
| 2023 | +26.93% | +2.35% |
| 2022 | -18.83% | -0.44% |
| 2021 | +11.90% | +27.12% |
| 2020 | N/A | +2.06% |
| 2019 | N/A | +24.12% |
| 2018 | N/A | -2.82% |
| 2017 | N/A | +15.46% |
| 2016 | N/A | +21.95% |
| 2015 | N/A | -0.69% |
| 2014 | N/A | +15.05% |
| 2013 | N/A | +27.23% |
| 2012 | N/A | +10.85% |
| 2011 | N/A | +6.44% |
| 2010 | N/A | +14.94% |
| 2009 | N/A | +16.62% |
| 2008 | N/A | -21.76% |
| 2007 | N/A | -7.06% |
| 2006 | N/A | +16.23% |
| 2005 | N/A | +1.10% |
DFUS vs SDY Drawdown Comparison
The maximum drawdown for DFUS was -24.62%, occurring on Sep 30, 2022. Recovery took 489 trading sessions.
The maximum drawdown for SDY was -54.78%, occurring on Mar 9, 2009. Recovery took 985 trading sessions.
The current DFUS drawdown is -0.43%. The current SDY drawdown is -1.18%.
| Rank | DFUS | SDY |
|---|---|---|
| #1 | -24.62% Jan 3, 2022 - Dec 13, 2023 | -54.78% Jun 1, 2007 - Apr 28, 2011 |
| #2 | -19.44% Feb 19, 2025 - Jun 27, 2025 | -36.66% Feb 14, 2020 - Nov 24, 2020 |
| #3 | -8.96% Jan 27, 2026 - Apr 14, 2026 | -16.06% Jul 7, 2011 - Dec 27, 2011 |
| #4 | -8.66% Jul 16, 2024 - Sep 19, 2024 | -15.21% Aug 16, 2022 - Dec 2, 2022 |
| #5 | -5.53% Mar 28, 2024 - May 14, 2024 | -15.02% Feb 2, 2023 - Mar 12, 2024 |
| #6 | -5.29% Oct 28, 2025 - Dec 10, 2025 | -14.40% Nov 29, 2024 - Aug 13, 2025 |
| #7 | -5.07% Sep 3, 2021 - Oct 20, 2021 | -14.22% Sep 21, 2018 - Feb 19, 2019 |
| #8 | -4.60% Dec 4, 2024 - Jan 23, 2025 | -13.20% Apr 20, 2022 - Aug 15, 2022 |
| #9 | -4.52% Nov 16, 2021 - Dec 27, 2021 | -10.85% Dec 29, 2014 - Nov 2, 2015 |
| #10 | -4.46% Jun 2, 2026 - Aug 3, 2026 | -9.42% Jan 26, 2018 - Aug 6, 2018 |
| #11 | -3.07% Jul 12, 2021 - Jul 23, 2021 | -9.33% Nov 3, 2015 - Mar 1, 2016 |
| #12 | -3.06% Oct 8, 2025 - Oct 24, 2025 | -7.67% Feb 27, 2026 - Jul 2, 2026 |
| #13 | -2.77% Oct 18, 2024 - Nov 6, 2024 | -6.96% Jan 7, 2022 - Mar 29, 2022 |
| #14 | -2.72% Dec 11, 2025 - Dec 23, 2025 | -6.93% May 21, 2013 - Jul 18, 2013 |
| #15 | -2.50% Jul 28, 2025 - Aug 12, 2025 | -6.87% May 10, 2021 - Nov 3, 2021 |
Correlation
Correlation between DFUS and SDY is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2005 - 2026)
DFUS vs SDY dividend yield comparison.
| Year | DFUS | SDY |
|---|---|---|
| 2026 | 0.44% | 1.17% |
| 2025 | 0.88% | 2.61% |
| 2024 | 1.04% | 2.56% |
| 2023 | 1.33% | 2.64% |
| 2022 | 1.48% | 2.55% |
| 2021 | 0.85% | 2.63% |
| 2020 | 0.00% | 2.85% |
| 2019 | 0.00% | 2.45% |
| 2018 | 0.00% | 2.73% |
| 2017 | 0.00% | 4.69% |
| 2016 | 0.00% | 3.30% |
| 2015 | 0.00% | 6.20% |
| 2014 | 0.00% | 4.74% |
| 2013 | 0.00% | 3.95% |
| 2012 | 0.00% | 3.28% |
| 2011 | 0.00% | 3.23% |
| 2010 | 0.00% | 3.35% |
| 2009 | 0.00% | 3.75% |
| 2008 | 0.00% | 5.44% |
| 2007 | 0.00% | 5.03% |
| 2006 | 0.00% | 2.86% |
| 2005 | 0.00% | 0.57% |
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