DFUS vs VHT
Comparison between DIMENSIONAL U.S. EQUITY MARKET ETF (DFUS, ETF) and VANGUARD HEALTH CARE INDEX FUND ETF SHARES (VHT, ETF).
5-Year PerformanceDFUS has outperformed VHT, delivering a return of +13.1% compared to +5.4%
DFUS vs VHT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
DFUS
$21B
VHT
$21B
Expense Ratio
DFUS
0.09%
VHT
0.09%
Max Drawdown
Winner
DFUS
25.36%
VHT
40.91%
Sharpe Ratio
DFUS
1.43
Winner
VHT
1.64
5Y Beta
DFUS
0.99
Winner
VHT
0.49
P/E Ratio
Winner
DFUS
26.82
VHT
41.64
Forward P/E
DFUS
20.48
Winner
VHT
19.58
5Y Dividends CAGR
Winner
DFUS
52.11%
VHT
14.84%
5Y EPS CAGR
Winner
DFUS
25.98%
VHT
12.29%
Debt to Equity
DFUS
N/A
VHT
128.23%
P/S Ratio
DFUS
3.43
Winner
VHT
1.72
P/B Ratio
DFUS
5.35
Winner
VHT
4.97
DFUS vs VHT - Holdings Comparison
DFUS and VHT have 236 common holdings. Overlap is 8.51%
DFUS's top 25 holdings weight is 47.02%. VHT's top 25 holdings weight is 72.52%.
| Rank | DFUS | VHT |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 6.89% | ELI LILLY AND CO (LLY) - 14.16% |
| #2 | APPLE INC (AAPL) - 6.18% | JOHNSON & JOHNSON (JNJ) - 8.87% |
| #3 | MICROSOFT CORP (MSFT) - 4.06% | ABBVIE INC (ABBV) - 6.54% |
| #4 | AMAZON.COM INC (AMZN) - 3.36% | UNITEDHEALTH GROUP INC (UNH) - 5.55% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 3.05% | MERCK & CO INC (MRK) - 4.67% |
| #6 | BROADCOM INC (AVGO) - 2.64% | AMGEN INC (AMGN) - 2.87% |
| #7 | ALPHABET INC CLASS C (GOOG) - 2.52% | THERMO FISHER SCIENTIFIC INC (TMO) - 2.74% |
| #8 | META PLATFORMS INC CLASS A (META) - 1.81% | ABBOTT LABORATORIES (ABT) - 2.32% |
| #9 | MICRON TECHNOLOGY INC (MU) - 1.73% | GILEAD SCIENCES INC (GILD) - 2.31% |
| #10 | TESLA INC (TSLA) - 1.68% | INTUITIVE SURGICAL INC (ISRG) - 2.08% |
| #11 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.31% | PFIZER INC (PFE) - 2.01% |
| #12 | JPMORGAN CHASE & CO (JPM) - 1.30% | CVS HEALTH CORP (CVS) - 1.93% |
| #13 | ELI LILLY AND CO (LLY) - 1.29% | VERTEX PHARMACEUTICALS INC (VRTX) - 1.86% |
| #14 | ADVANCED MICRO DEVICES INC (AMD) - 1.22% | DANAHER CORP (DHR) - 1.78% |
| #15 | EXXON MOBIL CORP (XOM) - 0.85% | BRISTOL-MYERS SQUIBB CO (BMY) - 1.73% |
| #16 | INTEL CORP (INTC) - 0.85% | STRYKER CORP (SYK) - 1.60% |
| #17 | JOHNSON & JOHNSON (JNJ) - 0.82% | MEDTRONIC PLC (MDT) - 1.48% |
| #18 | VISA INC CLASS A (V) - 0.80% | MCKESSON CORP (MCK) - 1.36% |
| #19 | WALMART INC (WMT) - 0.75% | ELEVANCE HEALTH INC (ELV) - 1.22% |
| #20 | LAM RESEARCH CORP (LRCX) - 0.70% | THE CIGNA GROUP (CI) - 1.07% |
| #21 | APPLIED MATERIALS INC (AMAT) - 0.68% | REGENERON PHARMACEUTICALS INC (REGN) - 0.95% |
| #22 | CISCO SYSTEMS INC (CSCO) - 0.67% | BOSTON SCIENTIFIC CORP (BSX) - 0.93% |
| #23 | CATERPILLAR INC (CAT) - 0.65% | HCA HEALTHCARE INC (HCA) - 0.90% |
| #24 | COSTCO WHOLESALE CORP (COST) - 0.62% | CARDINAL HEALTH INC (CAH) - 0.82% |
| #25 | MASTERCARD INC CLASS A (MA) - 0.59% | EDWARDS LIFESCIENCES CORP (EW) - 0.77% |
| Total Holdings | 1906 | 429 |
DFUS vs VHT - Historical Returns
Returns include dividend reinvestment.
1M
Winner
DFUS
+3.39%
VHT
+0.59%
3M
DFUS
+6.47%
Winner
VHT
+15.53%
6M
Winner
DFUS
+12.75%
VHT
+7.95%
1Y
DFUS
+24.42%
Winner
VHT
+32.79%
5Y(CAGR)
Winner
DFUS
+13.08%
VHT
+5.42%
10Y(CAGR)
DFUS
N/A
VHT
+10.24%
Max(CAGR)
Winner
DFUS
+13.64%
VHT
+10.00%
DFUS vs VHT - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | DFUS | VHT |
|---|---|---|
| 2026 | +14.27% | +8.86% |
| 2025 | +17.66% | +15.30% |
| 2024 | +25.28% | +1.10% |
| 2023 | +26.93% | +2.93% |
| 2022 | -18.83% | -5.01% |
| 2021 | +11.90% | +21.18% |
| 2020 | N/A | +18.07% |
| 2019 | N/A | +23.51% |
| 2018 | N/A | +4.28% |
| 2017 | N/A | +21.75% |
| 2016 | N/A | -1.27% |
| 2015 | N/A | +6.87% |
| 2014 | N/A | +26.12% |
| 2013 | N/A | +39.74% |
| 2012 | N/A | +17.63% |
| 2011 | N/A | +9.53% |
| 2010 | N/A | +4.15% |
| 2009 | N/A | +19.81% |
| 2008 | N/A | -22.72% |
| 2007 | N/A | +7.86% |
| 2006 | N/A | +5.56% |
| 2005 | N/A | +9.70% |
| 2004 | N/A | +0.73% |
DFUS vs VHT Drawdown Comparison
The maximum drawdown for DFUS was -24.62%, occurring on Sep 30, 2022. Recovery took 489 trading sessions.
The maximum drawdown for VHT was -39.10%, occurring on Mar 5, 2009. Recovery took 813 trading sessions.
The current VHT drawdown is -0.35%.
| Rank | DFUS | VHT |
|---|---|---|
| #1 | -24.62% Jan 3, 2022 - Dec 13, 2023 | -39.10% Dec 10, 2007 - Mar 3, 2011 |
| #2 | -19.44% Feb 19, 2025 - Jun 27, 2025 | -28.86% Feb 19, 2020 - Jun 8, 2020 |
| #3 | -8.96% Jan 27, 2026 - Apr 14, 2026 | -20.26% Jul 20, 2015 - Jun 1, 2017 |
| #4 | -8.66% Jul 16, 2024 - Sep 19, 2024 | -18.31% May 18, 2011 - Feb 1, 2012 |
| #5 | -5.53% Mar 28, 2024 - May 14, 2024 | -17.71% Dec 30, 2021 - Feb 6, 2024 |
| #6 | -5.29% Oct 28, 2025 - Dec 10, 2025 | -16.97% Oct 1, 2018 - Nov 8, 2019 |
| #7 | -5.07% Sep 3, 2021 - Oct 20, 2021 | -16.90% Aug 30, 2024 - Nov 12, 2025 |
| #8 | -4.60% Dec 4, 2024 - Jan 23, 2025 | -13.77% Apr 22, 2004 - Apr 29, 2005 |
| #9 | -4.52% Nov 16, 2021 - Dec 27, 2021 | -12.07% Jan 26, 2018 - Aug 2, 2018 |
| #10 | -4.46% Jun 2, 2026 - Aug 3, 2026 | -10.40% Jan 7, 2026 - Jun 26, 2026 |
| #11 | -3.07% Jul 12, 2021 - Jul 23, 2021 | -9.69% Mar 22, 2006 - Sep 12, 2006 |
| #12 | -3.06% Oct 8, 2025 - Oct 24, 2025 | -8.44% Mar 4, 2014 - Jun 20, 2014 |
| #13 | -2.77% Oct 18, 2024 - Nov 6, 2024 | -8.00% Sep 2, 2021 - Dec 23, 2021 |
| #14 | -2.72% Dec 11, 2025 - Dec 23, 2025 | -7.85% Feb 12, 2021 - Apr 15, 2021 |
| #15 | -2.50% Jul 28, 2025 - Aug 12, 2025 | -7.70% Feb 11, 2004 - Apr 22, 2004 |
Correlation
Correlation between DFUS and VHT is 0.89 which considered as a strong positive correlation - the stocks tend to move together.
0.89
-101
Dividend Comparison (2004 - 2026)
DFUS vs VHT dividend yield comparison.
| Year | DFUS | VHT |
|---|---|---|
| 2026 | 0.44% | 0.63% |
| 2025 | 0.88% | 1.61% |
| 2024 | 1.04% | 1.53% |
| 2023 | 1.33% | 1.36% |
| 2022 | 1.48% | 1.33% |
| 2021 | 0.85% | 1.14% |
| 2020 | 0.00% | 1.21% |
| 2019 | 0.00% | 1.89% |
| 2018 | 0.00% | 1.38% |
| 2017 | 0.00% | 1.31% |
| 2016 | 0.00% | 1.45% |
| 2015 | 0.00% | 1.22% |
| 2014 | 0.00% | 1.02% |
| 2013 | 0.00% | 1.12% |
| 2012 | 0.00% | 1.67% |
| 2011 | 0.00% | 1.71% |
| 2010 | 0.00% | 1.74% |
| 2009 | 0.00% | 2.74% |
| 2008 | 0.00% | 1.65% |
| 2007 | 0.00% | 1.35% |
| 2006 | 0.00% | 1.08% |
| 2005 | 0.00% | 0.72% |
| 2004 | 0.00% | 0.26% |
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