DFUV vs SCZ
Comparison between DIMENSIONAL US MARKETWIDE VALUE ETF (DFUV, ETF) and ISHARES MSCI EAFE SMALL-CAP ETF (SCZ, ETF).
DFUV vs SCZ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
DFUV
$13B
SCZ
$13B
Expense Ratio
Winner
DFUV
0.21%
SCZ
0.40%
Max Drawdown
Winner
DFUV
18.26%
SCZ
62.65%
Sharpe Ratio
Winner
DFUV
2.16
SCZ
1.74
5Y Beta
DFUV
0.79
Winner
SCZ
0.65
P/E Ratio
DFUV
20.10
SCZ
N/A
Forward P/E
DFUV
14.42
SCZ
N/A
5Y Dividends CAGR
DFUV
N/A
SCZ
10.71%
5Y EPS CAGR
DFUV
12.72%
SCZ
N/A
Debt to Equity
DFUV
37.58%
SCZ
N/A
P/S Ratio
DFUV
1.73
SCZ
N/A
P/B Ratio
DFUV
2.36
SCZ
N/A
DFUV vs SCZ - Holdings Comparison
DFUV and SCZ have 2 common holdings. Overlap is -0.04%
DFUV's top 25 holdings weight is 37.16%. SCZ's top 25 holdings weight is 6.44%.
| Rank | DFUV | SCZ |
|---|---|---|
| #1 | JPMORGAN CHASE & CO (JPM) - 4.33% | JPY CASH (n/a) - 0.38% |
| #2 | EXXON MOBIL CORP (XOM) - 3.58% | FURUKAWA ELECTRIC CO LTD (n/a) - 0.36% |
| #3 | MICRON TECHNOLOGY INC (MU) - 3.06% | PLS GROUP LTD (n/a) - 0.34% |
| #4 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 2.69% | DIPLOMA PLC (n/a) - 0.32% |
| #5 | JOHNSON & JOHNSON (JNJ) - 2.59% | RESONAC HOLDINGS CORP (n/a) - 0.32% |
| #6 | AMAZON.COM INC (AMZN) - 2.35% | MITSUI KINZOKU CO LTD (n/a) - 0.30% |
| #7 | CHEVRON CORP (CVX) - 2.10% | BEAZLEY PLC (n/a) - 0.30% |
| #8 | CISCO SYSTEMS INC (CSCO) - 1.81% | WEIR GROUP PLC (n/a) - 0.29% |
| #9 | UNITEDHEALTH GROUP INC (UNH) - 1.48% | PSP SWISS PROPERTY AG (n/a) - 0.27% |
| #10 | LINDE PLC (LIN) - 1.26% | SANWA HOLDINGS CORP (n/a) - 0.26% |
| #11 | INTEL CORP (INTC) - 1.17% | GAZTRANSPORT ET TECHNIGAZ SA (n/a) - 0.26% |
| #12 | VERIZON COMMUNICATIONS INC (VZ) - 1.14% | ENLIGHT RENEWABLE ENERGY LTD (n/a) - 0.26% |
| #13 | ADVANCED MICRO DEVICES INC (AMD) - 1.12% | ACCELLERON INDUSTRIES AG ORDINARY SHARES (n/a) - 0.25% |
| #14 | AT&T INC (T) - 1.12% | IMI PLC (n/a) - 0.25% |
| #15 | BANK OF AMERICA CORP (BAC) - 1.08% | SOJITZ CORP (n/a) - 0.24% |
| #16 | THE GOLDMAN SACHS GROUP INC (GS) - 1.05% | ST JAMES'S PLACE PLC (n/a) - 0.24% |
| #17 | WELLS FARGO & CO (WFC) - 0.95% | GAMES WORKSHOP GROUP PLC (n/a) - 0.23% |
| #18 | CONOCOPHILLIPS (COP) - 0.92% | BLUESCOPE STEEL LTD (n/a) - 0.23% |
| #19 | RTX CORP (RTX) - 0.84% | ALS LTD (n/a) - 0.22% |
| #20 | PFIZER INC (PFE) - 0.81% | STOREBRAND ASA (n/a) - 0.22% |
| #21 | CAPITAL ONE FINANCIAL CORP (COF) - 0.35% | MILLICOM INTERNATIONAL CELLULAR SA (TIGO) - 0.22% |
| #22 | DANAHER CORP (DHR) - 0.35% | ICG PLC (n/a) - 0.17% |
| #23 | TE CONNECTIVITY PLC REGISTERED SHARES (TEL) - 0.34% | ISETAN MITSUKOSHI HOLDINGS LTD (n/a) - 0.17% |
| #24 | AIR PRODUCTS AND CHEMICALS INC (APD) - 0.34% | HOWDEN JOINERY GROUP PLC (n/a) - 0.17% |
| #25 | OCCIDENTAL PETROLEUM CORP (OXY) - 0.33% | GALENICA LTD (n/a) - 0.17% |
| Total Holdings | 1259 | 1984 |
DFUV vs SCZ - Historical Returns
Returns include dividend reinvestment.
1M
Winner
DFUV
+4.76%
SCZ
+3.48%
3M
Winner
DFUV
+4.00%
SCZ
+1.61%
6M
Winner
DFUV
+17.84%
SCZ
+15.82%
1Y
Winner
DFUV
+32.60%
SCZ
+31.32%
5Y(CAGR)
DFUV
N/A
SCZ
+5.47%
10Y(CAGR)
DFUV
N/A
SCZ
+8.53%
Max(CAGR)
Winner
DFUV
+13.75%
SCZ
+5.64%
DFUV vs SCZ - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | DFUV | SCZ |
|---|---|---|
| 2026 | +11.57% | +9.74% |
| 2025 | +15.99% | +32.40% |
| 2024 | +11.55% | +2.77% |
| 2023 | +13.68% | +12.31% |
| 2022 | +1.23% | -21.61% |
| 2021 | N/A | +9.90% |
| 2020 | N/A | +10.70% |
| 2019 | N/A | +24.72% |
| 2018 | N/A | -18.18% |
| 2017 | N/A | +31.99% |
| 2016 | N/A | +3.60% |
| 2015 | N/A | +9.15% |
| 2014 | N/A | -4.99% |
| 2013 | N/A | +26.25% |
| 2012 | N/A | +17.53% |
| 2011 | N/A | -16.00% |
| 2010 | N/A | +18.39% |
| 2009 | N/A | +41.36% |
| 2008 | N/A | -47.82% |
| 2007 | N/A | -0.31% |
DFUV vs SCZ Drawdown Comparison
The maximum drawdown for DFUV was -17.59%, occurring on Apr 8, 2025. Recovery took 184 trading sessions.
The maximum drawdown for SCZ was -61.87%, occurring on Mar 9, 2009. Recovery took 1348 trading sessions.
The current DFUV drawdown is -0.27%.
| Rank | DFUV | SCZ |
|---|---|---|
| #1 | -17.59% Nov 25, 2024 - Aug 22, 2025 | -61.87% Dec 13, 2007 - Apr 24, 2013 |
| #2 | -15.33% Jun 7, 2022 - Nov 23, 2022 | -41.07% Jan 26, 2018 - Nov 23, 2020 |
| #3 | -11.55% Jul 31, 2023 - Dec 13, 2023 | -36.83% Sep 3, 2021 - Jun 2, 2025 |
| #4 | -10.97% Feb 2, 2023 - Jul 19, 2023 | -17.42% May 15, 2015 - Sep 6, 2016 |
| #5 | -6.78% Jul 31, 2024 - Aug 30, 2024 | -16.12% Jul 3, 2014 - May 13, 2015 |
| #6 | -6.67% Nov 30, 2022 - Jan 26, 2023 | -11.43% Feb 27, 2026 - May 8, 2026 |
| #7 | -6.01% Feb 11, 2026 - Apr 17, 2026 | -10.32% May 8, 2013 - Aug 5, 2013 |
| #8 | -5.79% Mar 28, 2024 - Jul 16, 2024 | -6.64% Sep 28, 2016 - Feb 1, 2017 |
| #9 | -4.44% Nov 12, 2025 - Nov 28, 2025 | -6.18% Jan 15, 2014 - Feb 18, 2014 |
| #10 | -4.18% May 17, 2022 - May 26, 2022 | -5.77% Oct 27, 2025 - Dec 11, 2025 |
| #11 | -4.06% Aug 30, 2024 - Sep 19, 2024 | -5.67% Jun 14, 2021 - Aug 13, 2021 |
| #12 | -3.33% Oct 6, 2025 - Oct 24, 2025 | -4.87% Mar 6, 2014 - Jun 6, 2014 |
| #13 | -3.13% Dec 27, 2023 - Jan 29, 2024 | -4.34% May 7, 2021 - Jun 1, 2021 |
| #14 | -3.07% Oct 17, 2024 - Nov 6, 2024 | -4.09% Aug 13, 2013 - Sep 9, 2013 |
| #15 | -2.57% Jul 16, 2024 - Jul 31, 2024 | -3.85% Feb 16, 2021 - Mar 16, 2021 |
Correlation
Correlation between DFUV and SCZ is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2007 - 2026)
DFUV vs SCZ dividend yield comparison.
| Year | DFUV | SCZ |
|---|---|---|
| 2026 | 0.34% | 0.00% |
| 2025 | 1.55% | 3.30% |
| 2024 | 1.64% | 3.50% |
| 2023 | 1.72% | 2.96% |
| 2022 | 1.34% | 1.99% |
| 2021 | 0.00% | 2.96% |
| 2020 | 0.00% | 1.52% |
| 2019 | 0.00% | 3.52% |
| 2018 | 0.00% | 2.79% |
| 2017 | 0.00% | 2.38% |
| 2016 | 0.00% | 2.82% |
| 2015 | 0.00% | 2.06% |
| 2014 | 0.00% | 2.61% |
| 2013 | 0.00% | 2.39% |
| 2012 | 0.00% | 3.26% |
| 2011 | 0.00% | 3.28% |
| 2010 | 0.00% | 2.84% |
| 2009 | 0.00% | 2.28% |
| 2008 | 0.00% | 2.79% |
| 2007 | 0.00% | 0.08% |
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