DFUV vs VGLT

Comparison between DIMENSIONAL US MARKETWIDE VALUE ETF (DFUV, ETF) and VANGUARD LONG-TERM TREASURY INDEX FUND ETF SHARES (VGLT, ETF).

DFUV vs VGLT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DFUV(ETF)	VGLT(ETF)
Net Assets	$14B	$14B
Expense Ratio	0.21%	0.03%
Max Drawdown	18.26%	50.44%
Sharpe Ratio	2.10	0.03
5Y Beta	0.79	0.05
P/E Ratio	20.61	N/A
Forward P/E	14.35	N/A
5Y Dividends CAGR	N/A	6.61%
5Y EPS CAGR	12.20%	N/A
Debt to Equity	38.83%	N/A
P/S Ratio	1.78	N/A
P/B Ratio	2.42	N/A

Net Assets

Winner

DFUV

$14B

VGLT

$14B

Expense Ratio

DFUV

0.21%

Winner

VGLT

0.03%

Max Drawdown

Winner

DFUV

18.26%

VGLT

50.44%

Sharpe Ratio

Winner

DFUV

2.10

VGLT

0.03

5Y Beta

DFUV

0.79

Winner

VGLT

0.05

P/E Ratio

DFUV

20.61

VGLT

N/A

Forward P/E

DFUV

14.35

VGLT

N/A

5Y Dividends CAGR

DFUV

N/A

VGLT

6.61%

5Y EPS CAGR

DFUV

12.20%

VGLT

N/A

Debt to Equity

DFUV

38.83%

VGLT

N/A

P/S Ratio

DFUV

1.78

VGLT

N/A

P/B Ratio

DFUV

2.42

VGLT

N/A

DFUV vs VGLT - Historical Returns

Returns include dividend reinvestment.

Period	DFUV	VGLT
1 month	+5.35%	-0.60%
3 months	+4.08%	-1.59%
6 months	+16.82%	-2.15%
1 year	+29.78%	+4.31%
5 years(CAGR)	+13.85%	-4.95%
10 years(CAGR)	N/A	-0.99%
Max(CAGR)	+13.85%	+2.49%

Winner

DFUV

+5.35%

VGLT

-0.60%

Winner

DFUV

+4.08%

VGLT

-1.59%

Winner

DFUV

+16.82%

VGLT

-2.15%

Winner

DFUV

+29.78%

VGLT

+4.31%

5Y(CAGR)

Winner

DFUV

+13.85%

VGLT

-4.95%

10Y(CAGR)

DFUV

N/A

VGLT

-0.99%

Max(CAGR)

Winner

DFUV

+13.85%

VGLT

+2.49%

DFUV vs VGLT - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

Year	DFUV	VGLT
2026	+12.06%	-0.25%
2025	+15.99%	+5.23%
2024	+11.55%	-5.80%
2023	+13.68%	+1.50%
2022	+1.23%	-27.68%
2021	N/A	-4.91%
2020	N/A	+16.54%
2019	N/A	+13.62%
2018	N/A	-0.48%
2017	N/A	+8.37%
2016	N/A	-0.08%
2015	N/A	-1.81%
2014	N/A	+24.41%
2013	N/A	-11.50%
2012	N/A	+4.55%
2011	N/A	+29.34%
2010	N/A	+8.97%
2009	N/A	-4.16%

DFUV vs VGLT Drawdown Comparison

The maximum drawdown for DFUV was -17.59%, occurring on Apr 8, 2025. Recovery took 184 trading sessions.

The maximum drawdown for VGLT was -46.17%, occurring on Oct 19, 2023. This drawdown has not yet recovered.

The current VGLT drawdown is -36.86%.

Rank	DFUV	VGLT
#1	-17.59% Nov 25, 2024 - Aug 22, 2025	-46.17% Aug 4, 2020 - Oct 19, 2023
#2	-15.33% Jun 7, 2022 - Nov 23, 2022	-17.79% Jul 25, 2012 - Oct 15, 2014
#3	-11.55% Jul 31, 2023 - Dec 13, 2023	-16.92% Jul 8, 2016 - Jun 3, 2019
#4	-10.97% Feb 2, 2023 - Jul 19, 2023	-14.21% Mar 9, 2020 - Aug 4, 2020
#5	-6.78% Jul 31, 2024 - Aug 30, 2024	-13.98% Aug 31, 2010 - Aug 4, 2011
#6	-6.67% Nov 30, 2022 - Jan 26, 2023	-13.80% Jan 30, 2015 - Feb 11, 2016
#7	-6.01% Feb 11, 2026 - Apr 17, 2026	-9.07% Oct 3, 2011 - Dec 19, 2011
#8	-5.79% Mar 28, 2024 - Jul 16, 2024	-8.89% Dec 19, 2011 - May 16, 2012
#9	-4.44% Nov 12, 2025 - Nov 28, 2025	-7.97% Aug 28, 2019 - Feb 20, 2020
#10	-4.18% May 17, 2022 - May 26, 2022	-5.69% Nov 27, 2009 - May 6, 2010
#11	-4.06% Aug 30, 2024 - Sep 19, 2024	-4.57% Feb 11, 2016 - Jun 3, 2016
#12	-3.33% Oct 6, 2025 - Oct 24, 2025	-4.32% Sep 22, 2011 - Oct 3, 2011
#13	-3.13% Dec 27, 2023 - Jan 29, 2024	-4.16% Aug 10, 2011 - Aug 18, 2011
#14	-3.07% Oct 17, 2024 - Nov 6, 2024	-3.59% Aug 19, 2011 - Sep 2, 2011
#15	-2.57% Jul 16, 2024 - Jul 31, 2024	-3.55% Jun 1, 2012 - Jul 20, 2012

Correlation

Correlation between DFUV and VGLT is -0.10 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.10

-101

Dividend Comparison (2009 - 2026)

DFUV vs VGLT dividend yield comparison.

Year	DFUV	VGLT
2026	0.33%	1.53%
2025	1.55%	4.44%
2024	1.64%	4.33%
2023	1.72%	3.33%
2022	1.34%	2.84%
2021	0.00%	1.82%
2020	0.00%	2.15%
2019	0.00%	2.46%
2018	0.00%	2.71%
2017	0.00%	2.55%
2016	0.00%	2.69%
2015	0.00%	3.21%
2014	0.00%	2.75%
2013	0.00%	3.19%
2012	0.00%	3.02%
2011	0.00%	3.10%
2010	0.00%	3.72%
2009	0.00%	0.46%