DFVX vs CSM
Comparison between DIMENSIONAL US LARGE CAP VECTOR ETF (DFVX, ETF) and PROSHARES LARGE CAP CORE PLUS (CSM, ETF).
DFVX vs CSM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
DFVX
$514M
CSM
$510M
Expense Ratio
Winner
DFVX
0.19%
CSM
0.45%
Max Drawdown
Winner
DFVX
16.95%
CSM
36.11%
Sharpe Ratio
Winner
DFVX
1.38
CSM
1.37
5Y Beta
Winner
DFVX
0.82
CSM
0.98
P/E Ratio
Winner
DFVX
24.02
CSM
24.84
Forward P/E
DFVX
18.13
Winner
CSM
17.86
PEG Ratio
DFVX
0.37
Winner
CSM
0.14
5Y Dividends CAGR
DFVX
N/A
CSM
13.85%
5Y EPS CAGR
DFVX
19.92%
Winner
CSM
23.05%
Debt to Equity
DFVX
50.16%
Winner
CSM
13.74%
P/S Ratio
DFVX
2.66
Winner
CSM
2.21
P/B Ratio
DFVX
5.20
Winner
CSM
3.80
DFVX vs CSM - Holdings Comparison
DFVX and CSM have 124 common holdings. Overlap is 22.48%
DFVX's top 25 holdings weight is 45.45%. CSM's top 25 holdings weight is 42.70%.
| Rank | DFVX | CSM |
|---|---|---|
| #1 | AMAZON.COM INC (AMZN) - 5.06% | NVIDIA CORP (NVDA) - 5.35% |
| #2 | META PLATFORMS INC CLASS A (META) - 4.99% | UBS 130/30 LONG BASKET SWAP (n/a) - 4.96% |
| #3 | MICROSOFT CORP (MSFT) - 4.79% | PROSHARES GENIUS MONEY MARKET ETF (IQMM) - 4.86% |
| #4 | ALPHABET INC CLASS C (GOOG) - 3.23% | APPLE INC (AAPL) - 4.74% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 3.19% | MICROSOFT CORP (MSFT) - 2.97% |
| #6 | JPMORGAN CHASE & CO (JPM) - 2.83% | AMAZON.COM INC (AMZN) - 2.84% |
| #7 | MICRON TECHNOLOGY INC (MU) - 2.51% | ALPHABET INC CLASS A (GOOGL) - 2.03% |
| #8 | JOHNSON & JOHNSON (JNJ) - 2.16% | BROADCOM INC (AVGO) - 1.84% |
| #9 | EXXONMOBIL HOLDINGS CORP (XOM) - 2.06% | META PLATFORMS INC CLASS A (META) - 1.59% |
| #10 | CATERPILLAR INC (CAT) - 1.65% | ALPHABET INC CLASS C (GOOG) - 1.57% |
| #11 | VISA INC CLASS A (V) - 1.43% | CTE PROSHARES TRUST M (n/a) - 1.57% |
| #12 | THE HOME DEPOT INC (HD) - 1.39% | MICRON TECHNOLOGY INC (MU) - 1.07% |
| #13 | MERCK & CO INC (MRK) - 1.35% | ADVANCED MICRO DEVICES INC (AMD) - 0.96% |
| #14 | WALMART INC (WMT) - 1.20% | TESLA INC (TSLA) - 0.95% |
| #15 | PROCTER & GAMBLE CO (PG) - 1.16% | JPMORGAN CHASE & CO (JPM) - 0.73% |
| #16 | CISCO SYSTEMS INC (CSCO) - 1.02% | ELI LILLY AND CO (LLY) - 0.72% |
| #17 | KLA CORP (KLAC) - 1.00% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.70% |
| #18 | THE GOLDMAN SACHS GROUP INC (GS) - 0.93% | GE VERNOVA INC (GEV) - 0.63% |
| #19 | COSTCO WHOLESALE CORP (COST) - 0.89% | MORGAN STANLEY (MS) - 0.58% |
| #20 | GILEAD SCIENCES INC (GILD) - 0.88% | ROCKWELL AUTOMATION INC (ROK) - 0.34% |
| #21 | TARGET CORP (TGT) - 0.35% | CASEY'S GENERAL STORES INC (CASY) - 0.34% |
| #22 | ABBVIE INC (ABBV) - 0.35% | AT&T INC (T) - 0.34% |
| #23 | PROGRESSIVE CORP (PGR) - 0.35% | COMFORT SYSTEMS USA INC (FIX) - 0.34% |
| #24 | CHENIERE ENERGY INC (LNG) - 0.34% | NORTHERN TRUST CORP (NTRS) - 0.34% |
| #25 | AON PLC CLASS A (AON) - 0.34% | TRUIST FINANCIAL CORP (TFC) - 0.34% |
| Total Holdings | 275 | 266 |
DFVX vs CSM - Historical Returns
Returns include dividend reinvestment.
1M
DFVX
+0.85%
Winner
CSM
+1.30%
3M
DFVX
+4.79%
Winner
CSM
+6.57%
6M
DFVX
+8.93%
Winner
CSM
+9.65%
1Y
DFVX
+20.13%
Winner
CSM
+22.26%
5Y(CAGR)
DFVX
N/A
CSM
+12.75%
10Y(CAGR)
DFVX
N/A
CSM
+13.97%
Max(CAGR)
Winner
DFVX
+20.74%
CSM
+14.84%
DFVX vs CSM - Annual Returns (2009 - 2026)
Returns include dividend reinvestment.
| Year | DFVX | CSM |
|---|---|---|
| 2026 | +11.35% | +8.57% |
| 2025 | +15.47% | +22.04% |
| 2024 | +17.82% | +22.42% |
| 2023 | +9.85% | +24.05% |
| 2022 | N/A | -18.61% |
| 2021 | N/A | +34.52% |
| 2020 | N/A | +10.20% |
| 2019 | N/A | +28.94% |
| 2018 | N/A | -8.62% |
| 2017 | N/A | +21.46% |
| 2016 | N/A | +15.46% |
| 2015 | N/A | -0.48% |
| 2014 | N/A | +17.21% |
| 2013 | N/A | +32.52% |
| 2012 | N/A | +14.81% |
| 2011 | N/A | -0.83% |
| 2010 | N/A | +12.54% |
| 2009 | N/A | +25.40% |
DFVX vs CSM Drawdown Comparison
The maximum drawdown for DFVX was -16.71%, occurring on Apr 8, 2025. Recovery took 90 trading sessions.
The maximum drawdown for CSM was -36.11%, occurring on Mar 23, 2020. Recovery took 136 trading sessions.
The current DFVX drawdown is -0.56%. The current CSM drawdown is -1.03%.
| Rank | DFVX | CSM |
|---|---|---|
| #1 | -16.71% Feb 19, 2025 - Jun 30, 2025 | -36.11% Feb 19, 2020 - Sep 1, 2020 |
| #2 | -7.17% Feb 9, 2026 - Apr 14, 2026 | -23.81% Dec 29, 2021 - Dec 19, 2023 |
| #3 | -6.66% Jul 16, 2024 - Aug 30, 2024 | -21.13% Sep 21, 2018 - Jul 3, 2019 |
| #4 | -5.05% Dec 2, 2024 - Jan 23, 2025 | -19.99% Apr 29, 2011 - Feb 28, 2012 |
| #5 | -4.77% Mar 28, 2024 - Jul 5, 2024 | -18.30% Feb 19, 2025 - Jun 24, 2025 |
| #6 | -4.50% Oct 27, 2025 - Nov 28, 2025 | -15.53% Apr 15, 2010 - Nov 4, 2010 |
| #7 | -3.81% Aug 30, 2024 - Sep 17, 2024 | -13.68% May 21, 2015 - Apr 18, 2016 |
| #8 | -3.11% Jun 4, 2026 - Jul 10, 2026 | -10.06% Apr 2, 2012 - Aug 7, 2012 |
| #9 | -2.82% Oct 6, 2025 - Oct 24, 2025 | -9.78% Sep 2, 2020 - Nov 24, 2020 |
| #10 | -2.71% Oct 14, 2024 - Nov 6, 2024 | -9.71% Jan 26, 2018 - Aug 20, 2018 |
| #11 | -2.61% Jul 25, 2025 - Aug 12, 2025 | -9.40% Jan 6, 2026 - Apr 15, 2026 |
| #12 | -2.24% Nov 11, 2024 - Nov 25, 2024 | -8.83% Jul 16, 2024 - Sep 19, 2024 |
| #13 | -1.92% Dec 11, 2025 - Dec 24, 2025 | -7.61% Oct 17, 2012 - Jan 4, 2013 |
| #14 | -1.89% Jan 12, 2026 - Jan 26, 2026 | -7.42% Jan 14, 2010 - Mar 5, 2010 |
| #15 | -1.61% Dec 27, 2023 - Jan 19, 2024 | -7.28% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between DFVX and CSM is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2009 - 2026)
DFVX vs CSM dividend yield comparison.
| Year | DFVX | CSM |
|---|---|---|
| 2026 | 0.59% | 0.51% |
| 2025 | 1.21% | 1.04% |
| 2024 | 1.22% | 1.06% |
| 2023 | 0.32% | 1.17% |
| 2022 | 0.00% | 1.37% |
| 2021 | 0.00% | 0.78% |
| 2020 | 0.00% | 1.21% |
| 2019 | 0.00% | 1.41% |
| 2018 | 0.00% | 1.55% |
| 2017 | 0.00% | 1.28% |
| 2016 | 0.00% | 1.50% |
| 2015 | 0.00% | 1.67% |
| 2014 | 0.00% | 1.39% |
| 2013 | 0.00% | 1.22% |
| 2012 | 0.00% | 0.61% |
| 2011 | 0.00% | 1.01% |
| 2010 | 0.00% | 0.34% |
| 2009 | 0.00% | 0.43% |
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