DFVX vs LQDH

Comparison between DIMENSIONAL US LARGE CAP VECTOR ETF (DFVX, ETF) and ISHARES INTEREST RATE HEDGED CORPORATE BOND ETF (LQDH, ETF).

DFVX vs LQDH - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DFVX(ETF)	LQDH(ETF)
Net Assets	$517M	$515M
Expense Ratio	0.19%	0.24%
Max Drawdown	16.95%	28.17%
Sharpe Ratio	1.61	1.28
5Y Beta	0.83	0.14
P/E Ratio	24.14	N/A
Forward P/E	18.75	N/A
PEG Ratio	0.56	N/A
5Y Dividends CAGR	N/A	24.33%
5Y EPS CAGR	17.79%	N/A
Debt to Equity	49.56%	N/A
P/S Ratio	2.78	N/A
P/B Ratio	5.32	N/A

Net Assets

Winner

DFVX

$517M

LQDH

$515M

Expense Ratio

Winner

DFVX

0.19%

LQDH

0.24%

Max Drawdown

Winner

DFVX

16.95%

LQDH

28.17%

Sharpe Ratio

Winner

DFVX

1.61

LQDH

1.28

5Y Beta

DFVX

0.83

Winner

LQDH

0.14

P/E Ratio

DFVX

24.14

LQDH

N/A

Forward P/E

DFVX

18.75

LQDH

N/A

PEG Ratio

DFVX

0.56

LQDH

N/A

5Y Dividends CAGR

DFVX

N/A

LQDH

24.33%

5Y EPS CAGR

DFVX

17.79%

LQDH

N/A

Debt to Equity

DFVX

49.56%

LQDH

N/A

P/S Ratio

DFVX

2.78

LQDH

N/A

P/B Ratio

DFVX

5.32

LQDH

N/A

DFVX vs LQDH - Historical Returns

Returns include dividend reinvestment.

Period	DFVX	LQDH
1 month	+2.02%	+0.96%
3 months	+9.67%	+3.69%
6 months	+10.87%	+3.24%
1 year	+22.75%	+7.38%
5 years(CAGR)	N/A	+5.26%
10 years(CAGR)	N/A	+4.68%
Max(CAGR)	+21.33%	+3.58%

Winner

DFVX

+2.02%

LQDH

+0.96%

Winner

DFVX

+9.67%

LQDH

+3.69%

Winner

DFVX

+10.87%

LQDH

+3.24%

Winner

DFVX

+22.75%

LQDH

+7.38%

5Y(CAGR)

DFVX

N/A

LQDH

+5.26%

10Y(CAGR)

DFVX

N/A

LQDH

+4.68%

Max(CAGR)

Winner

DFVX

+21.33%

LQDH

+3.58%

DFVX vs LQDH - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

Year	DFVX	LQDH
2026	+10.54%	+2.57%
2025	+15.47%	+7.00%
2024	+17.82%	+7.80%
2023	+9.85%	+10.83%
2022	N/A	-2.00%
2021	N/A	+2.60%
2020	N/A	+2.05%
2019	N/A	+9.32%
2018	N/A	-1.83%
2017	N/A	+6.03%
2016	N/A	+5.89%
2015	N/A	-2.14%
2014	N/A	-1.86%

DFVX vs LQDH Drawdown Comparison

The maximum drawdown for DFVX was -16.71%, occurring on Apr 8, 2025. Recovery took 90 trading sessions.

The maximum drawdown for LQDH was -24.63%, occurring on Mar 20, 2020. Recovery took 225 trading sessions.

The current DFVX drawdown is -1.07%.

Rank	DFVX	LQDH
#1	-16.71% Feb 19, 2025 - Jun 30, 2025	-24.63% Dec 31, 2019 - Nov 19, 2020
#2	-7.17% Feb 9, 2026 - Apr 14, 2026	-9.64% Jul 16, 2014 - Dec 13, 2016
#3	-6.66% Jul 16, 2024 - Aug 30, 2024	-7.08% Nov 5, 2021 - Jan 26, 2023
#4	-5.05% Dec 2, 2024 - Jan 23, 2025	-4.86% Feb 19, 2025 - Jun 4, 2025
#5	-4.77% Mar 28, 2024 - Jul 5, 2024	-4.56% Oct 1, 2018 - Apr 8, 2019
#6	-4.50% Oct 27, 2025 - Nov 28, 2025	-2.94% Feb 2, 2023 - Jun 2, 2023
#7	-3.81% Aug 30, 2024 - Sep 17, 2024	-2.55% Jul 24, 2019 - Oct 18, 2019
#8	-3.11% Jun 4, 2026 - Jun 10, 2026	-2.44% Feb 1, 2018 - Aug 3, 2018
#9	-2.82% Oct 6, 2025 - Oct 24, 2025	-2.35% Jan 22, 2026 - Apr 15, 2026
#10	-2.71% Oct 14, 2024 - Nov 6, 2024	-2.20% Apr 26, 2019 - Jul 1, 2019
#11	-2.61% Jul 25, 2025 - Aug 12, 2025	-1.96% Feb 18, 2021 - Mar 31, 2021
#12	-2.24% Nov 11, 2024 - Nov 25, 2024	-1.81% Jul 10, 2024 - Aug 19, 2024
#13	-1.92% Dec 11, 2025 - Dec 24, 2025	-1.38% Sep 19, 2023 - Nov 10, 2023
#14	-1.89% Jan 12, 2026 - Jan 26, 2026	-1.22% Jul 21, 2017 - Sep 21, 2017
#15	-1.61% Dec 27, 2023 - Jan 19, 2024	-1.17% Dec 27, 2016 - Feb 21, 2017

Correlation

Correlation between DFVX and LQDH is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.

0.98

-101

Dividend Comparison (2014 - 2026)

DFVX vs LQDH dividend yield comparison.

Year	DFVX	LQDH
2026	0.31%	2.40%
2025	1.21%	6.06%
2024	1.22%	7.57%
2023	0.32%	7.69%
2022	0.00%	3.73%
2021	0.00%	1.65%
2020	0.00%	2.22%
2019	0.00%	3.09%
2018	0.00%	5.08%
2017	0.00%	2.37%
2016	0.00%	2.33%
2015	0.00%	2.98%
2014	0.00%	2.19%