DFVX vs UNG
Comparison between DIMENSIONAL US LARGE CAP VECTOR ETF (DFVX, ETF) and United States Natural Gas Fund (UNG, ETF).
DFVX vs UNG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
DFVX
$517M
Winner
UNG
$517M
Expense Ratio
Winner
DFVX
0.19%
UNG
1.17%
Max Drawdown
Winner
DFVX
16.95%
UNG
99.88%
Sharpe Ratio
Winner
DFVX
1.61
UNG
-0.31
5Y Beta
DFVX
0.83
Winner
UNG
-0.03
P/E Ratio
DFVX
24.14
UNG
N/A
Forward P/E
DFVX
18.75
UNG
N/A
PEG Ratio
DFVX
0.56
UNG
N/A
5Y EPS CAGR
DFVX
17.79%
UNG
N/A
Debt to Equity
DFVX
49.56%
UNG
N/A
P/S Ratio
DFVX
2.78
UNG
N/A
P/B Ratio
DFVX
5.32
UNG
N/A
DFVX vs UNG - Historical Returns
Returns include dividend reinvestment.
1M
Winner
DFVX
+2.97%
UNG
+0.88%
3M
Winner
DFVX
+10.26%
UNG
-6.39%
6M
Winner
DFVX
+11.96%
UNG
-8.27%
1Y
Winner
DFVX
+24.21%
UNG
-32.69%
5Y(CAGR)
DFVX
N/A
UNG
-24.04%
10Y(CAGR)
DFVX
N/A
UNG
-21.28%
Max(CAGR)
Winner
DFVX
+21.73%
UNG
-28.18%
DFVX vs UNG - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | DFVX | UNG |
|---|---|---|
| 2026 | +11.67% | -5.22% |
| 2025 | +15.47% | -27.92% |
| 2024 | +17.82% | -19.03% |
| 2023 | +9.85% | -60.33% |
| 2022 | N/A | +10.42% |
| 2021 | N/A | +32.17% |
| 2020 | N/A | -44.14% |
| 2019 | N/A | -31.16% |
| 2018 | N/A | +2.79% |
| 2017 | N/A | -30.10% |
| 2016 | N/A | +9.50% |
| 2015 | N/A | -42.05% |
| 2014 | N/A | -29.43% |
| 2013 | N/A | +13.43% |
| 2012 | N/A | -26.97% |
| 2011 | N/A | -48.81% |
| 2010 | N/A | -43.69% |
| 2009 | N/A | -59.37% |
| 2008 | N/A | -39.42% |
| 2007 | N/A | -28.60% |
DFVX vs UNG Drawdown Comparison
The maximum drawdown for DFVX was -16.71%, occurring on Apr 8, 2025. Recovery took 90 trading sessions.
The maximum drawdown for UNG was -99.88%, occurring on Apr 29, 2026. This drawdown has not yet recovered.
The current DFVX drawdown is -0.06%. The current UNG drawdown is -99.86%.
| Rank | DFVX | UNG |
|---|---|---|
| #1 | -16.71% Feb 19, 2025 - Jun 30, 2025 | -99.88% Jul 1, 2008 - Apr 29, 2026 |
| #2 | -7.17% Feb 9, 2026 - Apr 14, 2026 | -36.72% May 17, 2007 - Apr 28, 2008 |
| #3 | -6.66% Jul 16, 2024 - Aug 30, 2024 | -6.30% Apr 28, 2008 - May 7, 2008 |
| #4 | -5.05% Dec 2, 2024 - Jan 23, 2025 | -5.82% May 9, 2008 - May 21, 2008 |
| #5 | -4.77% Mar 28, 2024 - Jul 5, 2024 | -4.77% May 28, 2008 - Jun 3, 2008 |
| #6 | -4.50% Oct 27, 2025 - Nov 28, 2025 | -4.29% Jun 18, 2008 - Jun 30, 2008 |
| #7 | -3.81% Aug 30, 2024 - Sep 17, 2024 | -3.46% May 3, 2007 - May 14, 2007 |
| #8 | -3.11% Jun 4, 2026 - Jun 10, 2026 | -2.42% Apr 18, 2007 - Apr 23, 2007 |
| #9 | -2.82% Oct 6, 2025 - Oct 24, 2025 | -2.23% Apr 25, 2007 - Apr 27, 2007 |
| #10 | -2.71% Oct 14, 2024 - Nov 6, 2024 | -1.91% Jun 6, 2008 - Jun 12, 2008 |
| #11 | -2.61% Jul 25, 2025 - Aug 12, 2025 | -1.61% Apr 27, 2007 - May 3, 2007 |
| #12 | -2.24% Nov 11, 2024 - Nov 25, 2024 | -1.30% Jun 12, 2008 - Jun 16, 2008 |
| #13 | -1.92% Dec 11, 2025 - Dec 24, 2025 | -1.17% May 14, 2007 - May 17, 2007 |
| #14 | -1.89% Jan 12, 2026 - Jan 26, 2026 | -1.15% May 23, 2008 - May 28, 2008 |
| #15 | -1.61% Dec 27, 2023 - Jan 19, 2024 | -0.61% May 21, 2008 - May 23, 2008 |
Correlation
Correlation between DFVX and UNG is -0.71 which considered as a strong negative correlation - the stocks tend to move in opposite directions.
-0.71
-101
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