DFVX vs VBND

Comparison between DIMENSIONAL US LARGE CAP VECTOR ETF (DFVX, ETF) and VIDENT U.S. BOND STRATEGY ETF (VBND, ETF).

DFVX vs VBND - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DFVX(ETF)	VBND(ETF)
Net Assets	$514M	$510M
Expense Ratio	0.19%	0.41%
Max Drawdown	16.95%	21.99%
Sharpe Ratio	1.23	-0.17
5Y Beta	0.83	0.04
P/E Ratio	23.78	N/A
Forward P/E	18.36	N/A
PEG Ratio	0.36	N/A
5Y Dividends CAGR	N/A	20.36%
5Y EPS CAGR	19.93%	N/A
Debt to Equity	50.61%	N/A
P/S Ratio	2.65	N/A
P/B Ratio	5.19	N/A

Net Assets

Winner

DFVX

$514M

VBND

$510M

Expense Ratio

Winner

DFVX

0.19%

VBND

0.41%

Max Drawdown

Winner

DFVX

16.95%

VBND

21.99%

Sharpe Ratio

Winner

DFVX

1.23

VBND

-0.17

5Y Beta

DFVX

0.83

Winner

VBND

0.04

P/E Ratio

DFVX

23.78

VBND

N/A

Forward P/E

DFVX

18.36

VBND

N/A

PEG Ratio

DFVX

0.36

VBND

N/A

5Y Dividends CAGR

DFVX

N/A

VBND

20.36%

5Y EPS CAGR

DFVX

19.93%

VBND

N/A

Debt to Equity

DFVX

50.61%

VBND

N/A

P/S Ratio

DFVX

2.65

VBND

N/A

P/B Ratio

DFVX

5.19

VBND

N/A

DFVX vs VBND - Historical Returns

Returns include dividend reinvestment.

Period	DFVX	VBND
1 month	+0.65%	-1.10%
3 months	+3.23%	-0.79%
6 months	+7.20%	-0.49%
1 year	+17.44%	+3.39%
5 years(CAGR)	N/A	-0.08%
10 years(CAGR)	N/A	+1.29%
Max(CAGR)	+20.23%	+1.56%

Winner

DFVX

+0.65%

VBND

-1.10%

Winner

DFVX

+3.23%

VBND

-0.79%

Winner

DFVX

+7.20%

VBND

-0.49%

Winner

DFVX

+17.44%

VBND

+3.39%

5Y(CAGR)

DFVX

N/A

VBND

-0.08%

10Y(CAGR)

DFVX

N/A

VBND

+1.29%

Max(CAGR)

Winner

DFVX

+20.23%

VBND

+1.56%

DFVX vs VBND - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

Year	DFVX	VBND
2026	+10.20%	-0.06%
2025	+15.47%	+6.80%
2024	+17.82%	+1.82%
2023	+9.85%	+7.33%
2022	N/A	-13.63%
2021	N/A	-0.46%
2020	N/A	+5.06%
2019	N/A	+9.45%
2018	N/A	-0.79%
2017	N/A	+2.75%
2016	N/A	+2.13%
2015	N/A	-0.26%
2014	N/A	-0.37%

DFVX vs VBND Drawdown Comparison

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

The maximum drawdown for VBND was -18.97%, occurring on Oct 24, 2022. Recovery took 1062 trading sessions.

The current DFVX drawdown is -1.59%. The current VBND drawdown is -1.72%.

Rank	DFVX	VBND
#1	-16.71% Feb 19, 2025 - Jun 30, 2025	-18.97% Aug 3, 2021 - Oct 24, 2025
#2	-7.17% Feb 9, 2026 - Apr 14, 2026	-12.08% Mar 6, 2020 - Jul 23, 2020
#3	-6.66% Jul 16, 2024 - Aug 30, 2024	-5.25% Sep 28, 2016 - Sep 5, 2017
#4	-5.05% Dec 2, 2024 - Jan 23, 2025	-4.92% Sep 8, 2017 - Mar 20, 2019
#5	-4.77% Mar 28, 2024 - Jul 5, 2024	-3.66% Jan 26, 2021 - Jul 15, 2021
#6	-4.50% Oct 27, 2025 - Nov 28, 2025	-2.97% Apr 17, 2015 - Feb 2, 2016
#7	-3.81% Aug 30, 2024 - Sep 17, 2024	-2.82% Feb 27, 2026 - Mar 27, 2026
#8	-3.11% Jun 4, 2026 - Jul 10, 2026	-2.01% Jan 30, 2015 - Apr 14, 2015
#9	-2.82% Oct 6, 2025 - Oct 24, 2025	-1.91% Sep 4, 2019 - Jan 3, 2020
#10	-2.71% Oct 14, 2024 - Nov 6, 2024	-1.80% Oct 24, 2025 - Feb 12, 2026
#11	-2.61% Jul 25, 2025 - Aug 12, 2025	-1.64% Aug 4, 2020 - Nov 27, 2020
#12	-2.24% Nov 11, 2024 - Nov 25, 2024	-1.39% Feb 11, 2016 - Mar 31, 2016
#13	-1.92% Dec 11, 2025 - Dec 24, 2025	-1.17% Sep 7, 2016 - Sep 28, 2016
#14	-1.89% Jan 12, 2026 - Jan 26, 2026	-1.12% Oct 16, 2014 - Jan 5, 2015
#15	-1.61% Dec 27, 2023 - Jan 19, 2024	-1.10% Apr 7, 2016 - Jun 3, 2016

Correlation

Correlation between DFVX and VBND is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.

0.93

-101

Dividend Comparison (2014 - 2026)

DFVX vs VBND dividend yield comparison.

Year	DFVX	VBND
2026	0.60%	2.43%
2025	1.21%	4.22%
2024	1.22%	4.41%
2023	0.32%	3.88%
2022	0.00%	2.55%
2021	0.00%	1.56%
2020	0.00%	1.98%
2019	0.00%	3.14%
2018	0.00%	2.82%
2017	0.00%	2.00%
2016	0.00%	3.12%
2015	0.00%	1.49%
2014	0.00%	0.11%