DXIV vs RAFE
Comparison between DIMENSIONAL INTERNATIONAL VECTOR EQUITY ETF (DXIV, ETF) and PIMCO RAFI ESG U.S. ETF (RAFE, ETF).
DXIV vs RAFE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
DXIV
$153M
Winner
RAFE
$153M
Expense Ratio
DXIV
0.30%
Winner
RAFE
0.29%
Max Drawdown
Winner
DXIV
13.92%
RAFE
35.74%
Sharpe Ratio
DXIV
1.59
Winner
RAFE
1.91
5Y Beta
Winner
DXIV
0.65
RAFE
0.78
P/E Ratio
DXIV
N/A
RAFE
24.74
Forward P/E
DXIV
N/A
RAFE
16.65
5Y Dividends CAGR
DXIV
N/A
RAFE
4.92%
5Y EPS CAGR
DXIV
N/A
RAFE
10.67%
Debt to Equity
DXIV
N/A
RAFE
75.30%
P/S Ratio
DXIV
N/A
RAFE
1.80
P/B Ratio
DXIV
N/A
RAFE
3.43
DXIV vs RAFE - Holdings Comparison
DXIV and RAFE have 1 common holdings. Overlap is 0.00%
DXIV's top 25 holdings weight is 12.80%. RAFE's top 25 holdings weight is 45.22%.
| Rank | DXIV | RAFE |
|---|---|---|
| #1 | TOTALENERGIES SE (TTE:XPAR) - 1.00% | APPLE INC (AAPL) - 5.63% |
| #2 | ASML HOLDING NV ADR (ASML) - 0.83% | MICROSOFT CORP (MSFT) - 3.94% |
| #3 | BHP GROUP LTD (n/a) - 0.83% | JOHNSON & JOHNSON (JNJ) - 3.27% |
| #4 | NOVARTIS AG ADR (NVS) - 0.71% | UNITEDHEALTH GROUP INC (UNH) - 3.19% |
| #5 | ORANGE SA (n/a) - 0.62% | JPMORGAN CHASE & CO (JPM) - 2.30% |
| #6 | SUNCOR ENERGY INC (n/a) - 0.60% | MERCK & CO INC (MRK) - 2.27% |
| #7 | n/a (SHEL) - 0.58% | CISCO SYSTEMS INC (CSCO) - 2.13% |
| #8 | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 0.57% | VERIZON COMMUNICATIONS INC (VZ) - 2.12% |
| #9 | NESTLE SA (n/a) - 0.52% | CITIGROUP INC (C) - 1.99% |
| #10 | DEUTSCHE TELEKOM AG (n/a) - 0.50% | AT&T INC (T) - 1.90% |
| #11 | BAYER AG (n/a) - 0.50% | PROCTER & GAMBLE CO (PG) - 1.86% |
| #12 | ROYAL BANK OF CANADA (RY) - 0.47% | QUALCOMM INC (QCOM) - 1.78% |
| #13 | HSBC HOLDINGS PLC (n/a) - 0.46% | ADVANCED MICRO DEVICES INC (AMD) - 1.74% |
| #14 | ASTRAZENECA PLC (n/a) - 0.45% | GENERAL MOTORS CO (GM) - 1.54% |
| #15 | INFINEON TECHNOLOGIES AG (n/a) - 0.44% | BRISTOL-MYERS SQUIBB CO (BMY) - 1.41% |
| #16 | CANADIAN NATURAL RESOURCES LTD (CNQ) - 0.40% | ABBVIE INC (ABBV) - 1.37% |
| #17 | CENOVUS ENERGY INC (CVE) - 0.40% | NVIDIA CORP (NVDA) - 1.34% |
| #18 | BASF SE (n/a) - 0.40% | APPLIED MATERIALS INC (AMAT) - 1.33% |
| #19 | SWISSCOM AG (n/a) - 0.40% | BROADCOM INC (AVGO) - 1.02% |
| #20 | TOYOTA MOTOR CORP (n/a) - 0.37% | LAM RESEARCH CORP (LRCX) - 1.02% |
| #21 | KINROSS GOLD CORP (n/a) - 0.36% | CRH PLC (CRH) - 0.43% |
| #22 | ENGIE SA (n/a) - 0.36% | MODERNA INC (MRNA) - 0.42% |
| #23 | SONY GROUP CORP (n/a) - 0.36% | METLIFE INC (MET) - 0.41% |
| #24 | BT GROUP PLC (n/a) - 0.34% | CORNING INC (GLW) - 0.41% |
| #25 | E.ON SE (n/a) - 0.33% | CUMMINS INC (CMI) - 0.40% |
| Total Holdings | 2059 | 245 |
DXIV vs RAFE - Historical Returns
Returns include dividend reinvestment.
1M
DXIV
+0.06%
Winner
RAFE
+4.83%
3M
DXIV
+6.64%
Winner
RAFE
+14.76%
6M
DXIV
+13.12%
Winner
RAFE
+13.67%
1Y
DXIV
+27.64%
Winner
RAFE
+29.73%
5Y(CAGR)
DXIV
N/A
RAFE
+10.94%
Max(CAGR)
Winner
DXIV
+25.06%
RAFE
+12.55%
DXIV vs RAFE - Annual Returns (2019 - 2026)
Returns include dividend reinvestment.
| Year | DXIV | RAFE |
|---|---|---|
| 2026 | +10.33% | +13.46% |
| 2025 | +39.27% | +18.22% |
| 2024 | -4.39% | +14.02% |
| 2023 | N/A | +18.47% |
| 2022 | N/A | -14.77% |
| 2021 | N/A | +31.88% |
| 2020 | N/A | +4.90% |
| 2019 | N/A | +0.55% |
DXIV vs RAFE Drawdown Comparison
The maximum drawdown for DXIV was -13.71%, occurring on Apr 7, 2025. Recovery took 27 trading sessions.
The maximum drawdown for RAFE was -35.74%, occurring on Mar 23, 2020. Recovery took 199 trading sessions.
The current DXIV drawdown is -1.08%. The current RAFE drawdown is -0.26%.
| Rank | DXIV | RAFE |
|---|---|---|
| #1 | -13.71% Mar 19, 2025 - Apr 28, 2025 | -35.74% Feb 12, 2020 - Nov 24, 2020 |
| #2 | -10.84% Feb 27, 2026 - Mar 20, 2026 | -24.29% Jan 4, 2022 - Dec 26, 2023 |
| #3 | -9.29% Sep 26, 2024 - Mar 5, 2025 | -16.36% Feb 19, 2025 - Jul 1, 2025 |
| #4 | -4.20% Nov 12, 2025 - Nov 28, 2025 | -8.00% Jul 16, 2024 - Aug 30, 2024 |
| #5 | -3.70% Jul 23, 2025 - Aug 12, 2025 | -7.46% Feb 11, 2026 - Apr 17, 2026 |
| #6 | -3.24% Oct 6, 2025 - Oct 27, 2025 | -6.20% Mar 28, 2024 - Jun 18, 2024 |
| #7 | -2.57% Jun 12, 2025 - Jun 26, 2025 | -5.61% Nov 25, 2024 - Feb 13, 2025 |
| #8 | -2.24% Aug 22, 2025 - Sep 8, 2025 | -4.99% Jun 4, 2021 - Aug 6, 2021 |
| #9 | -2.24% Mar 7, 2025 - Mar 17, 2025 | -4.62% Oct 27, 2025 - Nov 28, 2025 |
| #10 | -2.06% Oct 27, 2025 - Nov 10, 2025 | -4.41% Nov 16, 2021 - Dec 16, 2021 |
| #11 | -1.94% Jan 27, 2026 - Feb 6, 2026 | -4.27% Jan 17, 2020 - Feb 12, 2020 |
| #12 | -1.62% Sep 15, 2025 - Oct 1, 2025 | -4.05% Jan 14, 2021 - Feb 8, 2021 |
| #13 | -1.50% Jul 10, 2025 - Jul 22, 2025 | -3.99% Aug 11, 2021 - Oct 19, 2021 |
| #14 | -1.15% May 13, 2025 - May 19, 2025 | -3.44% Aug 30, 2024 - Sep 19, 2024 |
| #15 | -1.01% Jul 3, 2025 - Jul 9, 2025 | -3.37% Jul 23, 2025 - Aug 12, 2025 |
Correlation
Correlation between DXIV and RAFE is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
Dividend Comparison (2020 - 2026)
DXIV vs RAFE dividend yield comparison.
| Year | DXIV | RAFE |
|---|---|---|
| 2026 | 0.20% | 0.40% |
| 2025 | 2.50% | 1.67% |
| 2024 | 0.64% | 1.79% |
| 2023 | 0.00% | 1.81% |
| 2022 | 0.00% | 2.22% |
| 2021 | 0.00% | 1.42% |
| 2020 | 0.00% | 2.36% |
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