DXUV vs SIZE
Comparison between DIMENSIONAL US VECTOR EQUITY ETF (DXUV, ETF) and ISHARES MSCI USA SIZE FACTOR ETF (SIZE, ETF).
DXUV vs SIZE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
DXUV
$423M
SIZE
$422M
Expense Ratio
DXUV
0.25%
Winner
SIZE
0.15%
Max Drawdown
Winner
DXUV
21.53%
SIZE
39.15%
Sharpe Ratio
Winner
DXUV
1.65
SIZE
1.10
5Y Beta
DXUV
0.96
Winner
SIZE
0.87
P/E Ratio
DXUV
25.86
Winner
SIZE
25.80
Forward P/E
Winner
DXUV
16.34
SIZE
17.57
5Y Dividends CAGR
DXUV
N/A
SIZE
9.56%
5Y EPS CAGR
Winner
DXUV
21.17%
SIZE
12.18%
Debt to Equity
DXUV
63.99%
Winner
SIZE
17.26%
P/S Ratio
Winner
DXUV
1.75
SIZE
2.04
P/B Ratio
Winner
DXUV
3.30
SIZE
3.44
DXUV vs SIZE - Holdings Comparison
DXUV and SIZE have 377 common holdings. Overlap is 37.07%
DXUV's top 25 holdings weight is 30.19%. SIZE's top 25 holdings weight is 7.15%.
| Rank | DXUV | SIZE |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 5.30% | UNITED RENTALS INC (URI) - 0.42% |
| #2 | APPLE INC (AAPL) - 4.36% | TOAST INC CLASS A (TOST) - 0.42% |
| #3 | MICROSOFT CORP (MSFT) - 4.29% | VULCAN MATERIALS CO (VMC) - 0.42% |
| #4 | AMAZON.COM INC (AMZN) - 2.67% | BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 0.40% |
| #5 | META PLATFORMS INC CLASS A (META) - 1.85% | n/a (DELL) - 0.32% |
| #6 | ALPHABET INC CLASS A (GOOGL) - 1.66% | MARVELL TECHNOLOGY INC (MRVL) - 0.29% |
| #7 | ALPHABET INC CLASS C (GOOG) - 1.42% | ASTERA LABS INC (ALAB) - 0.29% |
| #8 | MICRON TECHNOLOGY INC (MU) - 0.95% | CREDO TECHNOLOGY GROUP HOLDING LTD (CRDO) - 0.28% |
| #9 | ELI LILLY AND CO (LLY) - 0.79% | HEWLETT PACKARD ENTERPRISE CO (HPE) - 0.28% |
| #10 | JPMORGAN CHASE & CO (JPM) - 0.68% | WESTERN DIGITAL CORP (WDC) - 0.28% |
| #11 | VISA INC CLASS A (V) - 0.53% | SNOWFLAKE INC ORDINARY SHARES (SNOW) - 0.26% |
| #12 | EXXON MOBIL CORP (XOM) - 0.52% | OKTA INC CLASS A (OKTA) - 0.26% |
| #13 | CATERPILLAR INC (CAT) - 0.51% | ROBINHOOD MARKETS INC CLASS A (HOOD) - 0.26% |
| #14 | PROCTER & GAMBLE CO (PG) - 0.49% | SHARKNINJA INC (SN) - 0.26% |
| #15 | VERIZON COMMUNICATIONS INC (VZ) - 0.45% | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 0.26% |
| #16 | MERCK & CO INC (MRK) - 0.44% | WILLIAMS-SONOMA INC (WSM) - 0.25% |
| #17 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.41% | MICRON TECHNOLOGY INC (MU) - 0.25% |
| #18 | MASTERCARD INC CLASS A (MA) - 0.41% | NETAPP INC (NTAP) - 0.25% |
| #19 | THE HOME DEPOT INC (HD) - 0.37% | APPLIED MATERIALS INC (AMAT) - 0.25% |
| #20 | NETFLIX INC (NFLX) - 0.36% | UNITED AIRLINES HOLDINGS INC (UAL) - 0.25% |
| #21 | CHEVRON CORP (CVX) - 0.36% | LAM RESEARCH CORP (LRCX) - 0.24% |
| #22 | WESTERN DIGITAL CORP (WDC) - 0.35% | KLA CORP (KLAC) - 0.24% |
| #23 | QUALCOMM INC (QCOM) - 0.35% | INTERNATIONAL PAPER CO (IP) - 0.24% |
| #24 | COCA-COLA CO (KO) - 0.34% | BEST BUY CO INC (BBY) - 0.24% |
| #25 | SANDISK CORP ORDINARY SHARES (SNDK) - 0.33% | AMPHENOL CORP CLASS A (APH) - 0.24% |
| Total Holdings | 1716 | 527 |
DXUV vs SIZE - Historical Returns
Returns include dividend reinvestment.
1M
Winner
DXUV
+1.13%
SIZE
+1.12%
3M
Winner
DXUV
+11.47%
SIZE
+10.58%
6M
Winner
DXUV
+9.75%
SIZE
+7.56%
1Y
Winner
DXUV
+26.29%
SIZE
+17.55%
5Y(CAGR)
DXUV
N/A
SIZE
+8.11%
10Y(CAGR)
DXUV
N/A
SIZE
+11.75%
Max(CAGR)
Winner
DXUV
+17.56%
SIZE
+11.87%
DXUV vs SIZE - Annual Returns (2013 - 2026)
Returns include dividend reinvestment.
| Year | DXUV | SIZE |
|---|---|---|
| 2026 | +10.37% | +8.44% |
| 2025 | +14.55% | +10.84% |
| 2024 | +5.00% | +14.77% |
| 2023 | N/A | +18.03% |
| 2022 | N/A | -15.76% |
| 2021 | N/A | +27.05% |
| 2020 | N/A | +15.82% |
| 2019 | N/A | +29.23% |
| 2018 | N/A | -6.57% |
| 2017 | N/A | +18.56% |
| 2016 | N/A | +15.89% |
| 2015 | N/A | +1.92% |
| 2014 | N/A | +16.07% |
| 2013 | N/A | +16.41% |
DXUV vs SIZE Drawdown Comparison
The maximum drawdown for DXUV was -21.08%, occurring on Apr 8, 2025. Recovery took 147 trading sessions.
The maximum drawdown for SIZE was -39.15%, occurring on Mar 23, 2020. Recovery took 163 trading sessions.
The current DXUV drawdown is -0.79%. The current SIZE drawdown is -1.21%.
| Rank | DXUV | SIZE |
|---|---|---|
| #1 | -21.08% Dec 4, 2024 - Jul 10, 2025 | -39.15% Feb 20, 2020 - Oct 12, 2020 |
| #2 | -8.53% Feb 9, 2026 - Apr 17, 2026 | -24.01% Nov 16, 2021 - Feb 15, 2024 |
| #3 | -5.36% Oct 27, 2025 - Dec 3, 2025 | -18.71% Nov 29, 2024 - Jul 3, 2025 |
| #4 | -3.69% Oct 3, 2025 - Oct 24, 2025 | -18.66% Sep 21, 2018 - Mar 21, 2019 |
| #5 | -3.28% Jul 25, 2025 - Aug 12, 2025 | -12.77% Aug 17, 2015 - Apr 1, 2016 |
| #6 | -2.97% Oct 18, 2024 - Nov 6, 2024 | -7.97% Feb 26, 2026 - Apr 17, 2026 |
| #7 | -2.92% Jun 4, 2026 - Jun 15, 2026 | -7.70% Jan 26, 2018 - Aug 17, 2018 |
| #8 | -2.61% Nov 11, 2024 - Nov 25, 2024 | -7.11% Jul 24, 2019 - Nov 1, 2019 |
| #9 | -2.03% Jan 15, 2026 - Jan 22, 2026 | -6.97% Sep 8, 2014 - Oct 30, 2014 |
| #10 | -1.95% Jul 10, 2025 - Jul 23, 2025 | -6.92% Apr 30, 2019 - Jun 20, 2019 |
| #11 | -1.79% Dec 11, 2025 - Dec 24, 2025 | -6.51% Mar 28, 2024 - Jul 16, 2024 |
| #12 | -1.78% May 6, 2026 - May 22, 2026 | -6.19% Oct 12, 2020 - Nov 5, 2020 |
| #13 | -1.63% Jun 15, 2026 - Jun 17, 2026 | -6.03% Jul 16, 2024 - Aug 19, 2024 |
| #14 | -1.62% Aug 18, 2025 - Aug 22, 2025 | -5.71% Oct 27, 2025 - Dec 3, 2025 |
| #15 | -1.45% Dec 24, 2025 - Jan 5, 2026 | -5.50% May 21, 2013 - Jul 22, 2013 |
Correlation
Correlation between DXUV and SIZE is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2013 - 2026)
DXUV vs SIZE dividend yield comparison.
| Year | DXUV | SIZE |
|---|---|---|
| 2026 | 0.21% | 0.60% |
| 2025 | 1.01% | 1.50% |
| 2024 | 0.37% | 1.53% |
| 2023 | 0.00% | 1.42% |
| 2022 | 0.00% | 1.59% |
| 2021 | 0.00% | 1.19% |
| 2020 | 0.00% | 1.43% |
| 2019 | 0.00% | 1.35% |
| 2018 | 0.00% | 2.43% |
| 2017 | 0.00% | 1.58% |
| 2016 | 0.00% | 1.88% |
| 2015 | 0.00% | 1.95% |
| 2014 | 0.00% | 1.78% |
| 2013 | 0.00% | 1.41% |
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