TILT vs DFSU
Comparison between FLEXSHARES MORNINGSTAR US MARKET FACTOR TILT INDEX FUND (TILT, ETF) and DIMENSIONAL US SUSTAINABILITY CORE 1 ETF (DFSU, ETF).
TILT vs DFSU - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
TILT
$2.20B
DFSU
$2.20B
Expense Ratio
TILT
0.25%
Winner
DFSU
0.15%
Max Drawdown
TILT
38.78%
Winner
DFSU
20.33%
Sharpe Ratio
Winner
TILT
1.65
DFSU
1.30
5Y Beta
Winner
TILT
0.97
DFSU
0.99
P/E Ratio
Winner
TILT
24.40
DFSU
24.59
Forward P/E
Winner
TILT
16.11
DFSU
18.70
5Y Dividends CAGR
TILT
7.70%
DFSU
N/A
5Y EPS CAGR
TILT
21.94%
Winner
DFSU
25.32%
Debt to Equity
TILT
34.72%
DFSU
N/A
P/S Ratio
Winner
TILT
1.91
DFSU
2.29
P/B Ratio
Winner
TILT
3.13
DFSU
4.45
TILT vs DFSU - Holdings Comparison
TILT and DFSU have 1158 common holdings. Overlap is 54.56%
TILT's top 25 holdings weight is 34.09%. DFSU's top 25 holdings weight is 39.72%.
| Rank | TILT | DFSU |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 4.94% | NVIDIA CORP (NVDA) - 6.92% |
| #2 | APPLE INC (AAPL) - 4.55% | APPLE INC (AAPL) - 6.25% |
| #3 | MICROSOFT CORP (MSFT) - 4.06% | META PLATFORMS INC CLASS A (META) - 2.88% |
| #4 | AMAZON.COM INC (AMZN) - 2.54% | AMAZON.COM INC (AMZN) - 2.67% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 2.05% | MICROSOFT CORP (MSFT) - 2.50% |
| #6 | BROADCOM INC (AVGO) - 1.81% | ALPHABET INC CLASS A (GOOGL) - 2.48% |
| #7 | ALPHABET INC CLASS C (GOOG) - 1.79% | ALPHABET INC CLASS C (GOOG) - 2.16% |
| #8 | META PLATFORMS INC CLASS A (META) - 1.62% | BROADCOM INC (AVGO) - 2.01% |
| #9 | TESLA INC (TSLA) - 1.43% | JPMORGAN CHASE & CO (JPM) - 1.62% |
| #10 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.29% | ELI LILLY AND CO (LLY) - 1.45% |
| #11 | JPMORGAN CHASE & CO (JPM) - 1.23% | TESLA INC (TSLA) - 1.01% |
| #12 | ELI LILLY AND CO (LLY) - 0.97% | JOHNSON & JOHNSON (JNJ) - 0.94% |
| #13 | EXXON MOBIL CORP (XOM) - 0.71% | VISA INC CLASS A (V) - 0.86% |
| #14 | JOHNSON & JOHNSON (JNJ) - 0.69% | ABBVIE INC (ABBV) - 0.79% |
| #15 | VISA INC CLASS A (V) - 0.68% | MASTERCARD INC CLASS A (MA) - 0.74% |
| #16 | ABBVIE INC (ABBV) - 0.57% | THE HOME DEPOT INC (HD) - 0.73% |
| #17 | WALMART INC (WMT) - 0.54% | NETFLIX INC (NFLX) - 0.73% |
| #18 | MASTERCARD INC CLASS A (MA) - 0.53% | WALMART INC (WMT) - 0.65% |
| #19 | BANK OF AMERICA CORP (BAC) - 0.52% | THE GOLDMAN SACHS GROUP INC (GS) - 0.55% |
| #20 | THE HOME DEPOT INC (HD) - 0.47% | COCA-COLA CO (KO) - 0.52% |
| #21 | ACCENTURE PLC CLASS A (ACN) - 0.23% | n/a (EXPD) - 0.30% |
| #22 | INTUITIVE SURGICAL INC (ISRG) - 0.22% | AFLAC INC (AFL) - 0.24% |
| #23 | GILEAD SCIENCES INC (GILD) - 0.22% | THE CIGNA GROUP (CI) - 0.24% |
| #24 | CAPITAL ONE FINANCIAL CORP (COF) - 0.22% | APPLIED MATERIALS INC (AMAT) - 0.24% |
| #25 | BLACKROCK INC (BLK) - 0.21% | SLB LTD (SLB) - 0.24% |
| Total Holdings | 1819 | 1845 |
TILT vs DFSU - Historical Returns
Returns include dividend reinvestment.
1M
Winner
TILT
+0.02%
DFSU
-0.47%
3M
Winner
TILT
+12.17%
DFSU
+10.99%
6M
Winner
TILT
+8.42%
DFSU
+4.68%
1Y
Winner
TILT
+25.74%
DFSU
+21.22%
5Y(CAGR)
TILT
+11.47%
DFSU
N/A
10Y(CAGR)
TILT
+13.75%
DFSU
N/A
Max(CAGR)
TILT
+14.47%
Winner
DFSU
+19.52%
TILT vs DFSU - Annual Returns (2011 - 2026)
Returns include dividend reinvestment.
| Year | TILT | DFSU |
|---|---|---|
| 2026 | +9.05% | +5.61% |
| 2025 | +16.78% | +15.92% |
| 2024 | +20.52% | +23.88% |
| 2023 | +25.13% | +26.67% |
| 2022 | -17.73% | +0.65% |
| 2021 | +29.40% | N/A |
| 2020 | +15.43% | N/A |
| 2019 | +28.62% | N/A |
| 2018 | -9.38% | N/A |
| 2017 | +17.29% | N/A |
| 2016 | +18.75% | N/A |
| 2015 | -1.72% | N/A |
| 2014 | +11.48% | N/A |
| 2013 | +32.34% | N/A |
| 2012 | +14.64% | N/A |
| 2011 | +14.01% | N/A |
TILT vs DFSU Drawdown Comparison
The maximum drawdown for TILT was -38.44%, occurring on Mar 23, 2020. Recovery took 137 trading sessions.
The maximum drawdown for DFSU was -19.88%, occurring on Apr 8, 2025. Recovery took 141 trading sessions.
The current TILT drawdown is -1.90%. The current DFSU drawdown is -2.10%.
| Rank | TILT | DFSU |
|---|---|---|
| #1 | -38.44% Feb 19, 2020 - Sep 2, 2020 | -19.88% Dec 4, 2024 - Jul 1, 2025 |
| #2 | -24.12% Jan 4, 2022 - Dec 14, 2023 | -11.40% Jul 31, 2023 - Dec 8, 2023 |
| #3 | -21.48% Sep 20, 2018 - Jul 12, 2019 | -10.12% Jan 12, 2026 - Apr 17, 2026 |
| #4 | -19.85% Dec 4, 2024 - Jul 2, 2025 | -9.51% Feb 2, 2023 - Jun 8, 2023 |
| #5 | -17.59% Jun 23, 2015 - Jul 14, 2016 | -8.14% Jul 16, 2024 - Aug 23, 2024 |
| #6 | -11.02% Mar 27, 2012 - Sep 6, 2012 | -7.36% Dec 1, 2022 - Jan 26, 2023 |
| #7 | -10.02% Jan 26, 2018 - Aug 6, 2018 | -6.25% Mar 28, 2024 - May 15, 2024 |
| #8 | -9.51% Oct 28, 2011 - Jan 6, 2012 | -5.18% Oct 28, 2025 - Dec 3, 2025 |
| #9 | -9.05% Sep 2, 2020 - Oct 12, 2020 | -4.70% Aug 30, 2024 - Sep 19, 2024 |
| #10 | -8.50% Feb 9, 2026 - Apr 15, 2026 | -3.48% Jun 4, 2026 - Jun 10, 2026 |
| #11 | -8.38% Sep 2, 2014 - Nov 6, 2014 | -3.22% Oct 8, 2025 - Oct 24, 2025 |
| #12 | -8.33% Sep 14, 2012 - Jan 2, 2013 | -3.19% Nov 2, 2022 - Nov 10, 2022 |
| #13 | -8.31% Jul 16, 2024 - Sep 19, 2024 | -2.93% Jul 28, 2025 - Aug 12, 2025 |
| #14 | -6.95% Jul 26, 2019 - Oct 28, 2019 | -2.87% Oct 18, 2024 - Nov 6, 2024 |
| #15 | -6.89% Oct 12, 2020 - Nov 5, 2020 | -2.70% Nov 11, 2024 - Nov 25, 2024 |
Correlation
Correlation between TILT and DFSU is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.
1.00
-101
Dividend Comparison (2011 - 2026)
TILT vs DFSU dividend yield comparison.
| Year | TILT | DFSU |
|---|---|---|
| 2026 | 0.47% | 0.44% |
| 2025 | 1.15% | 0.85% |
| 2024 | 1.23% | 0.96% |
| 2023 | 1.44% | 1.03% |
| 2022 | 1.60% | 0.21% |
| 2021 | 1.16% | 0.00% |
| 2020 | 1.49% | 0.00% |
| 2019 | 1.54% | 0.00% |
| 2018 | 1.97% | 0.00% |
| 2017 | 1.55% | 0.00% |
| 2016 | 1.60% | 0.00% |
| 2015 | 1.98% | 0.00% |
| 2014 | 1.33% | 0.00% |
| 2013 | 0.98% | 0.00% |
| 2012 | 1.11% | 0.00% |
| 2011 | 0.46% | 0.00% |
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