USA vs DFEV

Comparison between Liberty All-Star Equity Fund (USA, ETF) and DIMENSIONAL EMERGING MARKETS VALUE ETF (DFEV, ETF).

USA vs DFEV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	USA(ETF)	DFEV(ETF)
Net Assets	$2B	$2B
Expense Ratio	N/A	0.43%
Max Drawdown	82.89%	20.42%
Sharpe Ratio	-0.47	1.98
5Y Beta	0.79	0.72
5Y Dividends CAGR	5.01%	N/A

Net Assets

USA

$2B

DFEV

$2B

Expense Ratio

USA

N/A

DFEV

0.43%

Max Drawdown

USA

82.89%

Winner

DFEV

20.42%

Sharpe Ratio

USA

-0.47

Winner

DFEV

1.98

5Y Beta

USA

0.79

Winner

DFEV

0.72

5Y Dividends CAGR

USA

5.01%

DFEV

N/A

USA vs DFEV - Historical Returns

Returns include dividend reinvestment.

Period	USA	DFEV
1 month	-2.75%	+2.59%
3 months	+3.34%	+17.93%
6 months	-4.69%	+27.08%
1 year	-4.41%	+49.58%
5 years(CAGR)	+1.21%	+17.19%
10 years(CAGR)	+11.89%	N/A
Max(CAGR)	+6.53%	+17.19%

USA

-2.75%

Winner

DFEV

+2.59%

USA

+3.34%

Winner

DFEV

+17.93%

USA

-4.69%

Winner

DFEV

+27.08%

USA

-4.41%

Winner

DFEV

+49.58%

5Y(CAGR)

USA

+1.21%

Winner

DFEV

+17.19%

10Y(CAGR)

USA

+11.89%

DFEV

N/A

Max(CAGR)

USA

+6.53%

Winner

DFEV

+17.19%

USA vs DFEV - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	USA	DFEV
2026	-4.99%	+23.79%
2025	-0.65%	+33.08%
2024	+22.04%	+8.41%
2023	+21.13%	+15.21%
2022	-25.15%	-6.68%
2021	+37.60%	N/A
2020	+11.48%	N/A
2019	+39.77%	N/A
2018	-4.91%	N/A
2017	+32.32%	N/A
2016	+8.93%	N/A
2015	-2.04%	N/A
2014	+9.24%	N/A
2013	+28.69%	N/A
2012	+18.32%	N/A
2011	-8.62%	N/A
2010	+19.75%	N/A
2009	+30.27%	N/A
2008	-43.42%	N/A
2007	-5.19%	N/A
2006	+10.28%	N/A
2005	-5.71%	N/A
2004	+10.37%	N/A
2003	+50.09%	N/A
2002	-35.15%	N/A
2001	-2.94%	N/A
2000	+17.03%	N/A
1999	-7.83%	N/A

USA vs DFEV Drawdown Comparison

The maximum drawdown for USA was -69.18%, occurring on Mar 9, 2009. Recovery took 1522 trading sessions.

The maximum drawdown for DFEV was -18.47%, occurring on Oct 31, 2022. Recovery took 279 trading sessions.

The current USA drawdown is -10.11%. The current DFEV drawdown is -4.78%.

Rank	USA	DFEV
#1	-69.18% Jul 13, 2007 - Jul 30, 2013	-18.47% May 4, 2022 - Jun 14, 2023
#2	-50.47% May 21, 2001 - Mar 5, 2004	-17.94% Oct 7, 2024 - Jun 4, 2025
#3	-47.07% Feb 12, 2020 - Nov 17, 2020	-11.35% Feb 25, 2026 - Apr 17, 2026
#4	-33.98% Oct 11, 2021 - Jul 12, 2024	-10.73% Jul 31, 2023 - Dec 28, 2023
#5	-25.78% Sep 27, 2018 - Jun 18, 2019	-9.35% Jul 12, 2024 - Sep 24, 2024
#6	-21.83% May 14, 2015 - Dec 7, 2016	-7.91% Jun 2, 2026 - Jun 18, 2026
#7	-20.11% Nov 5, 1999 - Jun 16, 2000	-5.71% Dec 29, 2023 - Feb 16, 2024
#8	-18.49% Apr 5, 2004 - Feb 14, 2005	-5.09% May 11, 2026 - May 26, 2026
#9	-17.97% Aug 2, 2005 - Dec 20, 2006	-4.78% Jun 22, 2026 - Jun 23, 2026
#10	-17.69% Jan 28, 2025 - Apr 7, 2025	-4.66% Apr 9, 2024 - Apr 29, 2024
#11	-10.82% Jan 31, 2001 - May 1, 2001	-4.26% May 17, 2024 - Jul 3, 2024
#12	-10.47% Aug 27, 2014 - Nov 18, 2014	-4.11% Nov 12, 2025 - Dec 26, 2025
#13	-10.41% Apr 21, 2021 - Jun 1, 2021	-3.57% Oct 6, 2025 - Oct 16, 2025
#14	-10.03% Jan 26, 2018 - Jun 6, 2018	-3.42% Jun 15, 2023 - Jul 12, 2023
#15	-9.02% Feb 16, 2005 - Jul 26, 2005	-3.42% Jul 23, 2025 - Aug 13, 2025

Correlation

Correlation between USA and DFEV is 0.69 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.69

-101

Dividend Comparison (2000 - 2026)

USA vs DFEV dividend yield comparison.

Year	USA	DFEV
2026	5.84%	0.65%
2025	10.67%	2.69%
2024	10.22%	3.17%
2023	9.56%	3.47%
2022	12.11%	3.35%
2021	9.67%	0.00%
2020	9.13%	0.00%
2019	9.75%	0.00%
2018	12.64%	0.00%
2017	8.89%	0.00%
2016	9.30%	0.00%
2015	9.53%	0.00%
2014	6.52%	0.00%
2013	5.86%	0.00%
2012	6.71%	0.00%
2011	8.06%	0.00%
2010	6.29%	0.00%
2009	7.16%	0.00%
2008	18.57%	0.00%
2007	12.77%	0.00%
2006	10.62%	0.00%
2005	9.54%	0.00%
2004	9.31%	0.00%
2003	8.25%	0.00%
2002	13.25%	0.00%
2001	10.82%	0.00%
2000	5.90%	0.00%