VCR vs DFSD

Comparison between VANGUARD CONSUMER DISCRETIONARY INDEX FUND ETF SHARES (VCR, ETF) and DIMENSIONAL SHORT-DURATION FIXED INCOME ETF (DFSD, ETF).

5-Year PerformanceVCR has outperformed DFSD, delivering a return of +6.0% compared to +2.5%

VCR vs DFSD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	VCR(ETF)	DFSD(ETF)
Net Assets	$6.80B	$6.90B
Expense Ratio	0.09%	0.16%
Max Drawdown	62.72%	9.85%
Sharpe Ratio	0.38	0.03
5Y Beta	1.19	0.03
P/E Ratio	34.02	N/A
Forward P/E	23.26	N/A
5Y Dividends CAGR	-3.62%	N/A
5Y EPS CAGR	16.66%	N/A
Debt to Equity	-124.32%	N/A
P/S Ratio	1.66	N/A
P/B Ratio	5.12	N/A

Net Assets

VCR

$6.80B

Winner

DFSD

$6.90B

Expense Ratio

Winner

VCR

0.09%

DFSD

0.16%

Max Drawdown

VCR

62.72%

Winner

DFSD

9.85%

Sharpe Ratio

Winner

VCR

0.38

DFSD

0.03

5Y Beta

VCR

1.19

Winner

DFSD

0.03

P/E Ratio

VCR

34.02

DFSD

N/A

Forward P/E

VCR

23.26

DFSD

N/A

5Y Dividends CAGR

VCR

-3.62%

DFSD

N/A

5Y EPS CAGR

VCR

16.66%

DFSD

N/A

Debt to Equity

VCR

-124.32%

DFSD

N/A

P/S Ratio

VCR

1.66

DFSD

N/A

P/B Ratio

VCR

5.12

DFSD

N/A

VCR vs DFSD - Historical Returns

Returns include dividend reinvestment.

Period	VCR	DFSD
1 month	+0.44%	-0.01%
3 months	+2.33%	+0.34%
6 months	-1.76%	+0.83%
1 year	+9.46%	+3.72%
5 years(CAGR)	+6.03%	+2.53%
10 years(CAGR)	+13.41%	N/A
Max(CAGR)	+11.08%	+2.53%

Winner

VCR

+0.44%

DFSD

-0.01%

Winner

VCR

+2.33%

DFSD

+0.34%

VCR

-1.76%

Winner

DFSD

+0.83%

Winner

VCR

+9.46%

DFSD

+3.72%

5Y(CAGR)

Winner

VCR

+6.03%

DFSD

+2.53%

10Y(CAGR)

VCR

+13.41%

DFSD

N/A

Max(CAGR)

Winner

VCR

+11.08%

DFSD

+2.53%

VCR vs DFSD - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

Year	VCR	DFSD
2026	+1.88%	+0.87%
2025	+6.83%	+6.52%
2024	+25.49%	+4.53%
2023	+41.16%	+6.02%
2022	-36.56%	-5.69%
2021	+26.48%	-0.02%
2020	+46.60%	N/A
2019	+26.51%	N/A
2018	-3.60%	N/A
2017	+22.26%	N/A
2016	+8.62%	N/A
2015	+7.15%	N/A
2014	+10.05%	N/A
2013	+40.65%	N/A
2012	+23.48%	N/A
2011	+2.42%	N/A
2010	+29.54%	N/A
2009	+40.62%	N/A
2008	-36.57%	N/A
2007	-11.96%	N/A
2006	+15.78%	N/A
2005	-3.23%	N/A
2004	+14.42%	N/A

VCR vs DFSD Drawdown Comparison

The maximum drawdown for VCR was -61.53%, occurring on Nov 20, 2008. Recovery took 928 trading sessions.

The maximum drawdown for DFSD was -8.45%, occurring on Oct 20, 2022. Recovery took 552 trading sessions.

The current VCR drawdown is -3.31%. The current DFSD drawdown is -0.21%.

Rank	VCR	DFSD
#1	-61.53% Jun 4, 2007 - Feb 7, 2011	-8.45% Nov 18, 2021 - Feb 1, 2024
#2	-39.20% Nov 19, 2021 - Nov 6, 2024	-1.47% Feb 27, 2026 - Jun 26, 2026
#3	-37.68% Feb 20, 2020 - Jun 8, 2020	-1.34% Apr 3, 2025 - Apr 28, 2025
#4	-27.35% Dec 17, 2024 - Sep 15, 2025	-0.67% Oct 1, 2024 - Nov 29, 2024
#5	-22.61% Sep 4, 2018 - Apr 16, 2019	-0.67% Dec 6, 2024 - Jan 27, 2025
#6	-20.49% Jul 7, 2011 - Feb 3, 2012	-0.52% Apr 30, 2025 - May 27, 2025
#7	-16.70% Nov 3, 2015 - Jul 12, 2016	-0.52% Jun 26, 2026 - Jul 13, 2026
#8	-15.58% Jan 9, 2026 - Mar 30, 2026	-0.50% Mar 27, 2024 - May 3, 2024
#9	-12.46% Jul 28, 2005 - May 9, 2006	-0.42% Feb 1, 2024 - Mar 5, 2024
#10	-11.77% Mar 5, 2004 - Nov 2, 2004	-0.42% Feb 5, 2025 - Feb 21, 2025
#11	-11.33% Dec 30, 2004 - Jul 19, 2005	-0.40% Jun 4, 2025 - Jun 12, 2025
#12	-11.18% Jul 31, 2015 - Nov 3, 2015	-0.37% Oct 22, 2025 - Nov 21, 2025
#13	-11.01% May 9, 2006 - Oct 4, 2006	-0.35% Nov 26, 2025 - Dec 16, 2025
#14	-10.07% May 2, 2012 - Sep 6, 2012	-0.34% Mar 3, 2025 - Mar 19, 2025
#15	-9.71% Jan 26, 2018 - Jun 6, 2018	-0.29% Jun 30, 2025 - Jul 21, 2025

Correlation

Correlation between VCR and DFSD is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.

0.95

-101

Dividend Comparison (2004 - 2026)

VCR vs DFSD dividend yield comparison.

Year	VCR	DFSD
2026	0.36%	1.43%
2025	0.74%	4.12%
2024	0.74%	4.81%
2023	0.84%	3.89%
2022	0.98%	2.12%
2021	0.79%	0.11%
2020	1.71%	0.00%
2019	1.17%	0.00%
2018	1.37%	0.00%
2017	1.21%	0.00%
2016	1.60%	0.00%
2015	1.32%	0.00%
2014	1.23%	0.00%
2013	0.84%	0.00%
2012	1.52%	0.00%
2011	1.38%	0.00%
2010	0.99%	0.00%
2009	0.93%	0.00%
2008	2.44%	0.00%
2007	0.86%	0.00%
2006	0.77%	0.00%
2005	0.59%	0.00%
2004	0.63%	0.00%