VFH vs DFIC
Comparison between VANGUARD FINANCIALS INDEX FUND ETF SHARES (VFH, ETF) and DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF (DFIC, ETF).
VFH vs DFIC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
VFH
$14B
DFIC
$14B
Expense Ratio
Winner
VFH
0.09%
DFIC
0.22%
Max Drawdown
VFH
79.90%
Winner
DFIC
25.12%
Sharpe Ratio
VFH
0.22
Winner
DFIC
1.37
5Y Beta
VFH
0.85
Winner
DFIC
0.66
P/E Ratio
VFH
16.10
DFIC
N/A
Forward P/E
VFH
13.94
DFIC
N/A
5Y Dividends CAGR
VFH
14.57%
DFIC
N/A
5Y EPS CAGR
VFH
10.11%
DFIC
N/A
Debt to Equity
VFH
69.01%
DFIC
N/A
P/S Ratio
VFH
3.02
DFIC
N/A
P/B Ratio
VFH
2.05
DFIC
N/A
VFH vs DFIC - Holdings Comparison
VFH and DFIC have 0 common holdings. Overlap is 0.00%
VFH's top 25 holdings weight is 64.98%. DFIC's top 25 holdings weight is 8.26%.
| Rank | VFH | DFIC |
|---|---|---|
| #1 | JPMORGAN CHASE & CO (JPM) - 9.19% | n/a (SHEL) - 1.13% |
| #2 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 7.46% | NOVARTIS AG ADR (NVS) - 0.84% |
| #3 | MASTERCARD INC CLASS A (MA) - 4.88% | ASML HOLDING NV ADR (ASML) - 0.68% |
| #4 | BANK OF AMERICA CORP (BAC) - 4.13% | HSBC HOLDINGS PLC ADR (HSBC) - 0.46% |
| #5 | VISA INC CLASS A (V) - 4.02% | ASTRAZENECA PLC ADR (AZN) - 0.44% |
| #6 | MKTLIQ 12/31/2049 (n/a) - 3.32% | BP PLC ADR (BP) - 0.44% |
| #7 | THE GOLDMAN SACHS GROUP INC (GS) - 3.01% | BANCO BILBAO VIZCAYA ARGENTARIA SA ADR (BBVA) - 0.34% |
| #8 | WELLS FARGO & CO (WFC) - 2.96% | THE TORONTO-DOMINION BANK (TD) - 0.34% |
| #9 | MORGAN STANLEY (MS) - 2.59% | UNILEVER PLC ADR (UL) - 0.32% |
| #10 | CITIGROUP INC (C) - 2.50% | SUNCOR ENERGY INC (SU) - 0.31% |
| #11 | n/a (n/a) - 2.35% | BHP GROUP LTD ADR (BHP) - 0.30% |
| #12 | AMERICAN EXPRESS CO (AXP) - 2.04% | CENOVUS ENERGY INC (CVE) - 0.23% |
| #13 | BLACKROCK INC (BLK) - 1.80% | RELX PLC ADR (RELX) - 0.23% |
| #14 | CHARLES SCHWAB CORP (SCHW) - 1.77% | NOVO NORDISK AS ADR (NVO) - 0.22% |
| #15 | S&P GLOBAL INC (SPGI) - 1.53% | ALCON INC (ALC) - 0.22% |
| #16 | CHUBB LTD (CB) - 1.40% | CANADIAN NATURAL RESOURCES LTD (CNQ) - 0.22% |
| #17 | CAPITAL ONE FINANCIAL CORP (COF) - 1.39% | SUN LIFE FINANCIAL INC (SLF) - 0.22% |
| #18 | PROGRESSIVE CORP (PGR) - 1.35% | AGNICO EAGLE MINES LTD (AEM) - 0.20% |
| #19 | CME GROUP INC CLASS A (CME) - 1.19% | TC ENERGY CORP (TRP) - 0.19% |
| #20 | BLACKSTONE INC (BX) - 1.06% | LLOYDS BANKING GROUP PLC ADR (LYG) - 0.17% |
| #21 | BANK OF NEW YORK MELLON CORP (BNY) - 1.06% | NATWEST GROUP PLC ADR (NWG) - 0.17% |
| #22 | INTERCONTINENTAL EXCHANGE INC (ICE) - 1.03% | MANULIFE FINANCIAL CORP (MFC) - 0.15% |
| #23 | U.S. BANCORP (USB) - 1.01% | TELEFONICA SA (TEF) - 0.15% |
| #24 | PNC FINANCIAL SERVICES GROUP INC (PNC) - 1.00% | BANK OF NOVA SCOTIA (BNS) - 0.15% |
| #25 | MARSH (MRSH) - 0.94% | ENBRIDGE INC (ENB) - 0.14% |
| Total Holdings | 424 | 59 |
VFH vs DFIC - Historical Returns
Returns include dividend reinvestment.
1M
Winner
VFH
+0.87%
DFIC
-0.11%
3M
Winner
VFH
+2.62%
DFIC
+2.43%
6M
VFH
-1.44%
Winner
DFIC
+10.84%
1Y
VFH
+6.18%
Winner
DFIC
+24.32%
5Y(CAGR)
VFH
+8.42%
Winner
DFIC
+12.57%
10Y(CAGR)
VFH
+12.44%
DFIC
N/A
Max(CAGR)
VFH
+6.52%
Winner
DFIC
+12.57%
VFH vs DFIC - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | VFH | DFIC |
|---|---|---|
| 2026 | -4.09% | +7.20% |
| 2025 | +15.14% | +37.27% |
| 2024 | +30.38% | +5.13% |
| 2023 | +13.79% | +16.52% |
| 2022 | -13.30% | -9.26% |
| 2021 | +37.15% | N/A |
| 2020 | -2.83% | N/A |
| 2019 | +30.58% | N/A |
| 2018 | -13.45% | N/A |
| 2017 | +19.08% | N/A |
| 2016 | +27.20% | N/A |
| 2015 | -0.60% | N/A |
| 2014 | +14.63% | N/A |
| 2013 | +29.33% | N/A |
| 2012 | +23.46% | N/A |
| 2011 | -16.14% | N/A |
| 2010 | +12.75% | N/A |
| 2009 | +13.97% | N/A |
| 2008 | -47.75% | N/A |
| 2007 | -17.62% | N/A |
| 2006 | +17.71% | N/A |
| 2005 | +6.85% | N/A |
| 2004 | +10.21% | N/A |
VFH vs DFIC Drawdown Comparison
The maximum drawdown for VFH was -78.61%, occurring on Mar 6, 2009. Recovery took 2380 trading sessions.
The maximum drawdown for DFIC was -24.39%, occurring on Sep 27, 2022. Recovery took 323 trading sessions.
The current VFH drawdown is -6.67%. The current DFIC drawdown is -3.14%.
| Rank | VFH | DFIC |
|---|---|---|
| #1 | -78.61% Jun 4, 2007 - Nov 11, 2016 | -24.39% Mar 29, 2022 - Jul 13, 2023 |
| #2 | -44.44% Feb 14, 2020 - Jan 7, 2021 | -13.14% Mar 19, 2025 - Apr 28, 2025 |
| #3 | -25.67% Jan 12, 2022 - Feb 22, 2024 | -11.23% Jul 31, 2023 - Dec 14, 2023 |
| #4 | -24.30% Jan 26, 2018 - Nov 1, 2019 | -11.00% Feb 27, 2026 - Mar 20, 2026 |
| #5 | -17.30% Feb 18, 2025 - Jun 30, 2025 | -9.23% Sep 26, 2024 - Mar 5, 2025 |
| #6 | -14.75% Jan 6, 2026 - Mar 27, 2026 | -7.27% Jul 12, 2024 - Aug 21, 2024 |
| #7 | -10.78% Mar 5, 2004 - Nov 4, 2004 | -4.73% Nov 12, 2025 - Nov 28, 2025 |
| #8 | -9.41% Dec 30, 2004 - Jul 11, 2005 | -4.10% Mar 27, 2024 - May 9, 2024 |
| #9 | -8.64% Mar 1, 2017 - Jul 25, 2017 | -3.75% Dec 27, 2023 - Feb 22, 2024 |
| #10 | -8.33% Feb 20, 2007 - Jun 1, 2007 | -3.68% May 15, 2024 - Jul 11, 2024 |
| #11 | -8.27% Jun 4, 2021 - Aug 10, 2021 | -3.65% Jul 23, 2025 - Aug 12, 2025 |
| #12 | -7.98% Nov 29, 2024 - Jan 27, 2025 | -3.48% Aug 27, 2024 - Sep 19, 2024 |
| #13 | -7.84% Jan 14, 2021 - Feb 9, 2021 | -2.89% Oct 3, 2025 - Oct 27, 2025 |
| #14 | -7.67% Nov 3, 2021 - Jan 7, 2022 | -2.35% Oct 27, 2025 - Nov 11, 2025 |
| #15 | -7.40% May 5, 2006 - Sep 12, 2006 | -2.35% Mar 7, 2025 - Mar 17, 2025 |
Correlation
Correlation between VFH and DFIC is 0.89 which considered as a strong positive correlation - the stocks tend to move together.
0.89
-101
Dividend Comparison (2004 - 2026)
VFH vs DFIC dividend yield comparison.
| Year | VFH | DFIC |
|---|---|---|
| 2026 | 0.30% | 0.19% |
| 2025 | 1.55% | 2.54% |
| 2024 | 1.75% | 2.87% |
| 2023 | 2.08% | 2.55% |
| 2022 | 2.31% | 1.47% |
| 2021 | 1.87% | 0.00% |
| 2020 | 2.21% | 0.00% |
| 2019 | 2.17% | 0.00% |
| 2018 | 2.30% | 0.00% |
| 2017 | 1.53% | 0.00% |
| 2016 | 1.63% | 0.00% |
| 2015 | 2.00% | 0.00% |
| 2014 | 1.85% | 0.00% |
| 2013 | 1.82% | 0.00% |
| 2012 | 2.13% | 0.00% |
| 2011 | 2.02% | 0.00% |
| 2010 | 1.32% | 0.00% |
| 2009 | 1.72% | 0.00% |
| 2008 | 5.14% | 0.00% |
| 2007 | 2.83% | 0.00% |
| 2006 | 1.96% | 0.00% |
| 2005 | 1.81% | 0.00% |
| 2004 | 2.13% | 0.00% |
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