VOOV vs DFSD

Comparison between VANGUARD S&P 500 VALUE INDEX FUND ETF SHARES (VOOV, ETF) and DIMENSIONAL SHORT-DURATION FIXED INCOME ETF (DFSD, ETF).

VOOV vs DFSD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	VOOV(ETF)	DFSD(ETF)
Net Assets	$6.50B	$6.60B
Expense Ratio	0.07%	0.16%
Max Drawdown	37.69%	9.85%
Sharpe Ratio	1.51	0.58
5Y Beta	0.70	0.03
P/E Ratio	23.78	N/A
Forward P/E	18.38	N/A
5Y Dividends CAGR	13.56%	N/A
5Y EPS CAGR	12.59%	N/A
Debt to Equity	32.03%	N/A
P/S Ratio	2.14	N/A
P/B Ratio	3.62	N/A

Net Assets

VOOV

$6.50B

Winner

DFSD

$6.60B

Expense Ratio

Winner

VOOV

0.07%

DFSD

0.16%

Max Drawdown

VOOV

37.69%

Winner

DFSD

9.85%

Sharpe Ratio

Winner

VOOV

1.51

DFSD

0.58

5Y Beta

VOOV

0.70

Winner

DFSD

0.03

P/E Ratio

VOOV

23.78

DFSD

N/A

Forward P/E

VOOV

18.38

DFSD

N/A

5Y Dividends CAGR

VOOV

13.56%

DFSD

N/A

5Y EPS CAGR

VOOV

12.59%

DFSD

N/A

Debt to Equity

VOOV

32.03%

DFSD

N/A

P/S Ratio

VOOV

2.14

DFSD

N/A

P/B Ratio

VOOV

3.62

DFSD

N/A

VOOV vs DFSD - Historical Returns

Returns include dividend reinvestment.

Period	VOOV	DFSD
1 month	+3.45%	-0.09%
3 months	+2.34%	-0.40%
6 months	+7.85%	+1.15%
1 year	+20.66%	+4.78%
5 years(CAGR)	+10.87%	+2.53%
10 years(CAGR)	+12.01%	N/A
Max(CAGR)	+12.12%	+2.53%

Winner

VOOV

+3.45%

DFSD

-0.09%

Winner

VOOV

+2.34%

DFSD

-0.40%

Winner

VOOV

+7.85%

DFSD

+1.15%

Winner

VOOV

+20.66%

DFSD

+4.78%

5Y(CAGR)

Winner

VOOV

+10.87%

DFSD

+2.53%

10Y(CAGR)

VOOV

+12.01%

DFSD

N/A

Max(CAGR)

Winner

VOOV

+12.12%

DFSD

+2.53%

VOOV vs DFSD - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	VOOV	DFSD
2026	+5.99%	+0.43%
2025	+13.66%	+6.52%
2024	+11.47%	+4.53%
2023	+21.57%	+6.02%
2022	-5.86%	-5.69%
2021	+26.59%	-0.02%
2020	+0.88%	N/A
2019	+31.19%	N/A
2018	-9.59%	N/A
2017	+14.30%	N/A
2016	+18.81%	N/A
2015	-3.30%	N/A
2014	+12.99%	N/A
2013	+29.30%	N/A
2012	+15.02%	N/A
2011	-1.65%	N/A
2010	+12.58%	N/A

VOOV vs DFSD Drawdown Comparison

The maximum drawdown for VOOV was -37.32%, occurring on Mar 23, 2020. Recovery took 227 trading sessions.

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

The current VOOV drawdown is -0.09%. The current DFSD drawdown is -0.56%.

Rank	VOOV	DFSD
#1	-37.32% Feb 12, 2020 - Jan 6, 2021	-8.45% Nov 18, 2021 - Feb 1, 2024
#2	-21.35% Apr 29, 2011 - Mar 1, 2012	-1.47% Feb 27, 2026 - Mar 26, 2026
#3	-19.20% Jan 26, 2018 - Apr 30, 2019	-1.34% Apr 3, 2025 - Apr 28, 2025
#4	-18.11% Apr 20, 2022 - Feb 1, 2023	-0.67% Oct 1, 2024 - Nov 29, 2024
#5	-17.55% Nov 29, 2024 - Aug 22, 2025	-0.67% Dec 6, 2024 - Jan 27, 2025
#6	-14.90% May 21, 2015 - Jun 7, 2016	-0.52% Apr 30, 2025 - May 27, 2025
#7	-11.36% Mar 26, 2012 - Sep 6, 2012	-0.50% Mar 27, 2024 - May 3, 2024
#8	-11.00% Jul 31, 2023 - Dec 1, 2023	-0.42% Feb 1, 2024 - Mar 5, 2024
#9	-9.64% Feb 2, 2023 - Jun 13, 2023	-0.42% Feb 5, 2025 - Feb 21, 2025
#10	-7.70% May 3, 2019 - Jul 1, 2019	-0.40% Jun 4, 2025 - Jun 12, 2025
#11	-7.32% Jan 12, 2022 - Apr 20, 2022	-0.37% Oct 22, 2025 - Nov 21, 2025
#12	-7.26% Sep 19, 2014 - Nov 5, 2014	-0.35% Nov 26, 2025 - Dec 16, 2025
#13	-7.18% Oct 18, 2012 - Dec 18, 2012	-0.34% Mar 3, 2025 - Mar 19, 2025
#14	-6.53% Jul 29, 2019 - Sep 11, 2019	-0.29% Jun 30, 2025 - Jul 21, 2025
#15	-6.27% Feb 27, 2026 - Apr 30, 2026	-0.28% Mar 8, 2024 - Mar 22, 2024

Correlation

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

0.95

-101

Dividend Comparison (2010 - 2026)

VOOV vs DFSD dividend yield comparison.

Year	VOOV	DFSD
2026	0.43%	0.62%
2025	1.76%	4.12%
2024	2.10%	4.81%
2023	1.69%	3.89%
2022	2.19%	2.12%
2021	1.87%	0.11%
2020	2.45%	0.00%
2019	2.10%	0.00%
2018	2.65%	0.00%
2017	2.13%	0.00%
2016	2.24%	0.00%
2015	2.36%	0.00%
2014	1.98%	0.00%
2013	1.97%	0.00%
2012	2.15%	0.00%
2011	1.98%	0.00%
2010	0.67%	0.00%