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VPU vs DFCF

Comparison between VANGUARD UTILITIES INDEX FUND ETF SHARES (VPU, ETF) and DIMENSIONAL CORE FIXED INCOME ETF (DFCF, ETF).

5-Year PerformanceVPU has outperformed DFCF, delivering a return of +9.1% compared to +0.1%

VPU vs DFCF - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
VPU
$11B
DFCF
$11B
Expense Ratio
Winner
VPU
0.09%
DFCF
0.17%
Max Drawdown
VPU
48.41%
Winner
DFCF
21.67%
Sharpe Ratio
Winner
VPU
0.55
DFCF
0.31
5Y Beta
VPU
0.33
Winner
DFCF
0.07
P/E Ratio
VPU
20.28
DFCF
N/A
Forward P/E
VPU
18.36
DFCF
N/A
5Y Dividends CAGR
VPU
12.72%
DFCF
N/A
5Y EPS CAGR
VPU
12.89%
DFCF
N/A
Debt to Equity
VPU
127.62%
DFCF
N/A
P/S Ratio
VPU
2.87
DFCF
N/A
P/B Ratio
VPU
2.28
DFCF
N/A

VPU vs DFCF - Historical Returns

Returns include dividend reinvestment.

1M
VPU
-2.65%
Winner
DFCF
-0.75%
3M
VPU
-6.00%
Winner
DFCF
-1.17%
6M
Winner
VPU
+3.11%
DFCF
+0.27%
1Y
Winner
VPU
+11.22%
DFCF
+5.30%
5Y(CAGR)
Winner
VPU
+9.09%
DFCF
+0.15%
10Y(CAGR)
VPU
+8.90%
DFCF
N/A
Max(CAGR)
Winner
VPU
+9.65%
DFCF
+0.15%

VPU vs DFCF - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

YearVPUDFCF
2026+1.48%-0.03%
2025+15.69%+7.86%
2024+21.44%+1.97%
2023-7.47%+6.49%
2022+1.95%-13.97%
2021+20.23%+0.23%
2020+0.48%N/A
2019+27.23%N/A
2018+5.28%N/A
2017+12.90%N/A
2016+18.00%N/A
2015-5.35%N/A
2014+28.95%N/A
2013+12.65%N/A
2012+3.49%N/A
2011+18.22%N/A
2010+6.57%N/A
2009+9.14%N/A
2008-27.21%N/A
2007+16.61%N/A
2006+19.41%N/A
2005+16.00%N/A
2004+20.60%N/A

VPU vs DFCF Drawdown Comparison

The maximum drawdown for VPU was -46.30%, occurring on Mar 9, 2009. Recovery took 1131 trading sessions.

The maximum drawdown for DFCF was -19.56%, occurring on Oct 20, 2022. Recovery took 970 trading sessions.

The current VPU drawdown is -7.71%. The current DFCF drawdown is -1.88%.

RankVPUDFCF
#1-46.30%
Dec 10, 2007 - Jun 6, 2012
-19.56%
Dec 3, 2021 - Oct 16, 2025
#2-36.43%
Feb 18, 2020 - Aug 13, 2021
-2.79%
Feb 27, 2026 - Mar 27, 2026
#3-25.15%
Sep 12, 2022 - Aug 1, 2024
-1.11%
Oct 28, 2025 - Nov 26, 2025
#4-16.15%
Jan 29, 2015 - Mar 8, 2016
-0.94%
Nov 19, 2021 - Nov 30, 2021
#5-15.28%
Apr 8, 2022 - Aug 12, 2022
-0.84%
Nov 26, 2025 - Jan 14, 2026
#6-15.14%
Nov 14, 2017 - Sep 6, 2018
-0.72%
Jan 14, 2026 - Feb 5, 2026
#7-12.17%
May 21, 2007 - Dec 3, 2007
-0.21%
Oct 22, 2025 - Oct 27, 2025
#8-11.88%
Oct 3, 2005 - Jul 19, 2006
-0.18%
Oct 16, 2025 - Oct 20, 2025
#9-11.58%
Jul 6, 2016 - Feb 28, 2017
-0.16%
Feb 10, 2026 - Feb 12, 2026
#10-11.02%
Apr 30, 2013 - Feb 13, 2014
-0.12%
Nov 30, 2021 - Dec 3, 2021
#11-10.23%
Nov 29, 2024 - May 16, 2025
-0.08%
Feb 17, 2026 - Feb 23, 2026
#12-9.44%
Dec 31, 2021 - Mar 24, 2022
-0.07%
Feb 23, 2026 - Feb 26, 2026
#13-9.39%
Jul 30, 2012 - Feb 11, 2013
N/A
#14-9.27%
Jun 30, 2014 - Oct 23, 2014
N/A
#15-9.21%
Apr 1, 2004 - Jul 19, 2004
N/A

Correlation

Correlation between VPU and DFCF is 0.80 which considered as a strong positive correlation - the stocks tend to move together.

0.80
-101

Dividend Comparison (2004 - 2026)

VPU vs DFCF dividend yield comparison.

YearVPUDFCF
20260.68%1.30%
20252.73%4.48%
20243.02%4.61%
20233.49%4.51%
20222.98%3.27%
20212.70%0.16%
20203.17%0.00%
20192.83%0.00%
20183.23%0.00%
20173.18%0.00%
20163.19%0.00%
20153.63%0.00%
20143.02%0.00%
20133.76%0.00%
20123.98%0.00%
20113.46%0.00%
20103.79%0.00%
20093.79%0.00%
20083.87%0.00%
20072.50%0.00%
20062.85%0.00%
20052.92%0.00%
20042.64%0.00%

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