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VTES vs DFSU

Comparison between VANGUARD SHORT-TERM TAX-EXEMPT BOND ETF ETF SHARES (VTES, ETF) and DIMENSIONAL US SUSTAINABILITY CORE 1 ETF (DFSU, ETF).

VTES vs DFSU - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
VTES
$2.20B
DFSU
$2.20B
Expense Ratio
Winner
VTES
0.05%
DFSU
0.15%
Max Drawdown
Winner
VTES
3.63%
DFSU
20.33%
Sharpe Ratio
VTES
-1.35
Winner
DFSU
1.32
5Y Beta
Winner
VTES
0.01
DFSU
0.98
P/E Ratio
VTES
N/A
DFSU
24.18
Forward P/E
VTES
N/A
DFSU
19.19
5Y EPS CAGR
VTES
N/A
DFSU
26.09%
P/S Ratio
VTES
N/A
DFSU
2.39
P/B Ratio
VTES
N/A
DFSU
4.59

VTES vs DFSU - Historical Returns

Returns include dividend reinvestment.

1M
VTES
-0.09%
Winner
DFSU
+3.82%
3M
VTES
+0.43%
Winner
DFSU
+7.54%
6M
VTES
-0.16%
Winner
DFSU
+10.78%
1Y
VTES
+2.04%
Winner
DFSU
+22.80%
Max(CAGR)
VTES
+2.97%
Winner
DFSU
+20.91%

VTES vs DFSU - Annual Returns (2022 - 2026)

Returns include dividend reinvestment.

YearVTESDFSU
2026+0.76%+12.74%
2025+4.08%+15.92%
2024+2.02%+23.88%
2023+3.32%+26.67%
2022N/A+0.65%

VTES vs DFSU Drawdown Comparison

The maximum drawdown for VTES was -2.42%, occurring on Oct 3, 2023. Recovery took 160 trading sessions.

The maximum drawdown for DFSU was -19.88%, occurring on Apr 8, 2025. Recovery took 141 trading sessions.

The current VTES drawdown is -0.48%.

RankVTESDFSU
#1-2.42%
Apr 12, 2023 - Nov 29, 2023
-19.88%
Dec 4, 2024 - Jul 1, 2025
#2-1.59%
Apr 4, 2025 - Jun 11, 2025
-11.40%
Jul 31, 2023 - Dec 8, 2023
#3-1.47%
Feb 27, 2026 - Mar 24, 2026
-10.12%
Jan 12, 2026 - Apr 17, 2026
#4-1.04%
Mar 8, 2024 - Jul 8, 2024
-9.51%
Feb 2, 2023 - Jun 8, 2023
#5-0.82%
Dec 6, 2024 - Feb 4, 2025
-8.14%
Jul 16, 2024 - Aug 23, 2024
#6-0.78%
Feb 28, 2025 - Apr 4, 2025
-7.36%
Dec 1, 2022 - Jan 26, 2023
#7-0.78%
Oct 2, 2024 - Nov 29, 2024
-6.25%
Mar 28, 2024 - May 15, 2024
#8-0.55%
Dec 29, 2023 - Feb 1, 2024
-5.18%
Oct 28, 2025 - Dec 3, 2025
#9-0.50%
Sep 16, 2025 - Dec 18, 2025
-4.70%
Aug 30, 2024 - Sep 19, 2024
#10-0.43%
Feb 1, 2024 - Mar 6, 2024
-3.48%
Jun 4, 2026 - Jul 1, 2026
#11-0.31%
Mar 17, 2023 - Mar 22, 2023
-3.22%
Oct 8, 2025 - Oct 24, 2025
#12-0.22%
Feb 5, 2025 - Feb 21, 2025
-3.19%
Nov 2, 2022 - Nov 10, 2022
#13-0.19%
Aug 6, 2024 - Aug 14, 2024
-2.93%
Jul 28, 2025 - Aug 12, 2025
#14-0.15%
Aug 13, 2025 - Aug 22, 2025
-2.87%
Oct 18, 2024 - Nov 6, 2024
#15-0.15%
Jan 16, 2026 - Jan 23, 2026
-2.70%
Nov 11, 2024 - Nov 25, 2024

Correlation

Correlation between VTES and DFSU is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97
-101

Dividend Comparison (2022 - 2026)

VTES vs DFSU dividend yield comparison.

YearVTESDFSU
20261.56%0.41%
20252.77%0.85%
20242.99%0.96%
20232.03%1.03%
20220.00%0.21%

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