VUSE vs DFCA

Comparison between VIDENT U.S. EQUITY STRATEGY ETF (VUSE, ETF) and DIMENSIONAL CALIFORNIA MUNICIPAL BOND ETF (DFCA, ETF).

VUSE vs DFCA - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	VUSE(ETF)	DFCA(ETF)
Net Assets	$689M	$687M
Expense Ratio	0.50%	0.19%
Max Drawdown	45.51%	4.35%
Sharpe Ratio	1.13	0.59
5Y Beta	0.93	0.02
P/E Ratio	26.82	N/A
Forward P/E	20.84	N/A
PEG Ratio	0.37	N/A
5Y Dividends CAGR	-7.60%	N/A
5Y EPS CAGR	27.09%	N/A
Debt to Equity	83.61%	N/A

Net Assets

Winner

VUSE

$689M

DFCA

$687M

Expense Ratio

VUSE

0.50%

Winner

DFCA

0.19%

Max Drawdown

VUSE

45.51%

Winner

DFCA

4.35%

Sharpe Ratio

Winner

VUSE

1.13

DFCA

0.59

5Y Beta

VUSE

0.93

Winner

DFCA

0.02

P/E Ratio

VUSE

26.82

DFCA

N/A

Forward P/E

VUSE

20.84

DFCA

N/A

PEG Ratio

VUSE

0.37

DFCA

N/A

5Y Dividends CAGR

VUSE

-7.60%

DFCA

N/A

5Y EPS CAGR

VUSE

27.09%

DFCA

N/A

Debt to Equity

VUSE

83.61%

DFCA

N/A

VUSE vs DFCA - Historical Returns

Returns include dividend reinvestment.

Period	VUSE	DFCA
1 month	+3.63%	+0.93%
3 months	+13.19%	+0.54%
6 months	+10.14%	+1.40%
1 year	+19.85%	+4.92%
5 years(CAGR)	+12.30%	N/A
10 years(CAGR)	+12.56%	N/A
Max(CAGR)	+10.29%	+2.78%

Winner

VUSE

+3.63%

DFCA

+0.93%

Winner

VUSE

+13.19%

DFCA

+0.54%

Winner

VUSE

+10.14%

DFCA

+1.40%

Winner

VUSE

+19.85%

DFCA

+4.92%

5Y(CAGR)

VUSE

+12.30%

DFCA

N/A

10Y(CAGR)

VUSE

+12.56%

DFCA

N/A

Max(CAGR)

Winner

VUSE

+10.29%

DFCA

+2.78%

VUSE vs DFCA - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

Year	VUSE	DFCA
2026	+9.74%	+1.13%
2025	+13.18%	+2.96%
2024	+17.02%	+1.71%
2023	+24.78%	+2.59%
2022	-9.94%	N/A
2021	+37.02%	N/A
2020	+6.32%	N/A
2019	+19.64%	N/A
2018	-16.11%	N/A
2017	+15.59%	N/A
2016	+20.66%	N/A
2015	-5.69%	N/A
2014	+8.33%	N/A

VUSE vs DFCA Drawdown Comparison

The maximum drawdown for VUSE was -43.92%, occurring on Mar 23, 2020. Recovery took 571 trading sessions.

The maximum drawdown for DFCA was -3.28%, occurring on Apr 11, 2025. Recovery took 131 trading sessions.

The current VUSE drawdown is -0.73%. The current DFCA drawdown is -0.40%.

Rank	VUSE	DFCA
#1	-43.92% Aug 29, 2018 - Dec 4, 2020	-3.28% Feb 28, 2025 - Sep 8, 2025
#2	-21.34% Jan 4, 2022 - Jun 13, 2023	-3.07% Jul 26, 2023 - Nov 29, 2023
#3	-20.42% Jun 23, 2015 - Nov 14, 2016	-1.77% Feb 27, 2026 - Mar 27, 2026
#4	-18.92% Feb 13, 2025 - Jun 30, 2025	-1.63% Dec 6, 2024 - Feb 28, 2025
#5	-10.13% Jan 26, 2018 - Aug 21, 2018	-1.27% Mar 7, 2024 - Jul 5, 2024
#6	-9.28% Jan 12, 2026 - Apr 17, 2026	-1.13% Oct 1, 2024 - Nov 27, 2024
#7	-9.19% Jun 8, 2021 - Nov 3, 2021	-0.60% Jan 8, 2024 - Jan 31, 2024
#8	-9.04% Jul 31, 2023 - Dec 11, 2023	-0.57% Feb 1, 2024 - Mar 5, 2024
#9	-8.96% Sep 2, 2014 - Nov 21, 2014	-0.42% Aug 5, 2024 - Sep 4, 2024
#10	-8.09% Jul 16, 2024 - Sep 19, 2024	-0.37% Nov 28, 2025 - Dec 19, 2025
#11	-7.63% Nov 15, 2021 - Jan 4, 2022	-0.37% Sep 22, 2025 - Oct 13, 2025
#12	-6.76% Oct 27, 2025 - Jan 12, 2026	-0.28% Jul 19, 2024 - Jul 26, 2024
#13	-6.25% Jan 22, 2014 - Feb 27, 2014	-0.22% Dec 29, 2023 - Jan 8, 2024
#14	-6.06% Dec 6, 2024 - Feb 6, 2025	-0.22% Nov 11, 2025 - Nov 19, 2025
#15	-5.70% Mar 28, 2024 - Jul 2, 2024	-0.20% Oct 24, 2025 - Nov 10, 2025

Correlation

Correlation between VUSE and DFCA is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.

0.94

-101

Dividend Comparison (2014 - 2026)

VUSE vs DFCA dividend yield comparison.

Year	VUSE	DFCA
2026	0.20%	0.92%
2025	0.47%	2.86%
2024	0.84%	2.86%
2023	1.15%	1.24%
2022	1.57%	0.00%
2021	1.16%	0.00%
2020	1.33%	0.00%
2019	1.61%	0.00%
2018	1.55%	0.00%
2017	1.16%	0.00%
2016	1.25%	0.00%
2015	1.73%	0.00%
2014	1.29%	0.00%