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DFSI vs DFAX
Dimensional International Sustainability Core 1 ETF vs Dimensional World ex U.S. Core Equity 2 ETF
Key differences
- DFAX is significantly larger than DFSI — larger funds tend to be more liquid and less likely to close.
- DFSI follows a index tracking strategy; DFAX uses active selection.
- Over the last 3 years, DFAX has delivered higher annualized returns.
- DFAX has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| DFSI | DFAX | |
|---|---|---|
| Annual cost (TER) | 0.24% | 0.28% |
| Fund size (AUM) | $1.0B | $11.5B |
| Since | 2022 | 2008 |
| Dividend yield | 2.17% | 2.30% |
| Asset class | equity | equity |
| Region | — | — |
| Strategy | index tracking | active selection |
| CAGR 1Y | +22.0% | +36.5% |
| CAGR 3Y | +16.7% | +20.8% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.88 | 1.12 |
| Volatility 1Y | 15.03% | 14.88% |
| Max drawdown | -12.82% | -28.15% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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