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DFSU vs DFSI

Dimensional US Sustainability Core 1 ETF vs Dimensional International Sustainability Core 1 ETF

DFSU

Dimensional US Sustainability Core 1 ETF

Dimensional Fund Advisors

Annual cost

0.15%

Fund size

$2.1B

DFSI

Dimensional International Sustainability Core 1 ETF

Dimensional Fund Advisors

Annual cost

0.24%

Fund size

$1.0B

Key differences

  • DFSU costs 0.09% less per year.
  • DFSU follows a active selection strategy; DFSI uses index tracking.
  • Over the last 3 years, DFSU has delivered higher annualized returns.

Side-by-side comparison

DFSUDFSI
Annual cost (TER)0.15%0.24%
Fund size (AUM)$2.1B$1.0B
Since20222022
Dividend yield0.86%2.17%
Asset classequityequity
Regionnorth america
Strategyactive selectionindex tracking
CAGR 1Y+26.8%+22.0%
CAGR 3Y+21.1%+16.7%
CAGR 5YN/AN/A
Sharpe 3Y1.080.88
Volatility 1Y13.23%15.03%
Max drawdown-19.88%-12.82%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

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