Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DFSV (Dimensional US Small Cap Value ETF) | 16.23% | 36.37% | 18.03% | NA | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 02/24/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DFSV (Dimensional US Small Cap Value ETF) | 02/24/2022 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.45 | 36.37 | 18.03 | NA | NA | NA | NA | … | … | 16.23 | 8.59 | 7.13 | 19.25 | 0.60 |
| Sharpe Ratio | NA | 1.84 | 0.70 | NA | NA | NA | NA | … | … | 2.31 | 0.24 | 0.18 | 0.74 | -0.04 |
| Standard Deviation(%) | NA | 17.61 | 21.00 | NA | NA | NA | NA | … | … | 16.60 | 23.75 | 19.92 | 21.27 | 26.27 |
| Draw Down(%) | NA | 9.39 | 28.02 | NA | NA | NA | NA | … | … | 9.39 | 24.37 | 9.94 | 17.96 | 17.62 |
| Yield(%) | 0.00 | 1.89 | 1.84 | 1.31 | 0.65 | 0.44 | 0.33 | … | … | 0.35 | 1.64 | 1.40 | 1.52 | 0.90 |
Data as of 06/04/2026, Common starting date is 02/24/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DFSV (Dimensional US Small Cap Value ETF) |
4.35%
Mar 2022 – Mar 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DFSV (Dimensional US Small Cap Value ETF) |
19.03%
May 2023 – May 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart