DFLV vs VXUS

Quick Verdict

VXUS has a lower expense ratio. DFLV delivered stronger 1-year returns. VXUS offers more diversification with 7860 holdings.

Lower Fees: VXUSHigher Returns: DFLVMore Diversified: VXUS

Side-by-Side Comparison

MetricDFLVVXUSWinner
Expense Ratio0.21%0.05%
AUM$6.7B$156.5B
Dividend Yield1.40%2.60%
Holdings3428,747
YTD Return+20.38%+13.57%
1Y Return+35.00%+28.78%
3Y Return (annualized)+18.46%+18.63%
5Y Return (annualized)-+9.05%
Volatility (annualized)13.2%15.1%
Max Drawdown-16.8%-39.9%
Fund FamilyDimensionalVanguard (US)
CategoryEquityEquity
InceptionDec 6, 2022Jan 26, 2011

DFLV vs VXUS Performance

Dimensional US Large Cap Value ETF (DFLV) is a ETF from Dimensional and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year DFLV returned +35.00% while VXUS returned +28.78%. Year to date, DFLV is up 20.38% versus a gain of 13.57% for VXUS.

Over three years, DFLV compounded at +18.46% per year against +18.63% for VXUS. Across the full 4-year window we track, DFLV has the edge at +17.05% annualized vs +4.80%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VXUS has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 13.2% for DFLV. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -16.8% for DFLV and -39.9% for VXUS. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.75. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

DFLV charges 0.21% per year while VXUS charges 0.05%. On a $10,000 position that is $21 vs $5 annually, a gap of $16 per year that compounds over a long holding period. On income, DFLV currently yields 1.40% against 2.60% for VXUS.

Holdings Overlap

0.1%overlap

DFLV and VXUS share 4 holdings out of 8193 unique holdings combined, representing a 0.1% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in DFLVWeight in VXUSDifference
KR0.39%0.00%0.39%
2345:TW0.21%0.05%0.16%
HBAN0.17%0.05%0.12%
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Frequently Asked Questions

Which is cheaper, DFLV or VXUS?

DFLV has an expense ratio of 0.21% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $16 per year of difference.

Which performed better, DFLV or VXUS?

Over the past year DFLV returned +35.00% vs +28.78% for VXUS, so DFLV leads on 1-year performance. Over the longest common window we track (4 years), DFLV annualized +17.05% vs +4.80% for VXUS. Past performance does not guarantee future results.

Which is riskier, DFLV or VXUS?

VXUS has been the more volatile fund at 15.1% annualized versus 13.2% for DFLV. Worst drawdown: DFLV -16.8% vs VXUS -39.9%.

Should I hold both DFLV and VXUS?

DFLV and VXUS have a monthly-return correlation of 0.75, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between DFLV and VXUS?

DFLV and VXUS share 4 common holdings with a 0.1% weight overlap. Combined, they hold 8193 unique securities.

Which pays a higher dividend, DFLV or VXUS?

DFLV yields 1.40% while VXUS yields 2.60%, so VXUS currently pays the higher dividend yield.

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