DFSU vs DIA

ADFSU

BDIA

Measures won2–3DIA wins · of 6 · 5Y

$10,000 · 5Y$16,326VUG · DIA $15,765

Lowest cost0.03%VUG · $3 on $10k

Most income1.38%DIA · $138 on $10k

Smallest drop−9.8%DIA · worst fall in 1Y

Held in common25.5%DFSU and DIA

Dimensional - US Sustainability Core 1 ETF · $2.4BState Street SPDR Dow Jones Industrial Average ETF Trust · $45.5B

+20.6%3 years · per year$17,523 · $16,045+17.1%

[…]5 years · per year[…] · $15,765+9.5%

0.15%Expense ratio$15 · $16 on $10k · lower wins0.16%

0.83%12-mo yield$83 · $138 on $10k

Cards for this view

DFSU

Dimensional - US Sustainability Core 1

[…]

DIA

SPDR Dow Jones Industrial Average ETF Trust

$15,765

MeasureDFSUDIA

Fee0.15%0.16%

Cost on $10k a year$15$16

Yield0.83%1.38%

5 years, per year[…]+9.5%

3 years, per year+20.6%+17.1%

Worst drop · 1Y−10.1%−9.8%

Volatility · 1Y13.8%

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	−0.2%	+4.9%	+3.5%	+22.1%	+10.3%	−15.1%	$232.9B
2	BDIA	State Street SPDR Dow Jones Industrial Average ETF TrustRead Desk	0.16%	1.38%	−0.4%	+9.9%	+10.6%	+17.1%	+9.5%	−9.8%	$45.5B
3	ADFSU	Dimensional - US Sustainability Core 1 ETFRead Desk	0.15%	0.83%	−0.7%	+10.7%	+11.6%	+20.6%	new	−10.1%	$2.4B

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	−0.2%	+4.9%	+3.5%	+22.1%	+10.3%	−15.1%	$232.9B
2	BDIA	State Street SPDR Dow Jones Industrial Average ETF TrustRead Desk	0.16%	1.38%	−0.4%	+9.9%	+10.6%	+17.1%	+9.5%	−9.8%	$45.5B
3	ADFSU	Dimensional - US Sustainability Core 1 ETFRead Desk	0.15%	0.83%	−0.7%	+10.7%	+11.6%	+20.6%	new	−10.1%	$2.4B

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