Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
DFIS (Dimensional ETF Trust – Dimensional International Small Cap ETF) 9.60% 26.73% 18.73% NA NA NA NA
Data as of 06/18/2026, Common starting date is 03/24/2022
More Performance Analytics Comparison
Name Start Date End Date
DFIS (Dimensional ETF Trust – Dimensional International Small Cap ETF) 03/24/2022 06/18/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022
Annualized Return (%) 0.14 26.73 18.73 NA NA NA NA 9.60 37.52 3.77 15.20 -12.95
Sharpe Ratio NA 1.48 1.02 NA NA NA NA 1.13 2.18 0.01 0.81 -0.74
Standard Deviation(%) NA 15.05 15.38 NA NA NA NA 18.86 15.99 13.61 14.35 24.62
Draw Down(%) NA 12.45 13.55 NA NA NA NA 12.45 13.55 9.54 13.49 27.23
Yield(%) 0.00 2.51 2.65 1.70 0.85 0.57 0.42 0.09 3.00 2.25 2.63 0.98
Data as of 06/18/2026, Common starting date is 03/24/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
DFIS (Dimensional ETF Trust – Dimensional International Small Cap ETF) 7.49%
Apr 2022 – Apr 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
DFIS (Dimensional ETF Trust – Dimensional International Small Cap ETF) 22.45%
Sep 2022 – Sep 2025
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return