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
DISV (Dimensional ETF Trust – Dimensional International Small Cap Value ETF) 10.49% 33.47% 24.06% NA NA NA NA
Data as of 06/17/2026, Common starting date is 03/24/2022
More Performance Analytics Comparison
Name Start Date End Date
DISV (Dimensional ETF Trust – Dimensional International Small Cap Value ETF) 03/24/2022 06/17/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022
Annualized Return (%) 2.29 33.47 24.06 NA NA NA NA 10.49 47.85 5.85 19.54 -9.72
Sharpe Ratio NA 1.99 1.34 NA NA NA NA 1.33 2.79 0.16 1.09 -0.60
Standard Deviation(%) NA 14.93 15.67 NA NA NA NA 18.24 16.42 14.33 14.72 23.89
Draw Down(%) NA 12.69 14.13 NA NA NA NA 12.69 14.13 9.74 10.16 26.77
Yield(%) 0.00 3.10 3.38 2.21 1.10 0.74 0.55 0.04 3.84 2.88 3.14 1.10
Data as of 06/17/2026, 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
DISV (Dimensional ETF Trust – Dimensional International Small Cap Value ETF) 11.66%
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
DISV (Dimensional ETF Trust – Dimensional International Small Cap Value ETF) 27.94%
Sep 2022 – Sep 2025
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return