Dimensional ETF Competition

DEXC Etf

65.64 0.00 0.00%

Peers for Dimensional ETF Trust include American Century, IShares MSCI, Franklin FTSE, Invesco SAMPP, and Invesco SAMPP and others in the group. Peer context helps frame relative positioning. This module tests whether Dimensional ETF has durable advantages versus sector peers.

Dimensional ETF and Invesco Dynamic Correlation Summary

Good diversification

DEXC currently posts a -0.03 correlation with PBE, indicating a Good diversification relationship for the active sample. The overlap area represents the portion of risk that may be diversified away when both instruments are held together and nothing else in the portfolio changes.

Moving together with Dimensional Etf

0.84	VWO	Vanguard FTSE Emerging	Pair Corr
0.94	IEMG	iShares Core MSCI	Pair Corr
0.89	EMC	Global X Funds	Pair Corr
0.93	EEM	iShares MSCI Emerging	Pair Corr
0.83	SPEM	SPDR Portfolio Emerging	Pair Corr

Moving against Dimensional Etf

0.71	MDBX	Tradr 2X Long	Pair Corr
0.62	AVGG	Leverage Shares 2X	Pair Corr

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Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Dimensional ETF's price to converge to an average value over time is called mean reversion.

Hype

Prediction

Low	Estimated	High
64.35	65.69	67.03

Details

Intrinsic

Valuation

Low	Real	High
64.26	65.60	66.94

Details

Naive

Forecast

Low	Next	High
64.36	65.70	67.03

Details

Bollinger

Band Projection (param)

Lower	Middle Band	Upper
63.11	67.78	72.45

Details

Please note, it is not enough to conduct a financial or market analysis of a single entity such as Dimensional ETF. Your research has to be compared to or analyzed against Dimensional ETF's peers to derive any actionable benefits.

Dimensional ETF Competition Correlation Matrix

Competition correlation for Dimensional ETF Trust matters because related securities often respond to the same industry, factor, or macro drivers even when their business stories differ. The current classification points to the Diversified Emerging Mkts category. In practical terms, lower correlation may offer better diversification while higher correlation may leave the portfolio more exposed to one shared driver.

	DXUV	AVSD	THD	FLKR	RZV	RSPS	ISMD	DXIV	JSML	PBE
DXUV		0.9	0.63	0.66	0.94	0.79	0.96	0.83	0.52	0.43	DXUV
AVSD	0.9		0.79	0.77	0.86	0.85	0.87	0.94	0.46	0.35	AVSD
THD	0.63	0.79		0.92	0.67	0.87	0.69	0.92	-0.06	-0.16	THD
FLKR	0.66	0.77	0.92		0.68	0.84	0.71	0.93	-0.05	-0.17	FLKR
RZV	0.94	0.86	0.67	0.68		0.87	0.98	0.84	0.42	0.24	RZV
RSPS	0.79	0.85	0.87	0.84	0.87		0.86	0.92	0.12	-0.07	RSPS
ISMD	0.96	0.87	0.69	0.71	0.98	0.86		0.85	0.46	0.26	ISMD
DXIV	0.83	0.94	0.92	0.93	0.84	0.92	0.85		0.18	0.07	DXIV
JSML	0.52	0.46	-0.06	-0.05	0.42	0.12	0.46	0.18		0.75	JSML
PBE	0.43	0.35	-0.16	-0.17	0.24	-0.07	0.26	0.07	0.75		PBE
	DXUV	AVSD	THD	FLKR	RZV	RSPS	ISMD	DXIV	JSML	PBE

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High positive correlations

ISMD	+ 0.98	RZV
ISMD	+ 0.96	DXUV
RZV	+ 0.94	DXUV
DXIV	+ 0.94	AVSD
DXIV	+ 0.93	FLKR
FLKR	+ 0.92	THD

High negative correlations

PBE	- 0.17	FLKR
PBE	- 0.16	THD
PBE	- 0.07	RSPS
JSML	- 0.06	THD
JSML	- 0.05	FLKR

Dimensional ETF Constituents Risk-Adjusted Indicators

There is a big difference between Dimensional Etf performing well and Dimensional ETF ETF doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Dimensional ETF's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

	Mean Deviation	Jensen Alpha	Sortino Ratio	Treynor Ratio	Semi Deviation	Expected Shortfall	Potential Upside	Value @Risk	Maximum Drawdown
DXUV	0.59	-0.03	0.09	0.04	0.81	-0.57	0.95	-1.51	3.64
AVSD	0.72	0.07	0.06	-0.01	1.22	-0.58	1.42	-1.90	5.20
THD	1.25	0.21	0.14	0.26	1.60	-1.27	2.60	-2.86	9.14
FLKR	2.01	0.70	0.20	0.30	2.74	-2.13	4.73	-3.23	15.05
RZV	0.96	-0.03	0.07	0.01	1.20	-1.06	2.77	-2.17	6.51
RSPS	0.77	0.03	0.09	0.04	1.00	-0.74	1.70	-1.59	4.11
ISMD	0.79	-0.01	0.08	-0.04	1.07	-0.79	1.73	-1.75	5.82
DXIV	0.68	0.13	0.13	0.09	1.08	-0.60	1.30	-1.65	4.88
JSML	0.97	-0.03	0.00	-0.11	0.00	0.00	1.58	-2.31	6.65
PBE	0.89	-0.04	0.00	-3.09	0.00	0.00	2.03	-1.76	6.13

Dimensional ETF Competitive Analysis

Better Than Average

Worse Than Peers

View Performance Chart

	DEXC	DXUV	AVSD	THD	FLKR	RZV	RSPS	ISMD	DXIV	JSML
	0.00 65.64 Dimensional	1.33 59.36 Dimensional	0.04 73.53 American	0.86 64.91 IShares	0.26 42.75 Franklin	1.27 120.89 Invesco	0.70 29.72 Invesco	1.50 39.34 Inspire	1.38 67.33 Dimensional	0.99 69.29 Janus
Market Volatility (90 Days Market Risk)	Very Low	Very Low	Very Low	Very Low	Very Low	Very Low	Very Low	Very Low	Very Low	Very Low
Market Performance (90 Days Performance)	Balanced	Weak	Weak	Moderate	Constructive	Weak	Mild	Weak	Contained	Weak
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Fair	Low	Low	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Fairly Valued	Over Valued	Fairly Valued	Under Valued	Under Valued	Over Valued	Fairly Valued	Over Valued	Under Valued	Fairly Valued
Buy or Sell Analysis (Average Analysts Consensus)	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Cautious Hold	Strong Sell	Strong Hold	Strong Buy	Strong Buy	Strong Sell	Hold	Strong Sell	Strong Buy	Hold
Price To Sales	N/A	N/A	N/A	1.21	N/A	0.26	N/A	N/A	N/A	1.61
Equity Positions Weight	N/A	N/A	99.74	99.41	95.93	100.05	N/A	98.84	N/A	99.99
Three Year Return	N/A	N/A	19.5	1.8	33.6	13.6	0.1	10.8	N/A	15.2
Net Asset	N/A	N/A	28.19 M	307.54 M	43.91 M	234.87 M	N/A	105.13 M	N/A	74.41 M
Price To Book	N/A	N/A	N/A	1.84	N/A	0.95	N/A	N/A	N/A	3.11
Five Year Return	N/A	N/A	N/A	-0.9	9.8	7.3	2.2	4.5	N/A	1.2
One Year Return	38.5	N/A	24.1	32.0	134.1	23.2	4.7	16.0	29.3	18.3
Last Dividend Paid	N/A	N/A	N/A	1.33	0.4	0.074	N/A	0.083	N/A	0.12
Ten Year Return	N/A	N/A	N/A	2.8	N/A	8.9	4.7	N/A	N/A	11.4
Beta	N/A	N/A	1.05	0.87	1.94	1.33	0.62	1.22	N/A	1.39
Price To Earning	N/A	N/A	N/A	14.75	N/A	13.25	N/A	N/A	N/A	23.99
Day Typical Price	66.09	59.67	73.52	64.91	42.75	121.85	29.72	39.58	67.33	69.29
Accumulation Distribution	0.0203	0.0153	4.0E-4	N/A	N/A	0.0233	N/A	0.0182	N/A	N/A
Market Facilitation Index	1.36	0.92	0.03	N/A	N/A	2.88	N/A	0.73	N/A	N/A
Daily Balance Of Power	N/A	-0.87	1.0	N/A	N/A	-0.54	N/A	-0.82	N/A	N/A
Period Momentum Indicator	N/A	-0.80	0.03	-0.56	-0.11	-1.56	-0.21	-0.60	-0.94	-0.69
Rate Of Daily Change	1.0	0.99	1.0	0.99	1.0	0.99	0.99	0.98	0.99	0.99
Day Median Price	66.32	59.82	73.52	64.91	42.75	122.33	29.72	39.71	67.33	69.29
Price Action Indicator	-0.68	-0.86	0.03	-0.28	-0.06	-2.22	-0.11	-0.66	-0.47	-0.34
Relative Strength Index	54.13	40.22	N/A	N/A	N/A	40.68	N/A	N/A	N/A	N/A
Coefficient Of Variation	714.66	46995.87	27580.04	994.33	502.17	18966.14	4912.85	5875.44	1157.99	-951.44
Mean Deviation	0.949	0.5899	0.7184	1.25	2.01	0.9615	0.7683	0.7902	0.6837	0.972
Jensen Alpha	0.1613	-0.03	0.0688	0.2094	0.7044	-0.03	0.0308	-0.01	0.1303	-0.03
Total Risk Alpha	0.3151	0.0744	0.0964	0.3379	0.8511	0.1359	0.1164	0.1238	0.1665	-0.01
Sortino Ratio	0.1719	0.0938	0.0635	0.1377	0.1958	0.0669	0.0914	0.0841	0.1256	N/A
Downside Variance	2.28	0.6853	1.57	3.13	10.48	1.53	1.1	1.25	1.51	N/A
Standard Deviation	1.31	0.7653	0.9518	1.67	2.8	1.29	0.9842	1.07	0.9073	1.25
Kurtosis	2.94	0.3748	1.02	0.8015	3.23	0.6761	-0.20	0.737	1.21	0.2784
Potential Upside	2.18	0.9544	1.42	2.6	4.73	2.77	1.7	1.73	1.3	1.58
Treynor Ratio	-1.23	0.0375	-0.01	0.2618	0.3015	0.01	0.0416	-0.04	0.0949	-0.11
Maximum Drawdown	7.2	3.64	5.2	9.14	15.05	6.51	4.11	5.82	4.88	6.65
Variance	1.72	0.5857	0.9059	2.78	7.85	1.66	0.9686	1.14	0.8232	1.56
Market Risk Adjusted Performance	-1.22	0.0475	0.0025	0.2718	0.3115	0.02	0.0516	-0.03	0.1049	-0.10
Risk Adjusted Performance	0.1152	0.0013	0.0045	0.0852	0.1655	0.008	0.0181	0.0161	0.0699	-0.08
Skewness	-0.84	-0.20	-0.73	-0.34	-1.02	0.1417	0.049	0.1261	-0.86	-0.15
Semi Deviation	1.28	0.8133	1.22	1.6	2.74	1.2	1.0	1.07	1.08	N/A
Information Ratio	0.1979	0.1014	0.0835	0.1462	0.2263	0.0643	0.0976	0.0881	0.1701	-0.04
Value At Risk	-1.78	-1.51	-1.90	-2.86	-3.23	-2.17	-1.59	-1.75	-1.65	-2.31
Expected Short fall	-0.97	-0.57	-0.58	-1.27	-2.13	-1.06	-0.74	-0.79	-0.60	N/A
Downside Deviation	1.51	0.8278	1.25	1.77	3.24	1.24	1.05	1.12	1.23	N/A
Semi Variance	1.63	0.6615	1.5	2.55	7.48	1.44	1.01	1.15	1.18	N/A

Dimensional ETF Competition Peer Performance Charts

How to Analyze Dimensional ETF Against Peers

Dimensional ETF's peer analysis compares Dimensional ETF with related companies to put valuation, quality, and risk metrics in context. This helps determine whether recent performance is company-specific or broadly sector-driven. A practical workflow includes:

Set a relevant peer group: Include direct competitors and close alternatives with comparable business exposure.
Benchmark core financials: Compare profitability, growth, capital structure, and cash flow quality.
Check valuation dispersion: Review whether Dimensional ETF trades at a premium or discount versus peers and why.
Evaluate risk profile: Compare volatility, drawdowns, and correlation to avoid false diversification assumptions.
Document the thesis: Record where Dimensional ETF leads or lags and what catalysts could close or widen the gap.

Use this as an educational baseline, then validate conclusions with current filings, market conditions, and portfolio objectives.

Peer Comparison Metrics & Methodology

Momentum comparison for Dimensional ETF across peers can signal rotation - when peers accelerate while Dimensional ETF lags or vice versa, the divergence often has a fundamental explanation. Relative comparison helps show where Dimensional ETF is stronger or weaker against peers.

Unless otherwise specified, data for Dimensional ETF Trust is compiled from fund disclosures and market reference feeds and standardized for comparability. Updates may occur throughout the day.

This content is curated and reviewed by:

Ellen Johnson - Member of Macroaxis Editorial Board

Last reviewed on February 22nd, 2026

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Dimensional ETF Competition

Dimensional ETF and Invesco Dynamic Correlation Summary

Moving together with Dimensional Etf

Moving against Dimensional Etf

Specify up to 10 symbols:

Dimensional ETF Competition Correlation Matrix

High positive correlations

High negative correlations

Dimensional ETF Constituents Risk-Adjusted Indicators

Dimensional ETF Competitive Analysis

Dimensional ETF Competition Peer Performance Charts

How to Analyze Dimensional ETF Against Peers

Peer Comparison Metrics & Methodology

This content is curated and reviewed by:

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