Dimensional Core Competition

DFAC Etf

USD 38.93 -0.18 -0.46%

Dimensional Core Equity is often compared with SPDR Dow, Vanguard Small, VANGUARD SMALL-CAP, Schwab Broad, and IShares SAMPP and additional peers. This peer view supports relative benchmarking. Relative analysis here focuses on where Dimensional Core is stronger or weaker than peers.

Dimensional Core and VanEck Semiconductor Correlation Summary

Poor diversification

DFAC currently posts a 0.75 correlation with SMH, indicating a Poor diversification relationship for the active sample. Used correctly, the chart helps investors judge whether adding the second position genuinely diversifies the first.

Moving together with Dimensional Etf

0.81	VTI	Vanguard Total Stock	Pair Corr
0.78	SPY	SPDR SAMPP 500	Pair Corr
0.78	IVV	iShares Core SAMPP	Pair Corr
0.96	VIG	Vanguard Dividend	Pair Corr
0.68	VV	Vanguard Large Cap	Pair Corr

Moving against Dimensional Etf

0.36

ENAV

Collaborative Investment Low Volatility

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 Core's price to converge to an average value over time is called mean reversion.

Hype

Prediction

Low	Estimated	High
38.17	38.94	39.71

Details

Intrinsic

Valuation

Low	Real	High
38.47	39.24	40.01

Details

Naive

Forecast

Low	Next	High
37.90	38.67	39.44

Details

Bollinger

Band Projection (param)

Lower	Middle Band	Upper
38.82	40.34	41.86

Details

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

Dimensional Core Competition Correlation Matrix

Competition correlation for Dimensional Core Equity 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 Large Blend category. In practical terms, lower correlation may offer better diversification while higher correlation may leave the portfolio more exposed to one shared driver.

	DIA	VBK	VSGIX	SCHB	IVE	XLV	DFUS	VGHAX	IWR	SMH
DIA		0.7	0.7	0.87	0.76	0.8	0.72	0.8	0.7	0.45	DIA
VBK	0.7		1.0	0.75	0.66	0.66	0.59	0.75	0.81	0.72	VBK
VSGIX	0.7	1.0		0.75	0.66	0.66	0.59	0.75	0.81	0.72	VSGIX
SCHB	0.87	0.75	0.75		0.55	0.74	0.81	0.79	0.53	0.37	SCHB
IVE	0.76	0.66	0.66	0.55		0.62	0.45	0.66	0.94	0.76	IVE
XLV	0.8	0.66	0.66	0.74	0.62		0.59	0.95	0.61	0.31	XLV
DFUS	0.72	0.59	0.59	0.81	0.45	0.59		0.64	0.42	0.29	DFUS
VGHAX	0.8	0.75	0.75	0.79	0.66	0.95	0.64		0.66	0.47	VGHAX
IWR	0.7	0.81	0.81	0.53	0.94	0.61	0.42	0.66		0.84	IWR
SMH	0.45	0.72	0.72	0.37	0.76	0.31	0.29	0.47	0.84		SMH
	DIA	VBK	VSGIX	SCHB	IVE	XLV	DFUS	VGHAX	IWR	SMH

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Dimensional Core Constituents Risk-Adjusted Indicators

There is a big difference between Dimensional Etf performing well and Dimensional Core 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 Core'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
DIA	0.60	0.01	0.00	-0.08	0.00	0.00	1.02	-1.62	4.11
VBK	0.98	0.07	0.00	-0.02	0.00	0.00	1.86	-1.96	6.64
VSGIX	1.01	0.08	0.00	-0.02	0.00	0.00	1.94	-2.11	6.88
SCHB	0.60	0.01	0.00	-0.08	0.00	0.00	0.93	-1.45	3.72
IVE	0.49	0.04	0.00	-0.04	0.00	0.00	0.95	-1.33	2.75
XLV	0.69	-0.02	0.00	-0.12	0.00	0.00	1.77	-1.67	3.97
DFUS	0.58	-0.06	0.00	0.21	0.00	0.00	0.91	-1.38	3.72
VGHAX	0.71	0.01	0.00	-0.07	0.00	0.00	1.56	-1.41	4.67
IWR	0.66	0.07	0.00	-0.02	0.00	0.00	1.23	-1.54	4.39
SMH	1.57	0.24	0.09	0.07	2.07	-1.59	2.96	-3.74	9.17

Dimensional Core Competitive Analysis

Better Than Average

Worse Than Peers

View Performance Chart

	DFAC	DIA	VBK	VSGIX	SCHB	IVE	XLV	DFUS	VGHAX	IWR
	0.46 38.93 Dimensional	0.48 460.77 SPDR	0.67 304.70 Vanguard	1.02 86.34 VANGUARD	0.43 25.38 Schwab	0.31 209.27 IShares	0.26 147.52 Health	1.88 71.59 Dimensional	1.65 82.19 VANGUARD	0.34 97.13 IShares
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)	Weak	Weak	Weak	Weak	Weak	Weak	Weak	Weak	Weak	Weak
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued	Over Valued	Fairly 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)	Strong Hold	Strong Hold	Strong Hold	Strong Hold	Strong Hold	Strong Hold	Strong Hold	Strong Sell	Strong Hold	Strong Hold
Net Asset	15.42 B	29.21 B	27.36 B	25.34 B	18.91 B	21.34 B	35.9 B	5.47 B	50.35 B	24.68 B
Minimum Initial Investment	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	50 K	N/A
Price To Book	N/A	3.24	2.79	2.79	2.59	1.8	2.99	N/A	2.74	2.34
Five Year Return	10.5	9.2	2.3	2.17	11.3	10.6	6.8	12.0	5.94	7.1
One Year Return	19.8	14.0	20.3	20.77	19.2	14.0	1.9	20.0	12.35	16.0
Last Dividend Paid	N/A	0.25	0.13	0.03	0.3	0.63	0.43	N/A	N/A	0.27
Beta	1.05	0.89	1.17	N/A	1.04	0.88	0.65	1.04	N/A	1.1
Price To Earning	N/A	3.5	6.38	1.86	19.65	3.34	4.4	N/A	22.84	2.27
Price To Sales	N/A	1.89	81.26	2.25	1.78	1.38	1.6	N/A	1.62	1.54
Equity Positions Weight	99.99	99.95	97.5	97.35	99.89	99.87	99.89	100.0	98.09	99.96
Cash Position Weight	N/A	N/A	N/A	2.65	N/A	N/A	N/A	N/A	1.7	N/A
Three Year Return	19.0	15.7	15.4	14.21	20.2	15.9	7.1	21.1	7.28	15.3
Annual Yield	N/A	N/A	N/A	0.0052	N/A	N/A	N/A	N/A	0.0103	N/A
Year To Date Return	N/A	N/A	N/A	1.47	N/A	N/A	N/A	N/A	3.19	N/A
Bond Positions Weight	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	0.21	N/A
Ten Year Return	13.1	12.6	11.0	12.77	13.8	11.4	9.9	14.4	15.67	10.8
Day Typical Price	38.93	460.77	304.7	86.34	25.38	209.51	147.39	72.17	82.19	97.13
Accumulation Distribution	N/A	N/A	N/A	N/A	N/A	0.0034	0.0026	0.0239	N/A	N/A
Market Facilitation Index	N/A	N/A	N/A	N/A	N/A	0.72	0.38	1.75	N/A	N/A
Daily Balance Of Power	N/A	N/A	N/A	N/A	N/A	-0.92	1.0	-0.78	N/A	N/A
Period Momentum Indicator	-0.18	-2.23	-2.04	-0.89	-0.11	-0.66	0.38	-1.37	-1.38	-0.33
Rate Of Daily Change	1.0	1.0	0.99	0.99	1.0	1.0	1.0	0.98	0.98	1.0
Day Median Price	38.93	460.77	304.7	86.34	25.38	209.63	147.33	72.47	82.19	97.13
Price Action Indicator	-0.09	-1.12	-1.02	-0.45	-0.06	-0.69	0.38	-1.56	-0.69	-0.16
Relative Strength Index	39.78	35.63	45.3	47.33	39.67	38.57	37.81	39.34	39.57	43.5
Coefficient Of Variation	-2,281	-1,124	-6,287	-6,859	-1,358	-3,669	-1,624	-2,282	-2,972	-11,036
Mean Deviation	0.5888	0.6029	0.9788	1.01	0.5956	0.4881	0.6904	0.578	0.7088	0.6643
Jensen Alpha	0.0328	0.0051	0.0748	0.0784	0.0053	0.0361	-0.02	-0.06	0.012	0.0654
Total Risk Alpha	0.0391	0.0052	0.1057	0.11	0.0165	0.0425	0.0313	0.0383	0.0586	0.0753
Sortino Ratio	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Downside Variance	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Standard Deviation	0.7637	0.7918	1.25	1.28	0.7678	0.6496	0.8867	0.7513	0.9212	0.8615
Kurtosis	0.5163	0.8193	0.4505	0.587	0.3586	0.2695	-0.04	0.4307	0.5058	0.3406
Potential Upside	0.9048	1.02	1.86	1.94	0.9263	0.9514	1.77	0.9122	1.56	1.23
Treynor Ratio	-0.05	-0.08	-0.02	-0.02	-0.08	-0.04	-0.12	0.207	-0.07	-0.02
Maximum Drawdown	3.86	4.11	6.64	6.88	3.72	2.75	3.97	3.72	4.67	4.39
Variance	0.5832	0.6269	1.57	1.64	0.5895	0.422	0.7863	0.5644	0.8485	0.7422
Market Risk Adjusted Performance	-0.04	-0.07	-0.01	-0.01	-0.07	-0.03	-0.11	0.217	-0.06	-0.01
Risk Adjusted Performance	-0.04	-0.07	-0.01	-0.01	-0.06	-0.02	-0.05	-0.04	-0.03	-0.01
Skewness	-0.17	0.0371	0.2211	0.288	-0.21	-0.40	0.253	-0.25	0.3929	0.0834
Semi Deviation	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Information Ratio	0.0557	0.007	0.0447	0.0447	0.0254	0.0897	0.0241	0.0573	0.0489	0.0792
Value At Risk	-1.56	-1.62	-1.96	-2.11	-1.45	-1.33	-1.67	-1.38	-1.41	-1.54
Expected Short fall	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Downside Deviation	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Semi Variance	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A

Dimensional Core Competition Peer Performance Charts

How to Analyze Dimensional Core Against Peers

Dimensional Core's peer analysis compares Dimensional Core 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 Core 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 Core 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

Competitor benchmarking for Dimensional Core often reveals which operating metrics are genuinely differentiated and which appear similar across the entire peer group. Relative comparison helps show where Dimensional Core is stronger or weaker against peers.

Unless otherwise specified, data for Dimensional Core Equity 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 March 18th, 2026

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Dimensional Core Competition

Dimensional Core and VanEck Semiconductor Correlation Summary

Moving together with Dimensional Etf

Moving against Dimensional Etf

Specify up to 10 symbols:

Dimensional Core Competition Correlation Matrix

Dimensional Core Constituents Risk-Adjusted Indicators

Dimensional Core Competitive Analysis

Dimensional Core Competition Peer Performance Charts

How to Analyze Dimensional Core Against Peers

Peer Comparison Metrics & Methodology

This content is curated and reviewed by:

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