DFAS vs RUSC

DFAS vs RUSC

Which is better, DFAS or RUSC?

Nearly the same fund. DFAS costs less.

DFAS has a lower expense ratio. RUSC led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.97.

Lower Fees: DFASHigher Returns: RUSC

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricDFASRUSC
Expense Ratio0.27%Best0.64%
AUM$34.2B$81M
Dividend Yield1.04%0.33%
Holdings2,060491
YTD Return+10.62%+13.09%Best
1Y Return+14.08%+17.59%Best
3Y Return (annualized)+15.46%-
5Y Return (annualized)+7.05%-
Volatility (annualized)12.7%Best15.3%
Max Drawdown-9.4%Best-9.8%
$10,000 over 1.4 years$12,572$13,328Best
Fund FamilyDimensionalRussell Investments
CategoryEquityEquity
StyleSmall Cap BlendSmall Cap Blend
InceptionDec 15, 1998May 13, 2025

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 1.4 years row, are measured over the window both funds cover: May 14, 2025 to Oct 14, 2026 (1.4 years).

DFAS vs RUSC growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 1.4 years both funds cover.

Compare DFAS against instead:DFAS vs SPYDFAS vs QQQDFAS vs VOODFAS vs VTIRUSC against:RUSC vs VXUS

DFAS vs RUSC Performance

Dimensional US Small Cap ETF (DFAS) is an ETF from Dimensional and Russell Investments US Small Cap Equity ETF (RUSC) is an ETF from Russell Investments. Over the past year DFAS returned +14.08% while RUSC returned +17.59%. Year to date, DFAS is up 10.62% versus a gain of 13.09% for RUSC.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

RUSC has been the more volatile fund, with annualized monthly volatility of 15.3% compared with 12.7% for DFAS. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -9.4% for DFAS and -9.8% for RUSC. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.97. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

DFAS charges 0.27% per year while RUSC charges 0.64%. On a $10,000 position that is $27 vs $64 annually, a gap of $37 per year that compounds over a long holding period. On income, DFAS currently yields 1.04% against 0.33% for RUSC.

Holdings Overlap

We hold position weights for 1,552 holdings in DFAS and 489 in RUSC, totalling 93.8% and 99.9% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 1,552 positions we hold weights for in DFAS and 489 in RUSC, against full books of 2,060 and 491.

You are not choosing between two funds in isolation.

Whichever of DFAS and RUSC you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

DFASRUSC

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, DFAS or RUSC?

DFAS has an expense ratio of 0.27% while RUSC charges 0.64%. DFAS is the cheaper option, by $37 a year on a $10,000 investment.

Which performed better, DFAS or RUSC?

Over the past year DFAS returned +14.08% vs +17.59% for RUSC, so RUSC leads on 1-year performance. Over the longest common window we track (1 years), DFAS annualized +17.76% vs +22.78% for RUSC. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, DFAS or RUSC?

RUSC has been the more volatile fund at 15.3% annualized versus 12.7% for DFAS. Worst drawdown: DFAS -9.4% vs RUSC -9.8%.

Should I hold both DFAS and RUSC?

DFAS and RUSC have a monthly-return correlation of 0.97, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.

Which pays a higher dividend, DFAS or RUSC?

DFAS yields 1.04% while RUSC yields 0.33%, so DFAS currently pays the higher dividend yield.

Is RUSC better than DFAS?

DFAS has a lower expense ratio. RUSC led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.97. Which one suits a particular account depends on what it is for. This is information, not a recommendation.