DFSU vs GROZ
Dimensional US Sustainability Core 1 ETF vs Zacks Focus Growth ETF
Which is better, DFSU or GROZ?
GROZ has been ahead.
DFSU has a lower expense ratio. GROZ led over 1Y and the full window.
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
| Metric | DFSU | GROZ |
|---|---|---|
| Expense Ratio | 0.15%Best | 0.55% |
| AUM | $2.4B | $126M |
| Dividend Yield | 0.84% | 0.04% |
| Holdings | 1,951 | 88 |
| YTD Return | +10.23% | +12.37%Best |
| 1Y Return | +14.19% | +15.13%Best |
| 3Y Return (annualized) | +20.41% | - |
| Volatility (annualized) | 12.2%Best | 16.0% |
| Max Drawdown | -19.7%Best | -23.3% |
| $10,000 over 1.9 years | $12,314 | $13,480Best |
| Fund Family | Dimensional | Zacks |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Growth |
| Inception | Nov 1, 2022 | Sep 9, 2024 |
Not shown on this pair: 5Y Return (annualized), Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 1.9 years row, are measured over the window both funds cover: Dec 5, 2024 to Oct 14, 2026 (1.9 years).
DFSU vs GROZ 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 1.9 years both funds cover.
DFSU vs GROZ Performance
Dimensional US Sustainability Core 1 ETF (DFSU) is an ETF from Dimensional and Zacks Focus Growth ETF (GROZ) is an ETF from Zacks. Over the past year DFSU returned +14.19% while GROZ returned +15.13%. Year to date, DFSU is up 10.23% versus a gain of 12.37% for GROZ.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
GROZ has been the more volatile fund, with annualized monthly volatility of 16.0% compared with 12.2% for DFSU. 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 -19.7% for DFSU and -23.3% for GROZ. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.88. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
DFSU charges 0.15% per year while GROZ charges 0.55%. On a $10,000 position that is $15 vs $55 annually, a gap of $40 per year that compounds over a long holding period. On income, DFSU currently yields 0.84% against 0.04% for GROZ.
Holdings Overlap
We hold position weights for 2 holdings in DFSU and 46 in GROZ, totalling 0.0% and 99.5% 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 2 positions we hold weights for in DFSU and 46 in GROZ, against full books of 1,951 and 88.
You are not choosing between two funds in isolation.
Whichever of DFSU and GROZ you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, DFSU or GROZ?
DFSU has an expense ratio of 0.15% while GROZ charges 0.55%. DFSU is the cheaper option, by $40 a year on a $10,000 investment.
Which performed better, DFSU or GROZ?
Over the past year DFSU returned +14.19% vs +15.13% for GROZ, so GROZ leads on 1-year performance. Over the longest common window we track (2 years), DFSU annualized +11.58% vs +17.02% for GROZ. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, DFSU or GROZ?
GROZ has been the more volatile fund at 16.0% annualized versus 12.2% for DFSU. Worst drawdown: DFSU -19.7% vs GROZ -23.3%.
Should I hold both DFSU and GROZ?
DFSU and GROZ have a monthly-return correlation of 0.88, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, DFSU or GROZ?
DFSU yields 0.84% while GROZ yields 0.04%, so DFSU currently pays the higher dividend yield.
Is GROZ better than DFSU?
DFSU has a lower expense ratio. GROZ led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.