Keep tabs on your favorite ETFs with a personalized weekly tracker. Create a Watchlist now →
BEEZvsDFSUETF Comparison
Honeytree U.S. Equity ETF (BEEZ) belongs to the US Large Cap segment. Dimensional US Sustainability Core 1 ETF (DFSU) is part of the US All Cap segment. BEEZ's top 3 sector exposures are Industrials, Information Technology and Health Care. In contrast, DFSU's top sector exposures are Information Technology, Financials and Industrials. BEEZ is more expensive with a Total Expense Ratio (TER) of 0.64%, versus 0.18% for DFSU. BEEZ is down -0.8% year-to-date (YTD) with -$2M in YTD flows. DFSU performs worse with -1.87% YTD performance, and +$79M in YTD flows. Run a side-by-side ETF comparison of BEEZ and DFSU below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
BEEZ vs DFSU performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | BEEZ DFSU | -4.01%-3.51% | -1.91%-3.13% | -0.80%-1.87% | +8.30%+20.23% | n/a+74.45% | n/an/a |
| Flows | BEEZ DFSU | -+$35M | -$2M+$94M | -$2M+$79M | -$2M+$366M | -+$1.10B | -- |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | BEEZ DFSU | +13.67%+12.33% | +17.35%+18.87% | n/a+15.69% | n/an/a |
| Max drawdown | BEEZ DFSU | -5.33%-4.30% | -11.67%-14.16% | n/a-19.96% | n/an/a |
| Max drawdown duration | BEEZ DFSU | 11d58d | 29d45d | n/a209d | n/an/a |
BEEZ | DFSU | |
Last sale 3/13/2026 at 1:30 PM | $32.54 | $41.53 |
| Previous close 03/12/2026 | $32.50 | $41.80 |
| Consolidated volume 03/12/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
BEEZ | DFSU | |
|---|---|---|
| Last price | $32.54 | $41.53 |
| 1D performance | +0.13% | -0.65% |
| AuM | $5.85 M | $1.90 B |
| E/R | 0.64% | 0.18% |
BEEZ | DFSU | |
|---|---|---|
| Management strategy | Active | Active |
| Provider | Alpha Architect | Dimensional |
| Benchmark | - | - |
| N° of holdings | 24 | 1693 |
| Asset class | - | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | November 7, 2023 | November 1, 2022 |
| ESG | Yes | Yes |
Countries
Sectors
Diversification
Total weight of top 15 holdings out of 15
Total weight of top 15 holdings out of 15
Top 15 holdings
How have the BEEZ and DFSU ETFs performed in 2026?
As of March 12, 2026, BEEZ is down -0.8% year-to-date (YTD), while DFSU has lost -1.87%. That puts BEEZ better performer ahead so far this year.
Which ETF is attracting more investor money: BEEZ or DFSU?
Year-to-date, the BEEZ ETF saw -$2M in flows, compared to +$79M for DFSU.
Which ETF is more volatile: BEEZ or DFSU?
Over the past year, BEEZ had a volatility of 17.35%, while DFSU experienced 18.87%.
Which ETF is bigger: BEEZ or DFSU?
As of March 12, 2026, BEEZ holds $5.85 M in assets under management (AUM), while DFSU manages $1.90 B.
What sectors do the BEEZ and DFSU ETFs invest in?
BEEZ leans toward sectors like Industrials, Information Technology and Health Care. Meanwhile, DFSU focuses on Information Technology, Financials and Industrials.
What are the top holdings of the BEEZ ETF and DFSU ETF?
BEEZ top holdings include US5128073062, CUMMINS and COMFORT SYSTEMS USA. DFSU holds in its top three: NVIDIA, APPLE and META PLATFORMS.
Which ETF is more diversified: BEEZ or DFSU?
BEEZ holds 25 securities with 64.51% of its assets in the top 15. DFSU has 1745 securities and a top 15 weight of 35.06%.
Calamos Investments Powers the Next Phase of the Autocallable Revolution
Join J.P. Morgan’s Bram Kaplan, Head of Americas Equity Derivatives Strategy and Matt Kaufman from Calamos Investments as they dive into the growing global opportunity in autocallable income—an increasingly dominant strategy within structured products, now available through ETFs.
Accepted for 1 CE Credit
