DFAAX Alternatives & Similar Mutual Funds

DFA Global Core Plus Real Return Portfolio (DFAAX) belongs to the Inflation-Protected Bonds category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with DFAAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to DFAAX

DFAAX charges 0.29% annually. There are 19 mutual funds in the Inflation-Protected Bonds category with lower expense ratios, going as low as 0.02%.

Symbol	Name	Expense Ratio	AUM	Inception
RRPAX	SEI Institutional Investments Trust Real Return Fu...	0.02%	—	Dec 2006	DFAAX vs RRPAX
VTSPX	Vanguard Short-Term Inflation-Protected Securities...	0.04%	—	Oct 2012	DFAAX vs VTSPX
FIPDX	Fidelity Inflation-Protected Bond Index Fund	0.05%	—	May 2012	DFAAX vs FIPDX
SWRSX	Schwab Treasury Inflation Protected Securities Ind...	0.05%	—	Mar 2006	DFAAX vs SWRSX
FSPWX	Fidelity SAI Inflation-Protected Bond Index Fund	0.05%	—	Aug 2024	DFAAX vs FSPWX

Best Risk-Adjusted Alternatives to DFAAX

DFAAX has a PortfoliosLab risk / return rank of 23. There are 24 mutual funds in the Inflation-Protected Bonds category with higher risk-adjusted ranks, going as high as 88.

Symbol	Name	Risk / Return Rank	AUM	Inception
IPBAX	Allspring Real Return Fund	88	—	Feb 2003	DFAAX vs IPBAX
VTSPX	Vanguard Short-Term Inflation-Protected Securities...	85	—	Oct 2012	DFAAX vs VTSPX
VTIPX	Vanguard Short-Term Inflation-Protected Securities...	84	—	Oct 2012	DFAAX vs VTIPX
VTAPX	Vanguard Short-Term Inflation-Protected Securities...	84	70.50B	Oct 2012	DFAAX vs VTAPX
FSTZX	Fidelity Series 0-5 Year Inflation-Protected Bond ...	80	—	Jan 2022	DFAAX vs FSTZX

Top Performing DFAAX Alternatives (YTD)

DFAAX is at 2.44% YTD. There are 2 mutual funds in the Inflation-Protected Bonds category with higher YTD returns, going as high as 12.96%.

Symbol	Name	YTD Return	AUM	Inception
IPBAX	Allspring Real Return Fund	12.96%	—	Feb 2003	DFAAX vs IPBAX
SEIAX	SEI Multi-Asset Real Return Fund Class A	5.53%	—	Jul 2011	DFAAX vs SEIAX
VCTPX	VALIC Company I Inflation Protected Fund	1.65%	—	Dec 2004	DFAAX vs VCTPX
IBRIX	VY BlackRock Inflation Protected Bond Portfolio	1.55%	—	Apr 2007	DFAAX vs IBRIX
FSTZX	Fidelity Series 0-5 Year Inflation-Protected Bond ...	1.38%	—	Jan 2022	DFAAX vs FSTZX

Lowest Volatility Alternatives to DFAAX

DFAAX has 3.12% 1-year volatility. There are 22 mutual funds in the Inflation-Protected Bonds category with lower 1-year volatility, going as low as 1.56%.

Symbol	Name	Volatility 1Y	AUM	Inception
VTIPX	Vanguard Short-Term Inflation-Protected Securities...	1.56%	—	Oct 2012	DFAAX vs VTIPX
VTSPX	Vanguard Short-Term Inflation-Protected Securities...	1.58%	—	Oct 2012	DFAAX vs VTSPX
VTAPX	Vanguard Short-Term Inflation-Protected Securities...	1.58%	70.50B	Oct 2012	DFAAX vs VTAPX
EARRX	Eaton Vance Short Duration Inflation-Protected Inc...	1.63%	—	Mar 2010	DFAAX vs EARRX
EIRRX	Eaton Vance Short Duration Inflation-Protected Inc...	1.64%	—	Mar 2010	DFAAX vs EIRRX

Lowest Drawdown Alternatives to DFAAX

DFAAX has a 1-year max drawdown of -2.55%. There are 41 mutual funds in the Inflation-Protected Bonds category with shallower 1-year drawdowns, going as shallow as -0.70%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
FSTZX	Fidelity Series 0-5 Year Inflation-Protected Bond ...	-0.70%	—	Jan 2022	DFAAX vs FSTZX
VTIPX	Vanguard Short-Term Inflation-Protected Securities...	-0.72%	—	Oct 2012	DFAAX vs VTIPX
VTSPX	Vanguard Short-Term Inflation-Protected Securities...	-0.75%	—	Oct 2012	DFAAX vs VTSPX
VTAPX	Vanguard Short-Term Inflation-Protected Securities...	-0.75%	70.50B	Oct 2012	DFAAX vs VTAPX
APOIX	American Century Short Duration Inflation Protecti...	-0.82%	1.19B	May 2005	DFAAX vs APOIX

Other Mutual Funds from Dimensional

The 10 most viewed Dimensional mutual funds shown here include DFSVX, DFIVX, DGEIX and span 7 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
DFSVX	DFA U.S. Small Cap Value Portfolio I	Small Cap Value Equities	61	16.82%	—	Mar 1993	DFAAX vs DFSVX
DFIVX	DFA International Value Portfolio Institutional Cl...	Foreign Large Cap Equities	83	12.21%	—	Feb 1994	DFAAX vs DFIVX
DGEIX	DFA Global Equity Portfolio Institutional Class	Global Equities	78	12.60%	—	Dec 2003	DFAAX vs DGEIX
DFUSX	DFA U.S. Large Company Portfolio	Large Cap Blend Equities	68	9.80%	—	Sep 1999	DFAAX vs DFUSX
DISVX	DFA International Small Cap Value Portfolio	Foreign Small & Mid Cap Equities	68	9.87%	—	Dec 1994	DFAAX vs DISVX
DFFVX	DFA U.S. Targeted Value Portfolio	Small Cap Value Equities	59	15.95%	—	Feb 2000	DFAAX vs DFFVX
DFIEX	DFA International Core Equity Portfolio I	Foreign Large Cap Equities, Large Cap Blend Equities	53	10.75%	—	Sep 2005	DFAAX vs DFIEX
DFSTX	DFA U.S. Small Cap Portfolio	Small Cap Blend Equities	58	16.97%	—	Mar 1992	DFAAX vs DFSTX
DFEOX	DFA US Core Equity 1 Portfolio I	Large Cap Blend Equities	77	11.47%	—	Sep 2005	DFAAX vs DFEOX
DFLVX	DFA U.S. Large Cap Value Portfolio	Large Cap Value Equities	92	16.63%	—	Feb 1993	DFAAX vs DFLVX

Often Compared With DFAAX

Investors most often compare DFAAX with JPGL.DE, SPY, BIIPX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
JPGL.DE	JPMorgan Global Equity Multi-Factor UCITS ETF Accu...	Global Equities	86	13.26%	—	Jul 2019	DFAAX vs JPGL.DE
SPY	State Street SPDR S&P 500 ETF	S&P 500	59	8.15%	765.27B	Jan 1993	DFAAX vs SPY
BIIPX	iShares Short-Term TIPS Bond Index Fund	Inflation-Protected Bonds	41	0.61%	—	Feb 2016	DFAAX vs BIIPX
TILUX	Morgan Stanley Pathway Funds Inflation-Linked Fixe...	Inflation-Protected Bonds	13	0.66%	—	Mar 2016	DFAAX vs TILUX
FIPEX	Fidelity Advisor 529 Inflation-Protected Bond Port...	Inflation-Protected Bonds	23	0.59%	—	—	DFAAX vs FIPEX
WIA	Western Asset Inflation-Linked Income Fund	Inflation-Protected Bonds	10	0.88%	—	—	DFAAX vs WIA
PRAIX	PIMCO Long-Term Real Return Fund	Inflation-Protected Bonds	5	-1.09%	—	Nov 2001	DFAAX vs PRAIX
TRBFX	T. Rowe Price Limited Duration Inflation Focused B...	Inflation-Protected Bonds	13	0.91%	—	Sep 2006	DFAAX vs TRBFX
FFNYX	Fidelity SAI 0-5 Year Inflation-Protected Bond Ind...	Inflation-Protected Bonds	—	—	—	Nov 2025	DFAAX vs FFNYX
GABFX	GMO Asset Allocation Bond Fund	Inflation-Protected Bonds	3	-4.93%	—	Mar 2009	DFAAX vs GABFX
BPRIX	BlackRock Inflation Protected Bond Fund	Inflation-Protected Bonds	14	0.09%	—	Jun 2004	DFAAX vs BPRIX
DIPSX	DFA Inflation-Protected Securities Portfolio	Inflation-Protected Bonds	10	0.81%	—	Sep 2006	DFAAX vs DIPSX
PQTSX	PGIM TIPS Fund	Inflation-Protected Bonds	14	0.13%	—	Nov 2016	DFAAX vs PQTSX
LSGSX	Loomis Sayles Inflation Protected Securities Fund	Inflation-Protected Bonds	13	0.73%	—	May 1991	DFAAX vs LSGSX
VIPIX	Vanguard Inflation-Protected Securities Fund Insti...	Inflation-Protected Bonds	20	0.63%	—	Dec 2003	DFAAX vs VIPIX
VOO	Vanguard S&P 500 ETF	S&P 500	59	8.19%	1.70T	Sep 2010	DFAAX vs VOO
VAIPX	Vanguard Inflation-Protected Securities Fund Admir...	Inflation-Protected Bonds	20	0.69%	28.40B	Jun 2005	DFAAX vs VAIPX
ALMIX	Invesco Short Duration Inflation Protected Fund	Inflation-Protected Bonds	54	0.99%	—	Jul 1987	DFAAX vs ALMIX
BKIPX	iShares Short-Term TIPS Bond Index Fund Class K	Inflation-Protected Bonds	42	0.64%	—	Feb 2016	DFAAX vs BKIPX
ACITX	American Century Inflation-Adjusted Bond Fund	Inflation-Protected Bonds	20	0.76%	2.02B	Feb 1997	DFAAX vs ACITX

Compare DFAAX with Any Fund or Stock

Compare DFAAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

Pair DFAAX with funds that move differently

DFA Global Core Plus Real Return Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to DFAAX.

Explore DFAAX Diversifiers

DFA Global Core Plus Real Return Portfolio (DFAAX) Alternatives