DFA Global Core Plus Real Return Portfolio (DFAAX) Alternatives

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 funds that fit a different role in your portfolio.

Cheapest Alternatives to DFAAX

DFAAX charges 0.29% annually. Among mutual funds in the Inflation-Protected Bonds category, these options have the lowest expense ratios among DFAAX alternatives.

Symbol	Name	Expense Ratio	Inception
RRPAX	SEI Institutional Investments Trust Real Return Fu...	0.02%	Dec 13, 2006	DFAAX vs RRPAX
VTSPX	Vanguard Short-Term Inflation-Protected Securities...	0.04%	Oct 17, 2012	DFAAX vs VTSPX
SWRSX	Schwab Treasury Inflation Protected Securities Ind...	0.05%	Mar 30, 2006	DFAAX vs SWRSX
FSPWX	Fidelity SAI Inflation-Protected Bond Index Fund	0.05%	Aug 16, 2024	DFAAX vs FSPWX
FFNYX	Fidelity SAI 0-5 Year Inflation-Protected Bond Ind...	0.05%	Nov 4, 2025	DFAAX vs FFNYX

Best Risk-Adjusted Alternatives to DFAAX

Among mutual funds in the Inflation-Protected Bonds category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.

Symbol	Name	Risk / Return Rank	Inception
IPBAX	Allspring Real Return Fund	97	Feb 27, 2003	DFAAX vs IPBAX
TRBFX	T. Rowe Price Limited Duration Inflation Focused B...	96	Sep 28, 2006	DFAAX vs TRBFX
VTSPX	Vanguard Short-Term Inflation-Protected Securities...	96	Oct 17, 2012	DFAAX vs VTSPX
VTAPX	Vanguard Short-Term Inflation-Protected Securities...	96	Oct 16, 2012	DFAAX vs VTAPX
VTIPX	Vanguard Short-Term Inflation-Protected Securities...	95	Oct 16, 2012	DFAAX vs VTIPX

Top Performing DFAAX Alternatives (YTD)

DFAAX alternatives from the Inflation-Protected Bonds category, sorted by year-to-date return.

Symbol	Name	YTD Return	Inception
IPBAX	Allspring Real Return Fund	11.78%	Feb 27, 2003	DFAAX vs IPBAX
SEIAX	SEI Institutional Investments Trust Multi-Asset Re...	9.31%	Jul 28, 2011	DFAAX vs SEIAX
FSTZX	Fidelity Series 0-5 Year Inflation-Protected Bond ...	1.02%	Jan 17, 2022	DFAAX vs FSTZX
VTAPX	Vanguard Short-Term Inflation-Protected Securities...	0.97%	Oct 16, 2012	DFAAX vs VTAPX
VTSPX	Vanguard Short-Term Inflation-Protected Securities...	0.97%	Oct 17, 2012	DFAAX vs VTSPX

Lowest Volatility Alternatives to DFAAX

DFAAX alternatives from the Inflation-Protected Bonds category, sorted by annualized volatility over the past year.

Symbol	Name	Volatility 1Y	Inception
VTSPX	Vanguard Short-Term Inflation-Protected Securities...	1.78%	Oct 17, 2012	DFAAX vs VTSPX
VTAPX	Vanguard Short-Term Inflation-Protected Securities...	1.79%	Oct 16, 2012	DFAAX vs VTAPX
VTIPX	Vanguard Short-Term Inflation-Protected Securities...	1.81%	Oct 16, 2012	DFAAX vs VTIPX
EARRX	Eaton Vance Short Duration Inflation-Protected Inc...	1.87%	Mar 31, 2010	DFAAX vs EARRX
EIRRX	Eaton Vance Short Duration Inflation-Protected Inc...	1.96%	Mar 31, 2010	DFAAX vs EIRRX

Lowest Drawdown Alternatives to DFAAX

DFAAX alternatives from the Inflation-Protected Bonds category, sorted by maximum drawdown over the past year.

Symbol	Name	Max Drawdown 1Y	Inception
VTAPX	Vanguard Short-Term Inflation-Protected Securities...	-0.92%	Oct 16, 2012	DFAAX vs VTAPX
VTSPX	Vanguard Short-Term Inflation-Protected Securities...	-0.92%	Oct 17, 2012	DFAAX vs VTSPX
VTIPX	Vanguard Short-Term Inflation-Protected Securities...	-0.95%	Oct 16, 2012	DFAAX vs VTIPX
FSTZX	Fidelity Series 0-5 Year Inflation-Protected Bond ...	-1.03%	Jan 17, 2022	DFAAX vs FSTZX
BIIPX	iShares Short-Term TIPS Bond Index Fund	-1.12%	Feb 15, 2016	DFAAX vs BIIPX

Other Mutual Funds from Dimensional

Most popular Dimensional mutual funds on PortfoliosLab, across asset classes.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
DFSVX	DFA U.S. Small Cap Value Portfolio I	Small Cap Value Equities	57	4.70%	Mar 2, 1993	DFAAX vs DFSVX
DFIVX	DFA International Value Portfolio	Foreign Large Cap Equities	92	2.99%	Feb 14, 1994	DFAAX vs DFIVX
DGEIX	DFA Global Equity Portfolio Institutional Class	Global Equities	68	-2.92%	Dec 24, 2003	DFAAX vs DGEIX
DFUSX	DFA U.S. Large Company Portfolio	Large Cap Blend Equities	43	-7.05%	Sep 23, 1999	DFAAX vs DFUSX
DISVX	DFA International Small Cap Value Portfolio	Foreign Small & Mid Cap Equities	92	0.00%	Dec 28, 1994	DFAAX vs DISVX
DFFVX	DFA U.S. Targeted Value Portfolio	Small Cap Value Equities	54	3.27%	Feb 23, 2000	DFAAX vs DFFVX
DFSTX	DFA U.S. Small Cap Portfolio	Small Cap Blend Equities	40	-0.13%	Mar 19, 1992	DFAAX vs DFSTX
DFIEX	DFA International Core Equity Portfolio I	Foreign Large Cap Equities, Large Cap Blend Equities	85	-0.21%	Sep 15, 2005	DFAAX vs DFIEX
DFEOX	DFA US Core Equity 1 Portfolio I	Large Cap Blend Equities	49	-4.34%	Sep 15, 2005	DFAAX vs DFEOX
DFQTX	DFA US Core Equity 2 Portfolio I	Large Cap Blend Equities	50	-4.02%	—	DFAAX vs DFQTX

Often Compared With DFAAX

What investors most often compare with DFAAX, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
JPGL.DE	JPMorgan Global Equity Multi-Factor UCITS ETF Accu...	Global Equities	42	4.87%	Jul 9, 2019	DFAAX vs JPGL.DE
SPY	State Street SPDR S&P 500 ETF	S&P 500	64	-4.37%	Jan 22, 1993	DFAAX vs SPY
VCTPX	VALIC Company I Inflation Protected Fund	Inflation-Protected Bonds	46	0.73%	Dec 19, 2004	DFAAX vs VCTPX
FIPDX	Fidelity Inflation-Protected Bond Index Fund	Inflation-Protected Bonds	42	0.33%	May 16, 2012	DFAAX vs FIPDX

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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DFA Global Core Plus Real Return Portfolio

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