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
FSPWX	Fidelity SAI Inflation-Protected Bond Index Fund	0.05%	—	Aug 2024	DFAAX vs FSPWX
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

Best Risk-Adjusted Alternatives to DFAAX

DFAAX has a PortfoliosLab risk / return rank of 39. There are 18 mutual funds in the Inflation-Protected Bonds category with higher risk-adjusted ranks, going as high as 90.

Symbol	Name	Risk / Return Rank	AUM	Inception
VTSPX	Vanguard Short-Term Inflation-Protected Securities...	90	—	Oct 2012	DFAAX vs VTSPX
VTAPX	Vanguard Short-Term Inflation-Protected Securities...	90	70.50B	Oct 2012	DFAAX vs VTAPX
VTIPX	Vanguard Short-Term Inflation-Protected Securities...	90	—	Oct 2012	DFAAX vs VTIPX
IPBAX	Allspring Real Return Fund	82	—	Feb 2003	DFAAX vs IPBAX
RRPAX	SEI Institutional Investments Trust Real Return Fu...	81	—	Dec 2006	DFAAX vs RRPAX

Top Performing DFAAX Alternatives (YTD)

DFAAX is at 2.46% YTD. There are 2 mutual funds in the Inflation-Protected Bonds category with higher YTD returns, going as high as 11.21%.

Symbol	Name	YTD Return	AUM	Inception
IPBAX	Allspring Real Return Fund	11.21%	—	Feb 2003	DFAAX vs IPBAX
SEIAX	SEI Multi-Asset Real Return Fund Class A	6.75%	—	Jul 2011	DFAAX vs SEIAX
IBRIX	VY BlackRock Inflation Protected Bond Portfolio	1.80%	—	Apr 2007	DFAAX vs IBRIX
VTSPX	Vanguard Short-Term Inflation-Protected Securities...	1.75%	—	Oct 2012	DFAAX vs VTSPX
VTAPX	Vanguard Short-Term Inflation-Protected Securities...	1.73%	70.50B	Oct 2012	DFAAX vs VTAPX

Lowest Volatility Alternatives to DFAAX

DFAAX has 3.01% 1-year volatility. There are 20 mutual funds in the Inflation-Protected Bonds category with lower 1-year volatility, going as low as 1.57%.

Symbol	Name	Volatility 1Y	AUM	Inception
VTIPX	Vanguard Short-Term Inflation-Protected Securities...	1.57%	—	Oct 2012	DFAAX vs VTIPX
VTAPX	Vanguard Short-Term Inflation-Protected Securities...	1.59%	70.50B	Oct 2012	DFAAX vs VTAPX
VTSPX	Vanguard Short-Term Inflation-Protected Securities...	1.59%	—	Oct 2012	DFAAX vs VTSPX
EARRX	Eaton Vance Short Duration Inflation-Protected Inc...	1.63%	—	Mar 2010	DFAAX vs EARRX
EIRRX	Eaton Vance Short Duration Inflation-Protected Inc...	1.65%	—	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 -0.72%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
VTIPX	Vanguard Short-Term Inflation-Protected Securities...	-0.72%	—	Oct 2012	DFAAX vs VTIPX
VTAPX	Vanguard Short-Term Inflation-Protected Securities...	-0.75%	70.50B	Oct 2012	DFAAX vs VTAPX
VTSPX	Vanguard Short-Term Inflation-Protected Securities...	-0.75%	—	Oct 2012	DFAAX vs VTSPX
APOIX	American Century Short Duration Inflation Protecti...	-0.82%	1.19B	May 2005	DFAAX vs APOIX
EIRRX	Eaton Vance Short Duration Inflation-Protected Inc...	-0.89%	—	Mar 2010	DFAAX vs EIRRX

Other Mutual Funds from Dimensional

The 10 most viewed Dimensional mutual funds shown here include DFSVX, DFIVX, DGEIX and span 7 categories. AUM among these funds goes as high as $42B.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
DFSVX	DFA U.S. Small Cap Value Portfolio I	Small Cap Value Equities	55	18.64%	18.78B	Mar 1993	DFAAX vs DFSVX
DFIVX	DFA International Value Portfolio Institutional Cl...	Foreign Large Cap Equities	83	12.87%	18.44B	Feb 1994	DFAAX vs DFIVX
DGEIX	DFA Global Equity Portfolio Institutional Class	Global Equities	73	13.02%	—	Dec 2003	DFAAX vs DGEIX
DFUSX	DFA U.S. Large Company Portfolio	Large Cap Blend Equities	68	11.36%	14.37B	Sep 1999	DFAAX vs DFUSX
DISVX	DFA International Small Cap Value Portfolio Instit...	Foreign Small & Mid Cap Equities	59	8.84%	13.91B	Dec 1994	DFAAX vs DISVX
DFFVX	DFA U.S. Targeted Value Portfolio Institutional Cl...	Small Cap Value Equities	55	18.13%	16.13B	Feb 2000	DFAAX vs DFFVX
DFIEX	DFA International Core Equity 2 Portfolio Institut...	Foreign Large Cap Equities, Large Cap Blend Equities	48	10.41%	41.84B	Sep 2005	DFAAX vs DFIEX
DFSTX	DFA U.S. Small Cap Portfolio	Small Cap Blend Equities	52	17.71%	19.50B	Mar 1992	DFAAX vs DFSTX
DFEOX	DFA US Core Equity 1 Portfolio I	Large Cap Blend Equities	75	12.87%	41.19B	Sep 2005	DFAAX vs DFEOX
DFLVX	DFA U.S. Large Cap Value Portfolio	Large Cap Value Equities	91	17.40%	30.16B	Feb 1993	DFAAX vs DFLVX

Often Compared With DFAAX

Investors most often compare DFAAX with JPGL.DE, SPY, VCTPX. 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	93	15.37%	—	Jul 2019	DFAAX vs JPGL.DE
SPY	State Street SPDR S&P 500 ETF	S&P 500	66	10.45%	783.21B	Jan 1993	DFAAX vs SPY
VCTPX	VALIC Company I Inflation Protected Fund	Inflation-Protected Bonds	38	1.53%	—	Dec 2004	DFAAX vs VCTPX
BIIPX	iShares Short-Term TIPS Bond Index Fund	Inflation-Protected Bonds	63	1.49%	—	Feb 2016	DFAAX vs BIIPX
TILUX	Morgan Stanley Pathway Funds Inflation-Linked Fixe...	Inflation-Protected Bonds	12	0.83%	—	Mar 2016	DFAAX vs TILUX
FIPEX	Fidelity Advisor 529 Inflation-Protected Bond Port...	Inflation-Protected Bonds	23	0.69%	—	—	DFAAX vs FIPEX
WIA	Western Asset Inflation-Linked Income Fund	Inflation-Protected Bonds	11	1.01%	—	—	DFAAX vs WIA
PRAIX	PIMCO Long-Term Real Return Fund	Inflation-Protected Bonds	4	-1.77%	—	Nov 2001	DFAAX vs PRAIX
TRBFX	T. Rowe Price Limited Duration Inflation Focused B...	Inflation-Protected Bonds	21	1.52%	—	Sep 2006	DFAAX vs TRBFX
FSTZX	Fidelity Series 0-5 Year Inflation-Protected Bond ...	Inflation-Protected Bonds	37	0.57%	—	Jan 2022	DFAAX vs FSTZX
GABFX	GMO Asset Allocation Bond Fund	Inflation-Protected Bonds	2	-5.46%	—	Mar 2009	DFAAX vs GABFX
VAIPX	Vanguard Inflation-Protected Securities Fund Admir...	Inflation-Protected Bonds	23	0.85%	28.40B	Jun 2005	DFAAX vs VAIPX
BPRIX	BlackRock Inflation Protected Bond Fund	Inflation-Protected Bonds	19	0.80%	—	Jun 2004	DFAAX vs BPRIX
FFNYX	Fidelity SAI 0-5 Year Inflation-Protected Bond Ind...	Inflation-Protected Bonds	—	—	—	Nov 2025	DFAAX vs FFNYX
DIPSX	DFA Inflation-Protected Securities Portfolio	Inflation-Protected Bonds	23	1.02%	5.08B	Sep 2006	DFAAX vs DIPSX
PQTSX	PGIM TIPS Fund	Inflation-Protected Bonds	18	0.82%	—	Nov 2016	DFAAX vs PQTSX
LSGSX	Loomis Sayles Inflation Protected Securities Fund	Inflation-Protected Bonds	10	0.52%	—	May 1991	DFAAX vs LSGSX
VIPIX	Vanguard Inflation-Protected Securities Fund Insti...	Inflation-Protected Bonds	22	0.90%	—	Dec 2003	DFAAX vs VIPIX
ACITX	American Century Inflation-Adjusted Bond Fund	Inflation-Protected Bonds	22	0.95%	2.02B	Feb 1997	DFAAX vs ACITX
ALMIX	Invesco Short Duration Inflation Protected Fund	Inflation-Protected Bonds	75	1.51%	—	Jul 1987	DFAAX vs ALMIX

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