DFA Short-Term Extended Quality Portfolio (DFEQX) Alternatives

DFA Short-Term Extended Quality Portfolio (DFEQX) belongs to the Short-Term Bond category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with DFEQX. 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 DFEQX

DFEQX charges 0.19% annually. Among mutual funds in the Short-Term Bond category, these options have the lowest expense ratios among DFEQX alternatives.

Symbol	Name	Expense Ratio	Inception
VISTX	Vanguard Institutional Short-Term Bond Fund	0.02%	Jun 19, 2015	DFEQX vs VISTX
VIITX	Vanguard Institutional Intermediate-Term Bond Fund	0.02%	Jun 19, 2015	DFEQX vs VIITX
SWSBX	Schwab Short-Term Bond Index Fund	0.06%	Feb 23, 2017	DFEQX vs SWSBX
TNSHX	TIAA-CREF Short-Term Bond Index Fund	0.09%	Aug 7, 2015	DFEQX vs TNSHX
VBISX	Vanguard Short-Term Bond Index Fund	0.15%	Mar 1, 1994	DFEQX vs VBISX

Best Risk-Adjusted Alternatives to DFEQX

Among mutual funds in the Short-Term Bond 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
DHEIX	Diamond Hill Short Duration Securitized Bond Fund ...	99	Jul 5, 2016	DFEQX vs DHEIX
DHEAX	Diamond Hill Short Duration Securitized Bond Fund	99	Jul 5, 2016	DFEQX vs DHEAX
TSDLX	T. Rowe Price Short Duration Income Fund	99	Dec 7, 2020	DFEQX vs TSDLX
DFAIX	DFA Short-Duration Real Return Portfolio	99	Nov 5, 2013	DFEQX vs DFAIX
DBLSX	DoubleLine Low Duration Bond Fund	99	Sep 30, 2011	DFEQX vs DBLSX

Top Performing DFEQX Alternatives (YTD)

DFEQX alternatives from the Short-Term Bond category, sorted by year-to-date return.

Symbol	Name	YTD Return	Inception
GPARX	GuidePath Absolute Return Allocation Fund	4.77%	Apr 29, 2011	DFEQX vs GPARX
DLDFX	Destinations Low Duration Fixed Income Fund	1.24%	Mar 20, 2017	DFEQX vs DLDFX
DFCFX	DFA Two-Year Fixed Income Portfolio	0.89%	Jun 6, 1996	DFEQX vs DFCFX
DFAIX	DFA Short-Duration Real Return Portfolio	0.86%	Nov 5, 2013	DFEQX vs DFAIX
DHEIX	Diamond Hill Short Duration Securitized Bond Fund ...	0.82%	Jul 5, 2016	DFEQX vs DHEIX

Lowest Volatility Alternatives to DFEQX

DFEQX alternatives from the Short-Term Bond category, sorted by annualized volatility over the past year.

Symbol	Name	Volatility 1Y	Inception
DFAIX	DFA Short-Duration Real Return Portfolio	1.07%	Nov 5, 2013	DFEQX vs DFAIX
GPICX	GuidepathConservative Income Fund	1.14%	Apr 30, 2018	DFEQX vs GPICX
DHEIX	Diamond Hill Short Duration Securitized Bond Fund ...	1.15%	Jul 5, 2016	DFEQX vs DHEIX
DHEAX	Diamond Hill Short Duration Securitized Bond Fund	1.19%	Jul 5, 2016	DFEQX vs DHEAX
DFCFX	DFA Two-Year Fixed Income Portfolio	1.21%	Jun 6, 1996	DFEQX vs DFCFX

Lowest Drawdown Alternatives to DFEQX

DFEQX alternatives from the Short-Term Bond category, sorted by maximum drawdown over the past year.

Symbol	Name	Max Drawdown 1Y	Inception
DFAIX	DFA Short-Duration Real Return Portfolio	-0.47%	Nov 5, 2013	DFEQX vs DFAIX
DHEAX	Diamond Hill Short Duration Securitized Bond Fund	-0.50%	Jul 5, 2016	DFEQX vs DHEAX
DHEIX	Diamond Hill Short Duration Securitized Bond Fund ...	-0.50%	Jul 5, 2016	DFEQX vs DHEIX
GPICX	GuidepathConservative Income Fund	-0.52%	Apr 30, 2018	DFEQX vs GPICX
STBFX	Sextant Short Term Bond Fund	-0.60%	Sep 28, 1995	DFEQX vs STBFX

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

Often Compared With DFEQX

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

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
FISPX	Federated Hermes Max Cap Index Fund	Large Cap Blend Equities	33	-6.96%	Jul 11, 1990	DFEQX vs FISPX
PRWBX	T. Rowe Price Short-Term Bond Fund	Short-Term Bond	99	0.10%	Mar 2, 1984	DFEQX vs PRWBX
FXAIX	Fidelity 500 Index Fund	S&P 500	46	-7.05%	Feb 17, 1988	DFEQX vs FXAIX
PHYQX	PGIM High Yield Fund Class R6	High Yield Bonds	88	-1.39%	Oct 31, 2011	DFEQX vs PHYQX
VFSUX	Vanguard Short-Term Investment-Grade Fund Admiral ...	Total Bond Market	93	-0.38%	Feb 12, 2001	DFEQX vs VFSUX
FUAMX	Fidelity Intermediate Treasury Bond Index Fund	Government Bonds	48	-0.46%	—	DFEQX vs FUAMX
SPGP	Invesco S&P 500 GARP ETF	S&P 500	28	-5.19%	Jun 16, 2011	DFEQX vs SPGP
RSDIX	RBC Short Duration Fixed Income Fund	Short-Term Bond	14	-2.48%	Dec 30, 2013	DFEQX vs RSDIX
VDEQX	Vanguard Diversified Equity Fund	Large Cap Growth Equities	28	-8.54%	Jun 10, 2005	DFEQX vs VDEQX
FMFIX	RBB Free Market Fixed Income Fund	Short-Term Bond	95	0.20%	Dec 31, 2007	DFEQX vs FMFIX
FILDX	Frost Low Duration Bond Fund	Short-Term Bond	93	-0.19%	Apr 25, 2008	DFEQX vs FILDX
GLDYX	GuideStone Funds Low-Duration Bond Fund	Short-Term Bond	97	0.01%	Aug 27, 2001	DFEQX vs GLDYX
JSDSX	JPMorgan Short Duration Core Plus Fund	Short-Term Bond	95	-0.30%	Mar 1, 2013	DFEQX vs JSDSX
MCAD.TO	Evolve Premium Cash Management ETF	Short-Term Bond	100	0.56%	May 26, 2023	DFEQX vs MCAD.TO
PIFZX	PGIM Short-Term Corporate Bond Fund Class Z	Short-Term Bond	92	-0.35%	Dec 16, 1996	DFEQX vs PIFZX
DTRIX	Delaware Limited-Term Diversified Income Fund	Short-Term Bond	94	-0.28%	Nov 25, 1985	DFEQX vs DTRIX
EVV	Eaton Vance Limited Duration Income Fund	Short-Term Bond	11	-2.49%	May 30, 2003	DFEQX vs EVV
PTLDX	PIMCO Low Duration Fund	Short-Term Bond	90	-0.43%	May 11, 1987	DFEQX vs PTLDX
SEACX	Crossmark Steward Select Bond Fund	Short-Term Bond	55	-0.67%	Oct 1, 2004	DFEQX vs SEACX
WISEX	Azzad Wise Capital Fund	Short-Term Bond	87	-0.75%	Apr 1, 2010	DFEQX vs WISEX

Compare DFEQX with Any Fund or Stock

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

Symbol name

DFA Short-Term Extended Quality Portfolio

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