DFEQX Alternatives & Similar Mutual Funds

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 a closer substitute for your current allocation.

Cheapest Alternatives to DFEQX

DFEQX charges 0.19% annually. There are 6 mutual funds in the Short-Term Bond category with lower expense ratios, going as low as 0.02%.

Symbol	Name	Expense Ratio	AUM	Inception
VISTX	Vanguard Institutional Short-Term Bond Fund	0.02%	—	Jun 2015	DFEQX vs VISTX
VIITX	Vanguard Institutional Intermediate-Term Bond Fund	0.02%	—	Jun 2015	DFEQX vs VIITX
FUMBX	Fidelity Short-Term Treasury Bond Index Fund	0.03%	—	Dec 2005	DFEQX vs FUMBX
SWSBX	Schwab Short-Term Bond Index Fund	0.06%	—	Feb 2017	DFEQX vs SWSBX
TNSHX	TIAA-CREF Short-Term Bond Index Fund	0.09%	—	Aug 2015	DFEQX vs TNSHX

Best Risk-Adjusted Alternatives to DFEQX

DFEQX has a PortfoliosLab risk / return rank of 96. There are 8 mutual funds in the Short-Term Bond category with higher risk-adjusted ranks, going as high as 99.

Symbol	Name	Risk / Return Rank	AUM	Inception
GPICX	GuidepathConservative Income Fund	99	—	Apr 2018	DFEQX vs GPICX
DHEIX	Diamond Hill Short Duration Securitized Bond Fund ...	99	—	Jul 2016	DFEQX vs DHEIX
DHEAX	Diamond Hill Short Duration Securitized Bond Fund	99	—	Jul 2016	DFEQX vs DHEAX
DFAIX	DFA Short-Duration Real Return Portfolio	98	—	Nov 2013	DFEQX vs DFAIX
DBLSX	DoubleLine Low Duration Bond Fund	97	—	Sep 2011	DFEQX vs DBLSX

Top Performing DFEQX Alternatives (YTD)

DFEQX is at 1.60% YTD. There are 12 mutual funds in the Short-Term Bond category with higher YTD returns, going as high as 8.20%.

Symbol	Name	YTD Return	AUM	Inception
GPARX	GuidePath Absolute Return Allocation Fund	8.20%	—	Apr 2011	DFEQX vs GPARX
LCCMX	Leader Short Term High Yield Bond Fund	3.89%	—	Jul 2005	DFEQX vs LCCMX
DFAIX	DFA Short-Duration Real Return Portfolio	2.29%	—	Nov 2013	DFEQX vs DFAIX
HOBEX	Holbrook Income Fund	1.91%	—	Jul 2016	DFEQX vs HOBEX
DHEIX	Diamond Hill Short Duration Securitized Bond Fund ...	1.88%	—	Jul 2016	DFEQX vs DHEIX

Lowest Volatility Alternatives to DFEQX

DFEQX has 1.12% 1-year volatility. There are 2 mutual funds in the Short-Term Bond category with lower 1-year volatility, going as low as 0.79%.

Symbol	Name	Volatility 1Y	AUM	Inception
GPICX	GuidepathConservative Income Fund	0.79%	—	Apr 2018	DFEQX vs GPICX
DHEIX	Diamond Hill Short Duration Securitized Bond Fund ...	1.07%	—	Jul 2016	DFEQX vs DHEIX
DHEAX	Diamond Hill Short Duration Securitized Bond Fund	1.12%	—	Jul 2016	DFEQX vs DHEAX
DFAIX	DFA Short-Duration Real Return Portfolio	1.17%	—	Nov 2013	DFEQX vs DFAIX
DLSNX	DoubleLine Low Duration Bond Fund Class N	1.18%	—	Sep 2011	DFEQX vs DLSNX

Lowest Drawdown Alternatives to DFEQX

DFEQX has a 1-year max drawdown of -0.76%. There are 8 mutual funds in the Short-Term Bond category with shallower 1-year drawdowns, going as shallow as -0.25%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
GPICX	GuidepathConservative Income Fund	-0.25%	—	Apr 2018	DFEQX vs GPICX
DFAIX	DFA Short-Duration Real Return Portfolio	-0.47%	—	Nov 2013	DFEQX vs DFAIX
DHEIX	Diamond Hill Short Duration Securitized Bond Fund ...	-0.50%	—	Jul 2016	DFEQX vs DHEIX
DHEAX	Diamond Hill Short Duration Securitized Bond Fund	-0.50%	—	Jul 2016	DFEQX vs DHEAX
HOBEX	Holbrook Income Fund	-0.61%	—	Jul 2016	DFEQX vs HOBEX

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	16.57%	—	Mar 1993	DFEQX vs DFSVX
DFIVX	DFA International Value Portfolio Institutional Cl...	Foreign Large Cap Equities	80	11.82%	—	Feb 1994	DFEQX vs DFIVX
DGEIX	DFA Global Equity Portfolio Institutional Class	Global Equities	77	12.58%	—	Dec 2003	DFEQX vs DGEIX
DFUSX	DFA U.S. Large Company Portfolio	Large Cap Blend Equities	69	10.20%	—	Sep 1999	DFEQX vs DFUSX
DISVX	DFA International Small Cap Value Portfolio	Foreign Small & Mid Cap Equities	65	9.80%	—	Dec 1994	DFEQX vs DISVX
DFFVX	DFA U.S. Targeted Value Portfolio	Small Cap Value Equities	59	15.73%	—	Feb 2000	DFEQX vs DFFVX
DFIEX	DFA International Core Equity Portfolio I	Foreign Large Cap Equities, Large Cap Blend Equities	50	10.65%	—	Sep 2005	DFEQX vs DFIEX
DFSTX	DFA U.S. Small Cap Portfolio	Small Cap Blend Equities	58	16.82%	—	Mar 1992	DFEQX vs DFSTX
DFEOX	DFA US Core Equity 1 Portfolio I	Large Cap Blend Equities	77	11.59%	—	Sep 2005	DFEQX vs DFEOX
DFLVX	DFA U.S. Large Cap Value Portfolio	Large Cap Value Equities	91	15.69%	—	Feb 1993	DFEQX vs DFLVX

Often Compared With DFEQX

Investors most often compare DFEQX with FISPX, PHYQX, PRWBX. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
FISPX	Federated Hermes Max Cap Index Fund	Large Cap Blend Equities	77	10.15%	—	Jul 1990	DFEQX vs FISPX
PHYQX	PGIM High Yield Fund Class R6	High Yield Bonds	72	1.85%	—	Oct 2011	DFEQX vs PHYQX
PRWBX	T. Rowe Price Short-Term Bond Fund	Short-Term Bond	90	0.38%	—	Mar 1984	DFEQX vs PRWBX
FXAIX	Fidelity 500 Index Fund	S&P 500	66	10.19%	—	Feb 1988	DFEQX vs FXAIX
VFSUX	Vanguard Short-Term Investment-Grade Fund Admiral ...	Total Bond Market	60	0.53%	55.20B	Feb 2001	DFEQX vs VFSUX
FUAMX	Fidelity Intermediate Treasury Bond Index Fund	Government Bonds	10	-0.47%	—	—	DFEQX vs FUAMX
SPGP	Invesco S&P 500 GARP ETF	Multi-factor, S&P 500	31	5.80%	2.17B	Jun 2011	DFEQX vs SPGP
RSDIX	RBC Short Duration Fixed Income Fund	Short-Term Bond	2	-2.58%	—	Dec 2013	DFEQX vs RSDIX
VDEQX	Vanguard Diversified Equity Fund	Large Cap Growth Equities	32	6.55%	3.00B	Jun 2005	DFEQX vs VDEQX
SEACX	Crossmark Steward Select Bond Fund	Short-Term Bond	18	0.06%	—	Oct 2004	DFEQX vs SEACX
HLLVX	JPMorgan Short Duration Bond Fund	Short-Term Bond	73	0.36%	—	Sep 1990	DFEQX vs HLLVX
JNSTX	Janus Henderson Short Duration Flexible Bond Fund	Short-Term Bond	71	1.13%	—	Sep 1992	DFEQX vs JNSTX
PIFZX	PGIM Short-Term Corporate Bond Fund Class Z	Short-Term Bond	55	0.51%	—	Dec 1996	DFEQX vs PIFZX
JSDSX	JPMorgan Short Duration Core Plus Fund	Short-Term Bond	63	0.37%	—	Mar 2013	DFEQX vs JSDSX
HSDAX	Hartford Short Duration Fund	Short-Term Bond	81	0.72%	—	Oct 2002	DFEQX vs HSDAX
FMFIX	RBB Free Market Fixed Income Fund	Short-Term Bond	72	1.10%	—	Dec 2007	DFEQX vs FMFIX
PTLDX	PIMCO Low Duration Fund	Short-Term Bond	47	0.18%	—	May 1987	DFEQX vs PTLDX
APIMX	Yorktown Short Term Bond Fund	Short-Term Bond	65	0.78%	—	Jul 1997	DFEQX vs APIMX
FILDX	Frost Low Duration Bond Fund	Short-Term Bond	67	0.51%	—	Apr 2008	DFEQX vs FILDX
MCAD.TO	Evolve Premium Cash Management ETF	Short-Term Bond	99	1.06%	—	May 2023	DFEQX vs MCAD.TO

Compare DFEQX with Any Fund or Stock

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

Symbol name

Diversifiers

Pair DFEQX with funds that move differently

DFA Short-Term Extended Quality Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to DFEQX.

Explore DFEQX Diversifiers

DFA Short-Term Extended Quality Portfolio (DFEQX) Alternatives