DFA US Core Equity 2 Portfolio I (DFQTX) belongs to the Large Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with DFQTX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to DFQTX
DFQTX charges 0.19% annually. There are 61 mutual funds in the Large Cap Blend Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | DFQTX vs VSTSX | |
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | DFQTX vs VFFSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | DFQTX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | DFQTX vs FLCPX | |
| CIT: BlackRock Equity Index Fund Class 1 | 0.02% | — | Jul 2017 | DFQTX vs WBREOX |
Best Risk-Adjusted Alternatives to DFQTX
DFQTX has a PortfoliosLab risk / return rank of 76. There are 72 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 96 | 15.30B | Dec 2004 | DFQTX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 94 | 82.00B | Nov 2001 | DFQTX vs VPMAX | |
| PrimeCap Odyssey Stock Fund | 91 | — | Nov 2004 | DFQTX vs POSKX | |
| AQR Large Cap Multi-Style Fund | 91 | — | Mar 2013 | DFQTX vs QCELX | |
| Centre American Select Equity Fund | 90 | — | Dec 2011 | DFQTX vs DHAMX |
Top Performing DFQTX Alternatives (YTD)
DFQTX is at 11.64% YTD. There are 104 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 28.30%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 28.30% | 15.30B | Dec 2004 | DFQTX vs VPCCX | |
| AMG Yacktman Global Fund | 28.24% | — | Jan 2017 | DFQTX vs YFSIX | |
| Vanguard PRIMECAP Fund Admiral Shares | 25.44% | 82.00B | Nov 2001 | DFQTX vs VPMAX | |
| Integrity ESG Growth & Income Fund | 25.25% | — | Jan 1995 | DFQTX vs IGIAX | |
| Archer Multi Cap Fund | 24.45% | — | Dec 2019 | DFQTX vs ALSMX |
Lowest Volatility Alternatives to DFQTX
DFQTX has 11.69% 1-year volatility. There are 93 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.26%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 2.26% | — | Mar 2021 | DFQTX vs SVPFX | |
| North Square Preferred and Income Securities Fund | 2.26% | — | Jun 2013 | DFQTX vs ORDNX | |
| AQR Large Cap Defensive Style Fund Class R6 | 7.92% | — | Jul 2012 | DFQTX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 7.93% | — | Jul 2012 | DFQTX vs AUEIX | |
| Fidelity U.S. Low Volatility Equity Fund | 8.38% | — | Nov 2019 | DFQTX vs FULVX |
Lowest Drawdown Alternatives to DFQTX
DFQTX has a 1-year max drawdown of -8.47%. There are 74 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -1.33%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -1.33% | — | Mar 2021 | DFQTX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | DFQTX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | DFQTX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | DFQTX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | DFQTX vs QUERX |
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 | |
|---|---|---|---|---|---|---|---|
| DFA U.S. Small Cap Value Portfolio I | Small Cap Value Equities | 61 | 16.32% | — | Mar 1993 | DFQTX vs DFSVX | |
| DFA International Value Portfolio | Foreign Large Cap Equities | 80 | 12.52% | — | Feb 1994 | DFQTX vs DFIVX | |
| DFA Global Equity Portfolio Institutional Class | Global Equities | 77 | 12.50% | — | Dec 2003 | DFQTX vs DGEIX | |
| DFA U.S. Large Company Portfolio | Large Cap Blend Equities | 77 | 11.55% | — | Sep 1999 | DFQTX vs DFUSX | |
| DFA International Small Cap Value Portfolio | Foreign Small & Mid Cap Equities | 65 | 10.54% | — | Dec 1994 | DFQTX vs DISVX | |
| DFA U.S. Targeted Value Portfolio | Small Cap Value Equities | 50 | 13.48% | — | Feb 2000 | DFQTX vs DFFVX | |
| DFA International Core Equity Portfolio I | Foreign Large Cap Equities, Large Cap Blend Equities | 48 | 10.70% | — | Sep 2005 | DFQTX vs DFIEX | |
| DFA U.S. Small Cap Portfolio | Small Cap Blend Equities | 47 | 13.83% | — | Mar 1992 | DFQTX vs DFSTX | |
| DFA US Core Equity 1 Portfolio I | Large Cap Blend Equities | 78 | 11.79% | — | Sep 2005 | DFQTX vs DFEOX | |
| DFA U.S. Large Cap Value Portfolio | Large Cap Value Equities | 90 | 14.74% | — | Feb 1993 | DFQTX vs DFLVX |
Often Compared With DFQTX
Investors most often compare DFQTX with VTI, VOO, DFCEX. These 20 comparison targets span 13 categories, based on PortfoliosLab usage data.
Compare DFQTX with Any Fund or Stock
Compare DFQTX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair DFQTX with funds that move differently
DFA US Core Equity 2 Portfolio I alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to DFQTX.
Explore DFQTX Diversifiers