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 62 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 500 Index Fund Institutional Select Share... | 0.01% | — | — | DFQTX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | DFQTX vs VSTSX | |
| 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 | |
| State Street Equity 500 Index II Portfolio | 0.02% | — | Aug 2014 | DFQTX vs SSEYX |
Best Risk-Adjusted Alternatives to DFQTX
DFQTX has a PortfoliosLab risk / return rank of 74. There are 64 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 95 | — | Mar 2021 | DFQTX vs SVPFX | |
| Vanguard PRIMECAP Core Fund | 93 | 17.20B | Dec 2004 | DFQTX vs VPCCX | |
| Pin Oak Equity | 92 | — | Aug 1992 | DFQTX vs POGSX | |
| Vanguard PRIMECAP Fund Admiral Shares | 91 | 92.00B | Nov 2001 | DFQTX vs VPMAX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 90 | — | Feb 2004 | DFQTX vs GTLOX |
Top Performing DFQTX Alternatives (YTD)
DFQTX is at 13.05% YTD. There are 67 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 28.68%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 28.68% | 17.20B | Dec 2004 | DFQTX vs VPCCX | |
| PRIMECAP Odyssey Growth Fund | 27.40% | — | Nov 2004 | DFQTX vs POGRX | |
| Integrity ESG Growth & Income Fund | 26.40% | — | Jan 1995 | DFQTX vs IGIAX | |
| Vanguard PRIMECAP Fund Admiral Shares | 25.12% | 92.00B | Nov 2001 | DFQTX vs VPMAX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 24.23% | — | Dec 2015 | DFQTX vs RESGX |
Lowest Volatility Alternatives to DFQTX
DFQTX has 12.07% 1-year volatility. There are 82 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.22%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 2.22% | — | Mar 2021 | DFQTX vs SVPFX | |
| North Square Preferred and Income Securities Fund | 2.28% | — | Jun 2013 | DFQTX vs ORDNX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.26% | — | Jul 2012 | DFQTX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.28% | — | Jul 2012 | DFQTX vs AUEIX | |
| JPMorgan Equity Premium Income Fund Class I | 8.70% | — | Aug 2018 | DFQTX vs JEPIX |
Lowest Drawdown Alternatives to DFQTX
DFQTX has a 1-year max drawdown of -8.47%. There are 73 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -0.91%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -0.91% | — | 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. AUM among these funds goes as high as $42B.
Often Compared With DFQTX
Investors most often compare DFQTX with VTI, VOO, DFCEX. These 20 comparison targets span 11 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