DFA Selectively Hedged Global Fixed Income Portfolio (DFSHX) belongs to the Global Bonds category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with DFSHX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to DFSHX
DFSHX charges 0.16% annually. There are 4 mutual funds in the Global Bonds category with lower expense ratios, going as low as 0.06%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity International Bond Index Fund | 0.06% | — | Oct 2019 | DFSHX vs FBIIX | |
| Vanguard Total International Bond II Index Fund | 0.07% | — | Feb 2021 | DFSHX vs VTILX | |
| Vanguard Total International Bond II Index Fund In... | 0.11% | — | Feb 2021 | DFSHX vs VTIIX | |
| Vanguard Total International Bond Index Fund | 0.13% | — | May 2013 | DFSHX vs VTIBX | |
| DFA Two Year Global Fixed Income Portfolio | 0.16% | — | Feb 1996 | DFSHX vs DFGFX |
Best Risk-Adjusted Alternatives to DFSHX
DFSHX has a PortfoliosLab risk / return rank of 85. There are 2 mutual funds in the Global Bonds category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Eaton Vance Global Bond Fund | 91 | — | Jun 2007 | DFSHX vs EAIIX | |
| T. Rowe Price Global Multi-Sector Bond Fund | 88 | — | Dec 2008 | DFSHX vs PRSNX | |
| Payden Global Low Duration Fund | 78 | — | Sep 1996 | DFSHX vs PYGSX | |
| Destinations Global Fixed Income Opportunities Fun... | 76 | — | Mar 2017 | DFSHX vs DGFFX | |
| SA Global Fixed Income Fund | 59 | — | Jul 1999 | DFSHX vs SAXIX |
Top Performing DFSHX Alternatives (YTD)
DFSHX is at 1.52% YTD. There are 9 mutual funds in the Global Bonds category with higher YTD returns, going as high as 3.75%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Eaton Vance Global Bond Fund | 3.75% | — | Jun 2007 | DFSHX vs EAIIX | |
| Dunham International Opportunity Bond Fund | 2.62% | — | Oct 2013 | DFSHX vs DAIOX | |
| Destinations Global Fixed Income Opportunities Fun... | 2.44% | — | Mar 2017 | DFSHX vs DGFFX | |
| Templeton Global Bond Fund | 2.00% | — | Sep 1986 | DFSHX vs TPINX | |
| Templeton Global Bond Fund - Class R | 1.91% | — | Feb 2009 | DFSHX vs FGBRX |
Lowest Volatility Alternatives to DFSHX
DFSHX has 1.52% 1-year volatility. No mutual funds in the Global Bonds category have lower 1-year volatility; the lowest-volatility alternatives shown here go as low as 1.54%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Payden Global Low Duration Fund | 1.54% | — | Sep 1996 | DFSHX vs PYGSX | |
| DFA Two Year Global Fixed Income Portfolio | 1.58% | — | Feb 1996 | DFSHX vs DFGFX | |
| DFA Five Year Global Fixed Income Portfolio | 1.88% | — | Nov 1990 | DFSHX vs DFGBX | |
| SA Global Fixed Income Fund | 1.97% | — | Jul 1999 | DFSHX vs SAXIX | |
| Destinations Global Fixed Income Opportunities Fun... | 2.05% | — | Mar 2017 | DFSHX vs DGFFX |
Lowest Drawdown Alternatives to DFSHX
DFSHX has a 1-year max drawdown of -1.28%. There are 2 mutual funds in the Global Bonds category with shallower 1-year drawdowns, going as shallow as -1.19%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Destinations Global Fixed Income Opportunities Fun... | -1.19% | — | Mar 2017 | DFSHX vs DGFFX | |
| Payden Global Low Duration Fund | -1.23% | — | Sep 1996 | DFSHX vs PYGSX | |
| DFA Five Year Global Fixed Income Portfolio | -1.38% | — | Nov 1990 | DFSHX vs DFGBX | |
| DFA Two Year Global Fixed Income Portfolio | -1.41% | — | Feb 1996 | DFSHX vs DFGFX | |
| SA Global Fixed Income Fund | -1.59% | — | Jul 1999 | DFSHX vs SAXIX |
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 | 56 | 15.21% | — | Mar 1993 | DFSHX vs DFSVX | |
| DFA International Value Portfolio | Foreign Large Cap Equities | 80 | 12.52% | — | Feb 1994 | DFSHX vs DFIVX | |
| DFA Global Equity Portfolio Institutional Class | Global Equities | 77 | 12.50% | — | Dec 2003 | DFSHX vs DGEIX | |
| DFA U.S. Large Company Portfolio | Large Cap Blend Equities | 77 | 11.55% | — | Sep 1999 | DFSHX vs DFUSX | |
| DFA International Small Cap Value Portfolio | Foreign Small & Mid Cap Equities | 65 | 10.54% | — | Dec 1994 | DFSHX vs DISVX | |
| DFA U.S. Targeted Value Portfolio | Small Cap Value Equities | 50 | 13.48% | — | Feb 2000 | DFSHX vs DFFVX | |
| DFA International Core Equity Portfolio I | Foreign Large Cap Equities, Large Cap Blend Equities | 48 | 10.70% | — | Sep 2005 | DFSHX vs DFIEX | |
| DFA U.S. Small Cap Portfolio | Small Cap Blend Equities | 47 | 13.83% | — | Mar 1992 | DFSHX vs DFSTX | |
| DFA US Core Equity 1 Portfolio I | Large Cap Blend Equities | 78 | 11.79% | — | Sep 2005 | DFSHX vs DFEOX | |
| DFA U.S. Large Cap Value Portfolio | Large Cap Value Equities | 90 | 14.74% | — | Feb 1993 | DFSHX vs DFLVX |
Often Compared With DFSHX
Investors most often compare DFSHX with TGGBX, PGBIX, ANAZX. These 20 comparison targets span 1 categories, based on PortfoliosLab usage data.
Compare DFSHX with Any Fund or Stock
Compare DFSHX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair DFSHX with funds that move differently
DFA Selectively Hedged Global Fixed Income Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to DFSHX.
Explore DFSHX Diversifiers