DFA U.S. Sustainability Core 1 Portfolio (DFSIX) Alternatives
DFA U.S. Sustainability Core 1 Portfolio (DFSIX) 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 DFSIX. 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 DFSIX
DFSIX charges 0.18% annually. Among mutual funds in the Large Cap Blend Equities category, these options have the lowest expense ratios among DFSIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | Jun 27, 2016 | DFSIX vs VSTSX | |
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | DFSIX vs VFFSX | |
| Fidelity Total Market Index Fund | 0.02% | — | DFSIX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | Feb 2, 2016 | DFSIX vs FLCPX | |
| State Street Equity 500 Index Fund Class K | 0.02% | Sep 17, 2014 | DFSIX vs SSSYX |
Best Risk-Adjusted Alternatives to DFSIX
Among mutual funds in the Large Cap Blend Equities 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 | |
|---|---|---|---|---|
| Vanguard PRIMECAP Fund Admiral Shares | 93 | Nov 12, 2001 | DFSIX vs VPMAX | |
| Pin Oak Equity | 91 | Aug 3, 1992 | DFSIX vs POGSX | |
| First Eagle Overseas Fund Class I | 89 | — | DFSIX vs SGOIX | |
| Permanent Portfolio Aggressive Growth Portfolio | 88 | Jan 2, 1990 | DFSIX vs PAGRX | |
| Centre American Select Equity Fund | 87 | Dec 21, 2011 | DFSIX vs DHAMX |
Top Performing DFSIX Alternatives (YTD)
DFSIX alternatives from the Large Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| GQG Partners US Select Quality Equity Fund | 9.81% | Sep 28, 2018 | DFSIX vs GQEIX | |
| Nationwide GQG US Quality Equity Fund | 9.70% | Jan 24, 2021 | DFSIX vs NWAUX | |
| AMG Yacktman Global Fund | 8.16% | Jan 30, 2017 | DFSIX vs YFSIX | |
| Muhlenkamp Fund | 6.53% | Nov 1, 1988 | DFSIX vs MUHLX | |
| Rock Oak Core Growth Fund | 6.05% | Dec 31, 2004 | DFSIX vs RCKSX |
Lowest Volatility Alternatives to DFSIX
DFSIX alternatives from the Large Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.63% | Jun 28, 2013 | DFSIX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 8.02% | Mar 28, 2021 | DFSIX vs SVPFX | |
| Fidelity Advisor Growth & Income Fund Class Z | 10.78% | Mar 20, 2025 | DFSIX vs FGJEX | |
| Fidelity Hedged Equity Fund | 10.94% | Sep 8, 2022 | DFSIX vs FEQHX | |
| AQR Large Cap Defensive Style Fund Class R6 | 12.03% | Jul 9, 2012 | DFSIX vs QUERX |
Lowest Drawdown Alternatives to DFSIX
DFSIX alternatives from the Large Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | -2.66% | Jun 28, 2013 | DFSIX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | -5.22% | Mar 28, 2021 | DFSIX vs SVPFX | |
| Fidelity Hedged Equity Fund | -7.40% | Sep 8, 2022 | DFSIX vs FEQHX | |
| Fidelity Infrastructure Fund | -8.43% | Nov 5, 2019 | DFSIX vs FNSTX | |
| GQG Partners US Select Quality Equity Fund | -8.67% | Sep 28, 2018 | DFSIX vs GQEIX |
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Often Compared With DFSIX
What investors most often compare with DFSIX, based on PortfoliosLab usage data.
Compare DFSIX with Any Fund or Stock
Compare DFSIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.