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 a closer substitute for your current allocation.
Cheapest Alternatives to DFSIX
DFSIX charges 0.18% annually. There are 59 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% | — | — | DFSIX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | DFSIX vs VSTSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | DFSIX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | DFSIX vs FLCPX | |
| State Street Equity 500 Index Fund Class K | 0.02% | — | Sep 2014 | DFSIX vs SSSYX |
Best Risk-Adjusted Alternatives to DFSIX
DFSIX has a PortfoliosLab risk / return rank of 47. There are 259 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 | DFSIX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 94 | 82.00B | Nov 2001 | DFSIX vs VPMAX | |
| Centre American Select Equity Fund | 92 | — | Dec 2011 | DFSIX vs DHAMX | |
| PrimeCap Odyssey Stock Fund | 91 | — | Nov 2004 | DFSIX vs POSKX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 91 | — | Feb 2004 | DFSIX vs GTLOX |
Top Performing DFSIX Alternatives (YTD)
DFSIX is at 7.75% YTD. There are 296 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 29.33%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 29.33% | 15.30B | Dec 2004 | DFSIX vs VPCCX | |
| AMG Yacktman Global Fund | 27.94% | — | Jan 2017 | DFSIX vs YFSIX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 27.79% | — | Dec 2015 | DFSIX vs RESGX | |
| Archer Multi Cap Fund | 26.71% | — | Dec 2019 | DFSIX vs ALSMX | |
| Integrity ESG Growth & Income Fund | 26.41% | — | Jan 1995 | DFSIX vs IGIAX |
Lowest Volatility Alternatives to DFSIX
DFSIX has 12.67% 1-year volatility. There are 292 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 | |
|---|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.26% | — | Jun 2013 | DFSIX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 2.26% | — | Mar 2021 | DFSIX vs SVPFX | |
| AQR Large Cap Defensive Style Fund | 7.91% | — | Jul 2012 | DFSIX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | 7.91% | — | Jul 2012 | DFSIX vs QUERX | |
| Fidelity U.S. Low Volatility Equity Fund | 8.38% | — | Nov 2019 | DFSIX vs FULVX |
Lowest Drawdown Alternatives to DFSIX
DFSIX has a 1-year max drawdown of -10.36%. There are 296 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 | DFSIX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | DFSIX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | DFSIX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | DFSIX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | DFSIX 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 | DFSIX vs DFSVX | |
| DFA International Value Portfolio | Foreign Large Cap Equities | 78 | 13.29% | — | Feb 1994 | DFSIX vs DFIVX | |
| DFA Global Equity Portfolio Institutional Class | Global Equities | 77 | 13.03% | — | Dec 2003 | DFSIX vs DGEIX | |
| DFA U.S. Large Company Portfolio | Large Cap Blend Equities | 77 | 11.70% | — | Sep 1999 | DFSIX vs DFUSX | |
| DFA International Small Cap Value Portfolio | Foreign Small & Mid Cap Equities | 60 | 10.61% | — | Dec 1994 | DFSIX vs DISVX | |
| DFA U.S. Targeted Value Portfolio | Small Cap Value Equities | 56 | 14.56% | — | Feb 2000 | DFSIX vs DFFVX | |
| DFA International Core Equity Portfolio I | Foreign Large Cap Equities, Large Cap Blend Equities | 45 | 11.05% | — | Sep 2005 | DFSIX vs DFIEX | |
| DFA U.S. Small Cap Portfolio | Small Cap Blend Equities | 51 | 14.69% | — | Mar 1992 | DFSIX vs DFSTX | |
| DFA US Core Equity 1 Portfolio I | Large Cap Blend Equities | 79 | 12.32% | — | Sep 2005 | DFSIX vs DFEOX | |
| DFA U.S. Large Cap Value Portfolio | Large Cap Value Equities | 92 | 16.01% | — | Feb 1993 | DFSIX vs DFLVX |
Often Compared With DFSIX
Investors most often compare DFSIX with SPY, DUSLX, VRTTX. These 20 comparison targets span 5 categories, 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.
Pair DFSIX with funds that move differently
DFA U.S. Sustainability Core 1 Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to DFSIX.
Explore DFSIX Diversifiers