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 58 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 44. There are 238 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 | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 96 | — | Mar 2021 | DFSIX vs SVPFX | |
| Vanguard PRIMECAP Core Fund | 93 | 18.10B | Dec 2004 | DFSIX vs VPCCX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 93 | — | Feb 2004 | DFSIX vs GTLOX | |
| Fuller & Thaler Behavioral Unconstrained Equity Fu... | 92 | — | Dec 2018 | DFSIX vs FTZIX | |
| Rock Oak Core Growth Fund | 91 | — | Dec 2004 | DFSIX vs RCKSX |
Top Performing DFSIX Alternatives (YTD)
DFSIX is at 8.57% YTD. There are 270 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 24.41%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 24.41% | 18.10B | Dec 2004 | DFSIX vs VPCCX | |
| Fuller & Thaler Behavioral Unconstrained Equity Fu... | 23.90% | — | Dec 2018 | DFSIX vs FTZIX | |
| PRIMECAP Odyssey Growth Fund | 22.34% | — | Nov 2004 | DFSIX vs POGRX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 22.17% | — | Dec 2015 | DFSIX vs RESGX | |
| Integrity ESG Growth & Income Fund | 21.69% | — | Jan 1995 | DFSIX vs IGIAX |
Lowest Volatility Alternatives to DFSIX
DFSIX has 13.20% 1-year volatility. There are 234 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.21%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 2.21% | — | Mar 2021 | DFSIX vs SVPFX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.21% | — | Jul 2012 | DFSIX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.22% | — | Jul 2012 | DFSIX vs AUEIX | |
| JPMorgan Equity Premium Income Fund Class I | 8.83% | — | Aug 2018 | DFSIX vs JEPIX | |
| SGI U.S. Large Equity Fund | 9.32% | — | Feb 2012 | DFSIX vs SILVX |
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 -0.91%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -0.91% | — | Mar 2021 | DFSIX vs SVPFX | |
| 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 | |
| AAMA Equity Fund | -6.07% | — | Jun 2017 | DFSIX vs AMFEX |
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 $43B.
Often Compared With DFSIX
Investors most often compare DFSIX with SPY, DUSLX, VRTTX. These 20 comparison targets span 6 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