DFA U.S. Small Cap Portfolio (DFSTX) belongs to the Small 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 DFSTX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to DFSTX
DFSTX charges 0.27% annually. There are 20 mutual funds in the Small Cap Blend Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Index Fund | 0.03% | — | Sep 2011 | DFSTX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.03% | 182.70B | Jul 1997 | DFSTX vs VSCIX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | — | Dec 2010 | DFSTX vs VSCPX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | 7.67B | May 1997 | DFSTX vs SWSSX | |
| Vanguard Small-Cap Index Fund Admiral Shares | 0.05% | 182.70B | Nov 2000 | DFSTX vs VSMAX |
Best Risk-Adjusted Alternatives to DFSTX
DFSTX has a PortfoliosLab risk / return rank of 52. There are 102 mutual funds in the Small Cap Blend Equities category with higher risk-adjusted ranks, going as high as 93.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Keeley Small Cap Fund Class Institutional | 93 | — | Apr 1997 | DFSTX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 93 | — | Apr 1997 | DFSTX vs WESCX | |
| MainStay WMC Small Companies Fund | 89 | — | Jan 1987 | DFSTX vs MOPIX | |
| River Oak Discovery Fund | 89 | — | Jun 2005 | DFSTX vs RIVSX | |
| Glenmede Quantitative U.S. Small Cap Equity Portfo... | 89 | — | Nov 2017 | DFSTX vs GQSCX |
Top Performing DFSTX Alternatives (YTD)
DFSTX is at 17.71% YTD. There are 117 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 41.31%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Micro-cap Fund | 41.31% | — | Dec 2007 | DFSTX vs PVIVX | |
| Royce Micro Cap Series Fund | 39.73% | — | Dec 1991 | DFSTX vs RYOTX | |
| River Oak Discovery Fund | 33.23% | — | Jun 2005 | DFSTX vs RIVSX | |
| Keeley Small Cap Fund Class Institutional | 31.76% | — | Apr 1997 | DFSTX vs WWSIX | |
| Fuller & Thaler Behavioral Micro-Cap Equity Fund | 31.22% | — | Dec 2018 | DFSTX vs FTMSX |
Lowest Volatility Alternatives to DFSTX
DFSTX has 16.86% 1-year volatility. There are 27 mutual funds in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 13.94%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Hennessy Cornerstone Growth Fund | 13.94% | — | Nov 1996 | DFSTX vs HFCGX | |
| DFA International Small Company Portfolio | 14.28% | 15.72B | Sep 1996 | DFSTX vs DFISX | |
| Copeland SMID Cap Dividend Growth Fund | 14.61% | — | Feb 2017 | DFSTX vs CSMDX | |
| DWS Small Cap Core Fund | 15.04% | — | Jul 2000 | DFSTX vs SSLCX | |
| Boston Trust Small Cap Fund | 15.18% | — | — | DFSTX vs BOSOX |
Lowest Drawdown Alternatives to DFSTX
DFSTX has a 1-year max drawdown of -9.16%. There are 35 mutual funds in the Small Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -7.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Voya Index Plus SmallCap Portfolio | -7.63% | — | Dec 1997 | DFSTX vs IPSIX | |
| Hennessy Cornerstone Growth Fund | -7.82% | — | Nov 1996 | DFSTX vs HFCGX | |
| Vanguard Strategic Small-Cap Equity Fund | -8.08% | 2.90B | Apr 2006 | DFSTX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | 7.82B | Dec 1981 | DFSTX vs DFSCX | |
| Sit Small Cap Dividend Growth Fund | -8.22% | — | Mar 2015 | DFSTX vs SSCDX |
Other Mutual Funds from Dimensional
The 10 most viewed Dimensional mutual funds shown here include DFSVX, DFIVX, DGEIX and span 6 categories. AUM among these funds goes as high as $42B.
Often Compared With DFSTX
Investors most often compare DFSTX with DFAS, IWM, VB. These 20 comparison targets span 11 categories, based on PortfoliosLab usage data.
Compare DFSTX with Any Fund or Stock
Compare DFSTX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair DFSTX with funds that move differently
DFA U.S. Small Cap Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to DFSTX.
Explore DFSTX Diversifiers