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% | 188.20B | 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% | 7.55B | May 1997 | DFSTX vs SWSSX | |
| TIAA-CREF Small-Cap Blend Index Fund | 0.05% | — | Oct 2002 | DFSTX vs TISBX |
Best Risk-Adjusted Alternatives to DFSTX
DFSTX has a PortfoliosLab risk / return rank of 74. There are 81 mutual funds in the Small Cap Blend Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Glenmede Quantitative U.S. Small Cap Equity Portfo... | 95 | — | Nov 2017 | DFSTX vs GQSCX | |
| Keeley Small Cap Fund Class Institutional | 94 | — | Apr 1997 | DFSTX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 94 | — | Apr 1997 | DFSTX vs WESCX | |
| Voya Index Plus SmallCap Portfolio | 91 | — | Dec 1997 | DFSTX vs IPSIX | |
| Auer Growth Fund | 91 | — | Dec 2007 | DFSTX vs AUERX |
Top Performing DFSTX Alternatives (YTD)
DFSTX is at 17.76% YTD. There are 109 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 33.64%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Micro-cap Fund | 33.64% | — | Dec 2007 | DFSTX vs PVIVX | |
| Royce Micro Cap Series Fund | 33.48% | — | Dec 1991 | DFSTX vs RYOTX | |
| River Oak Discovery Fund | 29.08% | — | Jun 2005 | DFSTX vs RIVSX | |
| Keeley Small Cap Fund Class Institutional | 28.50% | — | Apr 1997 | DFSTX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 28.31% | — | Apr 1997 | DFSTX vs WESCX |
Lowest Volatility Alternatives to DFSTX
DFSTX has 16.68% 1-year volatility. There are 21 mutual funds in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 14.40%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Copeland SMID Cap Dividend Growth Fund | 14.40% | — | Feb 2017 | DFSTX vs CSMDX | |
| DFA International Small Company Portfolio | 14.45% | 16.04B | Sep 1996 | DFSTX vs DFISX | |
| Hennessy Cornerstone Growth Fund | 14.57% | — | Nov 1996 | DFSTX vs HFCGX | |
| FullerThaler Behavioral Small-Cap Equity Fund Clas... | 14.90% | — | Sep 2011 | DFSTX vs FTHSX | |
| Fuller & Thaler Behavioral Small-Cap Equity Fund | 14.92% | — | Sep 2011 | DFSTX vs FTHNX |
Lowest Drawdown Alternatives to DFSTX
DFSTX has a 1-year max drawdown of -9.16%. There are 34 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% | 3.10B | Apr 2006 | DFSTX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | 7.86B | Dec 1981 | DFSTX vs DFSCX | |
| Brown Advisory Small-Cap Fundamental Value Fund | -8.22% | — | Dec 2008 | DFSTX vs BIAUX |
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 $43B.
Often Compared With DFSTX
Investors most often compare DFSTX with DFAS, IWM, VB. These 20 comparison targets span 10 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