DFA Intermediate-Term Extended Quality Portfolio Fund (DFTEX) belongs to the Corporate Bonds category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with DFTEX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to DFTEX
DFTEX charges 0.20% annually. There are 7 mutual funds in the Corporate Bonds category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Short-Term Corporate Bond Index Fund Inst... | 0.05% | — | Nov 2009 | DFTEX vs VSTBX | |
| Vanguard Intermediate-Term Corporate Bond Index Fu... | 0.05% | — | Nov 2009 | DFTEX vs VICBX | |
| Vanguard Long-Term Corporate Bond Index Fund Insti... | 0.05% | — | Nov 2009 | DFTEX vs VLCIX | |
| Vanguard Short-Term Corporate Bond Index Fund Admi... | 0.06% | 51.90B | Nov 2010 | DFTEX vs VSCSX | |
| Vanguard Intermediate-Term Corporate Bond Index Fu... | 0.06% | 69.50B | Mar 2010 | DFTEX vs VICSX |
Best Risk-Adjusted Alternatives to DFTEX
DFTEX has a PortfoliosLab risk / return rank of 18. There are 12 mutual funds in the Corporate Bonds category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Miller Intermediate Bond Fund | 96 | — | Dec 2014 | DFTEX vs MIFIX | |
| Vanguard Short-Term Corporate Bond Index Fund Inst... | 82 | — | Nov 2009 | DFTEX vs VSTBX | |
| Vanguard Short-Term Corporate Bond Index Fund Admi... | 80 | 51.90B | Nov 2010 | DFTEX vs VSCSX | |
| John Hancock Managed Account Shares Investment-Gra... | 26 | — | Jul 2019 | DFTEX vs JMABX | |
| LKCM Fixed Income Fund | 25 | — | Dec 1997 | DFTEX vs LKFIX |
Top Performing DFTEX Alternatives (YTD)
DFTEX is at -0.32% YTD. There are 5 mutual funds in the Corporate Bonds category with higher YTD returns, going as high as 5.91%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Miller Intermediate Bond Fund | 5.91% | — | Dec 2014 | DFTEX vs MIFIX | |
| Vanguard Short-Term Corporate Bond Index Fund Inst... | 0.83% | — | Nov 2009 | DFTEX vs VSTBX | |
| Vanguard Short-Term Corporate Bond Index Fund Admi... | 0.79% | 51.90B | Nov 2010 | DFTEX vs VSCSX | |
| Brandes Separately Managed Account Reserve Trust | -0.12% | — | Oct 2005 | DFTEX vs SMARX | |
| John Hancock Managed Account Shares Investment-Gra... | -0.18% | — | Jul 2019 | DFTEX vs JMABX |
Lowest Volatility Alternatives to DFTEX
DFTEX has 4.16% 1-year volatility. There are 23 mutual funds in the Corporate Bonds category with lower 1-year volatility, going as low as 1.78%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Short-Term Corporate Bond Index Fund Admi... | 1.78% | 51.90B | Nov 2010 | DFTEX vs VSCSX | |
| Vanguard Short-Term Corporate Bond Index Fund Inst... | 1.78% | — | Nov 2009 | DFTEX vs VSTBX | |
| LKCM Fixed Income Fund | 2.52% | — | Dec 1997 | DFTEX vs LKFIX | |
| iMGP Dolan McEniry Corporate Bond Fund | 2.79% | — | Sep 2018 | DFTEX vs IDMIX | |
| Federated Hermes Intermediate Corporate Bond Fund | 3.03% | — | Dec 1993 | DFTEX vs FIIFX |
Lowest Drawdown Alternatives to DFTEX
DFTEX has a 1-year max drawdown of -3.22%. There are 19 mutual funds in the Corporate Bonds category with shallower 1-year drawdowns, going as shallow as -1.31%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Short-Term Corporate Bond Index Fund Inst... | -1.31% | — | Nov 2009 | DFTEX vs VSTBX | |
| Vanguard Short-Term Corporate Bond Index Fund Admi... | -1.36% | 51.90B | Nov 2010 | DFTEX vs VSCSX | |
| LKCM Fixed Income Fund | -1.76% | — | Dec 1997 | DFTEX vs LKFIX | |
| Federated Hermes Intermediate Corporate Bond Fund | -2.28% | — | Dec 1993 | DFTEX vs FIIFX | |
| iMGP Dolan McEniry Corporate Bond Fund | -2.38% | — | Sep 2018 | DFTEX vs IDMIX |
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 DFTEX
Investors most often compare DFTEX with DGCFX, VGCAX, BIV. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.
Compare DFTEX with Any Fund or Stock
Compare DFTEX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair DFTEX with funds that move differently
DFA Intermediate-Term Extended Quality Portfolio Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to DFTEX.
Explore DFTEX Diversifiers