DFTEX Alternatives & Similar Mutual Funds

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
VLCIX	Vanguard Long-Term Corporate Bond Index Fund Insti...	0.05%	—	Nov 2009	DFTEX vs VLCIX
VSTBX	Vanguard Short-Term Corporate Bond Index Fund Inst...	0.05%	—	Nov 2009	DFTEX vs VSTBX
VICBX	Vanguard Intermediate-Term Corporate Bond Index Fu...	0.05%	—	Nov 2009	DFTEX vs VICBX
VICSX	Vanguard Intermediate-Term Corporate Bond Index Fu...	0.07%	68.10B	Mar 2010	DFTEX vs VICSX
VSCSX	Vanguard Short-Term Corporate Bond Index Fund Admi...	0.07%	49.50B	Nov 2010	DFTEX vs VSCSX

Best Risk-Adjusted Alternatives to DFTEX

DFTEX has a PortfoliosLab risk / return rank of 33. There are 13 mutual funds in the Corporate Bonds category with higher risk-adjusted ranks, going as high as 92.

Symbol	Name	Risk / Return Rank	AUM	Inception
MIFIX	Miller Intermediate Bond Fund	92	—	Dec 2014	DFTEX vs MIFIX
VSTBX	Vanguard Short-Term Corporate Bond Index Fund Inst...	81	—	Nov 2009	DFTEX vs VSTBX
VSCSX	Vanguard Short-Term Corporate Bond Index Fund Admi...	80	49.50B	Nov 2010	DFTEX vs VSCSX
JMABX	John Hancock Managed Account Shares Investment-Gra...	48	—	Jul 2019	DFTEX vs JMABX
PRPIX	T. Rowe Price Corporate Income Fund	44	—	Oct 1995	DFTEX vs PRPIX

Top Performing DFTEX Alternatives (YTD)

DFTEX is at 0.97% YTD. There are 5 mutual funds in the Corporate Bonds category with higher YTD returns, going as high as 5.40%.

Symbol	Name	YTD Return	AUM	Inception
MIFIX	Miller Intermediate Bond Fund	5.40%	—	Dec 2014	DFTEX vs MIFIX
LMLCX	Western Asset SMASh Series C Fund	1.82%	—	Dec 2006	DFTEX vs LMLCX
VLCIX	Vanguard Long-Term Corporate Bond Index Fund Insti...	1.23%	—	Nov 2009	DFTEX vs VLCIX
VLTCX	Vanguard Long-Term Corporate Bond Index Fund Admir...	1.22%	8.60B	Jan 2010	DFTEX vs VLTCX
ACISX	AB Corporate Income Shares	0.98%	—	Dec 2006	DFTEX vs ACISX

Lowest Volatility Alternatives to DFTEX

DFTEX has 4.20% 1-year volatility. There are 19 mutual funds in the Corporate Bonds category with lower 1-year volatility, going as low as 1.75%.

Symbol	Name	Volatility 1Y	AUM	Inception
VSCSX	Vanguard Short-Term Corporate Bond Index Fund Admi...	1.75%	49.50B	Nov 2010	DFTEX vs VSCSX
VSTBX	Vanguard Short-Term Corporate Bond Index Fund Inst...	1.76%	—	Nov 2009	DFTEX vs VSTBX
LKFIX	LKCM Fixed Income Fund	2.58%	—	Dec 1997	DFTEX vs LKFIX
IDMIX	iMGP Dolan McEniry Corporate Bond Fund	2.89%	—	Sep 2018	DFTEX vs IDMIX
MIFIX	Miller Intermediate Bond Fund	3.02%	—	Dec 2014	DFTEX vs MIFIX

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
VSTBX	Vanguard Short-Term Corporate Bond Index Fund Inst...	-1.31%	—	Nov 2009	DFTEX vs VSTBX
VSCSX	Vanguard Short-Term Corporate Bond Index Fund Admi...	-1.36%	49.50B	Nov 2010	DFTEX vs VSCSX
LKFIX	LKCM Fixed Income Fund	-1.76%	—	Dec 1997	DFTEX vs LKFIX
FIIFX	Federated Hermes Intermediate Corporate Bond Fund	-2.28%	—	Dec 1993	DFTEX vs FIIFX
IDMIX	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.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
DFSVX	DFA U.S. Small Cap Value Portfolio I	Small Cap Value Equities	61	16.32%	—	Mar 1993	DFTEX vs DFSVX
DFIVX	DFA International Value Portfolio	Foreign Large Cap Equities	78	13.29%	—	Feb 1994	DFTEX vs DFIVX
DGEIX	DFA Global Equity Portfolio Institutional Class	Global Equities	77	13.03%	—	Dec 2003	DFTEX vs DGEIX
DFUSX	DFA U.S. Large Company Portfolio	Large Cap Blend Equities	77	11.70%	—	Sep 1999	DFTEX vs DFUSX
DISVX	DFA International Small Cap Value Portfolio	Foreign Small & Mid Cap Equities	60	10.61%	—	Dec 1994	DFTEX vs DISVX
DFFVX	DFA U.S. Targeted Value Portfolio	Small Cap Value Equities	56	14.56%	—	Feb 2000	DFTEX vs DFFVX
DFIEX	DFA International Core Equity Portfolio I	Foreign Large Cap Equities, Large Cap Blend Equities	45	11.05%	—	Sep 2005	DFTEX vs DFIEX
DFSTX	DFA U.S. Small Cap Portfolio	Small Cap Blend Equities	51	14.69%	—	Mar 1992	DFTEX vs DFSTX
DFEOX	DFA US Core Equity 1 Portfolio I	Large Cap Blend Equities	79	12.32%	—	Sep 2005	DFTEX vs DFEOX
DFLVX	DFA U.S. Large Cap Value Portfolio	Large Cap Value Equities	92	16.01%	—	Feb 1993	DFTEX vs DFLVX

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.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
DGCFX	DFA Global Core Plus Fixed Income Portfolio	Global Bonds	26	1.34%	—	Jan 2018	DFTEX vs DGCFX
VGCAX	Vanguard Global Credit Bond Fund Admiral Shares	Total Bond Market	37	1.05%	—	Nov 2018	DFTEX vs VGCAX
BIV	Vanguard Intermediate-Term Bond Index ETF	Intermediate Core Bond	31	-0.24%	52.00B	Apr 2007	DFTEX vs BIV
BND	Vanguard Total Bond Market ETF	Total Bond Market	37	0.27%	389.80B	Apr 2007	DFTEX vs BND
VITAX	Vanguard Information Technology Index Fund Admiral...	Technology Equities	81	33.66%	144.20B	Mar 2004	DFTEX vs VITAX
BNDX	Vanguard Total International Bond ETF	Global Bonds	16	0.54%	118.10B	May 2013	DFTEX vs BNDX
BLV	Vanguard Long-Term Bond ETF	Long-Term Bond	23	0.28%	8.50B	Apr 2007	DFTEX vs BLV
SPIB	SPDR Portfolio Intermediate Term Corporate Bond ET...	Corporate Bonds	55	0.46%	11.67B	Feb 2009	DFTEX vs SPIB
VIGAX	Vanguard Growth Index Fund Admiral Shares	Large Cap Growth Equities	34	10.82%	365.00B	Nov 2000	DFTEX vs VIGAX
BSV	Vanguard Short-Term Bond Index Fund ETF Shares	Short-Term Bond	61	0.29%	69.90B	Apr 2007	DFTEX vs BSV
PBBBX	PIA BBB Bond Fund	Corporate Bonds	31	0.48%	—	Sep 2003	DFTEX vs PBBBX
ACCBX	Invesco Corporate Bond Fund	Corporate Bonds	31	0.62%	—	Sep 1971	DFTEX vs ACCBX
FCBFX	Fidelity Corporate Bond Fund	Corporate Bonds	27	0.65%	—	May 2010	DFTEX vs FCBFX
SMARX	Brandes Separately Managed Account Reserve Trust	Corporate Bonds	28	0.74%	—	Oct 2005	DFTEX vs SMARX
BFCAX	American Funds Corporate Bond Fund	Corporate Bonds	19	0.46%	—	Dec 2012	DFTEX vs BFCAX
FHMFX	Fidelity Series Corporate Bond Fund	Corporate Bonds	30	0.85%	—	Aug 2018	DFTEX vs FHMFX
PBDCX	PIMCO Investment Grade Credit Bond Fund Class C	Corporate Bonds	16	0.03%	—	Sep 2004	DFTEX vs PBDCX
FSUTX	Fidelity Select Utilities Portfolio	Utilities Equities	12	4.36%	—	Dec 1981	DFTEX vs FSUTX
LAGVX	Lord Abbett Income Fund	Corporate Bonds	28	0.57%	—	Jan 1982	DFTEX vs LAGVX
CPUIX	AAM/Insight Select Income Fund	Corporate Bonds	30	0.54%	—	Apr 2013	DFTEX vs CPUIX

Compare DFTEX with Any Fund or Stock

Compare DFTEX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

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

DFA Intermediate-Term Extended Quality Portfolio Fund (DFTEX) Alternatives