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
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
VLCIX	Vanguard Long-Term Corporate Bond Index Fund Insti...	0.05%	—	Nov 2009	DFTEX vs VLCIX
VICSX	Vanguard Intermediate-Term Corporate Bond Index Fu...	0.07%	68.70B	Mar 2010	DFTEX vs VICSX
VLTCX	Vanguard Long-Term Corporate Bond Index Fund Admir...	0.07%	9.20B	Jan 2010	DFTEX vs VLTCX

Best Risk-Adjusted Alternatives to DFTEX

DFTEX has a PortfoliosLab risk / return rank of 27. There are 10 mutual funds in the Corporate Bonds category with higher risk-adjusted ranks, going as high as 89.

Symbol	Name	Risk / Return Rank	AUM	Inception
MIFIX	Miller Intermediate Bond Fund	89	—	Dec 2014	DFTEX vs MIFIX
VSTBX	Vanguard Short-Term Corporate Bond Index Fund Inst...	77	—	Nov 2009	DFTEX vs VSTBX
VSCSX	Vanguard Short-Term Corporate Bond Index Fund Admi...	74	50.50B	Nov 2010	DFTEX vs VSCSX
JMABX	John Hancock Managed Account Shares Investment-Gra...	39	—	Jul 2019	DFTEX vs JMABX
LMLCX	Western Asset SMASh Series C Fund	33	—	Dec 2006	DFTEX vs LMLCX

Top Performing DFTEX Alternatives (YTD)

DFTEX is at 0.87% YTD. There are 4 mutual funds in the Corporate Bonds category with higher YTD returns, going as high as 4.38%.

Symbol	Name	YTD Return	AUM	Inception
MIFIX	Miller Intermediate Bond Fund	4.38%	—	Dec 2014	DFTEX vs MIFIX
LMLCX	Western Asset SMASh Series C Fund	1.68%	—	Dec 2006	DFTEX vs LMLCX
VLCIX	Vanguard Long-Term Corporate Bond Index Fund Insti...	1.03%	—	Nov 2009	DFTEX vs VLCIX
VLTCX	Vanguard Long-Term Corporate Bond Index Fund Admir...	1.02%	9.20B	Jan 2010	DFTEX vs VLTCX
SRINX	Columbia Corporate Income Fund	0.73%	—	Mar 1986	DFTEX vs SRINX

Lowest Volatility Alternatives to DFTEX

DFTEX has 4.20% 1-year volatility. There are 22 mutual funds in the Corporate Bonds category with lower 1-year volatility, going as low as 1.78%.

Symbol	Name	Volatility 1Y	AUM	Inception
VSTBX	Vanguard Short-Term Corporate Bond Index Fund Inst...	1.78%	—	Nov 2009	DFTEX vs VSTBX
VSCSX	Vanguard Short-Term Corporate Bond Index Fund Admi...	1.78%	50.50B	Nov 2010	DFTEX vs VSCSX
LKFIX	LKCM Fixed Income Fund	2.54%	—	Dec 1997	DFTEX vs LKFIX
IDMIX	iMGP Dolan McEniry Corporate Bond Fund	2.87%	—	Sep 2018	DFTEX vs IDMIX
MIFIX	Miller Intermediate Bond Fund	3.08%	—	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%	50.50B	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	16.82%	—	Mar 1993	DFTEX vs DFSVX
DFIVX	DFA International Value Portfolio Institutional Cl...	Foreign Large Cap Equities	83	12.21%	—	Feb 1994	DFTEX vs DFIVX
DGEIX	DFA Global Equity Portfolio Institutional Class	Global Equities	78	12.60%	—	Dec 2003	DFTEX vs DGEIX
DFUSX	DFA U.S. Large Company Portfolio	Large Cap Blend Equities	68	9.80%	—	Sep 1999	DFTEX vs DFUSX
DISVX	DFA International Small Cap Value Portfolio	Foreign Small & Mid Cap Equities	68	9.87%	—	Dec 1994	DFTEX vs DISVX
DFFVX	DFA U.S. Targeted Value Portfolio	Small Cap Value Equities	59	15.95%	—	Feb 2000	DFTEX vs DFFVX
DFIEX	DFA International Core Equity Portfolio I	Foreign Large Cap Equities, Large Cap Blend Equities	53	10.75%	—	Sep 2005	DFTEX vs DFIEX
DFSTX	DFA U.S. Small Cap Portfolio	Small Cap Blend Equities	58	16.97%	—	Mar 1992	DFTEX vs DFSTX
DFEOX	DFA US Core Equity 1 Portfolio I	Large Cap Blend Equities	77	11.47%	—	Sep 2005	DFTEX vs DFEOX
DFLVX	DFA U.S. Large Cap Value Portfolio	Large Cap Value Equities	92	16.63%	—	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	23	1.45%	—	Jan 2018	DFTEX vs DGCFX
VGCAX	Vanguard Global Credit Bond Fund Admiral Shares	Total Bond Market	33	1.16%	—	Nov 2018	DFTEX vs VGCAX
BIV	Vanguard Intermediate-Term Bond Index ETF	Intermediate Core Bond	26	-0.13%	52.20B	Apr 2007	DFTEX vs BIV
BND	Vanguard Total Bond Market ETF	Total Bond Market	32	0.49%	394.40B	Apr 2007	DFTEX vs BND
BNDX	Vanguard Total International Bond ETF	Global Bonds	18	1.27%	122.00B	May 2013	DFTEX vs BNDX
VITAX	Vanguard Information Technology Index Fund Admiral...	Technology Equities	66	28.08%	170.10B	Mar 2004	DFTEX vs VITAX
SPIB	SPDR Portfolio Intermediate Term Corporate Bond ET...	Corporate Bonds	49	0.55%	11.24B	Feb 2009	DFTEX vs SPIB
BLV	Vanguard Long-Term Bond ETF	Long-Term Bond	20	1.00%	8.50B	Apr 2007	DFTEX vs BLV
VIGAX	Vanguard Growth Index Fund Admiral Shares	Large Cap Growth Equities	24	5.74%	393.80B	Nov 2000	DFTEX vs VIGAX
BSV	Vanguard Short-Term Bond Index Fund ETF Shares	Short-Term Bond	54	0.32%	70.40B	Apr 2007	DFTEX vs BSV
PBBBX	PIA BBB Bond Fund	Corporate Bonds	22	0.25%	—	Sep 2003	DFTEX vs PBBBX
FHMFX	Fidelity Series Corporate Bond Fund	Corporate Bonds	23	0.42%	—	Aug 2018	DFTEX vs FHMFX
FCBFX	Fidelity Corporate Bond Fund	Corporate Bonds	19	0.17%	—	May 2010	DFTEX vs FCBFX
ACCBX	Invesco Corporate Bond Fund	Corporate Bonds	23	0.13%	—	Sep 1971	DFTEX vs ACCBX
SMARX	Brandes Separately Managed Account Reserve Trust	Corporate Bonds	25	0.61%	—	Oct 2005	DFTEX vs SMARX
BFCAX	American Funds Corporate Bond Fund	Corporate Bonds	14	0.03%	—	Dec 2012	DFTEX vs BFCAX
PBDCX	PIMCO Investment Grade Credit Bond Fund Class C	Corporate Bonds	13	-0.30%	—	Sep 2004	DFTEX vs PBDCX
LAGVX	Lord Abbett Income Fund	Corporate Bonds	23	0.15%	—	Jan 1982	DFTEX vs LAGVX
CPUIX	AAM/Insight Select Income Fund	Corporate Bonds	23	0.43%	—	Apr 2013	DFTEX vs CPUIX
FSUTX	Fidelity Select Utilities Portfolio	Utilities Equities	18	6.75%	—	Dec 1981	DFTEX vs FSUTX

Compare DFTEX with Any Fund or Stock

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

Symbol name

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