DFA Intermediate-Term Municipal Bond Portfolio (DFTIX) belongs to the Municipal Bonds category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with DFTIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to DFTIX
DFTIX charges 0.20% annually. There are 36 mutual funds in the Municipal Bonds category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Western Asset SMASh Series TF Fund | 0.01% | — | Dec 2015 | DFTIX vs LSMSX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | DFTIX vs VTMFX | |
| Federated Hermes Conservative Municipal Microshort... | 0.05% | — | Feb 2021 | DFTIX vs FHMIX | |
| Nuveen Municipal Total Return Managed Accounts | 0.05% | — | May 2007 | DFTIX vs NMTRX | |
| Strategic Advisers Municipal Bond Fund | 0.06% | — | Jun 2021 | DFTIX vs FSMUX |
Best Risk-Adjusted Alternatives to DFTIX
DFTIX has a PortfoliosLab risk / return rank of 79. There are 96 mutual funds in the Municipal Bonds category with higher risk-adjusted ranks, going as high as 100.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Short-Term Selective State Municipal Bond Port... | 100 | — | Apr 2022 | DFTIX vs DFABX | |
| abrdn Ultra Short Municipal Income Fund | 99 | — | Dec 2002 | DFTIX vs ATOIX | |
| DFA NY Municipal Bond Portfolio | 99 | — | Jun 2015 | DFTIX vs DNYMX | |
| DFA California Short Term Municipal Bond Portfolio | 99 | — | Apr 2007 | DFTIX vs DFCMX | |
| DFA Short Term Municipal Bond Portfolio | 99 | — | Aug 2002 | DFTIX vs DFSMX |
Top Performing DFTIX Alternatives (YTD)
DFTIX is at 1.38% YTD. There are 287 mutual funds in the Municipal Bonds category with higher YTD returns, going as high as 12.91%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Nuveen Municipal Income Fund, Inc. | 12.91% | — | Apr 1998 | DFTIX vs NMI | |
| Nuveen New York AMT Free Quality Municipal Income | 9.28% | — | Nov 2002 | DFTIX vs NRK | |
| AllianceBernstein National Municipal Income Fund | 7.81% | — | Nov 2001 | DFTIX vs AFB | |
| Nuveen Virginia Quality Municipal Income Fund | 6.99% | — | Mar 1993 | DFTIX vs NPV | |
| BlackRock MuniYield Michigan Quality Fund | 5.87% | — | Oct 1992 | DFTIX vs MIY |
Lowest Volatility Alternatives to DFTIX
DFTIX has 1.63% 1-year volatility. There are 64 mutual funds in the Municipal Bonds category with lower 1-year volatility, going as low as 0.56%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Short-Term Selective State Municipal Bond Port... | 0.56% | — | Apr 2022 | DFTIX vs DFABX | |
| JPMorgan Ultra-Short Municipal Fund | 0.59% | — | May 2016 | DFTIX vs USMSX | |
| DFA California Short Term Municipal Bond Portfolio | 0.59% | — | Apr 2007 | DFTIX vs DFCMX | |
| JPMorgan Ultra-Short Municipal Fund | 0.60% | — | May 2016 | DFTIX vs USMTX | |
| DFA Short Term Municipal Bond Portfolio | 0.61% | — | Aug 2002 | DFTIX vs DFSMX |
Lowest Drawdown Alternatives to DFTIX
DFTIX has a 1-year max drawdown of -1.85%. There are 68 mutual funds in the Municipal Bonds category with shallower 1-year drawdowns, going as shallow as 0.00%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BlackRock Allocation Target Shares | 0.00% | — | May 2021 | DFTIX vs BATVX | |
| abrdn Ultra Short Municipal Income Fund | -0.10% | — | Dec 2002 | DFTIX vs ATOIX | |
| Cavanal Hill Ultra Short Tax-Free Income Fund | -0.10% | — | Dec 2017 | DFTIX vs APUSX | |
| Federated Hermes Conservative Municipal Microshort... | -0.10% | — | Feb 2021 | DFTIX vs FHMIX | |
| SEI Institutional Managed Trust Tax-Free Conservat... | -0.10% | — | Apr 2016 | DFTIX vs TFCYX |
Other Mutual Funds from Dimensional
The 10 most viewed Dimensional mutual funds shown here include DFSVX, DFIVX, DGEIX and span 7 categories.
Often Compared With DFTIX
Investors most often compare DFTIX with FMB, VNQI, VWIUX. These 10 comparison targets span 3 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| First Trust Managed Municipal ETF | Municipal Bonds | 78 | 2.17% | 2.04B | May 2014 | DFTIX vs FMB | |
| Vanguard Global ex-U.S. Real Estate ETF | REIT | 11 | -2.64% | 3.80B | Nov 2010 | DFTIX vs VNQI | |
| Vanguard Intermediate-Term Tax-Exempt Fund Admiral... | Municipal Bonds | 69 | 1.26% | 88.60B | Feb 2001 | DFTIX vs VWIUX | |
| BlackRock MuniYield Pennsylvania Quality Fund | Municipal Bonds | 33 | 4.03% | — | Nov 1992 | DFTIX vs MPA | |
| DFA US Core Equity 2 Portfolio I | Large Cap Blend Equities | 66 | 10.51% | — | — | DFTIX vs DFQTX | |
| BlackRock MuniYield Quality Fund | Municipal Bonds | 24 | 5.08% | — | Jul 1992 | DFTIX vs MQY | |
| BlackRock MuniHoldings California Quality Fund | Municipal Bonds | 36 | 5.75% | — | Feb 1998 | DFTIX vs MUC | |
| PIMCO Fixed Income SHares: Series TE | Municipal Bonds | 77 | 1.81% | — | Jun 2012 | DFTIX vs FXIEX | |
| BlackRock MuniHoldings New Jersey Quality Fund | Municipal Bonds | 58 | 5.53% | — | Mar 1998 | DFTIX vs MUJ | |
| Strategic Advisers Tax-Sensitive Short Duration Fu... | Municipal Bonds | 97 | 0.77% | — | Dec 2017 | DFTIX vs FGNSX |
Compare DFTIX with Any Fund or Stock
Compare DFTIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair DFTIX with funds that move differently
DFA Intermediate-Term Municipal Bond Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to DFTIX.
Explore DFTIX Diversifiers