DFA U.S. Social Core Equity 2 Portfolio (DFUEX) belongs to the Large 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 DFUEX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to DFUEX
DFUEX charges 0.21% annually. There are 67 mutual funds in the Large Cap Blend Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | DFUEX vs VSTSX | |
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | DFUEX vs VFFSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | DFUEX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | DFUEX vs FLCPX | |
| Vanguard Institutional Index Fund Institutional Pl... | 0.02% | 349.70B | Jul 1997 | DFUEX vs VIIIX |
Best Risk-Adjusted Alternatives to DFUEX
DFUEX has a PortfoliosLab risk / return rank of 58. There are 176 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 93.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 93 | — | Mar 2021 | DFUEX vs SVPFX | |
| Vanguard PRIMECAP Core Fund | 92 | 18.10B | Dec 2004 | DFUEX vs VPCCX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 90 | — | Feb 2004 | DFUEX vs GTLOX | |
| Vanguard PRIMECAP Fund Admiral Shares | 90 | 96.10B | Nov 2001 | DFUEX vs VPMAX | |
| Pin Oak Equity | 90 | — | Aug 1992 | DFUEX vs POGSX |
Top Performing DFUEX Alternatives (YTD)
DFUEX is at 12.97% YTD. There are 48 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 27.01%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 27.01% | 18.10B | Dec 2004 | DFUEX vs VPCCX | |
| PRIMECAP Odyssey Growth Fund | 26.51% | — | Nov 2004 | DFUEX vs POGRX | |
| Integrity ESG Growth & Income Fund | 25.26% | — | Jan 1995 | DFUEX vs IGIAX | |
| Vanguard PRIMECAP Fund Admiral Shares | 23.35% | 96.10B | Nov 2001 | DFUEX vs VPMAX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 23.11% | — | Dec 2015 | DFUEX vs RESGX |
Lowest Volatility Alternatives to DFUEX
DFUEX has 13.97% 1-year volatility. There are 317 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.23%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 2.23% | — | Mar 2021 | DFUEX vs SVPFX | |
| North Square Preferred and Income Securities Fund | 2.27% | — | Jun 2013 | DFUEX vs ORDNX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.18% | — | Jul 2012 | DFUEX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.19% | — | Jul 2012 | DFUEX vs AUEIX | |
| JPMorgan Equity Premium Income Fund Class I | 8.73% | — | Aug 2018 | DFUEX vs JEPIX |
Lowest Drawdown Alternatives to DFUEX
DFUEX has a 1-year max drawdown of -10.04%. There are 267 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -0.91%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -0.91% | — | Mar 2021 | DFUEX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | DFUEX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | DFUEX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | DFUEX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | DFUEX vs QUERX |
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 $42B.
Often Compared With DFUEX
Investors most often compare DFUEX with FXAIX, SGOIX, FEQHX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare DFUEX with Any Fund or Stock
Compare DFUEX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair DFUEX with funds that move differently
DFA U.S. Social Core Equity 2 Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to DFUEX.
Explore DFUEX Diversifiers