DFA U.S. Social Core Equity 2 Portfolio (DFUEX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to DFUEX
DFUEX charges 0.21% annually. Among mutual funds in the Large Cap Blend Equities category, these options have the lowest expense ratios among DFUEX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | DFUEX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | Jun 27, 2016 | DFUEX vs VSTSX | |
| Fidelity Total Market Index Fund | 0.02% | — | DFUEX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | Feb 2, 2016 | DFUEX vs FLCPX | |
| State Street Equity 500 Index Fund Class K | 0.02% | Sep 17, 2014 | DFUEX vs SSSYX |
Best Risk-Adjusted Alternatives to DFUEX
Among mutual funds in the Large Cap Blend Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Vanguard PRIMECAP Fund Admiral Shares | 93 | Nov 12, 2001 | DFUEX vs VPMAX | |
| Pin Oak Equity | 91 | Aug 3, 1992 | DFUEX vs POGSX | |
| First Eagle Overseas Fund Class I | 89 | — | DFUEX vs SGOIX | |
| Permanent Portfolio Aggressive Growth Portfolio | 88 | Jan 2, 1990 | DFUEX vs PAGRX | |
| Centre American Select Equity Fund | 87 | Dec 21, 2011 | DFUEX vs DHAMX |
Top Performing DFUEX Alternatives (YTD)
DFUEX alternatives from the Large Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| GQG Partners US Select Quality Equity Fund | 9.81% | Sep 28, 2018 | DFUEX vs GQEIX | |
| Nationwide GQG US Quality Equity Fund | 9.70% | Jan 24, 2021 | DFUEX vs NWAUX | |
| AMG Yacktman Global Fund | 8.16% | Jan 30, 2017 | DFUEX vs YFSIX | |
| Muhlenkamp Fund | 6.53% | Nov 1, 1988 | DFUEX vs MUHLX | |
| Rock Oak Core Growth Fund | 6.05% | Dec 31, 2004 | DFUEX vs RCKSX |
Lowest Volatility Alternatives to DFUEX
DFUEX alternatives from the Large Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.63% | Jun 28, 2013 | DFUEX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 8.02% | Mar 28, 2021 | DFUEX vs SVPFX | |
| Fidelity Advisor Growth & Income Fund Class Z | 10.78% | Mar 20, 2025 | DFUEX vs FGJEX | |
| Fidelity Hedged Equity Fund | 10.94% | Sep 8, 2022 | DFUEX vs FEQHX | |
| AQR Large Cap Defensive Style Fund Class R6 | 12.03% | Jul 9, 2012 | DFUEX vs QUERX |
Lowest Drawdown Alternatives to DFUEX
DFUEX alternatives from the Large Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | -2.66% | Jun 28, 2013 | DFUEX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | -5.22% | Mar 28, 2021 | DFUEX vs SVPFX | |
| Fidelity Hedged Equity Fund | -7.40% | Sep 8, 2022 | DFUEX vs FEQHX | |
| Fidelity Infrastructure Fund | -8.43% | Nov 5, 2019 | DFUEX vs FNSTX | |
| GQG Partners US Select Quality Equity Fund | -8.67% | Sep 28, 2018 | DFUEX vs GQEIX |
Other Mutual Funds from Dimensional
Most popular Dimensional mutual funds on PortfoliosLab, across asset classes.
Often Compared With DFUEX
What investors most often compare with DFUEX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | S&P 500 | 46 | -7.05% | Feb 17, 1988 | DFUEX vs FXAIX | |
| Vanguard Total Stock Market Index Fund Institution... | Large Cap Blend Equities | 46 | -6.74% | Apr 28, 2015 | DFUEX vs VSMPX | |
| Castle Tandem Fund | Large Cap Blend Equities | 0 | -9.28% | Mar 15, 2019 | DFUEX vs TANDX |
Compare DFUEX with Any Fund or Stock
Compare DFUEX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.