DFA U.S. Large Company Portfolio (DFUSX) 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 DFUSX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to DFUSX
DFUSX charges 0.08% annually. There are 35 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 | DFUSX vs VSTSX | |
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | DFUSX vs VFFSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | DFUSX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | DFUSX vs FLCPX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.02% | 2.30T | Apr 2015 | DFUSX vs VSMPX |
Best Risk-Adjusted Alternatives to DFUSX
DFUSX has a PortfoliosLab risk / return rank of 65. There are 99 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 97 | — | Mar 2021 | DFUSX vs SVPFX | |
| Fuller & Thaler Behavioral Unconstrained Equity Fu... | 92 | — | Dec 2018 | DFUSX vs FTZIX | |
| Vanguard PRIMECAP Core Fund | 92 | 18.10B | Dec 2004 | DFUSX vs VPCCX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 92 | — | Feb 2004 | DFUSX vs GTLOX | |
| Pin Oak Equity | 90 | — | Aug 1992 | DFUSX vs POGSX |
Top Performing DFUSX Alternatives (YTD)
DFUSX is at 9.37% YTD. There are 160 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 24.47%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 24.47% | 18.10B | Dec 2004 | DFUSX vs VPCCX | |
| Fuller & Thaler Behavioral Unconstrained Equity Fu... | 24.27% | — | Dec 2018 | DFUSX vs FTZIX | |
| PRIMECAP Odyssey Growth Fund | 22.85% | — | Nov 2004 | DFUSX vs POGRX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 22.24% | — | Dec 2015 | DFUSX vs RESGX | |
| Integrity ESG Growth & Income Fund | 21.87% | — | Jan 1995 | DFUSX vs IGIAX |
Lowest Volatility Alternatives to DFUSX
DFUSX has 12.60% 1-year volatility. There are 101 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.22%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 2.22% | — | Mar 2021 | DFUSX vs SVPFX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.21% | — | Jul 2012 | DFUSX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.23% | — | Jul 2012 | DFUSX vs AUEIX | |
| JPMorgan Equity Premium Income Fund Class I | 8.85% | — | Aug 2018 | DFUSX vs JEPIX | |
| SGI U.S. Large Equity Fund | 9.33% | — | Feb 2012 | DFUSX vs SILVX |
Lowest Drawdown Alternatives to DFUSX
DFUSX has a 1-year max drawdown of -8.88%. There are 119 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 | DFUSX vs SVPFX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | DFUSX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | DFUSX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | DFUSX vs QUERX | |
| AAMA Equity Fund | -6.07% | — | Jun 2017 | DFUSX vs AMFEX |
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 $43B.
Often Compared With DFUSX
Investors most often compare DFUSX with VOO, SPY, FXAIX. These 20 comparison targets span 11 categories, based on PortfoliosLab usage data.
Compare DFUSX with Any Fund or Stock
Compare DFUSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair DFUSX with funds that move differently
DFA U.S. Large Company Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to DFUSX.
Explore DFUSX Diversifiers