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 33 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 | |
| State Street Equity 500 Index II Portfolio | 0.02% | — | Aug 2014 | DFUSX vs SSEYX |
Best Risk-Adjusted Alternatives to DFUSX
DFUSX has a PortfoliosLab risk / return rank of 73. There are 63 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 96 | 17.20B | Dec 2004 | DFUSX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 95 | 92.00B | Nov 2001 | DFUSX vs VPMAX | |
| PrimeCap Odyssey Stock Fund | 93 | — | Nov 2004 | DFUSX vs POSKX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 90 | — | Feb 2004 | DFUSX vs GTLOX | |
| Centre American Select Equity Fund | 89 | — | Dec 2011 | DFUSX vs DHAMX |
Top Performing DFUSX Alternatives (YTD)
DFUSX is at 10.20% YTD. There are 105 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 32.08%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 32.08% | 17.20B | Dec 2004 | DFUSX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 28.16% | 92.00B | Nov 2001 | DFUSX vs VPMAX | |
| Integrity ESG Growth & Income Fund | 25.59% | — | Jan 1995 | DFUSX vs IGIAX | |
| PrimeCap Odyssey Stock Fund | 25.29% | — | Nov 2004 | DFUSX vs POSKX | |
| Fidelity Leveraged Company Stock Fund | 25.19% | — | Dec 2000 | DFUSX vs FLVCX |
Lowest Volatility Alternatives to DFUSX
DFUSX has 12.20% 1-year volatility. There are 93 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.28%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.28% | — | Jun 2013 | DFUSX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 2.38% | — | Mar 2021 | DFUSX vs SVPFX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.38% | — | Jul 2012 | DFUSX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.39% | — | Jul 2012 | DFUSX vs AUEIX | |
| Fidelity SAI U.S. Low Volatility Index Fund | 8.59% | — | May 2015 | DFUSX vs FSUVX |
Lowest Drawdown Alternatives to DFUSX
DFUSX has a 1-year max drawdown of -8.88%. There are 122 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -1.33%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -1.33% | — | Mar 2021 | DFUSX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | DFUSX vs ORDNX | |
| 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 |
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 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