DFA Two-Year Government Portfolio (DFYGX) belongs to the Ultrashort Bond category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with DFYGX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to DFYGX
DFYGX charges 0.17% annually. There are 4 mutual funds in the Ultrashort Bond category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Federated Hermes Conservative Microshort Fund | 0.05% | — | Feb 2021 | DFYGX vs FHCOX | |
| DFA One Year Fixed Income Portfolio | 0.13% | — | Jul 1983 | DFYGX vs DFIHX | |
| Six Circles Tax Aware Ultra Short Duration Fund | 0.15% | — | Jul 2018 | DFYGX vs CUTAX | |
| Baird Ultra Short Bond Fund Institutional Class | 0.15% | — | Dec 2013 | DFYGX vs BUBIX | |
| Six Circles Ultra Short Duration Fund | 0.18% | — | Jul 2018 | DFYGX vs CUSDX |
Best Risk-Adjusted Alternatives to DFYGX
DFYGX has a PortfoliosLab risk / return rank of 99. There are 9 mutual funds in the Ultrashort Bond category with higher risk-adjusted ranks, going as high as 100.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Navigator Ultra Short Term Bond Fund | 100 | — | Mar 2019 | DFYGX vs NUSIX | |
| Tactical Multi-Purpose Fund | 100 | — | Mar 2017 | DFYGX vs TMPFX | |
| Baird Ultra Short Bond Fund | 100 | — | Dec 2013 | DFYGX vs BUBSX | |
| DFA One Year Fixed Income Portfolio | 100 | — | Jul 1983 | DFYGX vs DFIHX | |
| PIMCO Short Asset Investment Fund | 100 | — | May 2012 | DFYGX vs PAIPX |
Top Performing DFYGX Alternatives (YTD)
DFYGX is at 1.80% YTD. There are 20 mutual funds in the Ultrashort Bond category with higher YTD returns, going as high as 2.62%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Medalist Partners Short Duration Fund | 2.62% | — | Dec 2010 | DFYGX vs SEMRX | |
| PIMCO Short Term Fund | 2.39% | — | Oct 1987 | DFYGX vs PTSHX | |
| SEI Institutional Investments Trust Opportunistic ... | 2.27% | — | Dec 2006 | DFYGX vs ENIAX | |
| Tactical Multi-Purpose Fund | 2.23% | — | Mar 2017 | DFYGX vs TMPFX | |
| PIMCO Short Asset Investment Fund | 2.23% | — | May 2012 | DFYGX vs PAIPX |
Lowest Volatility Alternatives to DFYGX
DFYGX has 0.78% 1-year volatility. There are 5 mutual funds in the Ultrashort Bond category with lower 1-year volatility, going as low as 0.61%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Navigator Ultra Short Term Bond Fund | 0.61% | — | Mar 2019 | DFYGX vs NUSIX | |
| Tactical Multi-Purpose Fund | 0.61% | — | Mar 2017 | DFYGX vs TMPFX | |
| DFA One Year Fixed Income Portfolio | 0.65% | — | Jul 1983 | DFYGX vs DFIHX | |
| Permanent Portfolio Short-Term Treasury Portfolio | 0.65% | — | Sep 1987 | DFYGX vs PRTBX | |
| Baird Ultra Short Bond Fund | 0.65% | — | Dec 2013 | DFYGX vs BUBSX |
Lowest Drawdown Alternatives to DFYGX
DFYGX has a 1-year max drawdown of -0.21%. There are 10 mutual funds in the Ultrashort Bond category with shallower 1-year drawdowns, going as shallow as -0.10%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Conservative Income Bond Institutional Cl... | -0.10% | — | Mar 2011 | DFYGX vs FCNVX | |
| Fidelity Series Treasury Bill Index Fund | -0.10% | — | Aug 2018 | DFYGX vs FHQFX | |
| DFA One Year Fixed Income Portfolio | -0.10% | — | Jul 1983 | DFYGX vs DFIHX | |
| Navigator Ultra Short Term Bond Fund | -0.10% | — | Mar 2019 | DFYGX vs NUSIX | |
| Baird Ultra Short Bond Fund | -0.10% | — | Dec 2013 | DFYGX vs BUBSX |
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 DFYGX
Investors most often compare DFYGX with SADIX, CULAX, FAPGX. These 20 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare DFYGX with Any Fund or Stock
Compare DFYGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair DFYGX with funds that move differently
DFA Two-Year Government Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to DFYGX.
Explore DFYGX Diversifiers