DFA Inflation-Protected Securities Portfolio (DIPSX) belongs to the Inflation-Protected Bonds category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with DIPSX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to DIPSX
DIPSX charges 0.11% annually. There are 11 mutual funds in the Inflation-Protected Bonds category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Institutional Investments Trust Real Return Fu... | 0.02% | — | Dec 2006 | DIPSX vs RRPAX | |
| Vanguard Short-Term Inflation-Protected Securities... | 0.04% | — | Oct 2012 | DIPSX vs VTSPX | |
| Fidelity Inflation-Protected Bond Index Fund | 0.05% | — | May 2012 | DIPSX vs FIPDX | |
| Schwab Treasury Inflation Protected Securities Ind... | 0.05% | — | Mar 2006 | DIPSX vs SWRSX | |
| Fidelity SAI Inflation-Protected Bond Index Fund | 0.05% | — | Aug 2024 | DIPSX vs FSPWX |
Best Risk-Adjusted Alternatives to DIPSX
DIPSX has a PortfoliosLab risk / return rank of 20. There are 44 mutual funds in the Inflation-Protected Bonds category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Short-Term Inflation-Protected Securities... | 94 | — | Oct 2012 | DIPSX vs VTSPX | |
| Vanguard Short-Term Inflation-Protected Securities... | 94 | 68.50B | Oct 2012 | DIPSX vs VTAPX | |
| Vanguard Short-Term Inflation-Protected Securities... | 93 | — | Oct 2012 | DIPSX vs VTIPX | |
| Fidelity Series 0-5 Year Inflation-Protected Bond ... | 93 | — | Jan 2022 | DIPSX vs FSTZX | |
| Allspring Real Return Fund | 91 | — | Feb 2003 | DIPSX vs IPBAX |
Top Performing DIPSX Alternatives (YTD)
DIPSX is at 1.80% YTD. There are 19 mutual funds in the Inflation-Protected Bonds category with higher YTD returns, going as high as 15.33%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Real Return Fund | 15.33% | — | Feb 2003 | DIPSX vs IPBAX | |
| SEI Multi-Asset Real Return Fund Class A | 8.10% | — | Jul 2011 | DIPSX vs SEIAX | |
| DFA Global Core Plus Real Return Portfolio | 3.06% | — | May 2021 | DIPSX vs DFAAX | |
| VY BlackRock Inflation Protected Bond Portfolio | 2.43% | — | Apr 2007 | DIPSX vs IBRIX | |
| VALIC Company I Inflation Protected Fund | 2.23% | — | Dec 2004 | DIPSX vs VCTPX |
Lowest Volatility Alternatives to DIPSX
DIPSX has 3.50% 1-year volatility. There are 37 mutual funds in the Inflation-Protected Bonds category with lower 1-year volatility, going as low as 1.50%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Eaton Vance Short Duration Inflation-Protected Inc... | 1.50% | — | Mar 2010 | DIPSX vs EARRX | |
| Vanguard Short-Term Inflation-Protected Securities... | 1.51% | — | Oct 2012 | DIPSX vs VTIPX | |
| Vanguard Short-Term Inflation-Protected Securities... | 1.52% | 68.50B | Oct 2012 | DIPSX vs VTAPX | |
| Vanguard Short-Term Inflation-Protected Securities... | 1.52% | — | Oct 2012 | DIPSX vs VTSPX | |
| Eaton Vance Short Duration Inflation-Protected Inc... | 1.55% | — | Mar 2010 | DIPSX vs EIRRX |
Lowest Drawdown Alternatives to DIPSX
DIPSX has a 1-year max drawdown of -2.03%. There are 28 mutual funds in the Inflation-Protected Bonds category with shallower 1-year drawdowns, going as shallow as -0.70%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series 0-5 Year Inflation-Protected Bond ... | -0.70% | — | Jan 2022 | DIPSX vs FSTZX | |
| Vanguard Short-Term Inflation-Protected Securities... | -0.72% | 68.50B | Oct 2012 | DIPSX vs VTAPX | |
| Vanguard Short-Term Inflation-Protected Securities... | -0.72% | — | Oct 2012 | DIPSX vs VTSPX | |
| Vanguard Short-Term Inflation-Protected Securities... | -0.72% | — | Oct 2012 | DIPSX vs VTIPX | |
| American Century Short Duration Inflation Protecti... | -0.76% | 1.19B | May 2005 | DIPSX vs APOIX |
Other Mutual Funds from Dimensional
The 10 most viewed Dimensional mutual funds shown here include DFSVX, DFIVX, DGEIX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| DFA U.S. Small Cap Value Portfolio I | Small Cap Value Equities | 61 | 16.32% | — | Mar 1993 | DIPSX vs DFSVX | |
| DFA International Value Portfolio | Foreign Large Cap Equities | 78 | 13.29% | — | Feb 1994 | DIPSX vs DFIVX | |
| DFA Global Equity Portfolio Institutional Class | Global Equities | 77 | 13.03% | — | Dec 2003 | DIPSX vs DGEIX | |
| DFA U.S. Large Company Portfolio | Large Cap Blend Equities | 77 | 11.70% | — | Sep 1999 | DIPSX vs DFUSX | |
| DFA International Small Cap Value Portfolio | Foreign Small & Mid Cap Equities | 60 | 10.61% | — | Dec 1994 | DIPSX vs DISVX | |
| DFA U.S. Targeted Value Portfolio | Small Cap Value Equities | 56 | 14.56% | — | Feb 2000 | DIPSX vs DFFVX | |
| DFA International Core Equity Portfolio I | Foreign Large Cap Equities, Large Cap Blend Equities | 45 | 11.05% | — | Sep 2005 | DIPSX vs DFIEX | |
| DFA U.S. Small Cap Portfolio | Small Cap Blend Equities | 51 | 14.69% | — | Mar 1992 | DIPSX vs DFSTX | |
| DFA US Core Equity 1 Portfolio I | Large Cap Blend Equities | 79 | 12.32% | — | Sep 2005 | DIPSX vs DFEOX | |
| DFA U.S. Large Cap Value Portfolio | Large Cap Value Equities | 92 | 16.01% | — | Feb 1993 | DIPSX vs DFLVX |
Often Compared With DIPSX
Investors most often compare DIPSX with FEPIX, DFIGX, FXNAX. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare DIPSX with Any Fund or Stock
Compare DIPSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair DIPSX with funds that move differently
DFA Inflation-Protected Securities Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to DIPSX.
Explore DIPSX Diversifiers