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 10. There are 50 mutual funds in the Inflation-Protected Bonds category with higher risk-adjusted ranks, going as high as 88.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Real Return Fund | 88 | — | Feb 2003 | DIPSX vs IPBAX | |
| Vanguard Short-Term Inflation-Protected Securities... | 85 | — | Oct 2012 | DIPSX vs VTSPX | |
| Vanguard Short-Term Inflation-Protected Securities... | 84 | — | Oct 2012 | DIPSX vs VTIPX | |
| Vanguard Short-Term Inflation-Protected Securities... | 84 | 70.50B | Oct 2012 | DIPSX vs VTAPX | |
| Fidelity Series 0-5 Year Inflation-Protected Bond ... | 80 | — | Jan 2022 | DIPSX vs FSTZX |
Top Performing DIPSX Alternatives (YTD)
DIPSX is at 0.81% YTD. There are 20 mutual funds in the Inflation-Protected Bonds category with higher YTD returns, going as high as 12.96%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Real Return Fund | 12.96% | — | Feb 2003 | DIPSX vs IPBAX | |
| SEI Multi-Asset Real Return Fund Class A | 5.53% | — | Jul 2011 | DIPSX vs SEIAX | |
| DFA Global Core Plus Real Return Portfolio | 2.44% | — | May 2021 | DIPSX vs DFAAX | |
| VALIC Company I Inflation Protected Fund | 1.65% | — | Dec 2004 | DIPSX vs VCTPX | |
| VY BlackRock Inflation Protected Bond Portfolio | 1.55% | — | Apr 2007 | DIPSX vs IBRIX |
Lowest Volatility Alternatives to DIPSX
DIPSX has 3.54% 1-year volatility. There are 38 mutual funds in the Inflation-Protected Bonds category with lower 1-year volatility, going as low as 1.56%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Short-Term Inflation-Protected Securities... | 1.56% | — | Oct 2012 | DIPSX vs VTIPX | |
| Vanguard Short-Term Inflation-Protected Securities... | 1.58% | — | Oct 2012 | DIPSX vs VTSPX | |
| Vanguard Short-Term Inflation-Protected Securities... | 1.58% | 70.50B | Oct 2012 | DIPSX vs VTAPX | |
| Eaton Vance Short Duration Inflation-Protected Inc... | 1.63% | — | Mar 2010 | DIPSX vs EARRX | |
| Eaton Vance Short Duration Inflation-Protected Inc... | 1.64% | — | 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% | — | Oct 2012 | DIPSX vs VTIPX | |
| Vanguard Short-Term Inflation-Protected Securities... | -0.75% | — | Oct 2012 | DIPSX vs VTSPX | |
| Vanguard Short-Term Inflation-Protected Securities... | -0.75% | 70.50B | Oct 2012 | DIPSX vs VTAPX | |
| American Century Short Duration Inflation Protecti... | -0.82% | 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.
Often Compared With DIPSX
Investors most often compare DIPSX with FEPIX, DFIGX, FXNAX. These 20 comparison targets span 10 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