DFA LTIP Portfolio (DRXIX) 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 DRXIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to DRXIX
DRXIX charges 0.13% annually. There are 12 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 | DRXIX vs RRPAX | |
| Vanguard Short-Term Inflation-Protected Securities... | 0.04% | — | Oct 2012 | DRXIX vs VTSPX | |
| Fidelity Inflation-Protected Bond Index Fund | 0.05% | — | May 2012 | DRXIX vs FIPDX | |
| Schwab Treasury Inflation Protected Securities Ind... | 0.05% | — | Mar 2006 | DRXIX vs SWRSX | |
| Fidelity SAI Inflation-Protected Bond Index Fund | 0.05% | — | Aug 2024 | DRXIX vs FSPWX |
Best Risk-Adjusted Alternatives to DRXIX
DRXIX has a PortfoliosLab risk / return rank of 4. There are 54 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 | DRXIX vs IPBAX | |
| Vanguard Short-Term Inflation-Protected Securities... | 85 | — | Oct 2012 | DRXIX vs VTSPX | |
| Vanguard Short-Term Inflation-Protected Securities... | 84 | — | Oct 2012 | DRXIX vs VTIPX | |
| Vanguard Short-Term Inflation-Protected Securities... | 84 | 70.50B | Oct 2012 | DRXIX vs VTAPX | |
| Fidelity Series 0-5 Year Inflation-Protected Bond ... | 80 | — | Jan 2022 | DRXIX vs FSTZX |
Top Performing DRXIX Alternatives (YTD)
DRXIX is at 0.00% YTD. There are 52 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 | DRXIX vs IPBAX | |
| SEI Multi-Asset Real Return Fund Class A | 5.53% | — | Jul 2011 | DRXIX vs SEIAX | |
| DFA Global Core Plus Real Return Portfolio | 2.44% | — | May 2021 | DRXIX vs DFAAX | |
| VALIC Company I Inflation Protected Fund | 1.65% | — | Dec 2004 | DRXIX vs VCTPX | |
| VY BlackRock Inflation Protected Bond Portfolio | 1.55% | — | Apr 2007 | DRXIX vs IBRIX |
Lowest Volatility Alternatives to DRXIX
DRXIX has 11.81% 1-year volatility. There are 56 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 | DRXIX vs VTIPX | |
| Vanguard Short-Term Inflation-Protected Securities... | 1.58% | — | Oct 2012 | DRXIX vs VTSPX | |
| Vanguard Short-Term Inflation-Protected Securities... | 1.58% | 70.50B | Oct 2012 | DRXIX vs VTAPX | |
| Eaton Vance Short Duration Inflation-Protected Inc... | 1.63% | — | Mar 2010 | DRXIX vs EARRX | |
| Eaton Vance Short Duration Inflation-Protected Inc... | 1.64% | — | Mar 2010 | DRXIX vs EIRRX |
Lowest Drawdown Alternatives to DRXIX
DRXIX has a 1-year max drawdown of -9.30%. There are 54 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 | DRXIX vs FSTZX | |
| Vanguard Short-Term Inflation-Protected Securities... | -0.72% | — | Oct 2012 | DRXIX vs VTIPX | |
| Vanguard Short-Term Inflation-Protected Securities... | -0.75% | — | Oct 2012 | DRXIX vs VTSPX | |
| Vanguard Short-Term Inflation-Protected Securities... | -0.75% | 70.50B | Oct 2012 | DRXIX vs VTAPX | |
| American Century Short Duration Inflation Protecti... | -0.82% | 1.19B | May 2005 | DRXIX 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 DRXIX
Investors most often compare DRXIX with FFNYX, DFQTX. These 2 comparison targets span 2 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Fidelity SAI 0-5 Year Inflation-Protected Bond Ind... | Inflation-Protected Bonds | — | — | — | Nov 2025 | DRXIX vs FFNYX | |
| DFA US Core Equity 2 Portfolio I | Large Cap Blend Equities | 77 | 11.69% | — | — | DRXIX vs DFQTX |
Compare DRXIX with Any Fund or Stock
Compare DRXIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair DRXIX with funds that move differently
DFA LTIP Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to DRXIX.
Explore DRXIX Diversifiers