DFA Selectively Hedged Global Equity Portfolio (DSHGX) Alternatives
DFA Selectively Hedged Global Equity Portfolio (DSHGX) belongs to the Global Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with DSHGX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to DSHGX
DSHGX charges 0.31% annually. Among mutual funds in the Global Equities category, these options have the lowest expense ratios among DSHGX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| GMO Global Equity Allocation Fund | 0.01% | Nov 25, 1996 | DSHGX vs GMGEX | |
| GMO Global Developed Equity Allocation Fund | 0.01% | Jun 15, 2005 | DSHGX vs GWOAX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | Sep 17, 2014 | DSHGX vs SSGLX | |
| USAA Cornerstone Equity Fund | 0.09% | Jun 7, 2012 | DSHGX vs UCEQX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 0.14% | Dec 12, 2013 | DSHGX vs VMNVX |
Best Risk-Adjusted Alternatives to DSHGX
Among mutual funds in the Global Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Vanguard Global Capital Cycles Fund | 97 | May 23, 1984 | DSHGX vs VGPMX | |
| Calvert Global Energy Solutions Fund | 94 | May 30, 2007 | DSHGX vs CAEIX | |
| GMO Climate Change Fund | 94 | Apr 4, 2017 | DSHGX vs GCCHX | |
| Artisan Global Equity Fund | 93 | Mar 28, 2010 | DSHGX vs ARTHX | |
| Lazard Global Listed Infrastructure Portfolio Inst... | 93 | — | DSHGX vs GLIFX |
Top Performing DSHGX Alternatives (YTD)
DSHGX alternatives from the Global Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Russell Investment Tax-Managed Real Assets Fund | 11.49% | Jun 9, 2019 | DSHGX vs RTXAX | |
| GQG Partners Global Quality Dividend Income Fund | 9.67% | Jun 29, 2021 | DSHGX vs GQFPX | |
| Nuveen Global Infrastructure Fund Class A | 9.53% | Dec 17, 2007 | DSHGX vs FGIAX | |
| Cohen & Steers Global Infrastructure Fund Class A | 8.35% | Aug 28, 2017 | DSHGX vs CSUAX | |
| GQG Partners Global Quality Equity Fund Institutio... | 7.75% | Mar 29, 2019 | DSHGX vs GQRIX |
Lowest Volatility Alternatives to DSHGX
DSHGX alternatives from the Global Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| MFS Global Total Return Fund Class I | 8.85% | Sep 4, 1990 | DSHGX vs MFWIX | |
| Vanguard Global Minimum Volatility Fund Investor S... | 10.02% | Dec 12, 2013 | DSHGX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 10.05% | Dec 12, 2013 | DSHGX vs VMNVX | |
| MFS Low Volatility Global Equity Fund | 10.51% | Dec 4, 2013 | DSHGX vs MVGIX | |
| Lazard Global Listed Infrastructure Portfolio Inst... | 10.71% | — | DSHGX vs GLIFX |
Lowest Drawdown Alternatives to DSHGX
DSHGX alternatives from the Global Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| MFS Global Total Return Fund Class I | -6.85% | Sep 4, 1990 | DSHGX vs MFWIX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | -7.93% | Dec 12, 2013 | DSHGX vs VMNVX | |
| Vanguard Global Minimum Volatility Fund Investor S... | -7.96% | Dec 12, 2013 | DSHGX vs VMVFX | |
| Cohen & Steers Global Infrastructure Fund Class A | -7.98% | Aug 28, 2017 | DSHGX vs CSUAX | |
| Nuveen Global Infrastructure Fund Class A | -8.29% | Dec 17, 2007 | DSHGX vs FGIAX |
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Often Compared With DSHGX
What investors most often compare with DSHGX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| iShares Core Equity ETF Portfolio | Global Equities | 75 | 0.66% | Aug 7, 2019 | DSHGX vs XEQT.TO | |
| Wasatch Global Value Fund Investor Class Shares | Global Equities | 92 | 6.04% | Sep 25, 1996 | DSHGX vs FMIEX |
Compare DSHGX with Any Fund or Stock
Compare DSHGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.