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 a closer substitute for your current allocation.
Cheapest Alternatives to DSHGX
DSHGX charges 0.31% annually. There are 15 mutual funds in the Global Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| GMO Global Developed Equity Allocation Fund | 0.01% | — | Jun 2005 | DSHGX vs GWOAX | |
| GMO Global Equity Allocation Fund | 0.01% | — | Nov 1996 | DSHGX vs GMGEX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | — | Sep 2014 | DSHGX vs SSGLX | |
| Vanguard Total World Stock Index Fund Admiral Shar... | 0.09% | 95.30B | Feb 2019 | DSHGX vs VTWAX | |
| USAA Cornerstone Equity Fund | 0.09% | — | Jun 2012 | DSHGX vs UCEQX |
Best Risk-Adjusted Alternatives to DSHGX
DSHGX has a PortfoliosLab risk / return rank of 82. There are 24 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| LSV Global Value Fund | 95 | — | Jun 2014 | DSHGX vs LVAGX | |
| MainStay Epoch Global Equity Yield Fund | 94 | — | Dec 2005 | DSHGX vs EPSYX | |
| Polaris Global Value Fund | 93 | — | May 1998 | DSHGX vs PGVFX | |
| John Hancock Global Shareholder Yield Fund | 93 | — | Feb 2007 | DSHGX vs JGYIX | |
| Wasatch Global Value Fund Investor Class Shares | 93 | — | Sep 1996 | DSHGX vs FMIEX |
Top Performing DSHGX Alternatives (YTD)
DSHGX is at 13.91% YTD. There are 50 mutual funds in the Global Equities category with higher YTD returns, going as high as 32.57%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| T. Rowe Price Global Technology Fund I Class | 32.57% | — | Nov 2016 | DSHGX vs PGTIX | |
| Oberweis Global Opportunities Fund | 23.89% | — | Jan 1987 | DSHGX vs OBEGX | |
| LSV Global Value Fund | 23.56% | — | Jun 2014 | DSHGX vs LVAGX | |
| Ariel Global Fund | 22.71% | — | Dec 2011 | DSHGX vs AGLOX | |
| Polaris Global Value Fund | 21.67% | — | May 1998 | DSHGX vs PGVFX |
Lowest Volatility Alternatives to DSHGX
DSHGX has 12.24% 1-year volatility. There are 50 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 7.02%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Global Minimum Volatility Fund Investor S... | 7.02% | 2.00B | Dec 2013 | DSHGX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 7.03% | 2.00B | Dec 2013 | DSHGX vs VMNVX | |
| SEI Institutional Managed Trust Global Managed Vol... | 7.19% | — | Jul 2006 | DSHGX vs SVTAX | |
| MFS Global Total Return Fund Class I | 7.53% | — | Sep 1990 | DSHGX vs MFWIX | |
| SEI Institutional Investments Trust Global Managed... | 7.56% | — | Jan 2016 | DSHGX vs SGMAX |
Lowest Drawdown Alternatives to DSHGX
DSHGX has a 1-year max drawdown of -8.93%. There are 43 mutual funds in the Global Equities category with shallower 1-year drawdowns, going as shallow as -5.21%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Russell Investment Tax-Managed Real Assets Fund | -5.21% | — | Jun 2019 | DSHGX vs RTXAX | |
| LSV Global Managed Volatility Fund | -5.76% | — | Jun 2014 | DSHGX vs LVAFX | |
| SEI Institutional Investments Trust Global Managed... | -5.88% | — | Jan 2016 | DSHGX vs SGMAX | |
| Cohen & Steers Global Infrastructure Fund Class A | -5.99% | — | Aug 2017 | DSHGX vs CSUAX | |
| SEI Institutional Managed Trust Global Managed Vol... | -5.99% | — | Jul 2006 | DSHGX vs SVTAX |
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 $42B.
Often Compared With DSHGX
Investors most often compare DSHGX with BWBIX, DFAW, SWEGX. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.
Compare DSHGX with Any Fund or Stock
Compare DSHGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair DSHGX with funds that move differently
DFA Selectively Hedged Global Equity Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to DSHGX.
Explore DSHGX Diversifiers