DFA U.S. Large Cap Equity Portfolio (DUSQX) belongs to the Large Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with DUSQX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to DUSQX
DUSQX charges 0.13% annually. There are 45 mutual funds in the Large Cap Blend Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | DUSQX vs VSTSX | |
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | DUSQX vs VFFSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | DUSQX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | DUSQX vs FLCPX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.02% | 2.30T | Apr 2015 | DUSQX vs VSMPX |
Best Risk-Adjusted Alternatives to DUSQX
DUSQX has a PortfoliosLab risk / return rank of 70. There are 69 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 97 | — | Mar 2021 | DUSQX vs SVPFX | |
| Fuller & Thaler Behavioral Unconstrained Equity Fu... | 92 | — | Dec 2018 | DUSQX vs FTZIX | |
| Vanguard PRIMECAP Core Fund | 92 | 18.10B | Dec 2004 | DUSQX vs VPCCX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 92 | — | Feb 2004 | DUSQX vs GTLOX | |
| Pin Oak Equity | 90 | — | Aug 1992 | DUSQX vs POGSX |
Top Performing DUSQX Alternatives (YTD)
DUSQX is at 10.32% YTD. There are 115 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 24.47%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 24.47% | 18.10B | Dec 2004 | DUSQX vs VPCCX | |
| Fuller & Thaler Behavioral Unconstrained Equity Fu... | 24.27% | — | Dec 2018 | DUSQX vs FTZIX | |
| PRIMECAP Odyssey Growth Fund | 22.85% | — | Nov 2004 | DUSQX vs POGRX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 22.24% | — | Dec 2015 | DUSQX vs RESGX | |
| Integrity ESG Growth & Income Fund | 21.87% | — | Jan 1995 | DUSQX vs IGIAX |
Lowest Volatility Alternatives to DUSQX
DUSQX has 11.99% 1-year volatility. There are 66 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.22%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 2.22% | — | Mar 2021 | DUSQX vs SVPFX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.21% | — | Jul 2012 | DUSQX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.23% | — | Jul 2012 | DUSQX vs AUEIX | |
| JPMorgan Equity Premium Income Fund Class I | 8.85% | — | Aug 2018 | DUSQX vs JEPIX | |
| SGI U.S. Large Equity Fund | 9.33% | — | Feb 2012 | DUSQX vs SILVX |
Lowest Drawdown Alternatives to DUSQX
DUSQX has a 1-year max drawdown of -8.32%. There are 56 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -0.91%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -0.91% | — | Mar 2021 | DUSQX vs SVPFX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | DUSQX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | DUSQX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | DUSQX vs QUERX | |
| AAMA Equity Fund | -6.07% | — | Jun 2017 | DUSQX vs AMFEX |
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 $43B.
Often Compared With DUSQX
Investors most often compare DUSQX with SPY, VOO, VTSAX. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.
Compare DUSQX with Any Fund or Stock
Compare DUSQX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair DUSQX with funds that move differently
DFA U.S. Large Cap Equity Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to DUSQX.
Explore DUSQX Diversifiers