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 47 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 72. There are 69 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 95 | — | Mar 2021 | DUSQX vs SVPFX | |
| Vanguard PRIMECAP Core Fund | 93 | 17.20B | Dec 2004 | DUSQX vs VPCCX | |
| Pin Oak Equity | 92 | — | Aug 1992 | DUSQX vs POGSX | |
| Vanguard PRIMECAP Fund Admiral Shares | 91 | 92.00B | Nov 2001 | DUSQX vs VPMAX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 90 | — | Feb 2004 | DUSQX vs GTLOX |
Top Performing DUSQX Alternatives (YTD)
DUSQX is at 11.61% YTD. There are 126 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 28.68%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 28.68% | 17.20B | Dec 2004 | DUSQX vs VPCCX | |
| PRIMECAP Odyssey Growth Fund | 27.40% | — | Nov 2004 | DUSQX vs POGRX | |
| Integrity ESG Growth & Income Fund | 26.40% | — | Jan 1995 | DUSQX vs IGIAX | |
| Vanguard PRIMECAP Fund Admiral Shares | 25.12% | 92.00B | Nov 2001 | DUSQX vs VPMAX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 24.23% | — | Dec 2015 | DUSQX vs RESGX |
Lowest Volatility Alternatives to DUSQX
DUSQX has 11.73% 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 | |
| North Square Preferred and Income Securities Fund | 2.28% | — | Jun 2013 | DUSQX vs ORDNX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.26% | — | Jul 2012 | DUSQX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.28% | — | Jul 2012 | DUSQX vs AUEIX | |
| JPMorgan Equity Premium Income Fund Class I | 8.70% | — | Aug 2018 | DUSQX vs JEPIX |
Lowest Drawdown Alternatives to DUSQX
DUSQX has a 1-year max drawdown of -8.32%. There are 60 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 | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | DUSQX vs ORDNX | |
| 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 |
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 DUSQX
Investors most often compare DUSQX with VOO, SPY, VTSAX. These 20 comparison targets span 4 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