DUSQX Alternatives & Similar Mutual Funds

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
VSTSX	Vanguard Total Stock Market Index Fund Institution...	0.01%	—	Jun 2016	DUSQX vs VSTSX
VFFSX	Vanguard 500 Index Fund Institutional Select Share...	0.01%	—	—	DUSQX vs VFFSX
FSKAX	Fidelity Total Market Index Fund	0.02%	—	—	DUSQX vs FSKAX
FLCPX	Fidelity SAI U.S. Large Cap Index Fund	0.02%	—	Feb 2016	DUSQX vs FLCPX
VSMPX	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 66 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 96.

Symbol	Name	Risk / Return Rank	AUM	Inception
VPCCX	Vanguard PRIMECAP Core Fund	96	17.20B	Dec 2004	DUSQX vs VPCCX
VPMAX	Vanguard PRIMECAP Fund Admiral Shares	95	92.00B	Nov 2001	DUSQX vs VPMAX
POSKX	PrimeCap Odyssey Stock Fund	94	—	Nov 2004	DUSQX vs POSKX
GTLOX	Glenmede Quantitative U.S. Large Cap Core Equity P...	92	—	Feb 2004	DUSQX vs GTLOX
IGIAX	Integrity ESG Growth & Income Fund	91	—	Jan 1995	DUSQX vs IGIAX

Top Performing DUSQX Alternatives (YTD)

DUSQX is at 9.95% YTD. There are 127 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 33.95%.

Symbol	Name	YTD Return	AUM	Inception
VPCCX	Vanguard PRIMECAP Core Fund	33.95%	17.20B	Dec 2004	DUSQX vs VPCCX
VPMAX	Vanguard PRIMECAP Fund Admiral Shares	29.80%	92.00B	Nov 2001	DUSQX vs VPMAX
IGIAX	Integrity ESG Growth & Income Fund	27.12%	—	Jan 1995	DUSQX vs IGIAX
FLCKX	Fidelity Leveraged Company Stock Fund Class K	27.04%	—	May 2008	DUSQX vs FLCKX
FLVCX	Fidelity Leveraged Company Stock Fund	26.99%	—	Dec 2000	DUSQX vs FLVCX

Lowest Volatility Alternatives to DUSQX

DUSQX has 11.76% 1-year volatility. There are 68 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.29%.

Symbol	Name	Volatility 1Y	AUM	Inception
ORDNX	North Square Preferred and Income Securities Fund	2.29%	—	Jun 2013	DUSQX vs ORDNX
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	2.40%	—	Mar 2021	DUSQX vs SVPFX
QUERX	AQR Large Cap Defensive Style Fund Class R6	8.39%	—	Jul 2012	DUSQX vs QUERX
AUEIX	AQR Large Cap Defensive Style Fund	8.40%	—	Jul 2012	DUSQX vs AUEIX
FSUVX	Fidelity SAI U.S. Low Volatility Index Fund	8.59%	—	May 2015	DUSQX vs FSUVX

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 -1.33%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	-1.33%	—	Mar 2021	DUSQX vs SVPFX
ORDNX	North Square Preferred and Income Securities Fund	-2.66%	—	Jun 2013	DUSQX vs ORDNX
RCKSX	Rock Oak Core Growth Fund	-4.14%	—	Dec 2004	DUSQX vs RCKSX
AUEIX	AQR Large Cap Defensive Style Fund	-5.91%	—	Jul 2012	DUSQX vs AUEIX
QUERX	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.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
DFSVX	DFA U.S. Small Cap Value Portfolio I	Small Cap Value Equities	61	16.82%	—	Mar 1993	DUSQX vs DFSVX
DFIVX	DFA International Value Portfolio Institutional Cl...	Foreign Large Cap Equities	83	12.21%	—	Feb 1994	DUSQX vs DFIVX
DGEIX	DFA Global Equity Portfolio Institutional Class	Global Equities	78	12.60%	—	Dec 2003	DUSQX vs DGEIX
DFUSX	DFA U.S. Large Company Portfolio	Large Cap Blend Equities	68	9.80%	—	Sep 1999	DUSQX vs DFUSX
DISVX	DFA International Small Cap Value Portfolio	Foreign Small & Mid Cap Equities	68	9.87%	—	Dec 1994	DUSQX vs DISVX
DFFVX	DFA U.S. Targeted Value Portfolio	Small Cap Value Equities	59	15.95%	—	Feb 2000	DUSQX vs DFFVX
DFIEX	DFA International Core Equity Portfolio I	Foreign Large Cap Equities, Large Cap Blend Equities	53	10.75%	—	Sep 2005	DUSQX vs DFIEX
DFSTX	DFA U.S. Small Cap Portfolio	Small Cap Blend Equities	58	16.97%	—	Mar 1992	DUSQX vs DFSTX
DFEOX	DFA US Core Equity 1 Portfolio I	Large Cap Blend Equities	77	11.47%	—	Sep 2005	DUSQX vs DFEOX
DFLVX	DFA U.S. Large Cap Value Portfolio	Large Cap Value Equities	92	16.63%	—	Feb 1993	DUSQX vs DFLVX

Often Compared With DUSQX

Investors most often compare DUSQX with VOO, SPY, VTSAX. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
VOO	Vanguard S&P 500 ETF	S&P 500	59	8.19%	1.70T	Sep 2010	DUSQX vs VOO
SPY	State Street SPDR S&P 500 ETF	S&P 500	59	8.15%	765.27B	Jan 1993	DUSQX vs SPY
VTSAX	Vanguard Total Stock Market Index Fund Admiral Sha...	Large Cap Blend Equities	65	10.33%	2.30T	Nov 2000	DUSQX vs VTSAX
SCHX	Schwab U.S. Large-Cap ETF	Large Cap Blend Equities	56	8.04%	72.05B	Nov 2009	DUSQX vs SCHX
SCHG	Schwab U.S. Large-Cap Growth ETF	Large Cap Growth Equities	28	1.35%	59.17B	Dec 2009	DUSQX vs SCHG
SGOIX	First Eagle Overseas Fund Class I	Large Cap Blend Equities, Foreign Large Cap Equities	51	7.79%	—	—	DUSQX vs SGOIX
TANDX	Castle Tandem Fund	Large Cap Blend Equities	0	-13.98%	—	Mar 2019	DUSQX vs TANDX
DFQTX	DFA US Core Equity 2 Portfolio I	Large Cap Blend Equities	77	11.69%	—	—	DUSQX vs DFQTX
DHAMX	Centre American Select Equity Fund	Large Cap Blend Equities	91	24.16%	—	Dec 2011	DUSQX vs DHAMX
NWAUX	Nationwide GQG US Quality Equity Fund	Large Cap Blend Equities	4	2.66%	—	Jan 2021	DUSQX vs NWAUX
POGSX	Pin Oak Equity	Large Cap Blend Equities	87	16.85%	—	Aug 1992	DUSQX vs POGSX
AFNIX	AAM/Bahl & Gaynor Income Growth Fund Class I	Large Cap Blend Equities, Dividend	—	—	—	Jul 2012	DUSQX vs AFNIX
FEQHX	Fidelity Hedged Equity Fund	Large Cap Blend Equities	53	7.79%	—	Sep 2022	DUSQX vs FEQHX
VITPX	Vanguard Institutional Total Stock Market Index Fu...	Large Cap Blend Equities	65	10.34%	35.20B	May 2001	DUSQX vs VITPX
FGJEX	Fidelity Advisor Growth & Income Fund Class Z	Large Cap Blend Equities	59	7.87%	—	Mar 2025	DUSQX vs FGJEX
SSSYX	State Street Equity 500 Index Fund Class K	S&P 500, Large Cap Blend Equities	65	9.78%	—	Sep 2014	DUSQX vs SSSYX
FNSTX	Fidelity Infrastructure Fund	Large Cap Blend Equities	51	11.33%	—	Nov 2019	DUSQX vs FNSTX
GQEIX	GQG Partners US Select Quality Equity Fund	Large Cap Blend Equities	4	2.94%	—	Sep 2018	DUSQX vs GQEIX
YFSIX	AMG Yacktman Global Fund	Large Cap Blend Equities	19	22.44%	—	Jan 2017	DUSQX vs YFSIX
MUHLX	Muhlenkamp Fund	Large Cap Blend Equities	29	9.77%	—	Nov 1988	DUSQX vs MUHLX

Compare DUSQX with Any Fund or Stock

Compare DUSQX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

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

DFA U.S. Large Cap Equity Portfolio (DUSQX) Alternatives