DFA U.S. Large Cap Equity Portfolio (DUSQX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to DUSQX
DUSQX charges 0.13% annually. Among mutual funds in the Large Cap Blend Equities category, these options have the lowest expense ratios among DUSQX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | Jun 27, 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 2, 2016 | DUSQX vs FLCPX | |
| State Street Equity 500 Index Fund Class K | 0.02% | Sep 17, 2014 | DUSQX vs SSSYX |
Best Risk-Adjusted Alternatives to DUSQX
Among mutual funds in the Large Cap Blend 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 PRIMECAP Fund Admiral Shares | 93 | Nov 12, 2001 | DUSQX vs VPMAX | |
| Pin Oak Equity | 91 | Aug 3, 1992 | DUSQX vs POGSX | |
| First Eagle Overseas Fund Class I | 89 | — | DUSQX vs SGOIX | |
| Permanent Portfolio Aggressive Growth Portfolio | 88 | Jan 2, 1990 | DUSQX vs PAGRX | |
| Centre American Select Equity Fund | 87 | Dec 21, 2011 | DUSQX vs DHAMX |
Top Performing DUSQX Alternatives (YTD)
DUSQX alternatives from the Large Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| GQG Partners US Select Quality Equity Fund | 9.81% | Sep 28, 2018 | DUSQX vs GQEIX | |
| Nationwide GQG US Quality Equity Fund | 9.70% | Jan 24, 2021 | DUSQX vs NWAUX | |
| AMG Yacktman Global Fund | 8.16% | Jan 30, 2017 | DUSQX vs YFSIX | |
| Muhlenkamp Fund | 6.53% | Nov 1, 1988 | DUSQX vs MUHLX | |
| Rock Oak Core Growth Fund | 6.05% | Dec 31, 2004 | DUSQX vs RCKSX |
Lowest Volatility Alternatives to DUSQX
DUSQX alternatives from the Large Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.63% | Jun 28, 2013 | DUSQX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 8.02% | Mar 28, 2021 | DUSQX vs SVPFX | |
| Fidelity Advisor Growth & Income Fund Class Z | 10.78% | Mar 20, 2025 | DUSQX vs FGJEX | |
| Fidelity Hedged Equity Fund | 10.94% | Sep 8, 2022 | DUSQX vs FEQHX | |
| AQR Large Cap Defensive Style Fund Class R6 | 12.03% | Jul 9, 2012 | DUSQX vs QUERX |
Lowest Drawdown Alternatives to DUSQX
DUSQX alternatives from the Large Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | -2.66% | Jun 28, 2013 | DUSQX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | -5.22% | Mar 28, 2021 | DUSQX vs SVPFX | |
| Fidelity Hedged Equity Fund | -7.40% | Sep 8, 2022 | DUSQX vs FEQHX | |
| Fidelity Infrastructure Fund | -8.43% | Nov 5, 2019 | DUSQX vs FNSTX | |
| GQG Partners US Select Quality Equity Fund | -8.67% | Sep 28, 2018 | DUSQX vs GQEIX |
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Often Compared With DUSQX
What investors most often compare with DUSQX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF | S&P 500 | 65 | -4.42% | Sep 7, 2010 | DUSQX vs VOO | |
| State Street SPDR S&P 500 ETF | S&P 500 | 64 | -4.37% | Jan 22, 1993 | DUSQX vs SPY | |
| Schwab U.S. Large-Cap ETF | Large Cap Blend Equities | 64 | -4.45% | Nov 3, 2009 | DUSQX vs SCHX | |
| Vanguard Total Stock Market Index Fund Admiral Sha... | Large Cap Blend Equities | 46 | -6.75% | Nov 13, 2000 | DUSQX vs VTSAX | |
| Schwab U.S. Large-Cap Growth ETF | Large Cap Growth Equities | 46 | -10.59% | Dec 11, 2009 | DUSQX vs SCHG | |
| Castle Tandem Fund | Large Cap Blend Equities | 0 | -9.28% | Mar 15, 2019 | DUSQX vs TANDX | |
| Vanguard Institutional Total Stock Market Index Fu... | Large Cap Blend Equities | 45 | -6.74% | May 31, 2001 | DUSQX vs VITPX |
Compare DUSQX with Any Fund or Stock
Compare DUSQX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.