DFA World ex U.S. Targeted Value Portfolio (DWUSX) belongs to the Foreign Small & Mid Cap Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with DWUSX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to DWUSX
DWUSX charges 0.52% annually. There are 10 mutual funds in the Foreign Small & Mid Cap Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series International Small Cap Fund | 0.03% | — | Dec 2009 | DWUSX vs FSTSX | |
| Fidelity SAI International Small Cap Index Fund | 0.10% | — | Jun 2021 | DWUSX vs FSISX | |
| Vanguard FTSE All-World ex-US Small-Cap Index Fund... | 0.11% | — | Apr 2009 | DWUSX vs VFSNX | |
| Vanguard FTSE All-World ex-US Small-Cap Index Fund... | 0.16% | 13.90B | Feb 2019 | DWUSX vs VFSAX | |
| Avantis International Small Cap Value Fund | 0.36% | — | Dec 2019 | DWUSX vs AVDVX |
Best Risk-Adjusted Alternatives to DWUSX
DWUSX has a PortfoliosLab risk / return rank of 73. There are 7 mutual funds in the Foreign Small & Mid Cap Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Hood River International Opportunity Fund | 95 | — | Sep 2021 | DWUSX vs HRIOX | |
| Hood River International Opportunity Fund Investor... | 95 | — | Aug 2023 | DWUSX vs HRIIX | |
| Kopernik Global All-Cap Fund | 80 | — | Oct 2013 | DWUSX vs KGGIX | |
| Avantis International Small Cap Value Fund Class G | 80 | — | Jan 2021 | DWUSX vs AVANX | |
| Kopernik Global All-Cap Fund Class A | 80 | — | Nov 2013 | DWUSX vs KGGAX |
Top Performing DWUSX Alternatives (YTD)
DWUSX is at 13.89% YTD. There are 22 mutual funds in the Foreign Small & Mid Cap Equities category with higher YTD returns, going as high as 45.74%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Hood River International Opportunity Fund | 45.74% | — | Sep 2021 | DWUSX vs HRIOX | |
| Hood River International Opportunity Fund Investor... | 45.63% | — | Aug 2023 | DWUSX vs HRIIX | |
| Calamos International Small Cap Growth Fund | 35.70% | — | Mar 2022 | DWUSX vs CSGIX | |
| Lazard International Small Cap Equity Portfolio | 28.42% | — | Nov 1993 | DWUSX vs LZISX | |
| Artisan International Explorer Fund | 25.31% | — | May 2022 | DWUSX vs ARHBX |
Lowest Volatility Alternatives to DWUSX
DWUSX has 13.10% 1-year volatility. There are 21 mutual funds in the Foreign Small & Mid Cap Equities category with lower 1-year volatility, going as low as 10.99%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| AMG Yacktman Special Opportunities Fund | 10.99% | — | Jun 2014 | DWUSX vs YASLX | |
| MFS International New Discovery Fund Class R6 | 11.52% | — | Jun 2012 | DWUSX vs MIDLX | |
| MFS International New Discovery Fund | 11.54% | — | Oct 1997 | DWUSX vs MWNIX | |
| Harding Loevner International Small Companies Port... | 12.22% | — | Mar 2007 | DWUSX vs HLMSX | |
| Fidelity Advisor International Small Cap Fund Clas... | 12.23% | — | Oct 2018 | DWUSX vs FIQIX |
Lowest Drawdown Alternatives to DWUSX
DWUSX has a 1-year max drawdown of -11.26%. There are 32 mutual funds in the Foreign Small & Mid Cap Equities category with shallower 1-year drawdowns, going as shallow as -9.51%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Artisan International Explorer Fund | -9.51% | — | May 2022 | DWUSX vs ARHBX | |
| WCM International Small Cap Growth Fund | -9.81% | — | Nov 2015 | DWUSX vs WCMSX | |
| Virtus International Small-Cap Fund | -10.07% | — | Dec 1997 | DWUSX vs ALOIX | |
| Invesco Global Opportunities Fund Class A | -10.08% | — | Oct 1990 | DWUSX vs OPGIX | |
| William Blair International Small Cap Growth Fund | -10.09% | — | Oct 2005 | DWUSX vs WISIX |
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 | |
|---|---|---|---|---|---|---|---|
| DFA U.S. Small Cap Value Portfolio I | Small Cap Value Equities | 61 | 16.32% | — | Mar 1993 | DWUSX vs DFSVX | |
| DFA International Value Portfolio | Foreign Large Cap Equities | 78 | 13.29% | — | Feb 1994 | DWUSX vs DFIVX | |
| DFA Global Equity Portfolio Institutional Class | Global Equities | 77 | 13.03% | — | Dec 2003 | DWUSX vs DGEIX | |
| DFA U.S. Large Company Portfolio | Large Cap Blend Equities | 77 | 11.70% | — | Sep 1999 | DWUSX vs DFUSX | |
| DFA International Small Cap Value Portfolio | Foreign Small & Mid Cap Equities | 60 | 10.61% | — | Dec 1994 | DWUSX vs DISVX | |
| DFA U.S. Targeted Value Portfolio | Small Cap Value Equities | 56 | 14.56% | — | Feb 2000 | DWUSX vs DFFVX | |
| DFA International Core Equity Portfolio I | Foreign Large Cap Equities, Large Cap Blend Equities | 45 | 11.05% | — | Sep 2005 | DWUSX vs DFIEX | |
| DFA U.S. Small Cap Portfolio | Small Cap Blend Equities | 51 | 14.69% | — | Mar 1992 | DWUSX vs DFSTX | |
| DFA US Core Equity 1 Portfolio I | Large Cap Blend Equities | 79 | 12.32% | — | Sep 2005 | DWUSX vs DFEOX | |
| DFA U.S. Large Cap Value Portfolio | Large Cap Value Equities | 92 | 16.01% | — | Feb 1993 | DWUSX vs DFLVX |
Often Compared With DWUSX
Investors most often compare DWUSX with AVDV, VOO, VWIGX. These 9 comparison targets span 5 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Avantis International Small Cap Value ETF | Foreign Small & Mid Cap Equities | 78 | 16.04% | 19.44B | Sep 2019 | DWUSX vs AVDV | |
| Vanguard S&P 500 ETF | S&P 500 | 70 | 10.91% | 1.60T | Sep 2010 | DWUSX vs VOO | |
| Vanguard International Growth Fund Investor Shares | Large Cap Growth Equities, Foreign Large Cap Equities | 9 | 6.19% | 43.80B | Sep 1981 | DWUSX vs VWIGX | |
| DFA US Core Equity 2 Portfolio I | Large Cap Blend Equities | 78 | 12.21% | — | — | DWUSX vs DFQTX | |
| DFA International Vector Equity Portfolio | Foreign Small & Mid Cap Equities | 51 | 11.85% | — | Aug 2008 | DWUSX vs DFVQX | |
| Artisan International Small-Mid Fund | Foreign Small & Mid Cap Equities | 13 | 5.38% | — | Dec 2001 | DWUSX vs ARTJX | |
| Grandeur Peak International Stalwarts Fund | Foreign Small & Mid Cap Equities | 20 | 20.07% | — | Aug 2015 | DWUSX vs GISOX | |
| Fidelity Advisor International Small Cap Fund Clas... | Foreign Small & Mid Cap Equities | 25 | 9.95% | — | May 2003 | DWUSX vs FTISX | |
| Dimensional International Value ETF | Foreign Large Cap Equities | 75 | 11.54% | 20.04B | Apr 1999 | DWUSX vs DFIV |
Compare DWUSX with Any Fund or Stock
Compare DWUSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair DWUSX with funds that move differently
DFA World ex U.S. Targeted Value Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to DWUSX.
Explore DWUSX Diversifiers