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% | 14.30B | Feb 2019 | DWUSX vs VFSAX | |
| Avantis International Small Cap Value Fund Institu... | 0.36% | — | Dec 2019 | DWUSX vs AVDVX |
Best Risk-Adjusted Alternatives to DWUSX
DWUSX has a PortfoliosLab risk / return rank of 70. There are 6 mutual funds in the Foreign Small & Mid Cap Equities category with higher risk-adjusted ranks, going as high as 88.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Hood River International Opportunity Fund | 88 | — | Sep 2021 | DWUSX vs HRIOX | |
| Hood River International Opportunity Fund Investor... | 88 | — | Aug 2023 | DWUSX vs HRIIX | |
| Virtus International Small-Cap Fund | 87 | — | Dec 1997 | DWUSX vs ALOIX | |
| Avantis International Small Cap Value Fund Institu... | 77 | — | Dec 2019 | DWUSX vs AVDVX | |
| Avantis International Small Cap Value Fund Class G | 76 | — | Jan 2021 | DWUSX vs AVANX |
Top Performing DWUSX Alternatives (YTD)
DWUSX is at 12.29% YTD. There are 22 mutual funds in the Foreign Small & Mid Cap Equities category with higher YTD returns, going as high as 30.28%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Hood River International Opportunity Fund | 30.28% | — | Sep 2021 | DWUSX vs HRIOX | |
| Hood River International Opportunity Fund Investor... | 30.19% | — | Aug 2023 | DWUSX vs HRIIX | |
| Lazard International Small Cap Equity Portfolio | 23.23% | — | Nov 1993 | DWUSX vs LZISX | |
| Calamos International Small Cap Growth Fund | 21.08% | — | Mar 2022 | DWUSX vs CSGIX | |
| Artisan International Explorer Fund | 20.32% | — | May 2022 | DWUSX vs ARHBX |
Lowest Volatility Alternatives to DWUSX
DWUSX has 14.08% 1-year volatility. There are 29 mutual funds in the Foreign Small & Mid Cap Equities category with lower 1-year volatility, going as low as 11.22%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| AMG Yacktman Special Opportunities Fund | 11.22% | — | Jun 2014 | DWUSX vs YASLX | |
| MFS International New Discovery Fund Class R6 | 12.33% | — | Jun 2012 | DWUSX vs MIDLX | |
| MFS International New Discovery Fund | 12.36% | — | Oct 1997 | DWUSX vs MWNIX | |
| Harding Loevner International Small Companies Port... | 12.49% | — | Mar 2007 | DWUSX vs HLMSX | |
| Brandes International Small Cap Equity Fund Class ... | 12.71% | — | Feb 2012 | DWUSX vs BISMX |
Lowest Drawdown Alternatives to DWUSX
DWUSX has a 1-year max drawdown of -11.26%. There are 30 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. AUM among these funds goes as high as $42B.
Often Compared With DWUSX
Investors most often compare DWUSX with AVDV, VOO, VWIGX. These 19 comparison targets span 7 categories, based on PortfoliosLab usage data.
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