DFA World ex U.S. Targeted Value Portfolio (DWUSX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to DWUSX
DWUSX charges 0.52% annually. Among mutual funds in the Foreign Small & Mid Cap Equities category, these options have the lowest expense ratios among DWUSX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series International Small Cap Fund | 0.03% | Dec 3, 2009 | DWUSX vs FSTSX | |
| Fidelity SAI International Small Cap Index Fund | 0.10% | Jun 25, 2021 | DWUSX vs FSISX | |
| Vanguard FTSE All-World ex-US Small-Cap Index Fund... | 0.11% | Apr 2, 2009 | DWUSX vs VFSNX | |
| Vanguard FTSE All-World ex-US Small-Cap Index Fund... | 0.16% | Feb 7, 2019 | DWUSX vs VFSAX | |
| DFA International Vector Equity Portfolio | 0.36% | Aug 13, 2008 | DWUSX vs DFVQX |
Best Risk-Adjusted Alternatives to DWUSX
Among mutual funds in the Foreign Small & Mid Cap 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 | |
|---|---|---|---|---|
| Kopernik Global All-Cap Fund | 97 | Oct 31, 2013 | DWUSX vs KGGIX | |
| Kopernik Global All-Cap Fund Class A | 97 | Nov 1, 2013 | DWUSX vs KGGAX | |
| Hood River International Opportunity Fund | 97 | Sep 27, 2021 | DWUSX vs HRIOX | |
| Hood River International Opportunity Fund Investor... | 97 | Aug 11, 2023 | DWUSX vs HRIIX | |
| Avantis International Small Cap Value Fund | 94 | Dec 3, 2019 | DWUSX vs AVDVX |
Top Performing DWUSX Alternatives (YTD)
DWUSX alternatives from the Foreign Small & Mid Cap Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| AMG Yacktman Special Opportunities Fund | 7.56% | Jun 29, 2014 | DWUSX vs YASLX | |
| Hood River International Opportunity Fund | 6.18% | Sep 27, 2021 | DWUSX vs HRIOX | |
| Hood River International Opportunity Fund Investor... | 6.14% | Aug 11, 2023 | DWUSX vs HRIIX | |
| Kopernik Global All-Cap Fund | 4.70% | Oct 31, 2013 | DWUSX vs KGGIX | |
| Kopernik Global All-Cap Fund Class A | 4.60% | Nov 1, 2013 | DWUSX vs KGGAX |
Lowest Volatility Alternatives to DWUSX
DWUSX alternatives from the Foreign Small & Mid Cap Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| MFS International New Discovery Fund Class R6 | 12.10% | Jun 1, 2012 | DWUSX vs MIDLX | |
| MFS International New Discovery Fund | 12.11% | Oct 8, 1997 | DWUSX vs MWNIX | |
| AMG Yacktman Special Opportunities Fund | 12.99% | Jun 29, 2014 | DWUSX vs YASLX | |
| Artisan International Explorer Fund | 13.06% | May 15, 2022 | DWUSX vs ARHBX | |
| Harding Loevner International Small Companies Port... | 13.26% | Mar 25, 2007 | DWUSX vs HLMSX |
Lowest Drawdown Alternatives to DWUSX
DWUSX alternatives from the Foreign Small & Mid Cap Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Artisan International Explorer Fund | -9.51% | May 15, 2022 | DWUSX vs ARHBX | |
| William Blair International Small Cap Growth Fund | -10.09% | Oct 31, 2005 | DWUSX vs WISIX | |
| Artisan International Small-Mid Fund | -10.10% | Dec 20, 2001 | DWUSX vs ARTJX | |
| AMG Yacktman Special Opportunities Fund | -10.18% | Jun 29, 2014 | DWUSX vs YASLX | |
| Grandeur Peak International Stalwarts Fund | -10.42% | Aug 31, 2015 | DWUSX vs GISOX |
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Often Compared With DWUSX
What investors most often compare with DWUSX, 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 | DWUSX vs VOO | |
| Avantis International Small Cap Value ETF | Foreign Small & Mid Cap Equities | 96 | 6.39% | Sep 24, 2019 | DWUSX vs AVDV | |
| Vanguard International Growth Fund Investor Shares | Large Cap Growth Equities, Foreign Large Cap Equities | 13 | -8.64% | Sep 30, 1981 | DWUSX vs VWIGX | |
| Lazard International Small Cap Equity Portfolio | Foreign Small & Mid Cap Equities | 82 | 0.85% | Nov 30, 1993 | DWUSX vs LZISX | |
| Calamos International Small Cap Growth Fund | Foreign Small & Mid Cap Equities | 59 | 2.83% | Mar 30, 2022 | DWUSX vs CSGIX | |
| Fidelity Advisor International Small Cap Fund Clas... | Foreign Small & Mid Cap Equities | 56 | -2.49% | Oct 2, 2018 | DWUSX vs FIQIX |
Compare DWUSX with Any Fund or Stock
Compare DWUSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.