BCOSX vs. DFIEX
Compare and contrast key facts about Baird Core Plus Bond Fund (BCOSX) and DFA International Core Equity Portfolio I (DFIEX).
BCOSX is managed by Baird. It was launched on Sep 29, 2000. DFIEX is managed by Dimensional Fund Advisors LP. It was launched on Sep 15, 2005.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BCOSX or DFIEX.
Key characteristics
| BCOSX | DFIEX | |
|---|---|---|
| YTD Return | -1.36% | 3.95% |
| 1Y Return | 1.32% | 12.44% |
| 3Y Return (Ann) | -2.67% | 3.22% |
| 5Y Return (Ann) | 0.74% | 6.79% |
| 10Y Return (Ann) | 1.80% | 4.93% |
| Sharpe Ratio | 0.24 | 0.98 |
| Daily Std Dev | 6.30% | 12.37% |
| Max Drawdown | -18.39% | -62.26% |
| Current Drawdown | -9.89% | -1.00% |
Correlation
The correlation between BCOSX and DFIEX is -0.11. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
BCOSX vs. DFIEX - Performance Comparison
In the year-to-date period, BCOSX achieves a -1.36% return, which is significantly lower than DFIEX's 3.95% return. Over the past 10 years, BCOSX has underperformed DFIEX with an annualized return of 1.80%, while DFIEX has yielded a comparatively higher 4.93% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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BCOSX vs. DFIEX - Expense Ratio Comparison
BCOSX has a 0.55% expense ratio, which is higher than DFIEX's 0.24% expense ratio.
Risk-Adjusted Performance
BCOSX vs. DFIEX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Baird Core Plus Bond Fund (BCOSX) and DFA International Core Equity Portfolio I (DFIEX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
BCOSX vs. DFIEX - Dividend Comparison
BCOSX's dividend yield for the trailing twelve months is around 3.40%, more than DFIEX's 3.24% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BCOSX Baird Core Plus Bond Fund | 3.40% | 3.17% | 2.69% | 2.57% | 3.11% | 2.60% | 2.75% | 2.47% | 2.65% | 2.49% | 2.63% | 2.90% |
DFIEX DFA International Core Equity Portfolio I | 3.24% | 3.36% | 2.88% | 2.98% | 1.77% | 2.90% | 2.95% | 2.49% | 2.76% | 4.16% | 3.10% | 2.39% |
Drawdowns
BCOSX vs. DFIEX - Drawdown Comparison
The maximum BCOSX drawdown since its inception was -18.39%, smaller than the maximum DFIEX drawdown of -62.26%. Use the drawdown chart below to compare losses from any high point for BCOSX and DFIEX. For additional features, visit the drawdowns tool.
Volatility
BCOSX vs. DFIEX - Volatility Comparison
The current volatility for Baird Core Plus Bond Fund (BCOSX) is 1.93%, while DFA International Core Equity Portfolio I (DFIEX) has a volatility of 3.86%. This indicates that BCOSX experiences smaller price fluctuations and is considered to be less risky than DFIEX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.