BINCX vs. DFVQX

Last updated Jun 26, 2026

BINCX (Brandes International Small Cap Equity Fund Class C) and DFVQX (DFA International Vector Equity Portfolio) are both Foreign Small & Mid Cap Equities funds. Over the past 10 years, BINCX returned 10.13%/yr vs 10.43%/yr for DFVQX. Their correlation of 0.85 suggests significant overlap in exposure. BINCX charges 1.99%/yr vs 0.36%/yr for DFVQX.

Performance

BINCX vs. DFVQX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Brandes International Small Cap Equity Fund Class C (BINCX) and DFA International Vector Equity Portfolio (DFVQX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, BINCX achieves a -3.43% return, which is significantly lower than DFVQX's 8.63% return. Both investments have delivered pretty close results over the past 10 years, with BINCX having a 10.13% annualized return and DFVQX not far ahead at 10.43%.

BINCX

• 1D: -0.04%
• 1M: -3.81%
• YTD: -3.43%
• 6M: -3.62%
• 1Y: 6.18%
• 3Y*: 26.52%
• 5Y*: 15.06%
• 10Y*: 10.13%

DFVQX

• 1D: -0.51%
• 1M: -3.26%
• YTD: 8.63%
• 6M: 8.21%
• 1Y: 25.48%
• 3Y*: 19.81%
• 5Y*: 9.98%
• 10Y*: 10.43%

*Multi-year figures are annualized to reflect compound growth (CAGR)

BINCX vs. DFVQX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
BINCX Brandes International Small Cap Equity Fund Class C	-3.43%	44.63%	22.20%	37.99%	-9.36%	18.22%	3.79%	6.06%	-20.76%	10.71%
DFVQX DFA International Vector Equity Portfolio	8.63%	38.02%	4.55%	17.05%	-12.54%	15.01%	6.10%	20.87%	-19.03%	27.51%

Correlation

The correlation between BINCX and DFVQX is 0.75, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.75
Correlation (3Y) Calculated over the trailing 3-year period	0.82
Correlation (5Y) Calculated over the trailing 5-year period	0.87
Correlation (10Y) Calculated over the trailing 10-year period	0.85
Correlation (All Time) Calculated using the full available price history since Jan 2, 2014	0.85

The correlation between BINCX and DFVQX shifts across timeframes, from 0.75 (1 year) to 0.87 (5 years), reflecting how their relationship changes across market environments.

Return for Risk

BINCX vs. DFVQX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BINCX

BINCX Risk / Return Rank: 8
BINCX Sharpe Ratio Rank: 8
BINCX Sortino Ratio Rank: 9
BINCX Omega Ratio Rank: 8
BINCX Calmar Ratio Rank: 8
BINCX Martin Ratio Rank: 7

DFVQX

DFVQX Risk / Return Rank: 51
DFVQX Sharpe Ratio Rank: 55
DFVQX Sortino Ratio Rank: 53
DFVQX Omega Ratio Rank: 51
DFVQX Calmar Ratio Rank: 48
DFVQX Martin Ratio Rank: 49

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BINCX vs. DFVQX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Brandes International Small Cap Equity Fund Class C (BINCX) and DFA International Vector Equity Portfolio (DFVQX). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	BINCX	DFVQX	Difference
Sharpe ratio: Return per unit of total volatility	0.51	1.80	-1.30
Sortino ratio: Return per unit of downside risk	0.83	2.53	-1.70
Omega ratio: Gain probability vs. loss probability	1.10	1.33	-0.23
Calmar ratio: Return relative to maximum drawdown	0.54	2.32	-1.77
Martin ratio: Return relative to average drawdown	1.39	8.86	-7.46

BINCX vs. DFVQX - Sharpe Ratio Comparison

The current BINCX Sharpe Ratio is 0.51, which is lower than the DFVQX Sharpe Ratio of 1.80. The chart below compares the historical Sharpe Ratios of BINCX and DFVQX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

BINCX vs. DFVQX - Drawdown Comparison

The maximum BINCX drawdown since its inception was -48.15%, which is greater than DFVQX's maximum drawdown of -44.58%. Use the drawdown chart below to compare losses from any high point for BINCX and DFVQX.

Drawdown Indicators

	BINCX	DFVQX	Difference
Max Drawdown Largest peak-to-trough decline	-48.15%	-44.58%	-3.57%
Max Drawdown (1Y) Largest decline over 1 year	-11.66%	-10.98%	-0.68%
Max Drawdown (3Y) Largest decline over 3 years	-11.66%	-13.00%	+1.34%
Max Drawdown (5Y) Largest decline over 5 years	-31.97%	-28.33%	-3.64%
Max Drawdown (10Y) Largest decline over 10 years	-48.15%	-44.58%	-3.57%
Current Drawdown Current decline from peak	-11.32%	-3.51%	-7.81%
Average Drawdown Average peak-to-trough decline	-9.40%	-7.83%	-1.57%
Ulcer Index Depth and duration of drawdowns from previous peaks	4.54%	2.85%	+1.69%

Volatility

BINCX vs. DFVQX - Volatility Comparison

The current volatility for Brandes International Small Cap Equity Fund Class C (BINCX) is 3.61%, while DFA International Vector Equity Portfolio (DFVQX) has a volatility of 4.85%. This indicates that BINCX experiences smaller price fluctuations and is considered to be less risky than DFVQX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	BINCX	DFVQX	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.61%	4.85%	-1.24%
Volatility (6M) Calculated over the trailing 6-month period	10.44%	11.77%	-1.33%
Volatility (1Y) Calculated over the trailing 1-year period	12.58%	14.13%	-1.55%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	13.91%	15.71%	-1.80%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	14.12%	16.33%	-2.21%

BINCX vs. DFVQX - Expense Ratio Comparison

BINCX has a 1.99% expense ratio, which is higher than DFVQX's 0.36% expense ratio.

Dividends

BINCX vs. DFVQX - Dividend Comparison

BINCX's dividend yield for the trailing twelve months is around 3.12%, more than DFVQX's 2.99% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
BINCX Brandes International Small Cap Equity Fund Class C	3.12%	3.01%	2.54%	2.45%	2.98%	3.85%	0.60%	0.21%	3.77%	7.83%	3.75%	3.04%
DFVQX DFA International Vector Equity Portfolio	2.99%	3.06%	3.56%	3.47%	2.73%	4.76%	1.79%	2.68%	5.96%	1.81%	2.15%	2.77%

Frequently Asked Questions

Can I hold both BINCX and DFVQX in my portfolio?

BINCX and DFVQX have a correlation of 0.75, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, BINCX or DFVQX?

DFVQX has higher volatility (4.85%) compared to BINCX (3.61%). In terms of maximum drawdown, BINCX dropped -48.15% vs DFVQX's -44.58%.

Which has better risk-adjusted returns?

DFVQX currently has the higher Sharpe Ratio (1.80 vs 0.51), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.