BSBIX vs. DFEQX
Compare and contrast key facts about Baird Short-Term Bond Fund Institutional Class (BSBIX) and DFA Short-Term Extended Quality Portfolio (DFEQX).
BSBIX is a passively managed fund by Baird that tracks the performance of the Bloomberg Barclays 1-3 Year U.S. Government/Credit Bond Index. It was launched on Aug 31, 2004. DFEQX is managed by Dimensional. It was launched on Mar 4, 2009.
Performance
BSBIX vs. DFEQX - Performance Comparison
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BSBIX vs. DFEQX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BSBIX Baird Short-Term Bond Fund Institutional Class | 0.27% | 5.67% | 4.99% | 5.65% | -3.64% | -0.42% | 4.23% | 4.68% | 1.49% | 1.53% |
DFEQX DFA Short-Term Extended Quality Portfolio | 0.38% | 4.27% | 5.50% | 5.44% | -5.18% | -0.60% | 2.24% | 4.51% | 1.34% | 1.51% |
Returns By Period
In the year-to-date period, BSBIX achieves a 0.27% return, which is significantly lower than DFEQX's 0.38% return. Over the past 10 years, BSBIX has outperformed DFEQX with an annualized return of 2.51%, while DFEQX has yielded a comparatively lower 1.91% annualized return.
BSBIX
- 1D
- 0.00%
- 1M
- -0.39%
- YTD
- 0.27%
- 6M
- 1.29%
- 1Y
- 4.15%
- 3Y*
- 5.01%
- 5Y*
- 2.46%
- 10Y*
- 2.51%
DFEQX
- 1D
- 0.10%
- 1M
- -0.46%
- YTD
- 0.38%
- 6M
- 1.41%
- 1Y
- 3.59%
- 3Y*
- 4.68%
- 5Y*
- 1.91%
- 10Y*
- 1.91%
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BSBIX vs. DFEQX - Expense Ratio Comparison
BSBIX has a 0.30% expense ratio, which is higher than DFEQX's 0.19% expense ratio.
Return for Risk
BSBIX vs. DFEQX — Risk / Return Rank
BSBIX
DFEQX
BSBIX vs. DFEQX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Baird Short-Term Bond Fund Institutional Class (BSBIX) and DFA Short-Term Extended Quality Portfolio (DFEQX). 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.
| BSBIX | DFEQX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 3.02 | 4.12 | -1.10 |
Sortino ratioReturn per unit of downside risk | 4.76 | 6.61 | -1.85 |
Omega ratioGain probability vs. loss probability | 1.81 | 2.55 | -0.74 |
Calmar ratioReturn relative to maximum drawdown | 4.54 | 4.59 | -0.05 |
Martin ratioReturn relative to average drawdown | 20.13 | 20.66 | -0.54 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BSBIX | DFEQX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 3.02 | 4.12 | -1.10 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.28 | 0.93 | +0.35 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.51 | 1.13 | +0.38 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.64 | 1.11 | +0.53 |
Correlation
The correlation between BSBIX and DFEQX is 0.60, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
BSBIX vs. DFEQX - Dividend Comparison
BSBIX's dividend yield for the trailing twelve months is around 4.30%, more than DFEQX's 3.94% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BSBIX Baird Short-Term Bond Fund Institutional Class | 4.30% | 4.35% | 4.34% | 3.41% | 1.79% | 1.42% | 2.61% | 2.49% | 2.20% | 1.73% | 1.60% | 1.62% |
DFEQX DFA Short-Term Extended Quality Portfolio | 3.94% | 3.62% | 4.40% | 3.34% | 1.78% | 1.05% | 0.47% | 2.18% | 3.14% | 1.51% | 1.59% | 1.72% |
Drawdowns
BSBIX vs. DFEQX - Drawdown Comparison
The maximum BSBIX drawdown since its inception was -5.95%, smaller than the maximum DFEQX drawdown of -8.40%. Use the drawdown chart below to compare losses from any high point for BSBIX and DFEQX.
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Drawdown Indicators
| BSBIX | DFEQX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -5.95% | -8.40% | +2.45% |
Max Drawdown (1Y)Largest decline over 1 year | -0.94% | -0.76% | -0.18% |
Max Drawdown (5Y)Largest decline over 5 years | -5.95% | -8.40% | +2.45% |
Max Drawdown (10Y)Largest decline over 10 years | -5.95% | -8.40% | +2.45% |
Current DrawdownCurrent decline from peak | -0.59% | -0.55% | -0.04% |
Average DrawdownAverage peak-to-trough decline | -0.55% | -0.96% | +0.41% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.21% | 0.17% | +0.04% |
Volatility
BSBIX vs. DFEQX - Volatility Comparison
Baird Short-Term Bond Fund Institutional Class (BSBIX) has a higher volatility of 0.53% compared to DFA Short-Term Extended Quality Portfolio (DFEQX) at 0.46%. This indicates that BSBIX's price experiences larger fluctuations and is considered to be riskier than DFEQX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BSBIX | DFEQX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.53% | 0.46% | +0.07% |
Volatility (6M)Calculated over the trailing 6-month period | 0.86% | 0.66% | +0.20% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.42% | 0.91% | +0.51% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 1.93% | 2.06% | -0.13% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 1.67% | 1.70% | -0.03% |