DFAIX vs. SCHO
Compare and contrast key facts about DFA Short-Duration Real Return Portfolio (DFAIX) and Schwab Short-Term U.S. Treasury ETF (SCHO).
DFAIX is managed by Dimensional Fund Advisors LP. It was launched on Nov 5, 2013. SCHO is a passively managed fund by Charles Schwab that tracks the performance of the Bloomberg US Treasury (1-3 Y) (Inception 4/30/1996). It was launched on Aug 5, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DFAIX or SCHO.
Correlation
The correlation between DFAIX and SCHO is 0.37, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
DFAIX vs. SCHO - Performance Comparison
Key characteristics
DFAIX:
8.26
SCHO:
2.85
DFAIX:
21.52
SCHO:
4.74
DFAIX:
7.80
SCHO:
1.64
DFAIX:
67.92
SCHO:
5.98
DFAIX:
227.73
SCHO:
14.42
DFAIX:
0.03%
SCHO:
0.39%
DFAIX:
0.80%
SCHO:
1.96%
DFAIX:
-5.63%
SCHO:
-5.16%
DFAIX:
0.00%
SCHO:
-0.08%
Returns By Period
The year-to-date returns for both stocks are quite close, with DFAIX having a 0.48% return and SCHO slightly lower at 0.46%. Over the past 10 years, DFAIX has outperformed SCHO with an annualized return of 2.85%, while SCHO has yielded a comparatively lower 2.12% annualized return.
DFAIX
0.48%
0.67%
3.27%
6.48%
3.52%
2.85%
SCHO
0.46%
0.33%
2.62%
5.65%
2.29%
2.12%
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DFAIX vs. SCHO - Expense Ratio Comparison
DFAIX has a 0.22% expense ratio, which is higher than SCHO's 0.05% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
DFAIX vs. SCHO — Risk-Adjusted Performance Rank
DFAIX
SCHO
DFAIX vs. SCHO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for DFA Short-Duration Real Return Portfolio (DFAIX) and Schwab Short-Term U.S. Treasury ETF (SCHO). 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
DFAIX vs. SCHO - Dividend Comparison
DFAIX's dividend yield for the trailing twelve months is around 4.12%, less than SCHO's 5.00% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DFAIX DFA Short-Duration Real Return Portfolio | 4.12% | 4.14% | 3.66% | 1.68% | 0.99% | 0.81% | 2.53% | 2.72% | 1.70% | 1.41% | 1.28% | 0.87% |
SCHO Schwab Short-Term U.S. Treasury ETF | 5.00% | 5.02% | 5.23% | 2.19% | 0.56% | 1.73% | 3.44% | 2.85% | 1.48% | 1.16% | 0.95% | 0.58% |
Drawdowns
DFAIX vs. SCHO - Drawdown Comparison
The maximum DFAIX drawdown since its inception was -5.63%, which is greater than SCHO's maximum drawdown of -5.16%. Use the drawdown chart below to compare losses from any high point for DFAIX and SCHO. For additional features, visit the drawdowns tool.
Volatility
DFAIX vs. SCHO - Volatility Comparison
The current volatility for DFA Short-Duration Real Return Portfolio (DFAIX) is 0.21%, while Schwab Short-Term U.S. Treasury ETF (SCHO) has a volatility of 0.60%. This indicates that DFAIX experiences smaller price fluctuations and is considered to be less risky than SCHO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.