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 -0.15. 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
DFAIX vs. SCHO - Performance Comparison
Key characteristics
DFAIX:
6.84
SCHO:
3.49
DFAIX:
14.61
SCHO:
5.82
DFAIX:
4.75
SCHO:
1.79
DFAIX:
13.14
SCHO:
6.31
DFAIX:
81.39
SCHO:
18.74
DFAIX:
0.08%
SCHO:
0.33%
DFAIX:
0.90%
SCHO:
1.77%
DFAIX:
-5.63%
SCHO:
-5.69%
DFAIX:
-0.00%
SCHO:
-0.08%
Returns By Period
In the year-to-date period, DFAIX achieves a 2.19% return, which is significantly lower than SCHO's 2.33% return. Over the past 10 years, DFAIX has outperformed SCHO with an annualized return of 2.90%, while SCHO has yielded a comparatively lower 1.46% annualized return.
DFAIX
2.19%
0.56%
3.28%
6.03%
4.44%
2.90%
SCHO
2.33%
0.64%
2.47%
6.10%
1.17%
1.46%
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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 4.05%, less than SCHO's 4.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DFAIX DFA Short-Duration Real Return Portfolio | 4.05% | 4.14% | 3.66% | 1.68% | 0.98% | 0.82% | 2.53% | 2.72% | 1.71% | 1.41% | 1.29% | 0.88% |
SCHO Schwab Short-Term U.S. Treasury ETF | 4.22% | 4.29% | 3.76% | 1.34% | 0.41% | 1.27% | 2.26% | 1.78% | 1.12% | 0.82% | 0.68% | 0.47% |
Drawdowns
DFAIX vs. SCHO - Drawdown Comparison
The maximum DFAIX drawdown since its inception was -5.63%, roughly equal to the maximum SCHO drawdown of -5.69%. 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 0.47%, while Schwab Short-Term U.S. Treasury ETF (SCHO) has a volatility of 0.71%. 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.