DFAIX vs. VCSH
Compare and contrast key facts about DFA Short-Duration Real Return Portfolio (DFAIX) and Vanguard Short-Term Corporate Bond ETF (VCSH).
DFAIX is managed by Dimensional Fund Advisors LP. It was launched on Nov 5, 2013. VCSH is a passively managed fund by Vanguard that tracks the performance of the Barclays Capital U.S. 1-5 Year Corporate Index. It was launched on Nov 19, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DFAIX or VCSH.
Correlation
The correlation between DFAIX and VCSH is 0.08, 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. VCSH - Performance Comparison
Key characteristics
DFAIX:
6.84
VCSH:
2.99
DFAIX:
14.61
VCSH:
4.60
DFAIX:
4.74
VCSH:
1.64
DFAIX:
13.13
VCSH:
5.64
DFAIX:
81.37
VCSH:
15.89
DFAIX:
0.08%
VCSH:
0.46%
DFAIX:
0.90%
VCSH:
2.43%
DFAIX:
-5.63%
VCSH:
-12.86%
DFAIX:
0.00%
VCSH:
-0.03%
Returns By Period
The year-to-date returns for both stocks are quite close, with DFAIX having a 2.29% return and VCSH slightly lower at 2.26%. Over the past 10 years, DFAIX has outperformed VCSH with an annualized return of 2.94%, while VCSH has yielded a comparatively lower 2.46% annualized return.
DFAIX
2.29%
0.37%
3.28%
6.13%
4.45%
2.94%
VCSH
2.26%
0.37%
2.65%
7.42%
2.29%
2.46%
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DFAIX vs. VCSH - Expense Ratio Comparison
DFAIX has a 0.22% expense ratio, which is higher than VCSH's 0.04% 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. VCSH — Risk-Adjusted Performance Rank
DFAIX
VCSH
DFAIX vs. VCSH - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for DFA Short-Duration Real Return Portfolio (DFAIX) and Vanguard Short-Term Corporate Bond ETF (VCSH). 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. VCSH - Dividend Comparison
DFAIX's dividend yield for the trailing twelve months is around 4.05%, which matches VCSH's 4.07% 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% | 0.99% | 0.81% | 2.53% | 2.72% | 1.70% | 1.41% | 1.28% | 0.87% |
VCSH Vanguard Short-Term Corporate Bond ETF | 4.07% | 3.96% | 3.09% | 2.01% | 1.81% | 2.27% | 2.87% | 2.65% | 2.25% | 2.10% | 2.08% | 2.01% |
Drawdowns
DFAIX vs. VCSH - Drawdown Comparison
The maximum DFAIX drawdown since its inception was -5.63%, smaller than the maximum VCSH drawdown of -12.86%. Use the drawdown chart below to compare losses from any high point for DFAIX and VCSH. For additional features, visit the drawdowns tool.
Volatility
DFAIX vs. VCSH - Volatility Comparison
The current volatility for DFA Short-Duration Real Return Portfolio (DFAIX) is 0.48%, while Vanguard Short-Term Corporate Bond ETF (VCSH) has a volatility of 1.37%. This indicates that DFAIX experiences smaller price fluctuations and is considered to be less risky than VCSH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.