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 0.42, 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.
Performance
DFAIX vs. VCSH - Performance Comparison
Key characteristics
DFAIX:
7.92
VCSH:
3.06
DFAIX:
20.13
VCSH:
4.75
DFAIX:
7.07
VCSH:
1.63
DFAIX:
67.83
VCSH:
5.35
DFAIX:
214.28
VCSH:
14.70
DFAIX:
0.03%
VCSH:
0.45%
DFAIX:
0.81%
VCSH:
2.18%
DFAIX:
-5.63%
VCSH:
-12.86%
DFAIX:
0.00%
VCSH:
0.00%
Returns By Period
The year-to-date returns for both stocks are quite close, with DFAIX having a 2.00% return and VCSH slightly lower at 1.99%. Over the past 10 years, DFAIX has outperformed VCSH with an annualized return of 2.97%, while VCSH has yielded a comparatively lower 2.42% annualized return.
DFAIX
2.00%
0.66%
3.38%
6.34%
4.65%
2.97%
VCSH
1.99%
0.41%
1.45%
6.65%
2.86%
2.42%
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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 4.06%, which matches VCSH's 4.08% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DFAIX DFA Short-Duration Real Return Portfolio | 4.06% | 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 | 4.08% | 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 0.28%, while Vanguard Short-Term Corporate Bond ETF (VCSH) has a volatility of 0.53%. 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.