DFAPX vs. BIV

In the year-to-date period, DFAPX achieves a 2.01% return, which is significantly lower than BIV's 2.95% return. Over the past 10 years, DFAPX has underperformed BIV with an annualized return of 1.80%, while BIV has yielded a comparatively higher 1.91% annualized return.

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DFAPX has a 0.20% expense ratio, which is higher than BIV'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%.

This table presents a comparison of risk-adjusted performance metrics for DFA Investment Grade Portfolio (DFAPX) and Vanguard Intermediate-Term Bond ETF (BIV). 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.

The current DFAPX Sharpe Ratio is 0.93, which is comparable to the BIV Sharpe Ratio of 1.16. The chart below compares the historical Sharpe Ratios of DFAPX and BIV, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

DFAPX's dividend yield for the trailing twelve months is around 3.70%, less than BIV's 3.86% yield.

The maximum DFAPX drawdown since its inception was -19.45%, roughly equal to the maximum BIV drawdown of -18.94%. Use the drawdown chart below to compare losses from any high point for DFAPX and BIV. For additional features, visit the drawdowns tool.

The current volatility for DFA Investment Grade Portfolio (DFAPX) is 1.66%, while Vanguard Intermediate-Term Bond ETF (BIV) has a volatility of 1.83%. This indicates that DFAPX experiences smaller price fluctuations and is considered to be less risky than BIV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.