DFAPX vs. UCON
Compare and contrast key facts about DFA Investment Grade Portfolio (DFAPX) and First Trust TCW Unconstrained Plus Bond ETF (UCON).
DFAPX is managed by Dimensional Fund Advisors LP. It was launched on Mar 7, 2011. UCON is an actively managed fund by First Trust. It was launched on Jun 4, 2018.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DFAPX or UCON.
Correlation
The correlation between DFAPX and UCON is 0.48, 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
DFAPX vs. UCON - Performance Comparison
Key characteristics
DFAPX:
0.90
UCON:
1.94
DFAPX:
1.34
UCON:
2.85
DFAPX:
1.16
UCON:
1.38
DFAPX:
0.36
UCON:
3.38
DFAPX:
2.33
UCON:
8.05
DFAPX:
1.84%
UCON:
0.71%
DFAPX:
4.79%
UCON:
2.96%
DFAPX:
-19.45%
UCON:
-15.31%
DFAPX:
-7.14%
UCON:
-0.21%
Returns By Period
In the year-to-date period, DFAPX achieves a 1.12% return, which is significantly higher than UCON's 0.71% return.
DFAPX
1.12%
0.81%
-0.58%
4.41%
-0.24%
1.69%
UCON
0.71%
0.47%
1.19%
5.86%
2.67%
N/A
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DFAPX vs. UCON - Expense Ratio Comparison
DFAPX has a 0.20% expense ratio, which is lower than UCON's 0.76% expense ratio.
Risk-Adjusted Performance
DFAPX vs. UCON — Risk-Adjusted Performance Rank
DFAPX
UCON
DFAPX vs. UCON - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for DFA Investment Grade Portfolio (DFAPX) and First Trust TCW Unconstrained Plus Bond ETF (UCON). 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
DFAPX vs. UCON - Dividend Comparison
DFAPX's dividend yield for the trailing twelve months is around 3.76%, less than UCON's 4.47% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DFAPX DFA Investment Grade Portfolio | 3.76% | 3.80% | 3.31% | 2.62% | 1.88% | 2.12% | 2.73% | 2.67% | 2.22% | 2.12% | 2.14% | 2.42% |
UCON First Trust TCW Unconstrained Plus Bond ETF | 4.47% | 4.95% | 4.75% | 3.12% | 2.20% | 3.14% | 3.51% | 1.76% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
DFAPX vs. UCON - Drawdown Comparison
The maximum DFAPX drawdown since its inception was -19.45%, which is greater than UCON's maximum drawdown of -15.31%. Use the drawdown chart below to compare losses from any high point for DFAPX and UCON. For additional features, visit the drawdowns tool.
Volatility
DFAPX vs. UCON - Volatility Comparison
DFA Investment Grade Portfolio (DFAPX) has a higher volatility of 1.37% compared to First Trust TCW Unconstrained Plus Bond ETF (UCON) at 0.62%. This indicates that DFAPX's price experiences larger fluctuations and is considered to be riskier than UCON based on this measure. The chart below showcases a comparison of their rolling one-month volatility.