DFAPX vs. USIG
Compare and contrast key facts about DFA Investment Grade Portfolio (DFAPX) and iShares Broad USD Investment Grade Corporate Bond ETF (USIG).
DFAPX is managed by Dimensional Fund Advisors LP. It was launched on Mar 7, 2011. USIG is a passively managed fund by iShares that tracks the performance of the ICE BofA US Corporate. It was launched on Jan 5, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DFAPX or USIG.
Correlation
The correlation between DFAPX and USIG is -0.40. 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
DFAPX vs. USIG - Performance Comparison
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Key characteristics
DFAPX:
5.33%
USIG:
4.23%
DFAPX:
-0.50%
USIG:
-0.42%
DFAPX:
-0.40%
USIG:
-0.42%
Returns By Period
DFAPX
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USIG
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DFAPX vs. USIG - Expense Ratio Comparison
DFAPX has a 0.20% expense ratio, which is higher than USIG'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
DFAPX vs. USIG — Risk-Adjusted Performance Rank
DFAPX
USIG
DFAPX vs. USIG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for DFA Investment Grade Portfolio (DFAPX) and iShares Broad USD Investment Grade Corporate Bond ETF (USIG). 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.
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Dividends
DFAPX vs. USIG - Dividend Comparison
DFAPX's dividend yield for the trailing twelve months is around 3.70%, less than USIG's 4.60% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DFAPX DFA Investment Grade Portfolio | 3.70% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
USIG iShares Broad USD Investment Grade Corporate Bond ETF | 4.60% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
DFAPX vs. USIG - Drawdown Comparison
The maximum DFAPX drawdown since its inception was -0.50%, which is greater than USIG's maximum drawdown of -0.42%. Use the drawdown chart below to compare losses from any high point for DFAPX and USIG. For additional features, visit the drawdowns tool.
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Volatility
DFAPX vs. USIG - Volatility Comparison
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