DFAPX vs. VTIAX
Compare and contrast key facts about DFA Investment Grade Portfolio (DFAPX) and Vanguard Total International Stock Index Fund Admiral Shares (VTIAX).
DFAPX is managed by Dimensional Fund Advisors LP. It was launched on Mar 7, 2011. VTIAX is managed by Vanguard. It was launched on Nov 29, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DFAPX or VTIAX.
Correlation
The correlation between DFAPX and VTIAX is -0.12. 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. VTIAX - Performance Comparison
Key characteristics
DFAPX:
0.90
VTIAX:
1.02
DFAPX:
1.34
VTIAX:
1.47
DFAPX:
1.16
VTIAX:
1.18
DFAPX:
0.36
VTIAX:
1.26
DFAPX:
2.33
VTIAX:
3.22
DFAPX:
1.84%
VTIAX:
3.83%
DFAPX:
4.79%
VTIAX:
12.11%
DFAPX:
-19.45%
VTIAX:
-35.82%
DFAPX:
-7.14%
VTIAX:
-1.72%
Returns By Period
In the year-to-date period, DFAPX achieves a 1.12% return, which is significantly lower than VTIAX's 6.97% return. Over the past 10 years, DFAPX has underperformed VTIAX with an annualized return of 1.69%, while VTIAX has yielded a comparatively higher 5.26% annualized return.
DFAPX
1.12%
0.81%
-0.58%
4.41%
-0.24%
1.69%
VTIAX
6.97%
4.37%
3.31%
11.82%
6.09%
5.26%
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DFAPX vs. VTIAX - Expense Ratio Comparison
DFAPX has a 0.20% expense ratio, which is higher than VTIAX's 0.11% 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. VTIAX — Risk-Adjusted Performance Rank
DFAPX
VTIAX
DFAPX vs. VTIAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for DFA Investment Grade Portfolio (DFAPX) and Vanguard Total International Stock Index Fund Admiral Shares (VTIAX). 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. VTIAX - Dividend Comparison
DFAPX's dividend yield for the trailing twelve months is around 3.76%, more than VTIAX's 3.11% 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% |
VTIAX Vanguard Total International Stock Index Fund Admiral Shares | 3.11% | 3.33% | 3.21% | 3.05% | 3.05% | 2.10% | 3.04% | 3.17% | 2.74% | 2.93% | 2.84% | 3.40% |
Drawdowns
DFAPX vs. VTIAX - Drawdown Comparison
The maximum DFAPX drawdown since its inception was -19.45%, smaller than the maximum VTIAX drawdown of -35.82%. Use the drawdown chart below to compare losses from any high point for DFAPX and VTIAX. For additional features, visit the drawdowns tool.
Volatility
DFAPX vs. VTIAX - Volatility Comparison
The current volatility for DFA Investment Grade Portfolio (DFAPX) is 1.37%, while Vanguard Total International Stock Index Fund Admiral Shares (VTIAX) has a volatility of 2.97%. This indicates that DFAPX experiences smaller price fluctuations and is considered to be less risky than VTIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.