DFCF vs. VTBIX

In the year-to-date period, DFCF achieves a 1.49% return, which is significantly higher than VTBIX's 1.19% return.

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DFCF has a 0.17% expense ratio, which is higher than VTBIX's 0.09% 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 Dimensional Core Fixed Income ETF (DFCF) and Vanguard Total Bond Market II Index Fund Investor Shares (VTBIX). 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 DFCF Sharpe Ratio is 0.79, which is comparable to the VTBIX Sharpe Ratio of 0.79. The chart below compares the historical Sharpe Ratios of DFCF and VTBIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

DFCF's dividend yield for the trailing twelve months is around 4.61%, more than VTBIX's 3.85% yield.

The maximum DFCF drawdown since its inception was -19.56%, roughly equal to the maximum VTBIX drawdown of -19.61%. Use the drawdown chart below to compare losses from any high point for DFCF and VTBIX. For additional features, visit the drawdowns tool.

Dimensional Core Fixed Income ETF (DFCF) has a higher volatility of 1.63% compared to Vanguard Total Bond Market II Index Fund Investor Shares (VTBIX) at 1.39%. This indicates that DFCF's price experiences larger fluctuations and is considered to be riskier than VTBIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.