Correlation
The correlation between DFCFX and AVSF is 0.08, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
DFCFX vs. AVSF
Compare and contrast key facts about DFA Two-Year Fixed Income Portfolio (DFCFX) and Avantis Short-Term Fixed Income ETF (AVSF).
DFCFX is managed by Dimensional Fund Advisors LP. It was launched on Jun 6, 1996. AVSF is an actively managed fund by American Century Investments. It was launched on Oct 15, 2020.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DFCFX or AVSF.
Performance
DFCFX vs. AVSF - Performance Comparison
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Key characteristics
DFCFX:
7.56
AVSF:
2.72
DFCFX:
132.80
AVSF:
4.03
DFCFX:
77.48
AVSF:
1.53
DFCFX:
157.39
AVSF:
4.41
DFCFX:
1,809.29
AVSF:
11.82
DFCFX:
0.00%
AVSF:
0.51%
DFCFX:
0.64%
AVSF:
2.31%
DFCFX:
-4.64%
AVSF:
-8.85%
DFCFX:
0.00%
AVSF:
-0.04%
Returns By Period
In the year-to-date period, DFCFX achieves a 1.76% return, which is significantly lower than AVSF's 2.77% return.
DFCFX
1.76%
0.41%
2.18%
4.80%
3.61%
1.61%
1.46%
AVSF
2.77%
0.09%
2.59%
6.24%
3.29%
N/A
N/A
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DFCFX vs. AVSF - Expense Ratio Comparison
DFCFX has a 0.21% expense ratio, which is higher than AVSF's 0.15% 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
DFCFX vs. AVSF — Risk-Adjusted Performance Rank
DFCFX
AVSF
DFCFX vs. AVSF - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for DFA Two-Year Fixed Income Portfolio (DFCFX) and Avantis Short-Term Fixed Income ETF (AVSF). 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
DFCFX vs. AVSF - Dividend Comparison
DFCFX's dividend yield for the trailing twelve months is around 4.78%, more than AVSF's 4.34% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DFCFX DFA Two-Year Fixed Income Portfolio | 4.78% | 4.90% | 3.43% | 1.32% | 0.02% | 0.66% | 2.23% | 1.86% | 1.22% | 0.79% | 0.72% | 0.38% |
AVSF Avantis Short-Term Fixed Income ETF | 4.34% | 4.34% | 3.93% | 1.78% | 0.48% | 0.10% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
DFCFX vs. AVSF - Drawdown Comparison
The maximum DFCFX drawdown since its inception was -4.64%, smaller than the maximum AVSF drawdown of -8.85%. Use the drawdown chart below to compare losses from any high point for DFCFX and AVSF.
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Volatility
DFCFX vs. AVSF - Volatility Comparison
The current volatility for DFA Two-Year Fixed Income Portfolio (DFCFX) is 0.19%, while Avantis Short-Term Fixed Income ETF (AVSF) has a volatility of 0.72%. This indicates that DFCFX experiences smaller price fluctuations and is considered to be less risky than AVSF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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