DFCFX vs. BSV
Compare and contrast key facts about DFA Two-Year Fixed Income Portfolio (DFCFX) and Vanguard Short-Term Bond Index Fund ETF Shares (BSV).
DFCFX is managed by Dimensional. It was launched on Jun 6, 1996. BSV is a passively managed fund by Vanguard that tracks the performance of the Bloomberg U.S. 1–5 Year Government/Credit Float Adjusted Index. It was launched on Apr 3, 2007.
Performance
DFCFX vs. BSV - Performance Comparison
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DFCFX vs. BSV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DFCFX DFA Two-Year Fixed Income Portfolio | 0.89% | 2.28% | 5.33% | 4.92% | -3.28% | 8.60% | 0.57% | 2.65% | 1.78% | 0.92% |
BSV Vanguard Short-Term Bond Index Fund ETF Shares | 0.13% | 6.00% | 3.78% | 4.90% | -5.49% | -1.09% | 4.70% | 4.98% | 1.34% | 1.20% |
Returns By Period
In the year-to-date period, DFCFX achieves a 0.89% return, which is significantly higher than BSV's 0.13% return. Over the past 10 years, DFCFX has outperformed BSV with an annualized return of 2.44%, while BSV has yielded a comparatively lower 1.97% annualized return.
DFCFX
- 1D
- 0.06%
- 1M
- 0.26%
- YTD
- 0.89%
- 6M
- 1.87%
- 1Y
- 3.08%
- 3Y*
- 4.06%
- 5Y*
- 3.68%
- 10Y*
- 2.44%
BSV
- 1D
- 0.14%
- 1M
- -0.78%
- YTD
- 0.13%
- 6M
- 1.33%
- 1Y
- 4.13%
- 3Y*
- 4.27%
- 5Y*
- 1.68%
- 10Y*
- 1.97%
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DFCFX vs. BSV - Expense Ratio Comparison
DFCFX has a 0.21% expense ratio, which is higher than BSV's 0.03% 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%.
Return for Risk
DFCFX vs. BSV — Risk / Return Rank
DFCFX
BSV
DFCFX vs. BSV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for DFA Two-Year Fixed Income Portfolio (DFCFX) and Vanguard Short-Term Bond Index Fund ETF Shares (BSV). 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.
| DFCFX | BSV | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.59 | 2.08 | +0.51 |
Sortino ratioReturn per unit of downside risk | 2.98 | 3.31 | -0.33 |
Omega ratioGain probability vs. loss probability | 3.80 | 1.41 | +2.39 |
Calmar ratioReturn relative to maximum drawdown | 2.07 | 3.25 | -1.18 |
Martin ratioReturn relative to average drawdown | 5.56 | 12.45 | -6.89 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| DFCFX | BSV | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.59 | 2.08 | +0.51 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.84 | 0.62 | +0.22 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.78 | 0.83 | -0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.34 | 0.86 | +0.49 |
Correlation
The correlation between DFCFX and BSV is 0.39, 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.
Dividends
DFCFX vs. BSV - Dividend Comparison
DFCFX's dividend yield for the trailing twelve months is around 2.94%, less than BSV's 3.90% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DFCFX DFA Two-Year Fixed Income Portfolio | 2.94% | 2.16% | 4.90% | 3.43% | 1.32% | 8.29% | 0.67% | 2.22% | 1.87% | 1.22% | 0.79% | 0.53% |
BSV Vanguard Short-Term Bond Index Fund ETF Shares | 3.90% | 3.83% | 3.38% | 2.46% | 1.50% | 1.45% | 1.79% | 2.29% | 1.99% | 1.65% | 1.48% | 1.40% |
Drawdowns
DFCFX vs. BSV - Drawdown Comparison
The maximum DFCFX drawdown since its inception was -4.27%, smaller than the maximum BSV drawdown of -8.54%. Use the drawdown chart below to compare losses from any high point for DFCFX and BSV.
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Drawdown Indicators
| DFCFX | BSV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -4.27% | -8.54% | +4.27% |
Max Drawdown (1Y)Largest decline over 1 year | -1.03% | -1.29% | +0.26% |
Max Drawdown (5Y)Largest decline over 5 years | -4.27% | -8.54% | +4.27% |
Max Drawdown (10Y)Largest decline over 10 years | -4.27% | -8.54% | +4.27% |
Current DrawdownCurrent decline from peak | 0.00% | -0.78% | +0.78% |
Average DrawdownAverage peak-to-trough decline | -0.26% | -0.98% | +0.72% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.38% | 0.34% | +0.04% |
Volatility
DFCFX vs. BSV - Volatility Comparison
The current volatility for DFA Two-Year Fixed Income Portfolio (DFCFX) is 0.15%, while Vanguard Short-Term Bond Index Fund ETF Shares (BSV) has a volatility of 0.77%. This indicates that DFCFX experiences smaller price fluctuations and is considered to be less risky than BSV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DFCFX | BSV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.15% | 0.77% | -0.62% |
Volatility (6M)Calculated over the trailing 6-month period | 0.43% | 1.19% | -0.76% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.21% | 2.00% | -0.79% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.39% | 2.71% | +1.68% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.13% | 2.37% | +0.76% |