DFCFX vs. BSV

In the year-to-date period, DFCFX achieves a 1.76% return, which is significantly lower than BSV's 2.66% return. Over the past 10 years, DFCFX has underperformed BSV with an annualized return of 1.47%, while BSV has yielded a comparatively higher 1.79% annualized return.

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DFCFX has a 0.21% expense ratio, which is higher than BSV'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%.

This table presents a comparison of risk-adjusted performance metrics for DFA Two-Year Fixed Income Portfolio (DFCFX) and Vanguard Short-Term Bond ETF (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.

The current DFCFX Sharpe Ratio is 7.56, which is higher than the BSV Sharpe Ratio of 2.82. The chart below compares the historical Sharpe Ratios of DFCFX and BSV, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

DFCFX's dividend yield for the trailing twelve months is around 4.78%, more than BSV's 3.55% yield.

The maximum DFCFX drawdown since its inception was -4.64%, smaller than the maximum BSV drawdown of -8.62%. Use the drawdown chart below to compare losses from any high point for DFCFX and BSV.

The current volatility for DFA Two-Year Fixed Income Portfolio (DFCFX) is 0.19%, while Vanguard Short-Term Bond ETF (BSV) has a volatility of 0.73%. 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.