DFEOX vs. DFAC

In the year-to-date period, DFEOX achieves a 1.33% return, which is significantly higher than DFAC's 0.74% return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

DFEOX has a 0.14% expense ratio, which is lower than DFAC's 0.19% expense ratio. Despite the difference, 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 US Core Equity 1 Portfolio I (DFEOX) and Dimensional U.S. Core Equity 2 ETF (DFAC). 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 DFEOX Sharpe Ratio is 0.56, which is comparable to the DFAC Sharpe Ratio of 0.51. The chart below compares the historical Sharpe Ratios of DFEOX and DFAC, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

DFEOX's dividend yield for the trailing twelve months is around 1.14%, more than DFAC's 1.08% yield.

The maximum DFEOX drawdown since its inception was -56.77%, which is greater than DFAC's maximum drawdown of -23.11%. Use the drawdown chart below to compare losses from any high point for DFEOX and DFAC. For additional features, visit the drawdowns tool.

DFA US Core Equity 1 Portfolio I (DFEOX) and Dimensional U.S. Core Equity 2 ETF (DFAC) have volatilities of 5.40% and 5.46%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.