DFIC vs. DFIEX
Compare and contrast key facts about DFA Dimensional International Core Equity 2 ETF (DFIC) and DFA International Core Equity Portfolio I (DFIEX).
DFIC is an actively managed fund by Dimensional. It was launched on Mar 23, 2022. DFIEX is managed by Dimensional Fund Advisors LP. It was launched on Sep 15, 2005.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DFIC or DFIEX.
Correlation
The correlation between DFIC and DFIEX is 0.99, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
DFIC vs. DFIEX - Performance Comparison
Key characteristics
DFIC:
0.48
DFIEX:
0.39
DFIC:
0.73
DFIEX:
0.61
DFIC:
1.09
DFIEX:
1.07
DFIC:
0.67
DFIEX:
0.49
DFIC:
1.92
DFIEX:
1.52
DFIC:
3.12%
DFIEX:
3.24%
DFIC:
12.46%
DFIEX:
12.56%
DFIC:
-24.40%
DFIEX:
-62.26%
DFIC:
-8.81%
DFIEX:
-9.79%
Returns By Period
In the year-to-date period, DFIC achieves a 3.35% return, which is significantly higher than DFIEX's 2.17% return.
DFIC
3.35%
-1.60%
-0.43%
4.37%
N/A
N/A
DFIEX
2.17%
-2.49%
-1.53%
3.32%
5.11%
5.66%
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DFIC vs. DFIEX - Expense Ratio Comparison
DFIC has a 0.23% expense ratio, which is lower than DFIEX's 0.24% 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%.
Risk-Adjusted Performance
DFIC vs. DFIEX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for DFA Dimensional International Core Equity 2 ETF (DFIC) and DFA International Core Equity Portfolio I (DFIEX). 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.
Dividends
DFIC vs. DFIEX - Dividend Comparison
DFIC's dividend yield for the trailing twelve months is around 2.89%, more than DFIEX's 2.41% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DFIC DFA Dimensional International Core Equity 2 ETF | 2.89% | 2.54% | 1.48% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
DFIEX DFA International Core Equity Portfolio I | 2.41% | 3.36% | 2.89% | 2.98% | 1.77% | 2.90% | 2.95% | 2.50% | 2.77% | 2.62% | 3.16% | 2.43% |
Drawdowns
DFIC vs. DFIEX - Drawdown Comparison
The maximum DFIC drawdown since its inception was -24.40%, smaller than the maximum DFIEX drawdown of -62.26%. Use the drawdown chart below to compare losses from any high point for DFIC and DFIEX. For additional features, visit the drawdowns tool.
Volatility
DFIC vs. DFIEX - Volatility Comparison
The current volatility for DFA Dimensional International Core Equity 2 ETF (DFIC) is 3.35%, while DFA International Core Equity Portfolio I (DFIEX) has a volatility of 3.67%. This indicates that DFIC experiences smaller price fluctuations and is considered to be less risky than DFIEX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.