DFIEX vs. BCOSX
Compare and contrast key facts about DFA International Core Equity Portfolio I (DFIEX) and Baird Core Plus Bond Fund (BCOSX).
DFIEX is managed by Dimensional. It was launched on Sep 15, 2005. BCOSX is managed by Baird. It was launched on Sep 29, 2000.
Performance
DFIEX vs. BCOSX - Performance Comparison
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DFIEX vs. BCOSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DFIEX DFA International Core Equity Portfolio I | -0.21% | 36.18% | 3.99% | 17.50% | -13.51% | 13.85% | 7.73% | 21.70% | -17.41% | 28.04% |
BCOSX Baird Core Plus Bond Fund | -0.40% | 7.22% | 2.26% | 6.60% | -13.09% | -1.23% | 8.59% | 9.69% | -0.74% | 4.47% |
Returns By Period
In the year-to-date period, DFIEX achieves a -0.21% return, which is significantly higher than BCOSX's -0.40% return. Over the past 10 years, DFIEX has outperformed BCOSX with an annualized return of 9.31%, while BCOSX has yielded a comparatively lower 2.23% annualized return.
DFIEX
- 1D
- -0.02%
- 1M
- -10.45%
- YTD
- -0.21%
- 6M
- 5.11%
- 1Y
- 26.87%
- 3Y*
- 15.59%
- 5Y*
- 9.04%
- 10Y*
- 9.31%
BCOSX
- 1D
- 0.47%
- 1M
- -2.04%
- YTD
- -0.40%
- 6M
- 0.67%
- 1Y
- 4.08%
- 3Y*
- 4.18%
- 5Y*
- 0.63%
- 10Y*
- 2.23%
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DFIEX vs. BCOSX - Expense Ratio Comparison
DFIEX has a 0.24% expense ratio, which is lower than BCOSX's 0.55% expense ratio.
Return for Risk
DFIEX vs. BCOSX — Risk / Return Rank
DFIEX
BCOSX
DFIEX vs. BCOSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for DFA International Core Equity Portfolio I (DFIEX) and Baird Core Plus Bond Fund (BCOSX). 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.
| DFIEX | BCOSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.66 | 1.05 | +0.61 |
Sortino ratioReturn per unit of downside risk | 2.18 | 1.50 | +0.68 |
Omega ratioGain probability vs. loss probability | 1.33 | 1.19 | +0.14 |
Calmar ratioReturn relative to maximum drawdown | 2.16 | 1.87 | +0.29 |
Martin ratioReturn relative to average drawdown | 8.72 | 5.79 | +2.93 |
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
| DFIEX | BCOSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.66 | 1.05 | +0.61 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.58 | 0.11 | +0.47 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.57 | 0.48 | +0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.34 | 1.02 | -0.68 |
Correlation
The correlation between DFIEX and BCOSX is -0.08. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Dividends
DFIEX vs. BCOSX - Dividend Comparison
DFIEX's dividend yield for the trailing twelve months is around 3.24%, less than BCOSX's 3.84% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DFIEX DFA International Core Equity Portfolio I | 3.24% | 3.22% | 3.42% | 3.36% | 2.88% | 2.98% | 1.77% | 2.90% | 2.95% | 2.49% | 2.76% | 4.20% |
BCOSX Baird Core Plus Bond Fund | 3.84% | 3.75% | 3.68% | 3.17% | 2.69% | 2.57% | 3.11% | 2.60% | 2.75% | 2.47% | 2.27% | 2.49% |
Drawdowns
DFIEX vs. BCOSX - Drawdown Comparison
The maximum DFIEX drawdown since its inception was -62.22%, which is greater than BCOSX's maximum drawdown of -18.39%. Use the drawdown chart below to compare losses from any high point for DFIEX and BCOSX.
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Drawdown Indicators
| DFIEX | BCOSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.22% | -18.39% | -43.83% |
Max Drawdown (1Y)Largest decline over 1 year | -11.01% | -2.60% | -8.41% |
Max Drawdown (5Y)Largest decline over 5 years | -28.66% | -18.39% | -10.27% |
Max Drawdown (10Y)Largest decline over 10 years | -41.04% | -18.39% | -22.65% |
Current DrawdownCurrent decline from peak | -10.45% | -2.04% | -8.41% |
Average DrawdownAverage peak-to-trough decline | -12.26% | -2.31% | -9.95% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.84% | 0.84% | +2.00% |
Volatility
DFIEX vs. BCOSX - Volatility Comparison
DFA International Core Equity Portfolio I (DFIEX) has a higher volatility of 6.26% compared to Baird Core Plus Bond Fund (BCOSX) at 1.52%. This indicates that DFIEX's price experiences larger fluctuations and is considered to be riskier than BCOSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DFIEX | BCOSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.26% | 1.52% | +4.74% |
Volatility (6M)Calculated over the trailing 6-month period | 10.04% | 2.41% | +7.63% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.66% | 4.10% | +11.56% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.60% | 5.60% | +10.00% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.32% | 4.64% | +11.68% |