DFIGX vs. SWAGX
Compare and contrast key facts about DFA Intermediate Government Fixed Income Portfolio (DFIGX) and Schwab U.S. Aggregate Bond Index Fund (SWAGX).
DFIGX is managed by Dimensional Fund Advisors LP. It was launched on Oct 18, 1990. SWAGX is managed by Charles Schwab.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DFIGX or SWAGX.
Correlation
The correlation between DFIGX and SWAGX is 0.91, 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
DFIGX vs. SWAGX - Performance Comparison
Key characteristics
DFIGX:
0.27
SWAGX:
0.44
DFIGX:
0.41
SWAGX:
0.65
DFIGX:
1.05
SWAGX:
1.08
DFIGX:
0.08
SWAGX:
0.18
DFIGX:
0.60
SWAGX:
1.08
DFIGX:
2.46%
SWAGX:
2.23%
DFIGX:
5.46%
SWAGX:
5.52%
DFIGX:
-22.33%
SWAGX:
-18.84%
DFIGX:
-15.82%
SWAGX:
-9.42%
Returns By Period
In the year-to-date period, DFIGX achieves a 0.09% return, which is significantly higher than SWAGX's -0.23% return.
DFIGX
0.09%
0.28%
0.18%
1.66%
-1.54%
0.34%
SWAGX
-0.23%
-0.11%
0.72%
2.64%
-0.55%
N/A
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DFIGX vs. SWAGX - Expense Ratio Comparison
DFIGX has a 0.11% expense ratio, which is higher than SWAGX'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%.
Risk-Adjusted Performance
DFIGX vs. SWAGX — Risk-Adjusted Performance Rank
DFIGX
SWAGX
DFIGX vs. SWAGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for DFA Intermediate Government Fixed Income Portfolio (DFIGX) and Schwab U.S. Aggregate Bond Index Fund (SWAGX). 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
DFIGX vs. SWAGX - Dividend Comparison
DFIGX's dividend yield for the trailing twelve months is around 2.81%, less than SWAGX's 3.89% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DFIGX DFA Intermediate Government Fixed Income Portfolio | 2.81% | 2.81% | 2.33% | 1.78% | 1.32% | 1.62% | 2.17% | 2.19% | 2.03% | 2.00% | 2.04% | 2.22% |
SWAGX Schwab U.S. Aggregate Bond Index Fund | 3.89% | 3.88% | 3.22% | 2.60% | 2.06% | 2.36% | 2.86% | 2.80% | 1.99% | 0.00% | 0.00% | 0.00% |
Drawdowns
DFIGX vs. SWAGX - Drawdown Comparison
The maximum DFIGX drawdown since its inception was -22.33%, which is greater than SWAGX's maximum drawdown of -18.84%. Use the drawdown chart below to compare losses from any high point for DFIGX and SWAGX. For additional features, visit the drawdowns tool.
Volatility
DFIGX vs. SWAGX - Volatility Comparison
DFA Intermediate Government Fixed Income Portfolio (DFIGX) and Schwab U.S. Aggregate Bond Index Fund (SWAGX) have volatilities of 1.56% and 1.55%, 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.