DFIGX vs. VGIT
Compare and contrast key facts about DFA Intermediate Government Fixed Income Portfolio (DFIGX) and Vanguard Intermediate-Term Treasury ETF (VGIT).
DFIGX is managed by Dimensional Fund Advisors LP. It was launched on Oct 18, 1990. VGIT is a passively managed fund by Vanguard that tracks the performance of the Barclays U.S. 3-10 Year Government Float Adjusted Index. It was launched on Nov 19, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DFIGX or VGIT.
Correlation
The correlation between DFIGX and VGIT is -0.23. 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.
Performance
DFIGX vs. VGIT - Performance Comparison
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Key characteristics
DFIGX:
0.78
VGIT:
1.13
DFIGX:
1.38
VGIT:
1.95
DFIGX:
1.16
VGIT:
1.23
DFIGX:
0.27
VGIT:
0.51
DFIGX:
2.08
VGIT:
3.09
DFIGX:
2.42%
VGIT:
1.94%
DFIGX:
5.45%
VGIT:
4.65%
DFIGX:
-22.33%
VGIT:
-16.05%
DFIGX:
-13.79%
VGIT:
-6.06%
Returns By Period
In the year-to-date period, DFIGX achieves a 2.51% return, which is significantly lower than VGIT's 2.83% return. Over the past 10 years, DFIGX has underperformed VGIT with an annualized return of 0.65%, while VGIT has yielded a comparatively higher 1.26% annualized return.
DFIGX
2.51%
-0.18%
2.40%
4.18%
-2.70%
0.65%
VGIT
2.83%
-0.11%
3.11%
5.18%
-1.09%
1.26%
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DFIGX vs. VGIT - Expense Ratio Comparison
DFIGX has a 0.11% expense ratio, which is higher than VGIT'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. VGIT — Risk-Adjusted Performance Rank
DFIGX
VGIT
DFIGX vs. VGIT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for DFA Intermediate Government Fixed Income Portfolio (DFIGX) and Vanguard Intermediate-Term Treasury ETF (VGIT). 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.
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Dividends
DFIGX vs. VGIT - Dividend Comparison
DFIGX's dividend yield for the trailing twelve months is around 2.83%, less than VGIT's 3.75% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DFIGX DFA Intermediate Government Fixed Income Portfolio | 2.83% | 2.81% | 2.33% | 1.78% | 1.32% | 1.62% | 2.17% | 2.19% | 2.03% | 2.00% | 2.04% | 2.22% |
VGIT Vanguard Intermediate-Term Treasury ETF | 3.75% | 3.67% | 2.72% | 1.74% | 1.69% | 2.23% | 2.24% | 2.05% | 1.67% | 1.69% | 1.69% | 1.54% |
Drawdowns
DFIGX vs. VGIT - Drawdown Comparison
The maximum DFIGX drawdown since its inception was -22.33%, which is greater than VGIT's maximum drawdown of -16.05%. Use the drawdown chart below to compare losses from any high point for DFIGX and VGIT. For additional features, visit the drawdowns tool.
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Volatility
DFIGX vs. VGIT - Volatility Comparison
DFA Intermediate Government Fixed Income Portfolio (DFIGX) has a higher volatility of 1.59% compared to Vanguard Intermediate-Term Treasury ETF (VGIT) at 1.44%. This indicates that DFIGX's price experiences larger fluctuations and is considered to be riskier than VGIT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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