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 0.94, 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. VGIT - Performance Comparison
Key characteristics
DFIGX:
-0.03
VGIT:
0.31
DFIGX:
-0.00
VGIT:
0.47
DFIGX:
1.00
VGIT:
1.06
DFIGX:
-0.01
VGIT:
0.12
DFIGX:
-0.07
VGIT:
0.79
DFIGX:
2.22%
VGIT:
1.87%
DFIGX:
5.54%
VGIT:
4.72%
DFIGX:
-19.56%
VGIT:
-16.05%
DFIGX:
-13.51%
VGIT:
-8.71%
Returns By Period
In the year-to-date period, DFIGX achieves a -0.25% return, which is significantly lower than VGIT's 1.32% return. Over the past 10 years, DFIGX has underperformed VGIT with an annualized return of 0.93%, while VGIT has yielded a comparatively higher 1.13% annualized return.
DFIGX
-0.25%
-1.10%
-0.02%
-0.07%
-0.85%
0.93%
VGIT
1.32%
-0.02%
1.34%
1.51%
-0.13%
1.13%
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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 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.
Dividends
DFIGX vs. VGIT - Dividend Comparison
DFIGX's dividend yield for the trailing twelve months is around 1.98%, less than VGIT's 3.34% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DFIGX DFA Intermediate Government Fixed Income Portfolio | 1.98% | 2.33% | 1.78% | 1.32% | 1.62% | 2.17% | 2.19% | 2.03% | 2.00% | 2.04% | 2.22% | 2.49% |
VGIT Vanguard Intermediate-Term Treasury ETF | 3.34% | 2.72% | 1.74% | 1.69% | 2.23% | 2.24% | 2.05% | 1.67% | 1.69% | 1.69% | 1.54% | 1.63% |
Drawdowns
DFIGX vs. VGIT - Drawdown Comparison
The maximum DFIGX drawdown since its inception was -19.56%, 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.
Volatility
DFIGX vs. VGIT - Volatility Comparison
DFA Intermediate Government Fixed Income Portfolio (DFIGX) has a higher volatility of 1.84% compared to Vanguard Intermediate-Term Treasury ETF (VGIT) at 1.26%. 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.