DFIHX vs. DFSTX
Compare and contrast key facts about DFA One Year Fixed Income Portfolio (DFIHX) and DFA U.S. Small Cap Portfolio (DFSTX).
DFIHX is managed by Dimensional. It was launched on Jul 25, 1983. DFSTX is managed by Dimensional. It was launched on Mar 19, 1992.
Performance
DFIHX vs. DFSTX - Performance Comparison
Loading graphics...
DFIHX vs. DFSTX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DFIHX DFA One Year Fixed Income Portfolio | 0.81% | 3.41% | 5.41% | 4.98% | -1.19% | -0.19% | 0.62% | 2.44% | 1.87% | 0.94% |
DFSTX DFA U.S. Small Cap Portfolio | -0.13% | 8.07% | 11.50% | 17.66% | -13.50% | 30.50% | 11.19% | 21.78% | -13.20% | 11.19% |
Returns By Period
In the year-to-date period, DFIHX achieves a 0.81% return, which is significantly higher than DFSTX's -0.13% return. Over the past 10 years, DFIHX has underperformed DFSTX with an annualized return of 1.92%, while DFSTX has yielded a comparatively higher 9.69% annualized return.
DFIHX
- 1D
- -0.06%
- 1M
- 0.23%
- YTD
- 0.81%
- 6M
- 1.89%
- 1Y
- 3.69%
- 3Y*
- 4.47%
- 5Y*
- 2.61%
- 10Y*
- 1.92%
DFSTX
- 1D
- -0.91%
- 1M
- -7.67%
- YTD
- -0.13%
- 6M
- 1.57%
- 1Y
- 17.08%
- 3Y*
- 11.14%
- 5Y*
- 6.19%
- 10Y*
- 9.69%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
DFIHX vs. DFSTX - Expense Ratio Comparison
DFIHX has a 0.13% expense ratio, which is lower than DFSTX's 0.27% 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%.
Return for Risk
DFIHX vs. DFSTX — Risk / Return Rank
DFIHX
DFSTX
DFIHX vs. DFSTX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for DFA One Year Fixed Income Portfolio (DFIHX) and DFA U.S. Small Cap Portfolio (DFSTX). 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.
| DFIHX | DFSTX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 5.38 | 0.80 | +4.58 |
Sortino ratioReturn per unit of downside risk | 9.47 | 1.27 | +8.20 |
Omega ratioGain probability vs. loss probability | 8.43 | 1.17 | +7.26 |
Calmar ratioReturn relative to maximum drawdown | 8.71 | 1.03 | +7.67 |
Martin ratioReturn relative to average drawdown | 37.74 | 4.16 | +33.59 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| DFIHX | DFSTX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 5.38 | 0.80 | +4.58 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 2.65 | 0.30 | +2.35 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 2.43 | 0.44 | +1.99 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.52 | 0.48 | +1.04 |
Correlation
The correlation between DFIHX and DFSTX is -0.05. 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
DFIHX vs. DFSTX - Dividend Comparison
DFIHX's dividend yield for the trailing twelve months is around 3.73%, more than DFSTX's 1.09% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DFIHX DFA One Year Fixed Income Portfolio | 3.73% | 3.26% | 4.99% | 3.37% | 1.07% | 0.00% | 0.62% | 2.12% | 1.85% | 1.13% | 0.66% | 0.51% |
DFSTX DFA U.S. Small Cap Portfolio | 1.09% | 1.08% | 1.05% | 2.45% | 5.18% | 6.39% | 1.08% | 3.30% | 5.16% | 4.56% | 3.10% | 5.90% |
Drawdowns
DFIHX vs. DFSTX - Drawdown Comparison
The maximum DFIHX drawdown since its inception was -2.53%, smaller than the maximum DFSTX drawdown of -60.99%. Use the drawdown chart below to compare losses from any high point for DFIHX and DFSTX.
Loading graphics...
Drawdown Indicators
| DFIHX | DFSTX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -2.53% | -60.99% | +58.46% |
Max Drawdown (1Y)Largest decline over 1 year | -0.39% | -13.92% | +13.53% |
Max Drawdown (5Y)Largest decline over 5 years | -2.26% | -25.91% | +23.65% |
Max Drawdown (10Y)Largest decline over 10 years | -2.26% | -44.78% | +42.52% |
Current DrawdownCurrent decline from peak | -0.06% | -9.09% | +9.03% |
Average DrawdownAverage peak-to-trough decline | -0.15% | -8.80% | +8.65% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.09% | 3.47% | -3.38% |
Volatility
DFIHX vs. DFSTX - Volatility Comparison
The current volatility for DFA One Year Fixed Income Portfolio (DFIHX) is 0.18%, while DFA U.S. Small Cap Portfolio (DFSTX) has a volatility of 5.43%. This indicates that DFIHX experiences smaller price fluctuations and is considered to be less risky than DFSTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| DFIHX | DFSTX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.18% | 5.43% | -5.25% |
Volatility (6M)Calculated over the trailing 6-month period | 0.41% | 12.19% | -11.78% |
Volatility (1Y)Calculated over the trailing 1-year period | 0.72% | 21.77% | -21.05% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 0.99% | 20.61% | -19.62% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 0.79% | 22.06% | -21.27% |