DFITX vs. VNQI

In the year-to-date period, DFITX achieves a 14.46% return, which is significantly higher than VNQI's 11.07% return. Over the past 10 years, DFITX has outperformed VNQI with an annualized return of 1.49%, while VNQI has yielded a comparatively lower 1.33% annualized return.

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DFITX has a 0.27% expense ratio, which is higher than VNQI's 0.12% 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%.

This table presents a comparison of risk-adjusted performance metrics for DFA International Real Estate Securities (DFITX) and Vanguard Global ex-U.S. Real Estate ETF (VNQI). 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.

The current DFITX Sharpe Ratio is 0.65, which is comparable to the VNQI Sharpe Ratio of 0.71. The chart below compares the historical Sharpe Ratios of DFITX and VNQI, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

DFITX's dividend yield for the trailing twelve months is around 5.46%, more than VNQI's 4.64% yield.

The maximum DFITX drawdown since its inception was -73.49%, which is greater than VNQI's maximum drawdown of -38.35%. Use the drawdown chart below to compare losses from any high point for DFITX and VNQI.

DFA International Real Estate Securities (DFITX) has a higher volatility of 3.27% compared to Vanguard Global ex-U.S. Real Estate ETF (VNQI) at 3.11%. This indicates that DFITX's price experiences larger fluctuations and is considered to be riskier than VNQI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.