DFLVX vs. USAIX
Compare and contrast key facts about DFA U.S. Large Cap Value Portfolio (DFLVX) and USAA Income Fund (USAIX).
DFLVX is managed by Dimensional. It was launched on Feb 19, 1993. USAIX is managed by Victory. It was launched on Mar 4, 1974.
Performance
DFLVX vs. USAIX - Performance Comparison
Loading graphics...
DFLVX vs. USAIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DFLVX DFA U.S. Large Cap Value Portfolio | 4.08% | 16.36% | 12.76% | 11.52% | -5.81% | 30.40% | -0.58% | 25.46% | -11.68% | 18.50% |
USAIX USAA Income Fund | -0.17% | 6.36% | 3.32% | 7.13% | -13.38% | 0.39% | 8.18% | 11.07% | -1.37% | 5.66% |
Returns By Period
In the year-to-date period, DFLVX achieves a 4.08% return, which is significantly higher than USAIX's -0.17% return. Over the past 10 years, DFLVX has outperformed USAIX with an annualized return of 11.15%, while USAIX has yielded a comparatively lower 2.77% annualized return.
DFLVX
- 1D
- 1.90%
- 1M
- -3.73%
- YTD
- 4.08%
- 6M
- 8.89%
- 1Y
- 18.62%
- 3Y*
- 14.87%
- 5Y*
- 10.06%
- 10Y*
- 11.15%
USAIX
- 1D
- 0.17%
- 1M
- -1.47%
- YTD
- -0.17%
- 6M
- 0.57%
- 1Y
- 3.96%
- 3Y*
- 4.51%
- 5Y*
- 0.82%
- 10Y*
- 2.77%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
DFLVX vs. USAIX - Expense Ratio Comparison
DFLVX has a 0.22% expense ratio, which is lower than USAIX's 0.44% expense ratio.
Return for Risk
DFLVX vs. USAIX — Risk / Return Rank
DFLVX
USAIX
DFLVX vs. USAIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for DFA U.S. Large Cap Value Portfolio (DFLVX) and USAA Income Fund (USAIX). 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.
| DFLVX | USAIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.13 | 1.01 | +0.12 |
Sortino ratioReturn per unit of downside risk | 1.63 | 1.36 | +0.27 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.19 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.40 | 1.66 | -0.26 |
Martin ratioReturn relative to average drawdown | 6.16 | 5.03 | +1.13 |
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
| DFLVX | USAIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.13 | 1.01 | +0.12 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.64 | 0.15 | +0.49 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.61 | 0.60 | +0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.51 | 0.83 | -0.32 |
Correlation
The correlation between DFLVX and USAIX is -0.06. 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
DFLVX vs. USAIX - Dividend Comparison
DFLVX's dividend yield for the trailing twelve months is around 1.62%, less than USAIX's 4.06% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DFLVX DFA U.S. Large Cap Value Portfolio | 1.62% | 1.71% | 1.87% | 3.65% | 4.56% | 5.90% | 1.97% | 4.04% | 7.83% | 6.06% | 3.77% | 6.52% |
USAIX USAA Income Fund | 4.06% | 3.36% | 4.00% | 3.70% | 3.49% | 4.84% | 4.53% | 3.66% | 3.50% | 3.51% | 3.53% | 3.65% |
Drawdowns
DFLVX vs. USAIX - Drawdown Comparison
The maximum DFLVX drawdown since its inception was -65.65%, which is greater than USAIX's maximum drawdown of -18.67%. Use the drawdown chart below to compare losses from any high point for DFLVX and USAIX.
Loading graphics...
Drawdown Indicators
| DFLVX | USAIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -65.65% | -18.67% | -46.98% |
Max Drawdown (1Y)Largest decline over 1 year | -12.28% | -2.66% | -9.62% |
Max Drawdown (5Y)Largest decline over 5 years | -19.83% | -18.67% | -1.16% |
Max Drawdown (10Y)Largest decline over 10 years | -41.79% | -18.67% | -23.12% |
Current DrawdownCurrent decline from peak | -4.06% | -1.81% | -2.25% |
Average DrawdownAverage peak-to-trough decline | -8.52% | -2.98% | -5.54% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.80% | 0.88% | +1.92% |
Volatility
DFLVX vs. USAIX - Volatility Comparison
DFA U.S. Large Cap Value Portfolio (DFLVX) has a higher volatility of 4.16% compared to USAA Income Fund (USAIX) at 1.56%. This indicates that DFLVX's price experiences larger fluctuations and is considered to be riskier than USAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| DFLVX | USAIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.16% | 1.56% | +2.60% |
Volatility (6M)Calculated over the trailing 6-month period | 8.48% | 2.39% | +6.09% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.53% | 4.20% | +12.33% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.95% | 5.53% | +10.42% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.40% | 4.64% | +13.76% |