DFQTX vs. DFCEX
Compare and contrast key facts about DFA US Core Equity 2 Portfolio I (DFQTX) and DFA Emerging Markets Core Equity Fund (DFCEX).
DFQTX is managed by Dimensional Fund Advisors LP. DFCEX is managed by Dimensional Fund Advisors LP. It was launched on Apr 4, 2005.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DFQTX or DFCEX.
Correlation
The correlation between DFQTX and DFCEX is 0.72, 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
DFQTX vs. DFCEX - Performance Comparison
Key characteristics
DFQTX:
0.10
DFCEX:
0.30
DFQTX:
0.23
DFCEX:
0.49
DFQTX:
1.03
DFCEX:
1.06
DFQTX:
0.11
DFCEX:
0.35
DFQTX:
0.42
DFCEX:
0.79
DFQTX:
3.55%
DFCEX:
4.96%
DFQTX:
15.17%
DFCEX:
13.22%
DFQTX:
-59.35%
DFCEX:
-64.72%
DFQTX:
-13.05%
DFCEX:
-8.33%
Returns By Period
In the year-to-date period, DFQTX achieves a -8.35% return, which is significantly lower than DFCEX's -0.08% return. Over the past 10 years, DFQTX has outperformed DFCEX with an annualized return of 8.61%, while DFCEX has yielded a comparatively lower 4.26% annualized return.
DFQTX
-8.35%
-6.41%
-6.42%
1.26%
17.76%
8.61%
DFCEX
-0.08%
0.05%
-7.36%
3.68%
12.19%
4.26%
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DFQTX vs. DFCEX - Expense Ratio Comparison
DFQTX has a 0.19% expense ratio, which is lower than DFCEX's 0.40% expense ratio.
Risk-Adjusted Performance
DFQTX vs. DFCEX — Risk-Adjusted Performance Rank
DFQTX
DFCEX
DFQTX vs. DFCEX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for DFA US Core Equity 2 Portfolio I (DFQTX) and DFA Emerging Markets Core Equity Fund (DFCEX). 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
DFQTX vs. DFCEX - Dividend Comparison
DFQTX's dividend yield for the trailing twelve months is around 1.28%, less than DFCEX's 3.47% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DFQTX DFA US Core Equity 2 Portfolio I | 1.28% | 1.15% | 1.34% | 1.51% | 1.10% | 1.30% | 1.39% | 1.64% | 1.58% | 1.61% | 1.73% | 1.49% |
DFCEX DFA Emerging Markets Core Equity Fund | 3.47% | 3.42% | 3.53% | 3.77% | 2.59% | 1.70% | 2.42% | 2.33% | 1.92% | 1.99% | 2.28% | 2.04% |
Drawdowns
DFQTX vs. DFCEX - Drawdown Comparison
The maximum DFQTX drawdown since its inception was -59.35%, smaller than the maximum DFCEX drawdown of -64.72%. Use the drawdown chart below to compare losses from any high point for DFQTX and DFCEX. For additional features, visit the drawdowns tool.
Volatility
DFQTX vs. DFCEX - Volatility Comparison
DFA US Core Equity 2 Portfolio I (DFQTX) has a higher volatility of 7.77% compared to DFA Emerging Markets Core Equity Fund (DFCEX) at 4.44%. This indicates that DFQTX's price experiences larger fluctuations and is considered to be riskier than DFCEX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.