DFQTX vs. VTHRX

In the year-to-date period, DFQTX achieves a -3.87% return, which is significantly lower than VTHRX's 1.90% return. Over the past 10 years, DFQTX has outperformed VTHRX with an annualized return of 9.11%, while VTHRX has yielded a comparatively lower 4.75% annualized return.

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DFQTX has a 0.19% expense ratio, which is higher than VTHRX's 0.08% 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 US Core Equity 2 Portfolio I (DFQTX) and Vanguard Target Retirement 2030 Fund (VTHRX). 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 DFQTX Sharpe Ratio is 0.32, which is lower than the VTHRX Sharpe Ratio of 0.70. The chart below compares the historical Sharpe Ratios of DFQTX and VTHRX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

DFQTX's dividend yield for the trailing twelve months is around 1.22%, less than VTHRX's 2.68% yield.

The maximum DFQTX drawdown since its inception was -59.35%, which is greater than VTHRX's maximum drawdown of -49.57%. Use the drawdown chart below to compare losses from any high point for DFQTX and VTHRX. For additional features, visit the drawdowns tool.