DFSCX vs. FDM

In the year-to-date period, DFSCX achieves a -4.61% return, which is significantly lower than FDM's -2.92% return. Over the past 10 years, DFSCX has underperformed FDM with an annualized return of 4.24%, while FDM has yielded a comparatively higher 8.46% annualized return.

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DFSCX has a 0.41% expense ratio, which is lower than FDM's 0.60% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for DFA U.S. Micro Cap Portfolio (DFSCX) and First Trust Dow Jones Select MicroCap Index Fund (FDM). 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 DFSCX Sharpe Ratio is 0.08, which is lower than the FDM Sharpe Ratio of 0.27. The chart below compares the historical Sharpe Ratios of DFSCX and FDM, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

DFSCX's dividend yield for the trailing twelve months is around 1.06%, less than FDM's 1.95% yield.

The maximum DFSCX drawdown since its inception was -66.04%, roughly equal to the maximum FDM drawdown of -63.45%. Use the drawdown chart below to compare losses from any high point for DFSCX and FDM. For additional features, visit the drawdowns tool.

DFA U.S. Micro Cap Portfolio (DFSCX) and First Trust Dow Jones Select MicroCap Index Fund (FDM) have volatilities of 5.52% and 5.76%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.