DFSHX vs. DFGBX
Compare and contrast key facts about DFA Selectively Hedged Global Fixed Income Portfolio (DFSHX) and DFA Five Year Global Fixed Income Portfolio (DFGBX).
DFSHX is managed by Dimensional Fund Advisors LP. It was launched on Jan 8, 2008. DFGBX is managed by Dimensional Fund Advisors LP. It was launched on Nov 5, 1990.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DFSHX or DFGBX.
Correlation
The correlation between DFSHX and DFGBX is -0.22. 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.
Performance
DFSHX vs. DFGBX - Performance Comparison
Key characteristics
DFSHX:
7.84
DFGBX:
7.96
DFSHX:
49.06
DFGBX:
248.44
DFSHX:
50.06
DFGBX:
249.44
DFSHX:
8.69
DFGBX:
2.17
DFSHX:
302.10
DFGBX:
2,855.76
DFSHX:
0.02%
DFGBX:
0.00%
DFSHX:
0.69%
DFGBX:
0.62%
DFSHX:
-16.65%
DFGBX:
-9.63%
DFSHX:
0.00%
DFGBX:
0.00%
Returns By Period
In the year-to-date period, DFSHX achieves a 1.63% return, which is significantly higher than DFGBX's 1.50% return. Over the past 10 years, DFSHX has outperformed DFGBX with an annualized return of 1.63%, while DFGBX has yielded a comparatively lower 1.40% annualized return.
DFSHX
1.63%
0.43%
2.42%
5.29%
1.55%
1.63%
DFGBX
1.50%
0.30%
2.20%
4.95%
0.88%
1.40%
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DFSHX vs. DFGBX - Expense Ratio Comparison
DFSHX has a 0.16% expense ratio, which is lower than DFGBX's 0.23% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
DFSHX vs. DFGBX — Risk-Adjusted Performance Rank
DFSHX
DFGBX
DFSHX vs. DFGBX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for DFA Selectively Hedged Global Fixed Income Portfolio (DFSHX) and DFA Five Year Global Fixed Income Portfolio (DFGBX). 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
DFSHX vs. DFGBX - Dividend Comparison
DFSHX's dividend yield for the trailing twelve months is around 4.43%, less than DFGBX's 4.62% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DFSHX DFA Selectively Hedged Global Fixed Income Portfolio | 4.43% | 4.50% | 3.90% | 0.04% | 1.77% | 0.03% | 2.52% | 3.23% | 1.75% | 1.63% | 1.11% | 1.59% |
DFGBX DFA Five Year Global Fixed Income Portfolio | 4.62% | 4.69% | 3.61% | 1.63% | 0.73% | 0.03% | 2.30% | 4.74% | 1.97% | 2.07% | 1.72% | 2.35% |
Drawdowns
DFSHX vs. DFGBX - Drawdown Comparison
The maximum DFSHX drawdown since its inception was -16.65%, which is greater than DFGBX's maximum drawdown of -9.63%. Use the drawdown chart below to compare losses from any high point for DFSHX and DFGBX. For additional features, visit the drawdowns tool.
Volatility
DFSHX vs. DFGBX - Volatility Comparison
DFA Selectively Hedged Global Fixed Income Portfolio (DFSHX) has a higher volatility of 0.20% compared to DFA Five Year Global Fixed Income Portfolio (DFGBX) at 0.16%. This indicates that DFSHX's price experiences larger fluctuations and is considered to be riskier than DFGBX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.