DFSIX vs. FITLX

In the year-to-date period, DFSIX achieves a -4.53% return, which is significantly lower than FITLX's -4.28% return.

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DFSIX has a 0.18% expense ratio, which is higher than FITLX's 0.11% 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 U.S. Sustainability Core 1 Portfolio (DFSIX) and Fidelity US Sustainability Index Fund (FITLX). 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 DFSIX Sharpe Ratio is 0.40, which is comparable to the FITLX Sharpe Ratio of 0.38. The chart below compares the historical Sharpe Ratios of DFSIX and FITLX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

DFSIX's dividend yield for the trailing twelve months is around 1.03%, less than FITLX's 1.35% yield.

The maximum DFSIX drawdown since its inception was -53.65%, which is greater than FITLX's maximum drawdown of -34.35%. Use the drawdown chart below to compare losses from any high point for DFSIX and FITLX. For additional features, visit the drawdowns tool.