DFSIX vs. FITLX
Compare and contrast key facts about DFA U.S. Sustainability Core 1 Portfolio (DFSIX) and Fidelity US Sustainability Index Fund (FITLX).
DFSIX is managed by Dimensional Fund Advisors LP. It was launched on Mar 12, 2008. FITLX is managed by Fidelity. It was launched on May 9, 2017.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DFSIX or FITLX.
Correlation
The correlation between DFSIX and FITLX is 0.95, 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
DFSIX vs. FITLX - Performance Comparison
Key characteristics
DFSIX:
1.90
FITLX:
1.83
DFSIX:
2.58
FITLX:
2.46
DFSIX:
1.35
FITLX:
1.34
DFSIX:
3.11
FITLX:
2.68
DFSIX:
11.80
FITLX:
10.81
DFSIX:
2.17%
FITLX:
2.36%
DFSIX:
13.49%
FITLX:
13.97%
DFSIX:
-53.65%
FITLX:
-34.35%
DFSIX:
-2.54%
FITLX:
-2.77%
Returns By Period
The year-to-date returns for both stocks are quite close, with DFSIX having a 25.96% return and FITLX slightly lower at 25.55%.
DFSIX
25.96%
-1.50%
11.62%
25.43%
14.97%
12.86%
FITLX
25.55%
-1.29%
7.89%
25.32%
15.01%
N/A
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DFSIX vs. FITLX - Expense Ratio Comparison
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%.
Risk-Adjusted Performance
DFSIX vs. FITLX - Risk-Adjusted Performance Comparison
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.
Dividends
DFSIX vs. FITLX - Dividend Comparison
DFSIX's dividend yield for the trailing twelve months is around 0.74%, while FITLX has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DFSIX DFA U.S. Sustainability Core 1 Portfolio | 0.74% | 1.21% | 1.35% | 0.95% | 1.19% | 1.18% | 1.34% | 1.43% | 1.49% | 1.55% | 1.36% | 1.23% |
FITLX Fidelity US Sustainability Index Fund | 0.00% | 1.12% | 1.49% | 0.81% | 1.01% | 1.27% | 1.37% | 0.71% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
DFSIX vs. FITLX - Drawdown Comparison
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.
Volatility
DFSIX vs. FITLX - Volatility Comparison
The current volatility for DFA U.S. Sustainability Core 1 Portfolio (DFSIX) is 4.13%, while Fidelity US Sustainability Index Fund (FITLX) has a volatility of 4.63%. This indicates that DFSIX experiences smaller price fluctuations and is considered to be less risky than FITLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.