DFSIX vs. QQQ

The year-to-date returns for both investments are quite close, with DFSIX having a -4.53% return and QQQ slightly higher at -4.41%. Over the past 10 years, DFSIX has underperformed QQQ with an annualized return of 11.25%, while QQQ has yielded a comparatively higher 17.26% annualized return.

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DFSIX has a 0.18% expense ratio, which is lower than QQQ's 0.20% 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%.

This table presents a comparison of risk-adjusted performance metrics for DFA U.S. Sustainability Core 1 Portfolio (DFSIX) and Invesco QQQ (QQQ). 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 QQQ Sharpe Ratio of 0.45. The chart below compares the historical Sharpe Ratios of DFSIX and QQQ, 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%, more than QQQ's 0.61% yield.

The maximum DFSIX drawdown since its inception was -53.65%, smaller than the maximum QQQ drawdown of -82.98%. Use the drawdown chart below to compare losses from any high point for DFSIX and QQQ. For additional features, visit the drawdowns tool.