DFSIX vs. SPFFX
Compare and contrast key facts about DFA U.S. Sustainability Core 1 Portfolio (DFSIX) and Sphere 500 Fossil Free Fund (SPFFX).
DFSIX is managed by Dimensional Fund Advisors LP. It was launched on Mar 12, 2008. SPFFX is managed by Reflection Asset Management. It was launched on Oct 3, 2021.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DFSIX or SPFFX.
Correlation
The correlation between DFSIX and SPFFX is 0.97, 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. SPFFX - Performance Comparison
Key characteristics
DFSIX:
0.20
SPFFX:
0.27
DFSIX:
0.41
SPFFX:
0.51
DFSIX:
1.06
SPFFX:
1.07
DFSIX:
0.19
SPFFX:
0.27
DFSIX:
0.82
SPFFX:
1.14
DFSIX:
4.69%
SPFFX:
4.64%
DFSIX:
19.68%
SPFFX:
19.74%
DFSIX:
-53.65%
SPFFX:
-25.11%
DFSIX:
-15.29%
SPFFX:
-15.22%
Returns By Period
The year-to-date returns for both investments are quite close, with DFSIX having a -11.12% return and SPFFX slightly higher at -10.77%.
DFSIX
-11.12%
-7.02%
-11.16%
5.42%
15.49%
10.39%
SPFFX
-10.77%
-7.00%
-8.80%
7.60%
N/A
N/A
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DFSIX vs. SPFFX - Expense Ratio Comparison
DFSIX has a 0.18% expense ratio, which is higher than SPFFX'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. SPFFX — Risk-Adjusted Performance Rank
DFSIX
SPFFX
DFSIX vs. SPFFX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for DFA U.S. Sustainability Core 1 Portfolio (DFSIX) and Sphere 500 Fossil Free Fund (SPFFX). 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. SPFFX - Dividend Comparison
DFSIX's dividend yield for the trailing twelve months is around 1.11%, more than SPFFX's 0.67% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DFSIX DFA U.S. Sustainability Core 1 Portfolio | 1.11% | 0.99% | 1.21% | 1.35% | 0.95% | 1.19% | 1.18% | 1.34% | 1.43% | 1.49% | 1.55% | 1.36% |
SPFFX Sphere 500 Fossil Free Fund | 0.67% | 0.60% | 1.32% | 0.73% | 0.06% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
DFSIX vs. SPFFX - Drawdown Comparison
The maximum DFSIX drawdown since its inception was -53.65%, which is greater than SPFFX's maximum drawdown of -25.11%. Use the drawdown chart below to compare losses from any high point for DFSIX and SPFFX. For additional features, visit the drawdowns tool.
Volatility
DFSIX vs. SPFFX - Volatility Comparison
DFA U.S. Sustainability Core 1 Portfolio (DFSIX) and Sphere 500 Fossil Free Fund (SPFFX) have volatilities of 13.78% and 13.94%, 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.