DFSIX vs. VOO

In the year-to-date period, DFSIX achieves a -0.55% return, which is significantly lower than VOO's 1.00% return. Over the past 10 years, DFSIX has underperformed VOO with an annualized return of 11.60%, while VOO has yielded a comparatively higher 12.81% annualized return.

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DFSIX has a 0.18% expense ratio, which is higher than VOO's 0.03% 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 Vanguard S&P 500 ETF (VOO). 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 0.59, which is comparable to the VOO Sharpe Ratio of 0.70. The chart below compares the historical Sharpe Ratios of DFSIX and VOO, 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 0.99%, less than VOO's 1.29% yield.

The maximum DFSIX drawdown since its inception was -53.65%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for DFSIX and VOO.

DFA U.S. Sustainability Core 1 Portfolio (DFSIX) has a higher volatility of 5.28% compared to Vanguard S&P 500 ETF (VOO) at 4.83%. This indicates that DFSIX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.