DFSIX vs. VOO
Compare and contrast key facts about DFA U.S. Sustainability Core 1 Portfolio (DFSIX) and Vanguard S&P 500 ETF (VOO).
DFSIX is managed by Dimensional Fund Advisors LP. It was launched on Mar 12, 2008. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DFSIX or VOO.
Correlation
The correlation between DFSIX and VOO 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. VOO - Performance Comparison
Key characteristics
DFSIX:
1.22
VOO:
1.47
DFSIX:
1.71
VOO:
1.99
DFSIX:
1.22
VOO:
1.27
DFSIX:
2.02
VOO:
2.23
DFSIX:
6.81
VOO:
9.05
DFSIX:
2.44%
VOO:
2.08%
DFSIX:
13.71%
VOO:
12.84%
DFSIX:
-53.65%
VOO:
-33.99%
DFSIX:
-3.81%
VOO:
-3.08%
Returns By Period
In the year-to-date period, DFSIX achieves a 0.92% return, which is significantly lower than VOO's 1.40% return. Over the past 10 years, DFSIX has underperformed VOO with an annualized return of 11.94%, while VOO has yielded a comparatively higher 13.01% annualized return.
DFSIX
0.92%
-3.11%
5.09%
15.38%
15.72%
11.94%
VOO
1.40%
-1.79%
6.13%
17.41%
15.83%
13.01%
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DFSIX vs. VOO - Expense Ratio Comparison
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%.
Risk-Adjusted Performance
DFSIX vs. VOO — Risk-Adjusted Performance Rank
DFSIX
VOO
DFSIX vs. VOO - Risk-Adjusted Performance Comparison
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.
Dividends
DFSIX vs. VOO - Dividend Comparison
DFSIX's dividend yield for the trailing twelve months is around 0.98%, less than VOO's 1.23% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DFSIX DFA U.S. Sustainability Core 1 Portfolio | 0.98% | 0.99% | 1.21% | 1.35% | 0.95% | 1.19% | 1.18% | 1.34% | 1.43% | 1.49% | 1.55% | 1.36% |
VOO Vanguard S&P 500 ETF | 1.23% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
DFSIX vs. VOO - Drawdown Comparison
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. For additional features, visit the drawdowns tool.
Volatility
DFSIX vs. VOO - Volatility Comparison
DFA U.S. Sustainability Core 1 Portfolio (DFSIX) has a higher volatility of 3.90% compared to Vanguard S&P 500 ETF (VOO) at 3.70%. 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.