DFSIX vs. VRTTX

In the year-to-date period, DFSIX achieves a -4.53% return, which is significantly lower than VRTTX's -3.60% return. Both investments have delivered pretty close results over the past 10 years, with DFSIX having a 11.25% annualized return and VRTTX not far ahead at 11.75%.

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DFSIX has a 0.18% expense ratio, which is higher than VRTTX's 0.08% 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 Russell 3000 Index Fund Institutional Shares (VRTTX). 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 VRTTX Sharpe Ratio of 0.48. The chart below compares the historical Sharpe Ratios of DFSIX and VRTTX, 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%, less than VRTTX's 1.30% yield.

The maximum DFSIX drawdown since its inception was -53.65%, which is greater than VRTTX's maximum drawdown of -34.96%. Use the drawdown chart below to compare losses from any high point for DFSIX and VRTTX. For additional features, visit the drawdowns tool.