DFSTX vs. RIVSX
Compare and contrast key facts about DFA U.S. Small Cap Portfolio (DFSTX) and River Oak Discovery Fund (RIVSX).
DFSTX is managed by Dimensional. It was launched on Mar 19, 1992. RIVSX is managed by Oak Associates. It was launched on Jun 30, 2005.
Performance
DFSTX vs. RIVSX - Performance Comparison
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DFSTX vs. RIVSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DFSTX DFA U.S. Small Cap Portfolio | -0.13% | 8.07% | 11.50% | 17.66% | -13.50% | 30.50% | 11.19% | 21.78% | -13.20% | 11.19% |
RIVSX River Oak Discovery Fund | 4.25% | 9.11% | 4.42% | 8.18% | -14.53% | 24.78% | 29.00% | 30.36% | -13.72% | 11.33% |
Returns By Period
In the year-to-date period, DFSTX achieves a -0.13% return, which is significantly lower than RIVSX's 4.25% return. Both investments have delivered pretty close results over the past 10 years, with DFSTX having a 9.69% annualized return and RIVSX not far behind at 9.61%.
DFSTX
- 1D
- -0.91%
- 1M
- -7.67%
- YTD
- -0.13%
- 6M
- 1.57%
- 1Y
- 17.08%
- 3Y*
- 11.14%
- 5Y*
- 6.19%
- 10Y*
- 9.69%
RIVSX
- 1D
- -0.97%
- 1M
- -7.33%
- YTD
- 4.25%
- 6M
- 8.20%
- 1Y
- 24.27%
- 3Y*
- 7.47%
- 5Y*
- 4.09%
- 10Y*
- 9.61%
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DFSTX vs. RIVSX - Expense Ratio Comparison
DFSTX has a 0.27% expense ratio, which is lower than RIVSX's 1.18% expense ratio.
Return for Risk
DFSTX vs. RIVSX — Risk / Return Rank
DFSTX
RIVSX
DFSTX vs. RIVSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for DFA U.S. Small Cap Portfolio (DFSTX) and River Oak Discovery Fund (RIVSX). 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.
| DFSTX | RIVSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.80 | 1.09 | -0.29 |
Sortino ratioReturn per unit of downside risk | 1.27 | 1.67 | -0.40 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.22 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.03 | 1.73 | -0.69 |
Martin ratioReturn relative to average drawdown | 4.16 | 6.62 | -2.47 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| DFSTX | RIVSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.80 | 1.09 | -0.29 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.30 | 0.20 | +0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.44 | 0.44 | 0.00 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 0.33 | +0.16 |
Correlation
The correlation between DFSTX and RIVSX is 0.90, 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.
Dividends
DFSTX vs. RIVSX - Dividend Comparison
DFSTX's dividend yield for the trailing twelve months is around 1.09%, more than RIVSX's 0.28% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DFSTX DFA U.S. Small Cap Portfolio | 1.09% | 1.08% | 1.05% | 2.45% | 5.18% | 6.39% | 1.08% | 3.30% | 5.16% | 4.56% | 3.10% | 5.90% |
RIVSX River Oak Discovery Fund | 0.28% | 0.29% | 0.00% | 0.00% | 0.15% | 16.84% | 14.54% | 3.81% | 17.54% | 5.48% | 0.00% | 0.11% |
Drawdowns
DFSTX vs. RIVSX - Drawdown Comparison
The maximum DFSTX drawdown since its inception was -60.99%, roughly equal to the maximum RIVSX drawdown of -60.61%. Use the drawdown chart below to compare losses from any high point for DFSTX and RIVSX.
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Drawdown Indicators
| DFSTX | RIVSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.99% | -60.61% | -0.38% |
Max Drawdown (1Y)Largest decline over 1 year | -13.92% | -12.41% | -1.51% |
Max Drawdown (5Y)Largest decline over 5 years | -25.91% | -25.75% | -0.16% |
Max Drawdown (10Y)Largest decline over 10 years | -44.78% | -41.45% | -3.33% |
Current DrawdownCurrent decline from peak | -9.09% | -9.11% | +0.02% |
Average DrawdownAverage peak-to-trough decline | -8.80% | -10.57% | +1.77% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.47% | 3.24% | +0.23% |
Volatility
DFSTX vs. RIVSX - Volatility Comparison
DFA U.S. Small Cap Portfolio (DFSTX) and River Oak Discovery Fund (RIVSX) have volatilities of 5.43% and 5.47%, 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.
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Volatility by Period
| DFSTX | RIVSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.43% | 5.47% | -0.04% |
Volatility (6M)Calculated over the trailing 6-month period | 12.19% | 13.56% | -1.37% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.77% | 22.40% | -0.63% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.61% | 20.34% | +0.27% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.06% | 21.87% | +0.19% |