DFSTX vs. VB

The year-to-date returns for both investments are quite close, with DFSTX having a -10.66% return and VB slightly higher at -10.25%. Over the past 10 years, DFSTX has underperformed VB with an annualized return of 4.44%, while VB has yielded a comparatively higher 7.63% annualized return.

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DFSTX has a 0.27% expense ratio, which is higher than VB's 0.05% 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. Small Cap Portfolio (DFSTX) and Vanguard Small-Cap ETF (VB). 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 DFSTX Sharpe Ratio is -0.04, which is lower than the VB Sharpe Ratio of 0.03. The chart below compares the historical Sharpe Ratios of DFSTX and VB, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

DFSTX's dividend yield for the trailing twelve months is around 1.21%, less than VB's 1.57% yield.

The maximum DFSTX drawdown since its inception was -63.18%, which is greater than VB's maximum drawdown of -59.57%. Use the drawdown chart below to compare losses from any high point for DFSTX and VB. For additional features, visit the drawdowns tool.

DFA U.S. Small Cap Portfolio (DFSTX) and Vanguard Small-Cap ETF (VB) have volatilities of 14.40% and 14.88%, 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.