DFTIX vs. VWIUX
Compare and contrast key facts about DFA Intermediate-Term Municipal Bond Portfolio (DFTIX) and Vanguard Intermediate-Term Tax-Exempt Fund Admiral Shares (VWIUX).
DFTIX is managed by Dimensional. It was launched on Feb 29, 2012. VWIUX is managed by Vanguard. It was launched on Feb 12, 2001.
Performance
DFTIX vs. VWIUX - Performance Comparison
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DFTIX vs. VWIUX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DFTIX DFA Intermediate-Term Municipal Bond Portfolio | -0.08% | 3.70% | 1.12% | 4.29% | -3.69% | -0.50% | 3.66% | 4.59% | 1.34% | 2.14% |
VWIUX Vanguard Intermediate-Term Tax-Exempt Fund Admiral Shares | -0.69% | 5.99% | 2.34% | 5.90% | -6.83% | 0.81% | 5.23% | 7.10% | 1.34% | 4.65% |
Returns By Period
In the year-to-date period, DFTIX achieves a -0.08% return, which is significantly higher than VWIUX's -0.69% return. Over the past 10 years, DFTIX has underperformed VWIUX with an annualized return of 1.48%, while VWIUX has yielded a comparatively higher 2.36% annualized return.
DFTIX
- 1D
- 0.08%
- 1M
- -1.77%
- YTD
- -0.08%
- 6M
- 1.14%
- 1Y
- 3.74%
- 3Y*
- 2.41%
- 5Y*
- 1.04%
- 10Y*
- 1.48%
VWIUX
- 1D
- 0.15%
- 1M
- -2.85%
- YTD
- -0.69%
- 6M
- 0.95%
- 1Y
- 4.63%
- 3Y*
- 3.66%
- 5Y*
- 1.53%
- 10Y*
- 2.36%
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DFTIX vs. VWIUX - Expense Ratio Comparison
DFTIX has a 0.20% expense ratio, which is higher than VWIUX's 0.09% 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%.
Return for Risk
DFTIX vs. VWIUX — Risk / Return Rank
DFTIX
VWIUX
DFTIX vs. VWIUX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for DFA Intermediate-Term Municipal Bond Portfolio (DFTIX) and Vanguard Intermediate-Term Tax-Exempt Fund Admiral Shares (VWIUX). 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.
| DFTIX | VWIUX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.47 | 1.39 | +0.08 |
Sortino ratioReturn per unit of downside risk | 1.94 | 1.88 | +0.06 |
Omega ratioGain probability vs. loss probability | 1.45 | 1.40 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.36 | 1.48 | -0.12 |
Martin ratioReturn relative to average drawdown | 5.59 | 5.75 | -0.16 |
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
| DFTIX | VWIUX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.47 | 1.39 | +0.08 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.48 | 0.48 | 0.00 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.61 | 0.69 | -0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.70 | 1.11 | -0.41 |
Correlation
The correlation between DFTIX and VWIUX is 0.74, 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
DFTIX vs. VWIUX - Dividend Comparison
DFTIX's dividend yield for the trailing twelve months is around 2.78%, less than VWIUX's 3.33% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DFTIX DFA Intermediate-Term Municipal Bond Portfolio | 2.78% | 2.32% | 2.22% | 1.76% | 1.47% | 1.31% | 1.49% | 1.55% | 1.52% | 1.33% | 1.36% | 1.47% |
VWIUX Vanguard Intermediate-Term Tax-Exempt Fund Admiral Shares | 3.33% | 4.06% | 3.63% | 2.78% | 2.51% | 1.89% | 2.40% | 2.88% | 2.89% | 2.82% | 2.91% | 2.96% |
Drawdowns
DFTIX vs. VWIUX - Drawdown Comparison
The maximum DFTIX drawdown since its inception was -8.02%, smaller than the maximum VWIUX drawdown of -11.38%. Use the drawdown chart below to compare losses from any high point for DFTIX and VWIUX.
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Drawdown Indicators
| DFTIX | VWIUX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -8.02% | -11.38% | +3.36% |
Max Drawdown (1Y)Largest decline over 1 year | -2.68% | -3.89% | +1.21% |
Max Drawdown (5Y)Largest decline over 5 years | -7.09% | -11.38% | +4.29% |
Max Drawdown (10Y)Largest decline over 10 years | -8.02% | -11.38% | +3.36% |
Current DrawdownCurrent decline from peak | -1.77% | -2.85% | +1.08% |
Average DrawdownAverage peak-to-trough decline | -1.31% | -1.44% | +0.13% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.65% | 1.00% | -0.35% |
Volatility
DFTIX vs. VWIUX - Volatility Comparison
The current volatility for DFA Intermediate-Term Municipal Bond Portfolio (DFTIX) is 0.75%, while Vanguard Intermediate-Term Tax-Exempt Fund Admiral Shares (VWIUX) has a volatility of 0.96%. This indicates that DFTIX experiences smaller price fluctuations and is considered to be less risky than VWIUX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DFTIX | VWIUX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.75% | 0.96% | -0.21% |
Volatility (6M)Calculated over the trailing 6-month period | 1.10% | 1.57% | -0.47% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.71% | 3.93% | -1.22% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.20% | 3.23% | -1.03% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 2.43% | 3.42% | -0.99% |