DFUSX vs. POGSX
Compare and contrast key facts about DFA U.S. Large Company Portfolio (DFUSX) and Pin Oak Equity (POGSX).
DFUSX is managed by Dimensional. It was launched on Sep 23, 1999. POGSX is managed by Oak Associates. It was launched on Aug 3, 1992.
Performance
DFUSX vs. POGSX - Performance Comparison
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DFUSX vs. POGSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DFUSX DFA U.S. Large Company Portfolio | -7.05% | 17.76% | 24.91% | 26.28% | -18.14% | 28.53% | 18.41% | 32.08% | -4.45% | 21.04% |
POGSX Pin Oak Equity | 5.66% | 27.41% | 18.99% | 27.16% | -25.10% | 21.42% | 10.60% | 27.72% | -6.15% | 15.14% |
Returns By Period
In the year-to-date period, DFUSX achieves a -7.05% return, which is significantly lower than POGSX's 5.66% return. Both investments have delivered pretty close results over the past 10 years, with DFUSX having a 13.60% annualized return and POGSX not far behind at 13.07%.
DFUSX
- 1D
- -0.40%
- 1M
- -7.66%
- YTD
- -7.05%
- 6M
- -4.63%
- 1Y
- 14.38%
- 3Y*
- 17.12%
- 5Y*
- 11.34%
- 10Y*
- 13.60%
POGSX
- 1D
- -0.02%
- 1M
- -5.28%
- YTD
- 5.66%
- 6M
- 12.41%
- 1Y
- 33.37%
- 3Y*
- 25.41%
- 5Y*
- 11.32%
- 10Y*
- 13.07%
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DFUSX vs. POGSX - Expense Ratio Comparison
DFUSX has a 0.08% expense ratio, which is lower than POGSX's 0.91% expense ratio.
Return for Risk
DFUSX vs. POGSX — Risk / Return Rank
DFUSX
POGSX
DFUSX vs. POGSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for DFA U.S. Large Company Portfolio (DFUSX) and Pin Oak Equity (POGSX). 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.
| DFUSX | POGSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.85 | 1.74 | -0.89 |
Sortino ratioReturn per unit of downside risk | 1.32 | 2.75 | -1.42 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.40 | -0.19 |
Calmar ratioReturn relative to maximum drawdown | 0.87 | 2.85 | -1.98 |
Martin ratioReturn relative to average drawdown | 4.25 | 11.79 | -7.55 |
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
| DFUSX | POGSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.85 | 1.74 | -0.89 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.68 | 0.64 | +0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.76 | 0.71 | +0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.42 | 0.29 | +0.13 |
Correlation
The correlation between DFUSX and POGSX is 0.85, 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
DFUSX vs. POGSX - Dividend Comparison
DFUSX's dividend yield for the trailing twelve months is around 1.14%, less than POGSX's 17.99% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DFUSX DFA U.S. Large Company Portfolio | 1.14% | 1.04% | 1.24% | 4.17% | 6.24% | 6.57% | 3.82% | 2.74% | 2.64% | 1.56% | 1.95% | 2.87% |
POGSX Pin Oak Equity | 17.99% | 8.85% | 17.87% | 8.21% | 0.15% | 10.93% | 4.60% | 3.22% | 2.94% | 1.79% | 2.03% | 3.83% |
Drawdowns
DFUSX vs. POGSX - Drawdown Comparison
The maximum DFUSX drawdown since its inception was -54.96%, smaller than the maximum POGSX drawdown of -89.46%. Use the drawdown chart below to compare losses from any high point for DFUSX and POGSX.
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Drawdown Indicators
| DFUSX | POGSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.96% | -89.46% | +34.50% |
Max Drawdown (1Y)Largest decline over 1 year | -12.10% | -10.96% | -1.14% |
Max Drawdown (5Y)Largest decline over 5 years | -24.58% | -29.81% | +5.23% |
Max Drawdown (10Y)Largest decline over 10 years | -33.79% | -33.05% | -0.74% |
Current DrawdownCurrent decline from peak | -8.88% | -8.03% | -0.85% |
Average DrawdownAverage peak-to-trough decline | -10.66% | -36.91% | +26.25% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.62% | 2.65% | -0.03% |
Volatility
DFUSX vs. POGSX - Volatility Comparison
DFA U.S. Large Company Portfolio (DFUSX) has a higher volatility of 4.25% compared to Pin Oak Equity (POGSX) at 3.76%. This indicates that DFUSX's price experiences larger fluctuations and is considered to be riskier than POGSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DFUSX | POGSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.25% | 3.76% | +0.49% |
Volatility (6M)Calculated over the trailing 6-month period | 8.64% | 12.91% | -4.27% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.96% | 19.62% | -1.66% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.83% | 17.85% | -1.02% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.03% | 18.56% | -0.53% |