DFUSX vs. VFIAX

The year-to-date returns for both investments are quite close, with DFUSX having a -0.86% return and VFIAX slightly higher at -0.84%. Over the past 10 years, DFUSX has underperformed VFIAX with an annualized return of 10.62%, while VFIAX has yielded a comparatively higher 12.62% annualized return.

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DFUSX has a 0.08% expense ratio, which is higher than VFIAX's 0.04% 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. Large Company Portfolio (DFUSX) and Vanguard 500 Index Fund Admiral Shares (VFIAX). 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 DFUSX Sharpe Ratio is 0.59, which is comparable to the VFIAX Sharpe Ratio of 0.59. The chart below compares the historical Sharpe Ratios of DFUSX and VFIAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

DFUSX's dividend yield for the trailing twelve months is around 1.29%, which matches VFIAX's 1.30% yield.

The maximum DFUSX drawdown since its inception was -54.96%, roughly equal to the maximum VFIAX drawdown of -55.20%. Use the drawdown chart below to compare losses from any high point for DFUSX and VFIAX.

DFA U.S. Large Company Portfolio (DFUSX) and Vanguard 500 Index Fund Admiral Shares (VFIAX) have volatilities of 4.37% and 4.37%, 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.