DFVEX vs. DFQTX
Compare and contrast key facts about DFA U.S. Vector Equity Fund (DFVEX) and DFA US Core Equity 2 Portfolio I (DFQTX).
DFVEX is managed by Dimensional Fund Advisors LP. It was launched on Dec 30, 2005. DFQTX is managed by Dimensional Fund Advisors LP.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DFVEX or DFQTX.
Correlation
The correlation between DFVEX and DFQTX is 0.97, 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.
Performance
DFVEX vs. DFQTX - Performance Comparison
Key characteristics
DFVEX:
-0.04
DFQTX:
0.16
DFVEX:
0.08
DFQTX:
0.35
DFVEX:
1.01
DFQTX:
1.05
DFVEX:
-0.04
DFQTX:
0.15
DFVEX:
-0.16
DFQTX:
0.64
DFVEX:
5.27%
DFQTX:
4.65%
DFVEX:
19.81%
DFQTX:
19.04%
DFVEX:
-62.56%
DFQTX:
-59.35%
DFVEX:
-16.17%
DFQTX:
-14.83%
Returns By Period
In the year-to-date period, DFVEX achieves a -10.98% return, which is significantly lower than DFQTX's -10.22% return. Over the past 10 years, DFVEX has underperformed DFQTX with an annualized return of 4.99%, while DFQTX has yielded a comparatively higher 8.33% annualized return.
DFVEX
-10.98%
-7.98%
-12.09%
-0.17%
12.78%
4.99%
DFQTX
-10.22%
-7.39%
-11.23%
3.78%
13.88%
8.33%
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DFVEX vs. DFQTX - Expense Ratio Comparison
DFVEX has a 0.28% expense ratio, which is higher than DFQTX's 0.19% expense ratio.
Risk-Adjusted Performance
DFVEX vs. DFQTX — Risk-Adjusted Performance Rank
DFVEX
DFQTX
DFVEX vs. DFQTX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for DFA U.S. Vector Equity Fund (DFVEX) and DFA US Core Equity 2 Portfolio I (DFQTX). 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.
Dividends
DFVEX vs. DFQTX - Dividend Comparison
DFVEX's dividend yield for the trailing twelve months is around 1.43%, more than DFQTX's 1.31% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DFVEX DFA U.S. Vector Equity Fund | 1.43% | 1.26% | 1.40% | 1.54% | 1.22% | 1.27% | 1.28% | 1.44% | 1.37% | 1.33% | 1.56% | 1.27% |
DFQTX DFA US Core Equity 2 Portfolio I | 1.31% | 1.15% | 1.74% | 4.43% | 4.74% | 1.29% | 3.50% | 2.84% | 2.52% | 2.28% | 3.78% | 2.17% |
Drawdowns
DFVEX vs. DFQTX - Drawdown Comparison
The maximum DFVEX drawdown since its inception was -62.56%, which is greater than DFQTX's maximum drawdown of -59.35%. Use the drawdown chart below to compare losses from any high point for DFVEX and DFQTX. For additional features, visit the drawdowns tool.
Volatility
DFVEX vs. DFQTX - Volatility Comparison
DFA U.S. Vector Equity Fund (DFVEX) and DFA US Core Equity 2 Portfolio I (DFQTX) have volatilities of 13.51% and 13.49%, 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.