DFVEX vs. FXAIX
Compare and contrast key facts about DFA U.S. Vector Equity Fund (DFVEX) and Fidelity 500 Index Fund (FXAIX).
DFVEX is managed by Dimensional Fund Advisors LP. It was launched on Dec 30, 2005. FXAIX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DFVEX or FXAIX.
Correlation
The correlation between DFVEX and FXAIX is 0.87, 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. FXAIX - Performance Comparison
Key characteristics
DFVEX:
1.30
FXAIX:
1.97
DFVEX:
1.87
FXAIX:
2.64
DFVEX:
1.24
FXAIX:
1.36
DFVEX:
2.31
FXAIX:
2.98
DFVEX:
6.19
FXAIX:
12.34
DFVEX:
3.02%
FXAIX:
2.04%
DFVEX:
14.38%
FXAIX:
12.79%
DFVEX:
-62.56%
FXAIX:
-33.79%
DFVEX:
-2.56%
FXAIX:
0.00%
Returns By Period
In the year-to-date period, DFVEX achieves a 3.48% return, which is significantly lower than FXAIX's 4.11% return. Over the past 10 years, DFVEX has underperformed FXAIX with an annualized return of 6.69%, while FXAIX has yielded a comparatively higher 13.09% annualized return.
DFVEX
3.48%
0.82%
7.65%
15.84%
9.25%
6.69%
FXAIX
4.11%
2.06%
9.72%
23.78%
14.37%
13.09%
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DFVEX vs. FXAIX - Expense Ratio Comparison
DFVEX has a 0.28% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Risk-Adjusted Performance
DFVEX vs. FXAIX — Risk-Adjusted Performance Rank
DFVEX
FXAIX
DFVEX vs. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for DFA U.S. Vector Equity Fund (DFVEX) and Fidelity 500 Index Fund (FXAIX). 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. FXAIX - Dividend Comparison
DFVEX's dividend yield for the trailing twelve months is around 1.21%, which matches FXAIX's 1.20% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DFVEX DFA U.S. Vector Equity Fund | 1.21% | 1.26% | 1.40% | 1.54% | 1.22% | 1.27% | 1.28% | 1.44% | 1.37% | 1.33% | 1.56% | 1.27% |
FXAIX Fidelity 500 Index Fund | 1.20% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 1.95% | 2.07% | 1.81% | 2.01% | 2.56% | 2.63% |
Drawdowns
DFVEX vs. FXAIX - Drawdown Comparison
The maximum DFVEX drawdown since its inception was -62.56%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for DFVEX and FXAIX. For additional features, visit the drawdowns tool.
Volatility
DFVEX vs. FXAIX - Volatility Comparison
The current volatility for DFA U.S. Vector Equity Fund (DFVEX) is 2.94%, while Fidelity 500 Index Fund (FXAIX) has a volatility of 3.21%. This indicates that DFVEX experiences smaller price fluctuations and is considered to be less risky than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.