DFVEX vs. VFIAX
Compare and contrast key facts about DFA U.S. Vector Equity Fund (DFVEX) and Vanguard 500 Index Fund Admiral Shares (VFIAX).
DFVEX is managed by Dimensional Fund Advisors LP. It was launched on Dec 30, 2005. VFIAX is managed by Vanguard. It was launched on Nov 13, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DFVEX or VFIAX.
Correlation
The correlation between DFVEX and VFIAX is 0.90, 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. VFIAX - Performance Comparison
Key characteristics
DFVEX:
1.10
VFIAX:
1.87
DFVEX:
1.60
VFIAX:
2.52
DFVEX:
1.20
VFIAX:
1.34
DFVEX:
1.93
VFIAX:
2.82
DFVEX:
5.16
VFIAX:
11.69
DFVEX:
3.03%
VFIAX:
2.04%
DFVEX:
14.25%
VFIAX:
12.76%
DFVEX:
-62.56%
VFIAX:
-55.20%
DFVEX:
-2.73%
VFIAX:
-0.42%
Returns By Period
In the year-to-date period, DFVEX achieves a 3.29% return, which is significantly lower than VFIAX's 4.19% return. Over the past 10 years, DFVEX has underperformed VFIAX with an annualized return of 6.69%, while VFIAX has yielded a comparatively higher 13.24% annualized return.
DFVEX
3.29%
-0.39%
7.95%
16.25%
9.40%
6.69%
VFIAX
4.19%
1.24%
10.52%
24.42%
14.65%
13.24%
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DFVEX vs. VFIAX - Expense Ratio Comparison
DFVEX has a 0.28% expense ratio, which is higher than VFIAX's 0.04% expense ratio.
Risk-Adjusted Performance
DFVEX vs. VFIAX — Risk-Adjusted Performance Rank
DFVEX
VFIAX
DFVEX vs. VFIAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for DFA U.S. Vector Equity Fund (DFVEX) 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.
Dividends
DFVEX vs. VFIAX - Dividend Comparison
DFVEX's dividend yield for the trailing twelve months is around 1.22%, more than VFIAX's 1.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DFVEX DFA U.S. Vector Equity Fund | 1.22% | 1.26% | 1.40% | 1.54% | 1.22% | 1.27% | 1.28% | 1.44% | 1.37% | 1.33% | 1.56% | 1.27% |
VFIAX Vanguard 500 Index Fund Admiral Shares | 1.19% | 1.24% | 1.45% | 1.68% | 1.24% | 1.53% | 1.87% | 2.05% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
DFVEX vs. VFIAX - Drawdown Comparison
The maximum DFVEX drawdown since its inception was -62.56%, which is greater than VFIAX's maximum drawdown of -55.20%. Use the drawdown chart below to compare losses from any high point for DFVEX and VFIAX. For additional features, visit the drawdowns tool.
Volatility
DFVEX vs. VFIAX - Volatility Comparison
The current volatility for DFA U.S. Vector Equity Fund (DFVEX) is 2.79%, while Vanguard 500 Index Fund Admiral Shares (VFIAX) has a volatility of 3.00%. This indicates that DFVEX experiences smaller price fluctuations and is considered to be less risky than VFIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.