DFWIX vs. ACWX
Compare and contrast key facts about DFA World ex U.S. Core Equity Portfolio (DFWIX) and iShares MSCI ACWI ex U.S. ETF (ACWX).
DFWIX is managed by Dimensional Fund Advisors LP. It was launched on Apr 9, 2013. ACWX is a passively managed fund by iShares that tracks the performance of the MSCI All Country World ex-U.S. Index. It was launched on Mar 26, 2008.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DFWIX or ACWX.
Correlation
The correlation between DFWIX and ACWX is 0.96, 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
DFWIX vs. ACWX - Performance Comparison
Key characteristics
DFWIX:
0.49
ACWX:
0.60
DFWIX:
0.73
ACWX:
0.90
DFWIX:
1.09
ACWX:
1.11
DFWIX:
0.64
ACWX:
0.74
DFWIX:
1.97
ACWX:
2.52
DFWIX:
2.94%
ACWX:
3.05%
DFWIX:
11.95%
ACWX:
12.91%
DFWIX:
-41.80%
ACWX:
-60.39%
DFWIX:
-9.08%
ACWX:
-8.59%
Returns By Period
In the year-to-date period, DFWIX achieves a 3.02% return, which is significantly lower than ACWX's 5.05% return. Over the past 10 years, DFWIX has outperformed ACWX with an annualized return of 5.34%, while ACWX has yielded a comparatively lower 4.62% annualized return.
DFWIX
3.02%
-2.48%
-2.12%
4.98%
5.13%
5.34%
ACWX
5.05%
-1.68%
-0.67%
6.63%
4.03%
4.62%
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DFWIX vs. ACWX - Expense Ratio Comparison
DFWIX has a 0.31% expense ratio, which is lower than ACWX's 0.32% expense ratio.
Risk-Adjusted Performance
DFWIX vs. ACWX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for DFA World ex U.S. Core Equity Portfolio (DFWIX) and iShares MSCI ACWI ex U.S. ETF (ACWX). 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
DFWIX vs. ACWX - Dividend Comparison
DFWIX's dividend yield for the trailing twelve months is around 2.25%, less than ACWX's 4.35% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DFWIX DFA World ex U.S. Core Equity Portfolio | 2.25% | 3.36% | 3.11% | 2.88% | 1.81% | 2.36% | 2.97% | 2.36% | 2.59% | 2.31% | 2.41% | 2.19% |
ACWX iShares MSCI ACWI ex U.S. ETF | 2.98% | 2.96% | 2.68% | 2.73% | 1.88% | 3.22% | 2.65% | 2.40% | 2.77% | 2.51% | 3.18% | 2.69% |
Drawdowns
DFWIX vs. ACWX - Drawdown Comparison
The maximum DFWIX drawdown since its inception was -41.80%, smaller than the maximum ACWX drawdown of -60.39%. Use the drawdown chart below to compare losses from any high point for DFWIX and ACWX. For additional features, visit the drawdowns tool.
Volatility
DFWIX vs. ACWX - Volatility Comparison
The current volatility for DFA World ex U.S. Core Equity Portfolio (DFWIX) is 3.15%, while iShares MSCI ACWI ex U.S. ETF (ACWX) has a volatility of 3.34%. This indicates that DFWIX experiences smaller price fluctuations and is considered to be less risky than ACWX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.