DFWIX vs. DNL

In the year-to-date period, DFWIX achieves a 7.39% return, which is significantly higher than DNL's 1.45% return. Over the past 10 years, DFWIX has underperformed DNL with an annualized return of 5.16%, while DNL has yielded a comparatively higher 5.61% annualized return.

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DFWIX has a 0.31% expense ratio, which is lower than DNL's 0.58% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for DFA World ex U.S. Core Equity Portfolio (DFWIX) and WisdomTree Global ex-U.S. Quality Dividend Growth Fund (DNL). 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 DFWIX Sharpe Ratio is 0.65, which is higher than the DNL Sharpe Ratio of -0.10. The chart below compares the historical Sharpe Ratios of DFWIX and DNL, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

DFWIX's dividend yield for the trailing twelve months is around 3.15%, more than DNL's 2.14% yield.

The maximum DFWIX drawdown since its inception was -42.10%, smaller than the maximum DNL drawdown of -44.54%. Use the drawdown chart below to compare losses from any high point for DFWIX and DNL. For additional features, visit the drawdowns tool.

The current volatility for DFA World ex U.S. Core Equity Portfolio (DFWIX) is 9.41%, while WisdomTree Global ex-U.S. Quality Dividend Growth Fund (DNL) has a volatility of 11.69%. This indicates that DFWIX experiences smaller price fluctuations and is considered to be less risky than DNL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.