DFWIX vs. VFWSX
Compare and contrast key facts about DFA World ex U.S. Core Equity Portfolio (DFWIX) and Vanguard FTSE All-World ex-US Index Fund Institutional Shares (VFWSX).
DFWIX is managed by Dimensional Fund Advisors LP. It was launched on Apr 9, 2013. VFWSX is managed by Vanguard. It was launched on Apr 30, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DFWIX or VFWSX.
Correlation
The correlation between DFWIX and VFWSX is 0.98, 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. VFWSX - Performance Comparison
Key characteristics
DFWIX:
0.40
VFWSX:
0.66
DFWIX:
0.61
VFWSX:
0.99
DFWIX:
1.08
VFWSX:
1.12
DFWIX:
0.51
VFWSX:
0.89
DFWIX:
1.58
VFWSX:
2.76
DFWIX:
3.00%
VFWSX:
2.95%
DFWIX:
11.92%
VFWSX:
12.30%
DFWIX:
-41.80%
VFWSX:
-61.25%
DFWIX:
-9.29%
VFWSX:
-8.29%
Returns By Period
In the year-to-date period, DFWIX achieves a 2.78% return, which is significantly lower than VFWSX's 5.46% return. Both investments have delivered pretty close results over the past 10 years, with DFWIX having a 5.28% annualized return and VFWSX not far behind at 5.09%.
DFWIX
2.78%
-2.77%
-2.42%
5.91%
5.07%
5.28%
VFWSX
5.46%
-1.45%
-0.32%
7.27%
4.52%
5.09%
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DFWIX vs. VFWSX - Expense Ratio Comparison
DFWIX has a 0.31% expense ratio, which is higher than VFWSX's 0.08% expense ratio.
Risk-Adjusted Performance
DFWIX vs. VFWSX - 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 Vanguard FTSE All-World ex-US Index Fund Institutional Shares (VFWSX). 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. VFWSX - Dividend Comparison
DFWIX's dividend yield for the trailing twelve months is around 2.25%, more than VFWSX's 1.57% 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% |
VFWSX Vanguard FTSE All-World ex-US Index Fund Institutional Shares | 1.57% | 3.31% | 3.10% | 3.06% | 1.99% | 3.10% | 3.28% | 2.67% | 2.97% | 2.97% | 3.54% | 2.70% |
Drawdowns
DFWIX vs. VFWSX - Drawdown Comparison
The maximum DFWIX drawdown since its inception was -41.80%, smaller than the maximum VFWSX drawdown of -61.25%. Use the drawdown chart below to compare losses from any high point for DFWIX and VFWSX. For additional features, visit the drawdowns tool.
Volatility
DFWIX vs. VFWSX - Volatility Comparison
DFA World ex U.S. Core Equity Portfolio (DFWIX) and Vanguard FTSE All-World ex-US Index Fund Institutional Shares (VFWSX) have volatilities of 3.15% and 3.02%, 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.