DFWIX vs. VXUS
Compare and contrast key facts about DFA World ex U.S. Core Equity Portfolio (DFWIX) and Vanguard Total International Stock ETF (VXUS).
DFWIX is managed by Dimensional Fund Advisors LP. It was launched on Apr 9, 2013. VXUS is a passively managed fund by Vanguard that tracks the performance of the MSCI All Country World ex USA Investable Market Index. It was launched on Jan 26, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DFWIX or VXUS.
Correlation
The correlation between DFWIX and VXUS 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. VXUS - Performance Comparison
Key characteristics
DFWIX:
0.49
VXUS:
0.59
DFWIX:
0.73
VXUS:
0.89
DFWIX:
1.09
VXUS:
1.11
DFWIX:
0.64
VXUS:
0.81
DFWIX:
1.97
VXUS:
2.57
DFWIX:
2.94%
VXUS:
2.97%
DFWIX:
11.95%
VXUS:
12.87%
DFWIX:
-41.80%
VXUS:
-35.97%
DFWIX:
-9.08%
VXUS:
-8.51%
Returns By Period
In the year-to-date period, DFWIX achieves a 3.02% return, which is significantly lower than VXUS's 4.85% return. Over the past 10 years, DFWIX has outperformed VXUS with an annualized return of 5.34%, while VXUS has yielded a comparatively lower 5.02% annualized return.
DFWIX
3.02%
-2.48%
-2.12%
4.98%
5.13%
5.34%
VXUS
4.85%
-1.63%
-0.64%
6.68%
4.39%
5.02%
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DFWIX vs. VXUS - Expense Ratio Comparison
DFWIX has a 0.31% expense ratio, which is higher than VXUS's 0.07% expense ratio.
Risk-Adjusted Performance
DFWIX vs. VXUS - 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 Total International Stock ETF (VXUS). 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. VXUS - Dividend Comparison
DFWIX's dividend yield for the trailing twelve months is around 2.25%, more than VXUS's 1.64% 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% |
VXUS Vanguard Total International Stock ETF | 1.64% | 3.25% | 3.09% | 3.10% | 2.14% | 3.06% | 3.17% | 2.73% | 2.93% | 2.83% | 3.40% | 2.70% |
Drawdowns
DFWIX vs. VXUS - Drawdown Comparison
The maximum DFWIX drawdown since its inception was -41.80%, which is greater than VXUS's maximum drawdown of -35.97%. Use the drawdown chart below to compare losses from any high point for DFWIX and VXUS. For additional features, visit the drawdowns tool.
Volatility
DFWIX vs. VXUS - Volatility Comparison
The current volatility for DFA World ex U.S. Core Equity Portfolio (DFWIX) is 3.15%, while Vanguard Total International Stock ETF (VXUS) has a volatility of 3.42%. This indicates that DFWIX experiences smaller price fluctuations and is considered to be less risky than VXUS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.