VFWAX vs. DFWIX
Compare and contrast key facts about Vanguard FTSE All-World ex-US Index Fund Admiral Shares (VFWAX) and DFA World ex U.S. Core Equity Portfolio (DFWIX).
VFWAX is managed by Vanguard. It was launched on Sep 27, 2011. DFWIX is managed by Dimensional Fund Advisors LP. It was launched on Apr 9, 2013.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VFWAX or DFWIX.
Correlation
The correlation between VFWAX and DFWIX 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
VFWAX vs. DFWIX - Performance Comparison
Key characteristics
VFWAX:
0.66
DFWIX:
0.49
VFWAX:
0.98
DFWIX:
0.73
VFWAX:
1.12
DFWIX:
1.09
VFWAX:
0.88
DFWIX:
0.64
VFWAX:
2.74
DFWIX:
1.97
VFWAX:
2.95%
DFWIX:
2.94%
VFWAX:
12.28%
DFWIX:
11.95%
VFWAX:
-34.93%
DFWIX:
-41.80%
VFWAX:
-8.30%
DFWIX:
-9.08%
Returns By Period
In the year-to-date period, VFWAX achieves a 5.43% return, which is significantly higher than DFWIX's 3.02% return. Over the past 10 years, VFWAX has underperformed DFWIX with an annualized return of 5.06%, while DFWIX has yielded a comparatively higher 5.34% annualized return.
VFWAX
5.43%
-1.47%
-0.35%
7.24%
4.49%
5.06%
DFWIX
3.02%
-2.48%
-2.12%
4.98%
5.13%
5.34%
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VFWAX vs. DFWIX - Expense Ratio Comparison
VFWAX has a 0.11% expense ratio, which is lower than DFWIX's 0.31% expense ratio.
Risk-Adjusted Performance
VFWAX vs. DFWIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard FTSE All-World ex-US Index Fund Admiral Shares (VFWAX) and DFA World ex U.S. Core Equity Portfolio (DFWIX). 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
VFWAX vs. DFWIX - Dividend Comparison
VFWAX's dividend yield for the trailing twelve months is around 1.55%, less than DFWIX's 2.25% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VFWAX Vanguard FTSE All-World ex-US Index Fund Admiral Shares | 1.55% | 3.28% | 3.07% | 3.03% | 1.97% | 3.08% | 3.24% | 2.67% | 2.96% | 2.95% | 3.53% | 2.68% |
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% |
Drawdowns
VFWAX vs. DFWIX - Drawdown Comparison
The maximum VFWAX drawdown since its inception was -34.93%, smaller than the maximum DFWIX drawdown of -41.80%. Use the drawdown chart below to compare losses from any high point for VFWAX and DFWIX. For additional features, visit the drawdowns tool.
Volatility
VFWAX vs. DFWIX - Volatility Comparison
Vanguard FTSE All-World ex-US Index Fund Admiral Shares (VFWAX) and DFA World ex U.S. Core Equity Portfolio (DFWIX) have volatilities of 3.03% and 3.15%, 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.