DFYGX vs. BUBIX
Compare and contrast key facts about DFA Two-Year Government Portfolio (DFYGX) and Baird Ultra Short Bond Fund Institutional Class (BUBIX).
DFYGX is managed by Dimensional. It was launched on Jun 6, 1996. BUBIX is an actively managed fund by Baird. It was launched on Dec 31, 2013.
Performance
DFYGX vs. BUBIX - Performance Comparison
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DFYGX vs. BUBIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DFYGX DFA Two-Year Government Portfolio | 0.88% | 2.16% | 5.15% | 5.00% | -3.02% | -0.51% | 0.38% | 2.20% | 1.42% | 0.29% |
BUBIX Baird Ultra Short Bond Fund Institutional Class | 0.51% | 4.44% | 5.65% | 5.71% | 0.96% | 0.20% | 1.66% | 3.11% | 1.95% | 1.30% |
Returns By Period
In the year-to-date period, DFYGX achieves a 0.88% return, which is significantly higher than BUBIX's 0.51% return. Over the past 10 years, DFYGX has underperformed BUBIX with an annualized return of 1.38%, while BUBIX has yielded a comparatively higher 2.65% annualized return.
DFYGX
- 1D
- 0.00%
- 1M
- 0.25%
- YTD
- 0.88%
- 6M
- 1.90%
- 1Y
- 2.85%
- 3Y*
- 3.99%
- 5Y*
- 1.89%
- 10Y*
- 1.38%
BUBIX
- 1D
- 0.10%
- 1M
- -0.10%
- YTD
- 0.51%
- 6M
- 1.58%
- 1Y
- 4.09%
- 3Y*
- 5.04%
- 5Y*
- 3.46%
- 10Y*
- 2.65%
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DFYGX vs. BUBIX - Expense Ratio Comparison
DFYGX has a 0.17% expense ratio, which is higher than BUBIX's 0.15% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Return for Risk
DFYGX vs. BUBIX — Risk / Return Rank
DFYGX
BUBIX
DFYGX vs. BUBIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for DFA Two-Year Government Portfolio (DFYGX) and Baird Ultra Short Bond Fund Institutional Class (BUBIX). 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.
| DFYGX | BUBIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.38 | 5.72 | -3.33 |
Sortino ratioReturn per unit of downside risk | 2.73 | 11.49 | -8.76 |
Omega ratioGain probability vs. loss probability | 3.66 | 6.46 | -2.80 |
Calmar ratioReturn relative to maximum drawdown | 1.91 | 13.82 | -11.90 |
Martin ratioReturn relative to average drawdown | 5.30 | 121.86 | -116.56 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| DFYGX | BUBIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.38 | 5.72 | -3.33 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.56 | 4.37 | -2.81 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.40 | 3.74 | -2.34 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.85 | 3.39 | -1.55 |
Correlation
The correlation between DFYGX and BUBIX is 0.09, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
DFYGX vs. BUBIX - Dividend Comparison
DFYGX's dividend yield for the trailing twelve months is around 2.81%, less than BUBIX's 4.02% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DFYGX DFA Two-Year Government Portfolio | 2.81% | 2.04% | 4.84% | 3.07% | 1.14% | 0.00% | 0.27% | 1.87% | 1.82% | 1.01% | 0.58% | 0.49% |
BUBIX Baird Ultra Short Bond Fund Institutional Class | 4.02% | 4.16% | 5.31% | 4.65% | 1.56% | 0.50% | 1.44% | 2.57% | 2.13% | 1.29% | 1.04% | 0.80% |
Drawdowns
DFYGX vs. BUBIX - Drawdown Comparison
The maximum DFYGX drawdown since its inception was -4.46%, which is greater than BUBIX's maximum drawdown of -1.88%. Use the drawdown chart below to compare losses from any high point for DFYGX and BUBIX.
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Drawdown Indicators
| DFYGX | BUBIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -4.46% | -1.88% | -2.58% |
Max Drawdown (1Y)Largest decline over 1 year | -1.04% | -0.30% | -0.74% |
Max Drawdown (5Y)Largest decline over 5 years | -4.36% | -0.68% | -3.68% |
Max Drawdown (10Y)Largest decline over 10 years | -4.46% | -1.88% | -2.58% |
Current DrawdownCurrent decline from peak | 0.00% | -0.20% | +0.20% |
Average DrawdownAverage peak-to-trough decline | -0.30% | -0.05% | -0.25% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.38% | 0.03% | +0.35% |
Volatility
DFYGX vs. BUBIX - Volatility Comparison
The current volatility for DFA Two-Year Government Portfolio (DFYGX) is 0.15%, while Baird Ultra Short Bond Fund Institutional Class (BUBIX) has a volatility of 0.36%. This indicates that DFYGX experiences smaller price fluctuations and is considered to be less risky than BUBIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DFYGX | BUBIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.15% | 0.36% | -0.21% |
Volatility (6M)Calculated over the trailing 6-month period | 0.41% | 0.55% | -0.14% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.21% | 0.72% | +0.49% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 1.22% | 0.80% | +0.42% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 0.99% | 0.71% | +0.28% |