DGCFX vs. BND

In the year-to-date period, DGCFX achieves a 2.10% return, which is significantly lower than BND's 2.77% return.

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DGCFX has a 0.25% expense ratio, which is higher than BND's 0.03% 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%.

This table presents a comparison of risk-adjusted performance metrics for DFA Global Core Plus Fixed Income Portfolio (DGCFX) and Vanguard Total Bond Market ETF (BND). 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 DGCFX Sharpe Ratio is 1.68, which is higher than the BND Sharpe Ratio of 1.15. The chart below compares the historical Sharpe Ratios of DGCFX and BND, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

DGCFX's dividend yield for the trailing twelve months is around 4.31%, more than BND's 3.64% yield.

The maximum DGCFX drawdown since its inception was -22.37%, which is greater than BND's maximum drawdown of -18.84%. Use the drawdown chart below to compare losses from any high point for DGCFX and BND. For additional features, visit the drawdowns tool.

The current volatility for DFA Global Core Plus Fixed Income Portfolio (DGCFX) is 1.26%, while Vanguard Total Bond Market ETF (BND) has a volatility of 1.44%. This indicates that DGCFX experiences smaller price fluctuations and is considered to be less risky than BND based on this measure. The chart below showcases a comparison of their rolling one-month volatility.