DGCFX vs. BNDW
Compare and contrast key facts about DFA Global Core Plus Fixed Income Portfolio (DGCFX) and Vanguard Total World Bond ETF (BNDW).
DGCFX is managed by Dimensional Fund Advisors LP. It was launched on Jan 10, 2018. BNDW is a passively managed fund by Vanguard that tracks the performance of the Bloomberg Barclays Global Aggregate Float Adjusted TR Index. It was launched on Sep 4, 2018.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DGCFX or BNDW.
Correlation
The correlation between DGCFX and BNDW is 0.07, 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.
Performance
DGCFX vs. BNDW - Performance Comparison
Key characteristics
DGCFX:
1.62
BNDW:
1.55
DGCFX:
2.36
BNDW:
2.30
DGCFX:
1.29
BNDW:
1.28
DGCFX:
0.57
BNDW:
0.61
DGCFX:
6.05
BNDW:
5.75
DGCFX:
1.13%
BNDW:
1.16%
DGCFX:
4.19%
BNDW:
4.26%
DGCFX:
-22.37%
BNDW:
-17.22%
DGCFX:
-5.34%
BNDW:
-4.40%
Returns By Period
In the year-to-date period, DGCFX achieves a 1.77% return, which is significantly lower than BNDW's 2.10% return.
DGCFX
1.77%
0.77%
1.58%
7.41%
0.69%
N/A
BNDW
2.10%
1.23%
1.95%
7.21%
-0.31%
N/A
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DGCFX vs. BNDW - Expense Ratio Comparison
DGCFX has a 0.25% expense ratio, which is higher than BNDW's 0.06% 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%.
Risk-Adjusted Performance
DGCFX vs. BNDW — Risk-Adjusted Performance Rank
DGCFX
BNDW
DGCFX vs. BNDW - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for DFA Global Core Plus Fixed Income Portfolio (DGCFX) and Vanguard Total World Bond ETF (BNDW). 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
DGCFX vs. BNDW - Dividend Comparison
DGCFX's dividend yield for the trailing twelve months is around 4.32%, more than BNDW's 3.95% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|
DGCFX DFA Global Core Plus Fixed Income Portfolio | 4.32% | 4.40% | 4.04% | 2.26% | 1.68% | 1.55% | 1.92% | 6.17% |
BNDW Vanguard Total World Bond ETF | 3.95% | 3.90% | 3.73% | 2.02% | 2.58% | 1.56% | 3.05% | 1.66% |
Drawdowns
DGCFX vs. BNDW - Drawdown Comparison
The maximum DGCFX drawdown since its inception was -22.37%, which is greater than BNDW's maximum drawdown of -17.22%. Use the drawdown chart below to compare losses from any high point for DGCFX and BNDW. For additional features, visit the drawdowns tool.
Volatility
DGCFX vs. BNDW - Volatility Comparison
DFA Global Core Plus Fixed Income Portfolio (DGCFX) has a higher volatility of 1.67% compared to Vanguard Total World Bond ETF (BNDW) at 1.51%. This indicates that DGCFX's price experiences larger fluctuations and is considered to be riskier than BNDW based on this measure. The chart below showcases a comparison of their rolling one-month volatility.