DGEIX vs. DFAW

The year-to-date returns for both investments are quite close, with DGEIX having a 2.92% return and DFAW slightly higher at 3.00%.

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Both DGEIX and DFAW have an expense ratio of 0.25%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.

This table presents a comparison of risk-adjusted performance metrics for DFA Global Equity Portfolio Institutional Class (DGEIX) and Dimensional World Equity ETF (DFAW). 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 DGEIX Sharpe Ratio is 0.44, which is comparable to the DFAW Sharpe Ratio of 0.56. The chart below compares the historical Sharpe Ratios of DGEIX and DFAW, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

DGEIX's dividend yield for the trailing twelve months is around 1.70%, more than DFAW's 1.50% yield.

The maximum DGEIX drawdown since its inception was -60.58%, which is greater than DFAW's maximum drawdown of -16.94%. Use the drawdown chart below to compare losses from any high point for DGEIX and DFAW. For additional features, visit the drawdowns tool.

DFA Global Equity Portfolio Institutional Class (DGEIX) and Dimensional World Equity ETF (DFAW) have volatilities of 4.68% and 4.81%, 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.