DGEIX vs. VOO
Compare and contrast key facts about DFA Global Equity Portfolio Institutional Class (DGEIX) and Vanguard S&P 500 ETF (VOO).
DGEIX is managed by Dimensional Fund Advisors LP. It was launched on Dec 24, 2003. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DGEIX or VOO.
Correlation
The correlation between DGEIX and VOO is 0.94, 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
DGEIX vs. VOO - Performance Comparison
Key characteristics
DGEIX:
1.18
VOO:
1.76
DGEIX:
1.64
VOO:
2.37
DGEIX:
1.22
VOO:
1.32
DGEIX:
1.82
VOO:
2.66
DGEIX:
5.42
VOO:
11.10
DGEIX:
2.65%
VOO:
2.02%
DGEIX:
12.18%
VOO:
12.79%
DGEIX:
-60.58%
VOO:
-33.99%
DGEIX:
-3.68%
VOO:
-2.11%
Returns By Period
In the year-to-date period, DGEIX achieves a 2.85% return, which is significantly higher than VOO's 2.40% return. Over the past 10 years, DGEIX has underperformed VOO with an annualized return of 8.21%, while VOO has yielded a comparatively higher 13.03% annualized return.
DGEIX
2.85%
-0.54%
1.71%
12.50%
8.99%
8.21%
VOO
2.40%
-1.05%
7.47%
19.81%
14.27%
13.03%
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DGEIX vs. VOO - Expense Ratio Comparison
DGEIX has a 0.25% expense ratio, which is higher than VOO'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%.
Risk-Adjusted Performance
DGEIX vs. VOO — Risk-Adjusted Performance Rank
DGEIX
VOO
DGEIX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for DFA Global Equity Portfolio Institutional Class (DGEIX) and Vanguard S&P 500 ETF (VOO). 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
DGEIX vs. VOO - Dividend Comparison
DGEIX's dividend yield for the trailing twelve months is around 1.66%, more than VOO's 1.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DGEIX DFA Global Equity Portfolio Institutional Class | 1.66% | 1.71% | 1.97% | 1.89% | 1.67% | 1.44% | 1.73% | 1.99% | 1.83% | 1.91% | 1.99% | 1.88% |
VOO Vanguard S&P 500 ETF | 1.22% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
DGEIX vs. VOO - Drawdown Comparison
The maximum DGEIX drawdown since its inception was -60.58%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for DGEIX and VOO. For additional features, visit the drawdowns tool.
Volatility
DGEIX vs. VOO - Volatility Comparison
DFA Global Equity Portfolio Institutional Class (DGEIX) and Vanguard S&P 500 ETF (VOO) have volatilities of 3.22% and 3.38%, 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.