DGEIX vs. VT
Compare and contrast key facts about DFA Global Equity Portfolio Institutional Class (DGEIX) and Vanguard Total World Stock ETF (VT).
DGEIX is managed by Dimensional Fund Advisors LP. It was launched on Dec 24, 2003. VT is a passively managed fund by Vanguard that tracks the performance of the FTSE Global All Cap Index. It was launched on Jun 24, 2008.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DGEIX or VT.
Correlation
The correlation between DGEIX and VT is 0.96, 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. VT - Performance Comparison
Key characteristics
DGEIX:
1.58
VT:
1.79
DGEIX:
2.13
VT:
2.41
DGEIX:
1.29
VT:
1.33
DGEIX:
2.45
VT:
2.64
DGEIX:
7.74
VT:
10.53
DGEIX:
2.49%
VT:
2.04%
DGEIX:
12.20%
VT:
12.02%
DGEIX:
-60.58%
VT:
-50.27%
DGEIX:
-3.29%
VT:
-1.00%
Returns By Period
In the year-to-date period, DGEIX achieves a 3.26% return, which is significantly higher than VT's 2.94% return. Over the past 10 years, DGEIX has underperformed VT with an annualized return of 8.74%, while VT has yielded a comparatively higher 9.65% annualized return.
DGEIX
3.26%
2.90%
4.03%
17.60%
8.86%
8.74%
VT
2.94%
2.39%
6.47%
20.12%
10.21%
9.65%
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DGEIX vs. VT - Expense Ratio Comparison
DGEIX has a 0.25% expense ratio, which is higher than VT's 0.07% 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. VT — Risk-Adjusted Performance Rank
DGEIX
VT
DGEIX vs. VT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for DFA Global Equity Portfolio Institutional Class (DGEIX) and Vanguard Total World Stock ETF (VT). 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. VT - Dividend Comparison
DGEIX's dividend yield for the trailing twelve months is around 1.66%, less than VT's 1.90% 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% |
VT Vanguard Total World Stock ETF | 1.90% | 1.95% | 2.08% | 2.20% | 1.82% | 1.66% | 2.32% | 2.53% | 2.11% | 2.39% | 2.45% | 2.44% |
Drawdowns
DGEIX vs. VT - Drawdown Comparison
The maximum DGEIX drawdown since its inception was -60.58%, which is greater than VT's maximum drawdown of -50.27%. Use the drawdown chart below to compare losses from any high point for DGEIX and VT. For additional features, visit the drawdowns tool.
Volatility
DGEIX vs. VT - Volatility Comparison
The current volatility for DFA Global Equity Portfolio Institutional Class (DGEIX) is 4.49%, while Vanguard Total World Stock ETF (VT) has a volatility of 4.78%. This indicates that DGEIX experiences smaller price fluctuations and is considered to be less risky than VT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.