DGSIX vs. VTHRX

In the year-to-date period, DGSIX achieves a 3.10% return, which is significantly lower than VTHRX's 4.46% return. Over the past 10 years, DGSIX has underperformed VTHRX with an annualized return of 4.95%, while VTHRX has yielded a comparatively higher 6.98% annualized return.

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DGSIX has a 0.24% expense ratio, which is higher than VTHRX's 0.08% 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 Allocation 60/40 Portfolio (DGSIX) and Vanguard Target Retirement 2030 Fund (VTHRX). 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 DGSIX Sharpe Ratio is 0.38, which is lower than the VTHRX Sharpe Ratio of 1.05. The chart below compares the historical Sharpe Ratios of DGSIX and VTHRX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

DGSIX's dividend yield for the trailing twelve months is around 7.12%, more than VTHRX's 3.48% yield.

The maximum DGSIX drawdown since its inception was -42.05%, smaller than the maximum VTHRX drawdown of -49.57%. Use the drawdown chart below to compare losses from any high point for DGSIX and VTHRX.

DFA Global Allocation 60/40 Portfolio (DGSIX) and Vanguard Target Retirement 2030 Fund (VTHRX) have volatilities of 2.44% and 2.34%, 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.