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DILRX vs. EXI
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

DILRX vs. EXI

Last updated May 12, 2025

Compare and contrast key facts about DFA International Large Cap Growth Portfolio (DILRX) and iShares Global Industrials ETF (EXI).

DILRX is managed by Dimensional Fund Advisors LP. It was launched on Dec 19, 2012. EXI is a passively managed fund by iShares that tracks the performance of the S&P Global 1200 / Industrials -SEC. It was launched on Sep 12, 2006.

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DILRX or EXI.

Correlation

The correlation between DILRX and EXI is -0.40. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.

Performance

DILRX vs. EXI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in DFA International Large Cap Growth Portfolio (DILRX) and iShares Global Industrials ETF (EXI). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Daily Std Dev

DILRX:

6.53%

EXI:

8.01%

Max Drawdown

DILRX:

-0.56%

EXI:

-0.43%

Current Drawdown

DILRX:

-0.06%

EXI:

0.00%

Returns By Period

DILRX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

EXI

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

*Annualized

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DILRX vs. EXI - Expense Ratio Comparison

DILRX has a 0.29% expense ratio, which is lower than EXI's 0.43% expense ratio.

EXI
iShares Global Industrials ETF
DILRX
DFA International Large Cap Growth Portfolio

Risk-Adjusted Performance

DILRX vs. EXI — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
DILRX
The Risk-Adjusted Performance Rank of DILRX is 7171
Overall Rank
The Sharpe Ratio Rank of DILRX is 6767
Sharpe Ratio Rank
The Sortino Ratio Rank of DILRX is 6969
Sortino Ratio Rank
The Omega Ratio Rank of DILRX is 6969
Omega Ratio Rank
The Calmar Ratio Rank of DILRX is 8383
Calmar Ratio Rank
The Martin Ratio Rank of DILRX is 6767
Martin Ratio Rank
EXI
The Risk-Adjusted Performance Rank of EXI is 7373
Overall Rank
The Sharpe Ratio Rank of EXI is 6666
Sharpe Ratio Rank
The Sortino Ratio Rank of EXI is 7171
Sortino Ratio Rank
The Omega Ratio Rank of EXI is 7070
Omega Ratio Rank
The Calmar Ratio Rank of EXI is 8080
Calmar Ratio Rank
The Martin Ratio Rank of EXI is 8080
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

DILRX vs. EXI - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for DFA International Large Cap Growth Portfolio (DILRX) and iShares Global Industrials ETF (EXI). 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.

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Dividends

DILRX vs. EXI - Dividend Comparison

DILRX's dividend yield for the trailing twelve months is around 1.62%, more than EXI's 1.35% yield.

TTM20242023202220212020201920182017201620152014
DILRX
DFA International Large Cap Growth Portfolio		1.62%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
EXI
iShares Global Industrials ETF		1.35%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

DILRX vs. EXI - Drawdown Comparison

The maximum DILRX drawdown since its inception was -0.56%, which is greater than EXI's maximum drawdown of -0.43%. Use the drawdown chart below to compare losses from any high point for DILRX and EXI. For additional features, visit the drawdowns tool.

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Volatility

DILRX vs. EXI - Volatility Comparison

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