DISVX vs. VTAPX
DISVX (DFA International Small Cap Value Portfolio) and VTAPX (Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral Shares) are both mutual funds - DISVX is a Foreign Small & Mid Cap Equities fund managed by Dimensional, while VTAPX is a Inflation-Protected Bonds fund managed by Vanguard. Over the past 10 years, DISVX returned 10.65%/yr vs 3.13%/yr for VTAPX. At a 0.17 correlation, their price movements are largely independent. DISVX charges 0.46%/yr vs 0.06%/yr for VTAPX.
Performance
DISVX vs. VTAPX - Performance Comparison
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Returns By Period
In the year-to-date period, DISVX achieves a 10.61% return, which is significantly higher than VTAPX's 2.05% return. Over the past 10 years, DISVX has outperformed VTAPX with an annualized return of 10.65%, while VTAPX has yielded a comparatively lower 3.13% annualized return.
DISVX
- 1D
- 0.06%
- 1M
- 3.32%
- YTD
- 10.61%
- 6M
- 14.85%
- 1Y
- 36.19%
- 3Y*
- 26.27%
- 5Y*
- 13.72%
- 10Y*
- 10.65%
VTAPX
- 1D
- 0.00%
- 1M
- 0.04%
- YTD
- 2.05%
- 6M
- 2.04%
- 1Y
- 4.69%
- 3Y*
- 5.23%
- 5Y*
- 3.38%
- 10Y*
- 3.13%
DISVX vs. VTAPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DISVX DFA International Small Cap Value Portfolio | 10.61% | 52.17% | 7.88% | 17.58% | -9.80% | 15.84% | 0.82% | 21.04% | -23.36% | 25.41% |
VTAPX Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral Shares | 2.05% | 6.03% | 4.73% | 4.59% | -2.84% | 5.26% | 4.97% | 4.85% | 0.53% | 0.82% |
Correlation
The correlation between DISVX and VTAPX is 0.07, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.07 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.22 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.24 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.19 |
Correlation (All Time) Calculated using the full available price history since Jan 3, 2013 | 0.17 |
The correlation between DISVX and VTAPX shifts across timeframes, from 0.07 (1 year) to 0.24 (5 years), reflecting how their relationship changes across market environments.
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Return for Risk
DISVX vs. VTAPX — Risk / Return Rank
DISVX
VTAPX
DISVX vs. VTAPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for DFA International Small Cap Value Portfolio (DISVX) and Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral Shares (VTAPX). 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.
| DISVX | VTAPX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.55 | ||
| Sortino ratioReturn per unit of downside risk | -1.59 | ||
| Omega ratioGain probability vs. loss probability | 1.45 | 1.65 | -0.20 |
| Calmar ratioReturn relative to maximum drawdown | 2.68 | 6.45 | -3.76 |
| Martin ratioReturn relative to average drawdown | 9.57 | 25.59 | -16.02 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| DISVX | VTAPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.49 | 3.03 | -0.55 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.86 | 1.27 | -0.41 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.64 | 1.41 | -0.77 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.52 | 1.07 | -0.55 |
Drawdowns
DISVX vs. VTAPX - Drawdown Comparison
The maximum DISVX drawdown since its inception was -61.57%, which is greater than VTAPX's maximum drawdown of -5.33%. Use the drawdown chart below to compare losses from any high point for DISVX and VTAPX.
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Drawdown Indicators
| DISVX | VTAPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.57% | -5.33% | -56.24% |
Max Drawdown (1Y)Largest decline over 1 year | -13.26% | -0.72% | -12.54% |
Max Drawdown (3Y)Largest decline over 3 years | -13.69% | -0.92% | -12.77% |
Max Drawdown (5Y)Largest decline over 5 years | -27.43% | -5.33% | -22.10% |
Max Drawdown (10Y)Largest decline over 10 years | -49.24% | -5.33% | -43.91% |
Current DrawdownCurrent decline from peak | -3.34% | -0.04% | -3.30% |
Average DrawdownAverage peak-to-trough decline | -12.20% | -1.03% | -11.17% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.70% | 0.18% | +3.52% |
Volatility
DISVX vs. VTAPX - Volatility Comparison
DFA International Small Cap Value Portfolio (DISVX) has a higher volatility of 3.94% compared to Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral Shares (VTAPX) at 0.57%. This indicates that DISVX's price experiences larger fluctuations and is considered to be riskier than VTAPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DISVX | VTAPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.94% | 0.57% | +3.37% |
Volatility (6M)Calculated over the trailing 6-month period | 11.64% | 1.11% | +10.53% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.37% | 1.52% | +12.85% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.07% | 2.67% | +13.40% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.78% | 2.23% | +14.55% |
DISVX vs. VTAPX - Expense Ratio Comparison
DISVX has a 0.46% expense ratio, which is higher than VTAPX's 0.06% expense ratio.
Dividends
DISVX vs. VTAPX - Dividend Comparison
DISVX's dividend yield for the trailing twelve months is around 6.52%, more than VTAPX's 3.55% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DISVX DFA International Small Cap Value Portfolio | 6.52% | 7.17% | 4.56% | 3.87% | 2.40% | 3.51% | 1.84% | 3.97% | 5.91% | 3.77% | 5.85% | 3.51% |
VTAPX Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral Shares | 3.55% | 3.78% | 2.68% | 2.84% | 6.82% | 4.67% | 1.19% | 1.94% | 2.45% | 1.52% | 0.76% | 0.00% |
Frequently Asked Questions
DISVX and VTAPX have a correlation of 0.07, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
DISVX has higher volatility (3.94%) compared to VTAPX (0.57%). In terms of maximum drawdown, DISVX dropped -61.57% vs VTAPX's -5.33%.
VTAPX currently has the higher Sharpe Ratio (3.03 vs 2.49), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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