DISVX vs. YASLX
Compare and contrast key facts about DFA International Small Cap Value Portfolio (DISVX) and AMG Yacktman Special Opportunities Fund (YASLX).
DISVX is managed by Dimensional. It was launched on Dec 28, 1994. YASLX is managed by AMG. It was launched on Jun 29, 2014.
Performance
DISVX vs. YASLX - Performance Comparison
Loading graphics...
DISVX vs. YASLX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DISVX DFA International Small Cap Value Portfolio | 0.00% | 52.17% | 7.88% | 17.58% | -9.80% | 15.84% | 0.82% | 21.04% | -23.36% | 25.41% |
YASLX AMG Yacktman Special Opportunities Fund | 7.56% | 6.27% | 11.23% | 3.65% | -13.59% | 24.45% | 12.82% | 17.07% | -10.15% | 34.85% |
Returns By Period
Over the past 10 years, DISVX has underperformed YASLX with an annualized return of 10.01%, while YASLX has yielded a comparatively higher 10.68% annualized return.
DISVX
- 1D
- -0.35%
- 1M
- -12.61%
- YTD
- 0.00%
- 6M
- 7.44%
- 1Y
- 37.90%
- 3Y*
- 21.91%
- 5Y*
- 13.28%
- 10Y*
- 10.01%
YASLX
- 1D
- -0.17%
- 1M
- -4.89%
- YTD
- 7.56%
- 6M
- 1.74%
- 1Y
- 15.32%
- 3Y*
- 9.73%
- 5Y*
- 4.69%
- 10Y*
- 10.68%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
DISVX vs. YASLX - Expense Ratio Comparison
DISVX has a 0.46% expense ratio, which is lower than YASLX's 1.86% expense ratio.
Return for Risk
DISVX vs. YASLX — Risk / Return Rank
DISVX
YASLX
DISVX vs. YASLX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for DFA International Small Cap Value Portfolio (DISVX) and AMG Yacktman Special Opportunities Fund (YASLX). 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 | YASLX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.26 | 1.14 | +1.12 |
Sortino ratioReturn per unit of downside risk | 2.78 | 1.48 | +1.30 |
Omega ratioGain probability vs. loss probability | 1.45 | 1.23 | +0.22 |
Calmar ratioReturn relative to maximum drawdown | 2.59 | 1.40 | +1.19 |
Martin ratioReturn relative to average drawdown | 10.39 | 3.78 | +6.62 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| DISVX | YASLX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.26 | 1.14 | +1.12 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.84 | 0.29 | +0.55 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.60 | 0.72 | -0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.50 | 0.57 | -0.06 |
Correlation
The correlation between DISVX and YASLX is 0.71, 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.
Dividends
DISVX vs. YASLX - Dividend Comparison
DISVX's dividend yield for the trailing twelve months is around 7.21%, while YASLX has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DISVX DFA International Small Cap Value Portfolio | 7.21% | 7.17% | 4.56% | 3.87% | 2.40% | 3.51% | 1.84% | 3.97% | 5.91% | 3.77% | 5.85% | 3.51% |
YASLX AMG Yacktman Special Opportunities Fund | 0.00% | 0.00% | 15.82% | 8.97% | 0.94% | 3.85% | 2.62% | 12.95% | 9.89% | 4.86% | 3.28% | 4.59% |
Drawdowns
DISVX vs. YASLX - Drawdown Comparison
The maximum DISVX drawdown since its inception was -61.57%, which is greater than YASLX's maximum drawdown of -38.91%. Use the drawdown chart below to compare losses from any high point for DISVX and YASLX.
Loading graphics...
Drawdown Indicators
| DISVX | YASLX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.57% | -38.91% | -22.66% |
Max Drawdown (1Y)Largest decline over 1 year | -13.26% | -10.18% | -3.08% |
Max Drawdown (5Y)Largest decline over 5 years | -27.43% | -27.74% | +0.31% |
Max Drawdown (10Y)Largest decline over 10 years | -49.24% | -38.91% | -10.33% |
Current DrawdownCurrent decline from peak | -12.61% | -4.89% | -7.72% |
Average DrawdownAverage peak-to-trough decline | -12.24% | -8.34% | -3.90% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.30% | 3.78% | -0.48% |
Volatility
DISVX vs. YASLX - Volatility Comparison
DFA International Small Cap Value Portfolio (DISVX) has a higher volatility of 6.40% compared to AMG Yacktman Special Opportunities Fund (YASLX) at 3.18%. This indicates that DISVX's price experiences larger fluctuations and is considered to be riskier than YASLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| DISVX | YASLX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.40% | 3.18% | +3.22% |
Volatility (6M)Calculated over the trailing 6-month period | 10.69% | 8.66% | +2.03% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.28% | 12.99% | +3.29% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.93% | 16.32% | -0.39% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.71% | 15.00% | +1.71% |