DREIX vs. VT

In the year-to-date period, DREIX achieves a 5.05% return, which is significantly lower than VT's 5.36% return. Over the past 10 years, DREIX has underperformed VT with an annualized return of 8.33%, while VT has yielded a comparatively higher 9.24% annualized return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

DREIX has a 0.27% 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%.

This table presents a comparison of risk-adjusted performance metrics for DFA World Core Equity Portfolio (DREIX) 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.

The current DREIX Sharpe Ratio is 0.60, which is comparable to the VT Sharpe Ratio of 0.78. The chart below compares the historical Sharpe Ratios of DREIX and VT, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

DREIX's dividend yield for the trailing twelve months is around 3.10%, more than VT's 1.83% yield.

The maximum DREIX drawdown since its inception was -36.65%, smaller than the maximum VT drawdown of -50.27%. Use the drawdown chart below to compare losses from any high point for DREIX and VT.

DFA World Core Equity Portfolio (DREIX) and Vanguard Total World Stock ETF (VT) have volatilities of 3.68% and 3.82%, 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.