DRIGX vs. DFEOX
Compare and contrast key facts about Dimensional 2035 Target Date Retirement Income Fund (DRIGX) and DFA US Core Equity 1 Portfolio I (DFEOX).
DRIGX is managed by Dimensional. It was launched on Nov 1, 2015. DFEOX is managed by Dimensional. It was launched on Sep 15, 2005.
Performance
DRIGX vs. DFEOX - Performance Comparison
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DRIGX vs. DFEOX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DRIGX Dimensional 2035 Target Date Retirement Income Fund | -2.36% | 11.65% | 7.31% | 12.95% | -20.97% | 15.21% | 16.43% | 21.77% | -7.36% | 17.24% |
DFEOX DFA US Core Equity 1 Portfolio I | -4.34% | 16.00% | 21.35% | 22.97% | -14.99% | 27.51% | 16.44% | 30.20% | -7.81% | 20.26% |
Returns By Period
In the year-to-date period, DRIGX achieves a -2.36% return, which is significantly higher than DFEOX's -4.34% return. Over the past 10 years, DRIGX has underperformed DFEOX with an annualized return of 6.99%, while DFEOX has yielded a comparatively higher 12.94% annualized return.
DRIGX
- 1D
- 0.44%
- 1M
- -6.06%
- YTD
- -2.36%
- 6M
- -1.26%
- 1Y
- 8.12%
- 3Y*
- 7.54%
- 5Y*
- 3.42%
- 10Y*
- 6.99%
DFEOX
- 1D
- -0.49%
- 1M
- -7.30%
- YTD
- -4.34%
- 6M
- -1.81%
- 1Y
- 15.78%
- 3Y*
- 16.13%
- 5Y*
- 10.46%
- 10Y*
- 12.94%
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DRIGX vs. DFEOX - Expense Ratio Comparison
DRIGX has a 0.21% expense ratio, which is higher than DFEOX's 0.14% 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%.
Return for Risk
DRIGX vs. DFEOX — Risk / Return Rank
DRIGX
DFEOX
DRIGX vs. DFEOX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Dimensional 2035 Target Date Retirement Income Fund (DRIGX) and DFA US Core Equity 1 Portfolio I (DFEOX). 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.
| DRIGX | DFEOX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.83 | 0.93 | -0.11 |
Sortino ratioReturn per unit of downside risk | 1.20 | 1.43 | -0.22 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.22 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 0.97 | 0.98 | 0.00 |
Martin ratioReturn relative to average drawdown | 3.90 | 4.74 | -0.84 |
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
| DRIGX | DFEOX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.83 | 0.93 | -0.11 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.31 | 0.62 | -0.32 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.63 | 0.72 | -0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.64 | 0.51 | +0.13 |
Correlation
The correlation between DRIGX and DFEOX is 0.85, 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
DRIGX vs. DFEOX - Dividend Comparison
DRIGX's dividend yield for the trailing twelve months is around 7.07%, more than DFEOX's 1.12% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DRIGX Dimensional 2035 Target Date Retirement Income Fund | 7.07% | 6.76% | 4.33% | 3.96% | 5.94% | 3.45% | 3.32% | 2.31% | 2.46% | 1.23% | 1.38% | 0.00% |
DFEOX DFA US Core Equity 1 Portfolio I | 1.12% | 1.06% | 1.13% | 1.43% | 4.08% | 3.69% | 1.36% | 3.02% | 2.37% | 1.61% | 1.61% | 2.98% |
Drawdowns
DRIGX vs. DFEOX - Drawdown Comparison
The maximum DRIGX drawdown since its inception was -26.73%, smaller than the maximum DFEOX drawdown of -56.77%. Use the drawdown chart below to compare losses from any high point for DRIGX and DFEOX.
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Drawdown Indicators
| DRIGX | DFEOX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -26.73% | -56.77% | +30.04% |
Max Drawdown (1Y)Largest decline over 1 year | -7.95% | -12.58% | +4.63% |
Max Drawdown (5Y)Largest decline over 5 years | -26.73% | -22.86% | -3.87% |
Max Drawdown (10Y)Largest decline over 10 years | -26.73% | -36.55% | +9.82% |
Current DrawdownCurrent decline from peak | -6.19% | -8.28% | +2.09% |
Average DrawdownAverage peak-to-trough decline | -5.32% | -7.25% | +1.93% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.98% | 2.69% | -0.71% |
Volatility
DRIGX vs. DFEOX - Volatility Comparison
The current volatility for Dimensional 2035 Target Date Retirement Income Fund (DRIGX) is 3.51%, while DFA US Core Equity 1 Portfolio I (DFEOX) has a volatility of 4.20%. This indicates that DRIGX experiences smaller price fluctuations and is considered to be less risky than DFEOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DRIGX | DFEOX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.51% | 4.20% | -0.69% |
Volatility (6M)Calculated over the trailing 6-month period | 5.72% | 8.49% | -2.77% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.73% | 17.87% | -7.14% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.26% | 16.88% | -5.62% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.09% | 17.98% | -6.89% |