DRIGX vs. DFQTX
Compare and contrast key facts about Dimensional 2035 Target Date Retirement Income Fund (DRIGX) and DFA US Core Equity 2 Portfolio I (DFQTX).
DRIGX is managed by Dimensional. It was launched on Nov 1, 2015. DFQTX is managed by Dimensional.
Performance
DRIGX vs. DFQTX - Performance Comparison
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DRIGX vs. DFQTX - 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% |
DFQTX DFA US Core Equity 2 Portfolio I | -4.02% | 15.99% | 20.27% | 21.88% | -14.21% | 28.46% | 15.72% | 29.41% | -9.65% | 18.26% |
Returns By Period
In the year-to-date period, DRIGX achieves a -2.36% return, which is significantly higher than DFQTX's -4.02% return. Over the past 10 years, DRIGX has underperformed DFQTX with an annualized return of 6.99%, while DFQTX has yielded a comparatively higher 12.61% 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%
DFQTX
- 1D
- -0.54%
- 1M
- -7.31%
- YTD
- -4.02%
- 6M
- -1.55%
- 1Y
- 16.25%
- 3Y*
- 15.75%
- 5Y*
- 10.23%
- 10Y*
- 12.61%
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DRIGX vs. DFQTX - Expense Ratio Comparison
DRIGX has a 0.21% expense ratio, which is higher than DFQTX's 0.19% 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. DFQTX — Risk / Return Rank
DRIGX
DFQTX
DRIGX vs. DFQTX - 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 2 Portfolio I (DFQTX). 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 | DFQTX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.83 | 0.95 | -0.12 |
Sortino ratioReturn per unit of downside risk | 1.20 | 1.45 | -0.24 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.22 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 0.97 | 1.00 | -0.03 |
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 | DFQTX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.83 | 0.95 | -0.12 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.31 | 0.61 | -0.30 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.63 | 0.69 | -0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.64 | 0.47 | +0.17 |
Correlation
The correlation between DRIGX and DFQTX is 0.84, 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. DFQTX - Dividend Comparison
DRIGX's dividend yield for the trailing twelve months is around 7.07%, more than DFQTX'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% |
DFQTX DFA US Core Equity 2 Portfolio I | 1.12% | 1.06% | 1.15% | 1.74% | 4.43% | 4.74% | 1.29% | 3.50% | 2.84% | 1.97% | 1.80% | 3.78% |
Drawdowns
DRIGX vs. DFQTX - Drawdown Comparison
The maximum DRIGX drawdown since its inception was -26.73%, smaller than the maximum DFQTX drawdown of -59.35%. Use the drawdown chart below to compare losses from any high point for DRIGX and DFQTX.
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Drawdown Indicators
| DRIGX | DFQTX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -26.73% | -59.35% | +32.62% |
Max Drawdown (1Y)Largest decline over 1 year | -7.95% | -12.73% | +4.78% |
Max Drawdown (5Y)Largest decline over 5 years | -26.73% | -22.64% | -4.09% |
Max Drawdown (10Y)Largest decline over 10 years | -26.73% | -37.21% | +10.48% |
Current DrawdownCurrent decline from peak | -6.19% | -8.47% | +2.28% |
Average DrawdownAverage peak-to-trough decline | -5.32% | -7.84% | +2.52% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.98% | 2.79% | -0.81% |
Volatility
DRIGX vs. DFQTX - Volatility Comparison
The current volatility for Dimensional 2035 Target Date Retirement Income Fund (DRIGX) is 3.51%, while DFA US Core Equity 2 Portfolio I (DFQTX) has a volatility of 4.27%. This indicates that DRIGX experiences smaller price fluctuations and is considered to be less risky than DFQTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DRIGX | DFQTX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.51% | 4.27% | -0.76% |
Volatility (6M)Calculated over the trailing 6-month period | 5.72% | 8.67% | -2.95% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.73% | 18.07% | -7.34% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.26% | 17.00% | -5.74% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.09% | 18.25% | -7.16% |