DSCLX vs. DISVX
DSCLX (DFA International Social Core Equity Portfolio) and DISVX (DFA International Small Cap Value Portfolio Institutional Class) are both mutual funds - DSCLX is a Foreign Large Cap Equities fund managed by Dimensional, while DISVX is a Foreign Small & Mid Cap Equities fund actively managed by Dimensional. Over the past 10 years, DSCLX returned 10.01%/yr vs 10.86%/yr for DISVX. Their 0.96 correlation means they have historically moved very closely together. DSCLX charges 0.27%/yr vs 0.43%/yr for DISVX.
Performance
DSCLX vs. DISVX - Performance Comparison
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Returns By Period
The year-to-date returns for both stocks are quite close, with DSCLX having a 12.45% return and DISVX slightly lower at 11.89%. Over the past 10 years, DSCLX has underperformed DISVX with an annualized return of 10.01%, while DISVX has yielded a comparatively higher 10.86% annualized return.
DSCLX
- 1D
- 2.61%
- 1M
- 1.97%
- 6M
- 7.40%
- YTD
- 12.45%
- 1Y
- 27.22%
- 3Y*
- 18.87%
- 5Y*
- 9.95%
- 10Y*
- 10.01%
- ALL TIME*
- 8.29%
DISVX
- 1D
- 2.71%
- 1M
- 3.05%
- 6M
- 4.78%
- YTD
- 11.89%
- 1Y
- 32.15%
- 3Y*
- 23.91%
- 5Y*
- 14.57%
- 10Y*
- 10.86%
- ALL TIME*
- 8.37%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
DSCLX vs. DISVX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DSCLX DFA International Social Core Equity Portfolio | 12.45% | 37.80% | 4.92% | 18.46% | -16.62% | 13.39% | 7.53% | 21.13% | -17.38% | 27.65% |
DISVX DFA International Small Cap Value Portfolio Institutional Class | 11.89% | 52.17% | 7.88% | 17.58% | -9.80% | 15.84% | 0.82% | 21.04% | -23.36% | 25.41% |
Correlation
The correlation between DSCLX and DISVX is 0.94, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.94 |
Correlation (3Y) Balances recent behavior with more history. | 0.95 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.96 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.96 |
Correlation (All Time) Calculated using the full available price history since Jan 2, 2013 | 0.96 |
The correlation between DSCLX and DISVX has been stable across timeframes, ranging from 0.94 to 0.96 - a consistent structural relationship.
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Return for Risk
DSCLX vs. DISVX — Risk / Return Rank
DSCLX
DISVX
DSCLX vs. DISVX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for DFA International Social Core Equity Portfolio (DSCLX) and DFA International Small Cap Value Portfolio Institutional Class (DISVX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| DSCLX | DISVX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.40 | ||
| Sortino ratioReturn per unit of downside risk | -0.54 | ||
| Omega ratioGain probability vs. loss probability | 1.32 | 1.39 | -0.07 |
| Calmar ratioReturn relative to maximum drawdown | 2.26 | 2.47 | -0.21 |
| Martin ratioReturn relative to average drawdown | 8.83 | 7.83 | +1.00 |
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Drawdowns
DSCLX vs. DISVX - Drawdown Comparison
The maximum DSCLX drawdown since its inception was -42.26%, smaller than the maximum DISVX drawdown of -61.57%. Use the drawdown chart below to compare losses from any high point for DSCLX and DISVX.
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Drawdown Indicators
| DSCLX | DISVX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.26% | -61.57% | +19.31% |
Max Drawdown (1Y)Largest decline over 1 year | -11.93% | -13.26% | +1.33% |
Max Drawdown (3Y)Largest decline over 3 years | -12.73% | -13.69% | +0.96% |
Max Drawdown (5Y)Largest decline over 5 years | -32.15% | -27.43% | -4.72% |
Max Drawdown (10Y)Largest decline over 10 years | -42.26% | -49.24% | +6.98% |
Current DrawdownCurrent decline from peak | 0.00% | -2.23% | +2.23% |
Average DrawdownAverage peak-to-trough decline | -8.14% | -12.16% | +4.02% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.05% | 4.16% | -1.11% |
Volatility
DSCLX vs. DISVX - Volatility Comparison
The current volatility for DFA International Social Core Equity Portfolio (DSCLX) is 4.63%, while DFA International Small Cap Value Portfolio Institutional Class (DISVX) has a volatility of 4.89%. This indicates that DSCLX experiences smaller price fluctuations and is considered to be less risky than DISVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DSCLX | DISVX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.63% | 4.89% | -0.26% |
Volatility (6M)Calculated over the trailing 6-month period | 13.01% | 12.86% | +0.15% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.33% | 15.17% | +0.16% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.29% | 16.13% | +0.16% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.28% | 16.49% | -0.21% |
DSCLX vs. DISVX - Expense Ratio Comparison
DSCLX has a 0.27% expense ratio, which is lower than DISVX's 0.43% expense ratio.
Dividends
DSCLX vs. DISVX - Dividend Comparison
DSCLX's dividend yield for the trailing twelve months is around 3.08%, less than DISVX's 6.43% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DISVX DFA International Small Cap Value Portfolio Institutional Class | 6.43% | 7.17% | 4.56% | 3.87% | 2.40% | 3.51% | 1.84% | 3.97% | 5.91% | 3.77% | 5.85% | 3.51% |
DSCLX DFA International Social Core Equity Portfolio | 3.08% | 3.38% | 3.48% | 3.17% | 2.73% | 3.53% | 1.80% | 2.91% | 2.77% | 2.45% | 2.75% | 2.56% |
Frequently Asked Questions
With a correlation of 0.94, DSCLX and DISVX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
DISVX has higher volatility (4.89%) compared to DSCLX (4.63%). In terms of maximum drawdown, DSCLX dropped -42.26% vs DISVX's -61.57%.
DISVX currently has the higher Sharpe Ratio (2.16 vs 1.77), 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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