DSHGX vs. FGIAX
Compare and contrast key facts about DFA Selectively Hedged Global Equity Portfolio (DSHGX) and Nuveen Global Infrastructure Fund Class A (FGIAX).
DSHGX is managed by Dimensional. It was launched on Nov 13, 2011. FGIAX is a passively managed fund by Nuveen that tracks the performance of the S&P Global Infrastructure Index NR. It was launched on Dec 17, 2007.
Performance
DSHGX vs. FGIAX - Performance Comparison
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DSHGX vs. FGIAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DSHGX DFA Selectively Hedged Global Equity Portfolio | 0.68% | 21.42% | 15.89% | 20.19% | -12.91% | 21.69% | 11.96% | 25.05% | -11.70% | 20.69% |
FGIAX Nuveen Global Infrastructure Fund Class A | 10.36% | 17.73% | 10.70% | 8.51% | -6.23% | 14.51% | -2.76% | 29.32% | -7.91% | 19.40% |
Returns By Period
In the year-to-date period, DSHGX achieves a 0.68% return, which is significantly lower than FGIAX's 10.36% return. Over the past 10 years, DSHGX has outperformed FGIAX with an annualized return of 11.73%, while FGIAX has yielded a comparatively lower 8.78% annualized return.
DSHGX
- 1D
- 2.57%
- 1M
- -5.81%
- YTD
- 0.68%
- 6M
- 4.21%
- 1Y
- 23.42%
- 3Y*
- 17.10%
- 5Y*
- 10.32%
- 10Y*
- 11.73%
FGIAX
- 1D
- 0.76%
- 1M
- -2.77%
- YTD
- 10.36%
- 6M
- 10.94%
- 1Y
- 21.22%
- 3Y*
- 14.32%
- 5Y*
- 10.46%
- 10Y*
- 8.78%
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DSHGX vs. FGIAX - Expense Ratio Comparison
DSHGX has a 0.31% expense ratio, which is lower than FGIAX's 1.21% expense ratio.
Return for Risk
DSHGX vs. FGIAX — Risk / Return Rank
DSHGX
FGIAX
DSHGX vs. FGIAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for DFA Selectively Hedged Global Equity Portfolio (DSHGX) and Nuveen Global Infrastructure Fund Class A (FGIAX). 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.
| DSHGX | FGIAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.53 | 1.79 | -0.26 |
Sortino ratioReturn per unit of downside risk | 2.16 | 2.30 | -0.14 |
Omega ratioGain probability vs. loss probability | 1.33 | 1.36 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.73 | 2.73 | -1.00 |
Martin ratioReturn relative to average drawdown | 8.11 | 12.62 | -4.51 |
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
| DSHGX | FGIAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.53 | 1.79 | -0.26 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.72 | 0.80 | -0.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.73 | 0.58 | +0.15 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.71 | 0.42 | +0.29 |
Correlation
The correlation between DSHGX and FGIAX is 0.72, 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
DSHGX vs. FGIAX - Dividend Comparison
DSHGX's dividend yield for the trailing twelve months is around 3.17%, less than FGIAX's 9.05% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DSHGX DFA Selectively Hedged Global Equity Portfolio | 3.17% | 3.20% | 5.56% | 6.18% | 9.61% | 6.56% | 2.10% | 2.50% | 4.62% | 1.11% | 3.07% | 3.04% |
FGIAX Nuveen Global Infrastructure Fund Class A | 9.05% | 9.99% | 7.46% | 2.27% | 6.11% | 7.20% | 1.38% | 7.06% | 6.32% | 5.83% | 8.23% | 3.05% |
Drawdowns
DSHGX vs. FGIAX - Drawdown Comparison
The maximum DSHGX drawdown since its inception was -36.15%, smaller than the maximum FGIAX drawdown of -49.35%. Use the drawdown chart below to compare losses from any high point for DSHGX and FGIAX.
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Drawdown Indicators
| DSHGX | FGIAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.15% | -49.35% | +13.20% |
Max Drawdown (1Y)Largest decline over 1 year | -11.98% | -8.29% | -3.69% |
Max Drawdown (5Y)Largest decline over 5 years | -21.82% | -21.08% | -0.74% |
Max Drawdown (10Y)Largest decline over 10 years | -36.15% | -38.02% | +1.87% |
Current DrawdownCurrent decline from peak | -6.58% | -3.06% | -3.52% |
Average DrawdownAverage peak-to-trough decline | -4.54% | -7.22% | +2.68% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.68% | 1.79% | +0.89% |
Volatility
DSHGX vs. FGIAX - Volatility Comparison
DFA Selectively Hedged Global Equity Portfolio (DSHGX) has a higher volatility of 5.56% compared to Nuveen Global Infrastructure Fund Class A (FGIAX) at 4.15%. This indicates that DSHGX's price experiences larger fluctuations and is considered to be riskier than FGIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DSHGX | FGIAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.56% | 4.15% | +1.41% |
Volatility (6M)Calculated over the trailing 6-month period | 8.71% | 7.07% | +1.64% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.80% | 12.28% | +3.52% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.54% | 13.08% | +1.46% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.05% | 15.17% | +0.88% |