DTDRX vs. VLXVX
Compare and contrast key facts about Dimensional 2065 Target Date Retirement Income Fund (DTDRX) and Vanguard Target Retirement 2065 Fund (VLXVX).
DTDRX is managed by Dimensional Fund Advisors LP. It was launched on Jan 1, 2020. VLXVX is managed by Vanguard. It was launched on Jul 12, 2017.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DTDRX or VLXVX.
Correlation
The correlation between DTDRX and VLXVX is 0.98, 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.
Performance
DTDRX vs. VLXVX - Performance Comparison
Key characteristics
DTDRX:
1.62
VLXVX:
1.60
DTDRX:
2.23
VLXVX:
2.21
DTDRX:
1.30
VLXVX:
1.29
DTDRX:
2.38
VLXVX:
2.43
DTDRX:
9.35
VLXVX:
9.15
DTDRX:
1.95%
VLXVX:
1.87%
DTDRX:
11.23%
VLXVX:
10.72%
DTDRX:
-33.33%
VLXVX:
-31.42%
DTDRX:
-0.19%
VLXVX:
-0.25%
Returns By Period
In the year-to-date period, DTDRX achieves a 4.53% return, which is significantly lower than VLXVX's 4.76% return.
DTDRX
4.53%
1.58%
7.16%
18.47%
11.44%
N/A
VLXVX
4.76%
2.03%
6.87%
17.38%
9.61%
N/A
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DTDRX vs. VLXVX - Expense Ratio Comparison
DTDRX has a 0.22% expense ratio, which is higher than VLXVX's 0.08% 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%.
Risk-Adjusted Performance
DTDRX vs. VLXVX — Risk-Adjusted Performance Rank
DTDRX
VLXVX
DTDRX vs. VLXVX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Dimensional 2065 Target Date Retirement Income Fund (DTDRX) and Vanguard Target Retirement 2065 Fund (VLXVX). 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.
Dividends
DTDRX vs. VLXVX - Dividend Comparison
DTDRX's dividend yield for the trailing twelve months is around 1.67%, less than VLXVX's 1.98% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|
DTDRX Dimensional 2065 Target Date Retirement Income Fund | 1.67% | 1.74% | 1.94% | 1.88% | 1.54% | 2.55% | 0.00% | 0.00% | 0.00% |
VLXVX Vanguard Target Retirement 2065 Fund | 1.98% | 2.07% | 2.06% | 2.00% | 1.70% | 1.45% | 1.90% | 1.85% | 0.78% |
Drawdowns
DTDRX vs. VLXVX - Drawdown Comparison
The maximum DTDRX drawdown since its inception was -33.33%, which is greater than VLXVX's maximum drawdown of -31.42%. Use the drawdown chart below to compare losses from any high point for DTDRX and VLXVX. For additional features, visit the drawdowns tool.
Volatility
DTDRX vs. VLXVX - Volatility Comparison
Dimensional 2065 Target Date Retirement Income Fund (DTDRX) and Vanguard Target Retirement 2065 Fund (VLXVX) have volatilities of 2.58% and 2.54%, 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.