DTDRX vs. VUG

In the year-to-date period, DTDRX achieves a 4.05% return, which is significantly higher than VUG's 0.79% return.

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DTDRX has a 0.22% expense ratio, which is higher than VUG's 0.04% 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%.

This table presents a comparison of risk-adjusted performance metrics for Dimensional 2065 Target Date Retirement Income Fund (DTDRX) and Vanguard Growth ETF (VUG). 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.

The current DTDRX Sharpe Ratio is 0.72, which is comparable to the VUG Sharpe Ratio of 0.73. The chart below compares the historical Sharpe Ratios of DTDRX and VUG, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

DTDRX's dividend yield for the trailing twelve months is around 2.04%, more than VUG's 0.47% yield.

The maximum DTDRX drawdown since its inception was -33.33%, smaller than the maximum VUG drawdown of -50.68%. Use the drawdown chart below to compare losses from any high point for DTDRX and VUG.

The current volatility for Dimensional 2065 Target Date Retirement Income Fund (DTDRX) is 3.71%, while Vanguard Growth ETF (VUG) has a volatility of 5.79%. This indicates that DTDRX experiences smaller price fluctuations and is considered to be less risky than VUG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.