Correlation
The correlation between DUSLX and VFIAX is 0.96, 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.
DUSLX vs. VFIAX
Compare and contrast key facts about DFA U.S. Large Cap Growth Portfolio (DUSLX) and Vanguard 500 Index Fund Admiral Shares (VFIAX).
DUSLX is managed by Dimensional Fund Advisors LP. It was launched on Dec 20, 2012. VFIAX is managed by Vanguard. It was launched on Nov 13, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DUSLX or VFIAX.
Performance
DUSLX vs. VFIAX - Performance Comparison
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Key characteristics
DUSLX:
0.83
VFIAX:
0.73
DUSLX:
1.18
VFIAX:
1.04
DUSLX:
1.16
VFIAX:
1.15
DUSLX:
0.78
VFIAX:
0.69
DUSLX:
2.89
VFIAX:
2.62
DUSLX:
4.90%
VFIAX:
4.93%
DUSLX:
18.85%
VFIAX:
19.77%
DUSLX:
-30.86%
VFIAX:
-55.20%
DUSLX:
-3.28%
VFIAX:
-3.43%
Returns By Period
In the year-to-date period, DUSLX achieves a 2.92% return, which is significantly higher than VFIAX's 1.04% return. Over the past 10 years, DUSLX has underperformed VFIAX with an annualized return of 11.81%, while VFIAX has yielded a comparatively higher 12.80% annualized return.
DUSLX
2.92%
6.01%
-1.24%
15.50%
13.87%
13.08%
11.81%
VFIAX
1.04%
6.29%
-1.37%
14.40%
14.36%
15.89%
12.80%
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DUSLX vs. VFIAX - Expense Ratio Comparison
DUSLX has a 0.18% expense ratio, which is higher than VFIAX'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%.
Risk-Adjusted Performance
DUSLX vs. VFIAX — Risk-Adjusted Performance Rank
DUSLX
VFIAX
DUSLX vs. VFIAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for DFA U.S. Large Cap Growth Portfolio (DUSLX) and Vanguard 500 Index Fund Admiral Shares (VFIAX). 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.
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Dividends
DUSLX vs. VFIAX - Dividend Comparison
DUSLX's dividend yield for the trailing twelve months is around 0.99%, less than VFIAX's 1.28% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DUSLX DFA U.S. Large Cap Growth Portfolio | 0.99% | 1.02% | 1.84% | 8.37% | 7.42% | 1.42% | 2.41% | 4.65% | 1.74% | 1.72% | 2.27% | 1.94% |
VFIAX Vanguard 500 Index Fund Admiral Shares | 1.28% | 1.24% | 1.45% | 1.68% | 1.24% | 1.53% | 1.87% | 2.05% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
DUSLX vs. VFIAX - Drawdown Comparison
The maximum DUSLX drawdown since its inception was -30.86%, smaller than the maximum VFIAX drawdown of -55.20%. Use the drawdown chart below to compare losses from any high point for DUSLX and VFIAX.
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Volatility
DUSLX vs. VFIAX - Volatility Comparison
DFA U.S. Large Cap Growth Portfolio (DUSLX) has a higher volatility of 5.05% compared to Vanguard 500 Index Fund Admiral Shares (VFIAX) at 4.77%. This indicates that DUSLX's price experiences larger fluctuations and is considered to be riskier than VFIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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