DUSLX vs. VOOG

In the year-to-date period, DUSLX achieves a 2.92% return, which is significantly higher than VOOG's 2.14% return. Over the past 10 years, DUSLX has underperformed VOOG with an annualized return of 11.81%, while VOOG has yielded a comparatively higher 14.84% annualized return.

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DUSLX has a 0.18% expense ratio, which is higher than VOOG's 0.10% 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 DFA U.S. Large Cap Growth Portfolio (DUSLX) and Vanguard S&P 500 Growth ETF (VOOG). 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 DUSLX Sharpe Ratio is 0.83, which is comparable to the VOOG Sharpe Ratio of 0.81. The chart below compares the historical Sharpe Ratios of DUSLX and VOOG, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

DUSLX's dividend yield for the trailing twelve months is around 0.99%, more than VOOG's 0.55% yield.

The maximum DUSLX drawdown since its inception was -30.86%, smaller than the maximum VOOG drawdown of -32.73%. Use the drawdown chart below to compare losses from any high point for DUSLX and VOOG.

The current volatility for DFA U.S. Large Cap Growth Portfolio (DUSLX) is 5.05%, while Vanguard S&P 500 Growth ETF (VOOG) has a volatility of 5.54%. This indicates that DUSLX experiences smaller price fluctuations and is considered to be less risky than VOOG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.