DUSQX vs. DISVX
Compare and contrast key facts about DFA U.S. Large Cap Equity Portfolio (DUSQX) and DFA International Small Cap Value Portfolio (DISVX).
DUSQX is managed by Dimensional Fund Advisors LP. It was launched on Jun 25, 2013. DISVX is managed by Dimensional Fund Advisors LP. It was launched on Dec 28, 1994.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DUSQX or DISVX.
Correlation
The correlation between DUSQX and DISVX is 0.69, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
DUSQX vs. DISVX - Performance Comparison
Key characteristics
DUSQX:
0.51
DISVX:
1.17
DUSQX:
0.83
DISVX:
1.59
DUSQX:
1.12
DISVX:
1.23
DUSQX:
0.51
DISVX:
1.46
DUSQX:
2.05
DISVX:
4.78
DUSQX:
4.74%
DISVX:
4.17%
DUSQX:
19.12%
DISVX:
17.06%
DUSQX:
-34.83%
DISVX:
-60.04%
DUSQX:
-9.82%
DISVX:
-0.04%
Returns By Period
In the year-to-date period, DUSQX achieves a -5.30% return, which is significantly lower than DISVX's 15.19% return. Over the past 10 years, DUSQX has outperformed DISVX with an annualized return of 10.46%, while DISVX has yielded a comparatively lower 6.46% annualized return.
DUSQX
-5.30%
-0.68%
-4.74%
8.25%
13.34%
10.46%
DISVX
15.19%
3.11%
12.65%
17.62%
15.92%
6.46%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
DUSQX vs. DISVX - Expense Ratio Comparison
DUSQX has a 0.13% expense ratio, which is lower than DISVX's 0.46% expense ratio.
Risk-Adjusted Performance
DUSQX vs. DISVX — Risk-Adjusted Performance Rank
DUSQX
DISVX
DUSQX vs. DISVX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for DFA U.S. Large Cap Equity Portfolio (DUSQX) and DFA International Small Cap Value Portfolio (DISVX). 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
DUSQX vs. DISVX - Dividend Comparison
DUSQX's dividend yield for the trailing twelve months is around 1.16%, less than DISVX's 4.01% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DUSQX DFA U.S. Large Cap Equity Portfolio | 1.16% | 1.11% | 1.31% | 1.56% | 1.12% | 1.42% | 1.48% | 1.78% | 1.62% | 1.80% | 1.75% | 1.53% |
DISVX DFA International Small Cap Value Portfolio | 4.01% | 4.56% | 3.87% | 2.40% | 3.51% | 1.84% | 3.97% | 5.91% | 5.75% | 5.85% | 3.51% | 3.94% |
Drawdowns
DUSQX vs. DISVX - Drawdown Comparison
The maximum DUSQX drawdown since its inception was -34.83%, smaller than the maximum DISVX drawdown of -60.04%. Use the drawdown chart below to compare losses from any high point for DUSQX and DISVX. For additional features, visit the drawdowns tool.
Volatility
DUSQX vs. DISVX - Volatility Comparison
DFA U.S. Large Cap Equity Portfolio (DUSQX) has a higher volatility of 13.87% compared to DFA International Small Cap Value Portfolio (DISVX) at 10.43%. This indicates that DUSQX's price experiences larger fluctuations and is considered to be riskier than DISVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.