DUSQX vs. VTSAX

In the year-to-date period, DUSQX achieves a 0.66% return, which is significantly higher than VTSAX's 0.53% return. Over the past 10 years, DUSQX has underperformed VTSAX with an annualized return of 11.06%, while VTSAX has yielded a comparatively higher 12.12% annualized return.

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DUSQX has a 0.13% expense ratio, which is higher than VTSAX'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 DFA U.S. Large Cap Equity Portfolio (DUSQX) and Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX). 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 DUSQX Sharpe Ratio is 0.65, which is comparable to the VTSAX Sharpe Ratio of 0.69. The chart below compares the historical Sharpe Ratios of DUSQX and VTSAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

DUSQX's dividend yield for the trailing twelve months is around 1.09%, less than VTSAX's 1.28% yield.

The maximum DUSQX drawdown since its inception was -34.83%, smaller than the maximum VTSAX drawdown of -55.34%. Use the drawdown chart below to compare losses from any high point for DUSQX and VTSAX.

The current volatility for DFA U.S. Large Cap Equity Portfolio (DUSQX) is 4.67%, while Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX) has a volatility of 4.97%. This indicates that DUSQX experiences smaller price fluctuations and is considered to be less risky than VTSAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.