DUSQX vs. VTSAX
Compare and contrast key facts about DFA U.S. Large Cap Equity Portfolio (DUSQX) and Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX).
DUSQX is managed by Dimensional Fund Advisors LP. It was launched on Jun 25, 2013. VTSAX 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: DUSQX or VTSAX.
Correlation
The correlation between DUSQX and VTSAX is 0.99, 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.
Performance
DUSQX vs. VTSAX - Performance Comparison
Key characteristics
DUSQX:
1.86
VTSAX:
1.77
DUSQX:
2.54
VTSAX:
2.39
DUSQX:
1.34
VTSAX:
1.32
DUSQX:
2.83
VTSAX:
2.68
DUSQX:
11.12
VTSAX:
10.60
DUSQX:
2.10%
VTSAX:
2.17%
DUSQX:
12.52%
VTSAX:
12.99%
DUSQX:
-34.83%
VTSAX:
-55.34%
DUSQX:
0.00%
VTSAX:
0.00%
Returns By Period
In the year-to-date period, DUSQX achieves a 5.01% return, which is significantly higher than VTSAX's 4.62% return. Over the past 10 years, DUSQX has underperformed VTSAX with an annualized return of 11.62%, while VTSAX has yielded a comparatively higher 12.68% annualized return.
DUSQX
5.01%
2.57%
9.85%
24.57%
12.34%
11.62%
VTSAX
4.62%
2.32%
10.30%
24.44%
14.05%
12.68%
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. VTSAX - Expense Ratio Comparison
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%.
Risk-Adjusted Performance
DUSQX vs. VTSAX — Risk-Adjusted Performance Rank
DUSQX
VTSAX
DUSQX vs. VTSAX - Risk-Adjusted Performance Comparison
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.
Dividends
DUSQX vs. VTSAX - Dividend Comparison
DUSQX's dividend yield for the trailing twelve months is around 1.05%, less than VTSAX's 1.20% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DUSQX DFA U.S. Large Cap Equity Portfolio | 1.05% | 1.11% | 1.31% | 1.56% | 1.12% | 1.42% | 1.48% | 1.78% | 1.62% | 1.80% | 1.75% | 1.53% |
VTSAX Vanguard Total Stock Market Index Fund Admiral Shares | 1.20% | 1.26% | 1.43% | 1.65% | 1.20% | 1.41% | 1.77% | 2.04% | 1.71% | 1.92% | 1.98% | 1.76% |
Drawdowns
DUSQX vs. VTSAX - Drawdown Comparison
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. For additional features, visit the drawdowns tool.
Volatility
DUSQX vs. VTSAX - Volatility Comparison
DFA U.S. Large Cap Equity Portfolio (DUSQX) and Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX) have volatilities of 3.13% and 3.07%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.