EVSAX vs. DFIEX
Compare and contrast key facts about Allspring Disciplined U.S. Core Fund (EVSAX) and DFA International Core Equity Portfolio I (DFIEX).
EVSAX is managed by Allspring Global Investments. It was launched on Feb 28, 1990. DFIEX is managed by Dimensional. It was launched on Sep 15, 2005.
Performance
EVSAX vs. DFIEX - Performance Comparison
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EVSAX vs. DFIEX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EVSAX Allspring Disciplined U.S. Core Fund | -3.97% | 18.65% | 29.20% | 25.97% | -18.21% | 30.35% | 15.95% | 31.87% | -8.43% | 20.47% |
DFIEX DFA International Core Equity Portfolio I | 2.80% | 36.18% | 3.99% | 17.50% | -13.51% | 13.85% | 7.73% | 21.70% | -17.41% | 28.04% |
Returns By Period
In the year-to-date period, EVSAX achieves a -3.97% return, which is significantly lower than DFIEX's 2.80% return. Over the past 10 years, EVSAX has outperformed DFIEX with an annualized return of 13.81%, while DFIEX has yielded a comparatively lower 9.64% annualized return.
EVSAX
- 1D
- 2.98%
- 1M
- -4.45%
- YTD
- -3.97%
- 6M
- -1.73%
- 1Y
- 19.59%
- 3Y*
- 19.88%
- 5Y*
- 12.61%
- 10Y*
- 13.81%
DFIEX
- 1D
- 3.02%
- 1M
- -6.42%
- YTD
- 2.80%
- 6M
- 8.00%
- 1Y
- 30.46%
- 3Y*
- 16.74%
- 5Y*
- 9.40%
- 10Y*
- 9.64%
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EVSAX vs. DFIEX - Expense Ratio Comparison
EVSAX has a 0.86% expense ratio, which is higher than DFIEX's 0.24% expense ratio.
Return for Risk
EVSAX vs. DFIEX — Risk / Return Rank
EVSAX
DFIEX
EVSAX vs. DFIEX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Allspring Disciplined U.S. Core Fund (EVSAX) and DFA International Core Equity Portfolio I (DFIEX). 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.
| EVSAX | DFIEX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.10 | 1.95 | -0.85 |
Sortino ratioReturn per unit of downside risk | 1.67 | 2.55 | -0.88 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.39 | -0.14 |
Calmar ratioReturn relative to maximum drawdown | 1.77 | 2.57 | -0.80 |
Martin ratioReturn relative to average drawdown | 8.49 | 10.07 | -1.59 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| EVSAX | DFIEX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.10 | 1.95 | -0.85 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.72 | 0.60 | +0.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.75 | 0.59 | +0.16 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.35 | +0.13 |
Correlation
The correlation between EVSAX and DFIEX is 0.79, 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.
Dividends
EVSAX vs. DFIEX - Dividend Comparison
EVSAX's dividend yield for the trailing twelve months is around 5.77%, more than DFIEX's 3.14% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EVSAX Allspring Disciplined U.S. Core Fund | 5.77% | 5.54% | 6.61% | 9.22% | 14.46% | 8.22% | 9.22% | 6.68% | 7.11% | 4.31% | 2.43% | 11.99% |
DFIEX DFA International Core Equity Portfolio I | 3.14% | 3.22% | 3.42% | 3.36% | 2.88% | 2.98% | 1.77% | 2.90% | 2.95% | 2.49% | 2.76% | 4.20% |
Drawdowns
EVSAX vs. DFIEX - Drawdown Comparison
The maximum EVSAX drawdown since its inception was -53.73%, smaller than the maximum DFIEX drawdown of -62.22%. Use the drawdown chart below to compare losses from any high point for EVSAX and DFIEX.
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Drawdown Indicators
| EVSAX | DFIEX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.73% | -62.22% | +8.49% |
Max Drawdown (1Y)Largest decline over 1 year | -11.69% | -11.01% | -0.68% |
Max Drawdown (5Y)Largest decline over 5 years | -27.72% | -28.66% | +0.94% |
Max Drawdown (10Y)Largest decline over 10 years | -33.03% | -41.04% | +8.01% |
Current DrawdownCurrent decline from peak | -5.93% | -7.75% | +1.82% |
Average DrawdownAverage peak-to-trough decline | -9.78% | -12.26% | +2.48% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.44% | 2.81% | -0.37% |
Volatility
EVSAX vs. DFIEX - Volatility Comparison
The current volatility for Allspring Disciplined U.S. Core Fund (EVSAX) is 5.30%, while DFA International Core Equity Portfolio I (DFIEX) has a volatility of 7.09%. This indicates that EVSAX experiences smaller price fluctuations and is considered to be less risky than DFIEX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EVSAX | DFIEX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.30% | 7.09% | -1.79% |
Volatility (6M)Calculated over the trailing 6-month period | 9.82% | 10.45% | -0.63% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.35% | 15.90% | +2.45% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.59% | 15.65% | +1.94% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.37% | 16.35% | +2.02% |