NSBRX vs. DFIEX
Compare and contrast key facts about Nuveen Dividend Growth Fund (NSBRX) and DFA International Core Equity Portfolio I (DFIEX).
NSBRX is managed by Nuveen. It was launched on Mar 28, 2006. DFIEX is managed by Dimensional. It was launched on Sep 15, 2005.
Performance
NSBRX vs. DFIEX - Performance Comparison
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NSBRX vs. DFIEX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NSBRX Nuveen Dividend Growth Fund | -2.40% | 10.03% | 17.56% | 15.08% | -9.63% | 27.17% | 9.79% | 41.88% | -4.36% | 20.07% |
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, NSBRX achieves a -2.40% return, which is significantly lower than DFIEX's 2.80% return. Over the past 10 years, NSBRX has outperformed DFIEX with an annualized return of 12.44%, while DFIEX has yielded a comparatively lower 9.64% annualized return.
NSBRX
- 1D
- 1.84%
- 1M
- -5.23%
- YTD
- -2.40%
- 6M
- -2.56%
- 1Y
- 8.82%
- 3Y*
- 12.65%
- 5Y*
- 9.33%
- 10Y*
- 12.44%
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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NSBRX vs. DFIEX - Expense Ratio Comparison
NSBRX has a 0.67% expense ratio, which is higher than DFIEX's 0.24% expense ratio.
Return for Risk
NSBRX vs. DFIEX — Risk / Return Rank
NSBRX
DFIEX
NSBRX vs. DFIEX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Nuveen Dividend Growth Fund (NSBRX) 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.
| NSBRX | DFIEX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.61 | 1.95 | -1.34 |
Sortino ratioReturn per unit of downside risk | 0.97 | 2.55 | -1.57 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.39 | -0.25 |
Calmar ratioReturn relative to maximum drawdown | 0.82 | 2.57 | -1.75 |
Martin ratioReturn relative to average drawdown | 3.53 | 10.07 | -6.54 |
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
| NSBRX | DFIEX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.61 | 1.95 | -1.34 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.66 | 0.60 | +0.05 |
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 | 0.58 | 0.35 | +0.24 |
Correlation
The correlation between NSBRX 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
NSBRX vs. DFIEX - Dividend Comparison
NSBRX's dividend yield for the trailing twelve months is around 9.19%, more than DFIEX's 3.14% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NSBRX Nuveen Dividend Growth Fund | 9.19% | 9.26% | 6.82% | 3.01% | 3.58% | 3.67% | 4.68% | 15.68% | 7.04% | 4.57% | 1.75% | 6.24% |
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
NSBRX vs. DFIEX - Drawdown Comparison
The maximum NSBRX drawdown since its inception was -45.14%, smaller than the maximum DFIEX drawdown of -62.22%. Use the drawdown chart below to compare losses from any high point for NSBRX and DFIEX.
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Drawdown Indicators
| NSBRX | DFIEX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -45.14% | -62.22% | +17.08% |
Max Drawdown (1Y)Largest decline over 1 year | -10.75% | -11.01% | +0.26% |
Max Drawdown (5Y)Largest decline over 5 years | -19.79% | -28.66% | +8.87% |
Max Drawdown (10Y)Largest decline over 10 years | -33.69% | -41.04% | +7.35% |
Current DrawdownCurrent decline from peak | -6.10% | -7.75% | +1.65% |
Average DrawdownAverage peak-to-trough decline | -5.28% | -12.26% | +6.98% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.50% | 2.81% | -0.31% |
Volatility
NSBRX vs. DFIEX - Volatility Comparison
The current volatility for Nuveen Dividend Growth Fund (NSBRX) is 4.11%, while DFA International Core Equity Portfolio I (DFIEX) has a volatility of 7.09%. This indicates that NSBRX 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
| NSBRX | DFIEX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.11% | 7.09% | -2.98% |
Volatility (6M)Calculated over the trailing 6-month period | 7.73% | 10.45% | -2.72% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.14% | 15.90% | -0.76% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.29% | 15.65% | -1.36% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.59% | 16.35% | +0.24% |