REDWX vs. DFIEX
Compare and contrast key facts about Aspiration Redwood Fund (REDWX) and DFA International Core Equity Portfolio I (DFIEX).
REDWX is managed by Aspiration Funds. It was launched on Nov 16, 2015. DFIEX is managed by Dimensional. It was launched on Sep 15, 2005.
Performance
REDWX vs. DFIEX - Performance Comparison
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REDWX vs. DFIEX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
REDWX Aspiration Redwood Fund | -8.91% | 18.06% | 7.91% | 23.24% | -20.30% | 26.83% | 15.89% | 37.29% | -8.58% | 22.53% |
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, REDWX achieves a -8.91% return, which is significantly lower than DFIEX's 2.80% return. Over the past 10 years, REDWX has outperformed DFIEX with an annualized return of 11.98%, while DFIEX has yielded a comparatively lower 9.64% annualized return.
REDWX
- 1D
- 2.75%
- 1M
- -6.08%
- YTD
- -8.91%
- 6M
- -5.27%
- 1Y
- 11.24%
- 3Y*
- 10.52%
- 5Y*
- 5.79%
- 10Y*
- 11.98%
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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REDWX vs. DFIEX - Expense Ratio Comparison
REDWX has a 2.50% expense ratio, which is higher than DFIEX's 0.24% expense ratio.
Return for Risk
REDWX vs. DFIEX — Risk / Return Rank
REDWX
DFIEX
REDWX vs. DFIEX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Aspiration Redwood Fund (REDWX) 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.
| REDWX | DFIEX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.66 | 1.95 | -1.29 |
Sortino ratioReturn per unit of downside risk | 1.11 | 2.55 | -1.43 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.39 | -0.24 |
Calmar ratioReturn relative to maximum drawdown | 0.74 | 2.57 | -1.83 |
Martin ratioReturn relative to average drawdown | 2.89 | 10.07 | -7.18 |
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
| REDWX | DFIEX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.66 | 1.95 | -1.29 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.33 | 0.60 | -0.28 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.59 | 0.59 | 0.00 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.57 | 0.35 | +0.22 |
Correlation
The correlation between REDWX and DFIEX is 0.74, 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
REDWX vs. DFIEX - Dividend Comparison
REDWX's dividend yield for the trailing twelve months is around 13.82%, more than DFIEX's 3.14% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
REDWX Aspiration Redwood Fund | 13.82% | 12.59% | 7.55% | 0.44% | 2.40% | 9.99% | 0.00% | 9.08% | 9.75% | 4.66% | 5.17% | 0.00% |
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
REDWX vs. DFIEX - Drawdown Comparison
The maximum REDWX drawdown since its inception was -41.09%, smaller than the maximum DFIEX drawdown of -62.22%. Use the drawdown chart below to compare losses from any high point for REDWX and DFIEX.
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Drawdown Indicators
| REDWX | DFIEX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.09% | -62.22% | +21.13% |
Max Drawdown (1Y)Largest decline over 1 year | -13.47% | -11.01% | -2.46% |
Max Drawdown (5Y)Largest decline over 5 years | -26.04% | -28.66% | +2.62% |
Max Drawdown (10Y)Largest decline over 10 years | -41.09% | -41.04% | -0.05% |
Current DrawdownCurrent decline from peak | -10.98% | -7.75% | -3.23% |
Average DrawdownAverage peak-to-trough decline | -5.63% | -12.26% | +6.63% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.47% | 2.81% | +0.66% |
Volatility
REDWX vs. DFIEX - Volatility Comparison
The current volatility for Aspiration Redwood Fund (REDWX) is 5.19%, while DFA International Core Equity Portfolio I (DFIEX) has a volatility of 7.09%. This indicates that REDWX 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
| REDWX | DFIEX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.19% | 7.09% | -1.90% |
Volatility (6M)Calculated over the trailing 6-month period | 9.51% | 10.45% | -0.94% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.89% | 15.90% | +1.99% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.90% | 15.65% | +2.25% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.37% | 16.35% | +4.02% |