USIG vs. DFAPX
Compare and contrast key facts about iShares Broad USD Investment Grade Corporate Bond ETF (USIG) and DFA Investment Grade Portfolio (DFAPX).
USIG is a passively managed fund by iShares that tracks the performance of the ICE BofA US Corporate. It was launched on Jan 5, 2007. DFAPX is managed by Dimensional Fund Advisors LP. It was launched on Mar 7, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: USIG or DFAPX.
Correlation
The correlation between USIG and DFAPX is 0.04, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
USIG vs. DFAPX - Performance Comparison
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Key characteristics
USIG:
0.88
DFAPX:
0.82
USIG:
1.20
DFAPX:
1.16
USIG:
1.15
DFAPX:
1.13
USIG:
0.44
DFAPX:
0.36
USIG:
2.61
DFAPX:
2.08
USIG:
1.86%
DFAPX:
1.89%
USIG:
5.81%
DFAPX:
5.07%
USIG:
-22.21%
DFAPX:
-19.45%
USIG:
-5.52%
DFAPX:
-6.51%
Returns By Period
The year-to-date returns for both investments are quite close, with USIG having a 1.78% return and DFAPX slightly higher at 1.81%. Over the past 10 years, USIG has outperformed DFAPX with an annualized return of 2.46%, while DFAPX has yielded a comparatively lower 1.74% annualized return.
USIG
1.78%
0.56%
1.18%
5.08%
3.12%
0.40%
2.46%
DFAPX
1.81%
0.10%
1.25%
4.15%
2.21%
-0.65%
1.74%
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USIG vs. DFAPX - Expense Ratio Comparison
USIG has a 0.04% expense ratio, which is lower than DFAPX's 0.20% expense ratio. Despite the difference, 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
USIG vs. DFAPX — Risk-Adjusted Performance Rank
USIG
DFAPX
USIG vs. DFAPX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Broad USD Investment Grade Corporate Bond ETF (USIG) and DFA Investment Grade Portfolio (DFAPX). 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.
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Dividends
USIG vs. DFAPX - Dividend Comparison
USIG's dividend yield for the trailing twelve months is around 4.59%, more than DFAPX's 3.71% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
USIG iShares Broad USD Investment Grade Corporate Bond ETF | 4.59% | 4.51% | 3.94% | 3.14% | 2.33% | 2.82% | 3.37% | 3.44% | 3.03% | 3.13% | 3.24% | 3.32% |
DFAPX DFA Investment Grade Portfolio | 3.71% | 3.80% | 3.31% | 2.62% | 1.88% | 2.12% | 2.73% | 2.67% | 2.22% | 2.12% | 2.14% | 2.42% |
Drawdowns
USIG vs. DFAPX - Drawdown Comparison
The maximum USIG drawdown since its inception was -22.21%, which is greater than DFAPX's maximum drawdown of -19.45%. Use the drawdown chart below to compare losses from any high point for USIG and DFAPX. For additional features, visit the drawdowns tool.
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Volatility
USIG vs. DFAPX - Volatility Comparison
iShares Broad USD Investment Grade Corporate Bond ETF (USIG) has a higher volatility of 1.42% compared to DFA Investment Grade Portfolio (DFAPX) at 1.35%. This indicates that USIG's price experiences larger fluctuations and is considered to be riskier than DFAPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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