VDIGX vs. DFIEX
Compare and contrast key facts about Vanguard Dividend Growth Fund (VDIGX) and DFA International Core Equity Portfolio I (DFIEX).
VDIGX is managed by Vanguard. It was launched on May 15, 1992. DFIEX is managed by Dimensional. It was launched on Sep 15, 2005.
Performance
VDIGX vs. DFIEX - Performance Comparison
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VDIGX vs. DFIEX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VDIGX Vanguard Dividend Growth Fund | -5.09% | 11.11% | 20.84% | 8.11% | -4.89% | 24.86% | 12.04% | 30.94% | 0.08% | 19.32% |
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, VDIGX achieves a -5.09% return, which is significantly lower than DFIEX's 2.80% return. Over the past 10 years, VDIGX has outperformed DFIEX with an annualized return of 11.54%, while DFIEX has yielded a comparatively lower 9.64% annualized return.
VDIGX
- 1D
- 2.04%
- 1M
- -6.43%
- YTD
- -5.09%
- 6M
- -2.58%
- 1Y
- 2.63%
- 3Y*
- 11.22%
- 5Y*
- 9.34%
- 10Y*
- 11.54%
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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VDIGX vs. DFIEX - Expense Ratio Comparison
VDIGX has a 0.27% expense ratio, which is higher than DFIEX's 0.24% 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%.
Return for Risk
VDIGX vs. DFIEX — Risk / Return Rank
VDIGX
DFIEX
VDIGX vs. DFIEX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Dividend Growth Fund (VDIGX) 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.
| VDIGX | DFIEX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.19 | 1.95 | -1.76 |
Sortino ratioReturn per unit of downside risk | 0.39 | 2.55 | -2.16 |
Omega ratioGain probability vs. loss probability | 1.05 | 1.39 | -0.34 |
Calmar ratioReturn relative to maximum drawdown | 0.40 | 2.57 | -2.17 |
Martin ratioReturn relative to average drawdown | 1.57 | 10.07 | -8.50 |
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
| VDIGX | DFIEX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.19 | 1.95 | -1.76 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.68 | 0.60 | +0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | 0.59 | +0.15 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.60 | 0.35 | +0.26 |
Correlation
The correlation between VDIGX and DFIEX is 0.76, 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
VDIGX vs. DFIEX - Dividend Comparison
VDIGX's dividend yield for the trailing twelve months is around 25.87%, more than DFIEX's 3.14% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VDIGX Vanguard Dividend Growth Fund | 25.87% | 21.90% | 21.94% | 2.29% | 6.06% | 5.45% | 2.83% | 4.70% | 8.72% | 5.16% | 2.86% | 5.70% |
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
VDIGX vs. DFIEX - Drawdown Comparison
The maximum VDIGX drawdown since its inception was -45.23%, smaller than the maximum DFIEX drawdown of -62.22%. Use the drawdown chart below to compare losses from any high point for VDIGX and DFIEX.
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Drawdown Indicators
| VDIGX | DFIEX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -45.23% | -62.22% | +16.99% |
Max Drawdown (1Y)Largest decline over 1 year | -9.57% | -11.01% | +1.44% |
Max Drawdown (5Y)Largest decline over 5 years | -16.18% | -28.66% | +12.48% |
Max Drawdown (10Y)Largest decline over 10 years | -32.98% | -41.04% | +8.06% |
Current DrawdownCurrent decline from peak | -7.10% | -7.75% | +0.65% |
Average DrawdownAverage peak-to-trough decline | -6.67% | -12.26% | +5.59% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.45% | 2.81% | -0.36% |
Volatility
VDIGX vs. DFIEX - Volatility Comparison
The current volatility for Vanguard Dividend Growth Fund (VDIGX) is 4.19%, while DFA International Core Equity Portfolio I (DFIEX) has a volatility of 7.09%. This indicates that VDIGX 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
| VDIGX | DFIEX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.19% | 7.09% | -2.90% |
Volatility (6M)Calculated over the trailing 6-month period | 7.66% | 10.45% | -2.79% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.50% | 15.90% | -1.40% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.85% | 15.65% | -1.80% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.69% | 16.35% | -0.66% |