VFFSX vs. DFSIX
Compare and contrast key facts about Vanguard 500 Index Fund Institutional Select Shares (VFFSX) and DFA U.S. Sustainability Core 1 Portfolio (DFSIX).
VFFSX is managed by Vanguard. DFSIX is managed by Dimensional. It was launched on Mar 12, 2008.
Performance
VFFSX vs. DFSIX - Performance Comparison
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VFFSX vs. DFSIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VFFSX Vanguard 500 Index Fund Institutional Select Shares | -7.06% | 17.87% | 25.00% | 26.28% | -18.14% | 29.24% | 18.35% | 31.88% | -4.42% | 20.80% |
DFSIX DFA U.S. Sustainability Core 1 Portfolio | -8.15% | 15.92% | 23.19% | 25.70% | -17.85% | 27.38% | 21.25% | 32.52% | -6.72% | 19.80% |
Returns By Period
In the year-to-date period, VFFSX achieves a -7.06% return, which is significantly higher than DFSIX's -8.15% return.
VFFSX
- 1D
- -0.39%
- 1M
- -7.68%
- YTD
- -7.06%
- 6M
- -4.59%
- 1Y
- 14.44%
- 3Y*
- 17.17%
- 5Y*
- 11.40%
- 10Y*
- —
DFSIX
- 1D
- -0.40%
- 1M
- -8.45%
- YTD
- -8.15%
- 6M
- -5.85%
- 1Y
- 12.48%
- 3Y*
- 15.73%
- 5Y*
- 9.81%
- 10Y*
- 13.25%
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VFFSX vs. DFSIX - Expense Ratio Comparison
VFFSX has a 0.01% expense ratio, which is lower than DFSIX's 0.18% 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%.
Return for Risk
VFFSX vs. DFSIX — Risk / Return Rank
VFFSX
DFSIX
VFFSX vs. DFSIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard 500 Index Fund Institutional Select Shares (VFFSX) and DFA U.S. Sustainability Core 1 Portfolio (DFSIX). 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.
| VFFSX | DFSIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.84 | 0.71 | +0.13 |
Sortino ratioReturn per unit of downside risk | 1.30 | 1.13 | +0.16 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.16 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.06 | 0.68 | +0.38 |
Martin ratioReturn relative to average drawdown | 5.14 | 2.99 | +2.15 |
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
| VFFSX | DFSIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.84 | 0.71 | +0.13 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.68 | 0.56 | +0.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.73 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.75 | 0.54 | +0.21 |
Correlation
The correlation between VFFSX and DFSIX is 0.97, 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
VFFSX vs. DFSIX - Dividend Comparison
VFFSX's dividend yield for the trailing twelve months is around 1.24%, more than DFSIX's 0.97% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VFFSX Vanguard 500 Index Fund Institutional Select Shares | 1.24% | 1.14% | 1.24% | 1.46% | 1.70% | 1.61% | 1.56% | 2.15% | 2.09% | 1.81% | 0.00% | 0.00% |
DFSIX DFA U.S. Sustainability Core 1 Portfolio | 0.97% | 0.88% | 0.99% | 1.21% | 1.35% | 2.13% | 1.19% | 2.02% | 2.31% | 1.92% | 1.85% | 2.13% |
Drawdowns
VFFSX vs. DFSIX - Drawdown Comparison
The maximum VFFSX drawdown since its inception was -33.82%, smaller than the maximum DFSIX drawdown of -53.77%. Use the drawdown chart below to compare losses from any high point for VFFSX and DFSIX.
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Drawdown Indicators
| VFFSX | DFSIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.82% | -53.77% | +19.95% |
Max Drawdown (1Y)Largest decline over 1 year | -12.12% | -12.65% | +0.53% |
Max Drawdown (5Y)Largest decline over 5 years | -24.51% | -25.16% | +0.65% |
Max Drawdown (10Y)Largest decline over 10 years | — | -35.68% | — |
Current DrawdownCurrent decline from peak | -8.90% | -10.36% | +1.46% |
Average DrawdownAverage peak-to-trough decline | -4.57% | -6.95% | +2.38% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.49% | 3.02% | -0.53% |
Volatility
VFFSX vs. DFSIX - Volatility Comparison
The current volatility for Vanguard 500 Index Fund Institutional Select Shares (VFFSX) is 4.24%, while DFA U.S. Sustainability Core 1 Portfolio (DFSIX) has a volatility of 4.57%. This indicates that VFFSX experiences smaller price fluctuations and is considered to be less risky than DFSIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VFFSX | DFSIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.24% | 4.57% | -0.33% |
Volatility (6M)Calculated over the trailing 6-month period | 9.08% | 9.33% | -0.25% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.13% | 18.82% | -0.69% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.86% | 17.52% | -0.66% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.50% | 18.24% | +0.26% |