VFWSX vs. DFCEX
Compare and contrast key facts about Vanguard FTSE All-World ex-US Index Fund Institutional Shares (VFWSX) and DFA Emerging Markets Core Equity Fund (DFCEX).
VFWSX is managed by Vanguard. It was launched on Apr 30, 2007. DFCEX is managed by Dimensional Fund Advisors LP. It was launched on Apr 4, 2005.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VFWSX or DFCEX.
Correlation
The correlation between VFWSX and DFCEX is 0.88, 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.
Performance
VFWSX vs. DFCEX - Performance Comparison
Key characteristics
VFWSX:
0.66
DFCEX:
0.71
VFWSX:
0.99
DFCEX:
1.03
VFWSX:
1.12
DFCEX:
1.13
VFWSX:
0.89
DFCEX:
0.63
VFWSX:
2.76
DFCEX:
2.68
VFWSX:
2.95%
DFCEX:
3.36%
VFWSX:
12.30%
DFCEX:
12.63%
VFWSX:
-61.25%
DFCEX:
-64.58%
VFWSX:
-8.29%
DFCEX:
-9.05%
Returns By Period
In the year-to-date period, VFWSX achieves a 5.46% return, which is significantly lower than DFCEX's 6.38% return. Both investments have delivered pretty close results over the past 10 years, with VFWSX having a 5.09% annualized return and DFCEX not far behind at 4.85%.
VFWSX
5.46%
-1.45%
-0.32%
7.27%
4.52%
5.09%
DFCEX
6.38%
-1.64%
-1.92%
8.71%
4.55%
4.85%
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VFWSX vs. DFCEX - Expense Ratio Comparison
VFWSX has a 0.08% expense ratio, which is lower than DFCEX's 0.40% expense ratio.
Risk-Adjusted Performance
VFWSX vs. DFCEX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard FTSE All-World ex-US Index Fund Institutional Shares (VFWSX) and DFA Emerging Markets Core Equity Fund (DFCEX). 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.
Dividends
VFWSX vs. DFCEX - Dividend Comparison
VFWSX's dividend yield for the trailing twelve months is around 1.57%, less than DFCEX's 1.92% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VFWSX Vanguard FTSE All-World ex-US Index Fund Institutional Shares | 1.57% | 3.31% | 3.10% | 3.06% | 1.99% | 3.10% | 3.28% | 2.67% | 2.97% | 2.97% | 3.54% | 2.70% |
DFCEX DFA Emerging Markets Core Equity Fund | 1.92% | 3.53% | 3.77% | 2.59% | 1.70% | 2.42% | 2.33% | 1.92% | 1.99% | 2.28% | 2.04% | 2.03% |
Drawdowns
VFWSX vs. DFCEX - Drawdown Comparison
The maximum VFWSX drawdown since its inception was -61.25%, smaller than the maximum DFCEX drawdown of -64.58%. Use the drawdown chart below to compare losses from any high point for VFWSX and DFCEX. For additional features, visit the drawdowns tool.
Volatility
VFWSX vs. DFCEX - Volatility Comparison
The current volatility for Vanguard FTSE All-World ex-US Index Fund Institutional Shares (VFWSX) is 3.02%, while DFA Emerging Markets Core Equity Fund (DFCEX) has a volatility of 3.19%. This indicates that VFWSX experiences smaller price fluctuations and is considered to be less risky than DFCEX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.