VGSTX vs. DGSIX
Compare and contrast key facts about Vanguard STAR Fund (VGSTX) and DFA Global Allocation 60/40 Portfolio (DGSIX).
VGSTX is managed by Vanguard. It was launched on Mar 29, 1985. DGSIX is managed by Dimensional. It was launched on Dec 23, 2003.
Performance
VGSTX vs. DGSIX - Performance Comparison
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VGSTX vs. DGSIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VGSTX Vanguard STAR Fund | -2.19% | 15.88% | 13.69% | 17.14% | -18.05% | 9.65% | 21.45% | 22.21% | -5.33% | 16.95% |
DGSIX DFA Global Allocation 60/40 Portfolio | -0.10% | 14.06% | 11.31% | 14.59% | -12.10% | 14.24% | 11.58% | 18.17% | -6.41% | 13.11% |
Returns By Period
In the year-to-date period, VGSTX achieves a -2.19% return, which is significantly lower than DGSIX's -0.10% return. Over the past 10 years, VGSTX has outperformed DGSIX with an annualized return of 8.96%, while DGSIX has yielded a comparatively lower 8.01% annualized return.
VGSTX
- 1D
- 1.89%
- 1M
- -4.30%
- YTD
- -2.19%
- 6M
- 0.21%
- 1Y
- 13.34%
- 3Y*
- 12.27%
- 5Y*
- 5.56%
- 10Y*
- 8.96%
DGSIX
- 1D
- 1.63%
- 1M
- -3.86%
- YTD
- -0.10%
- 6M
- 1.90%
- 1Y
- 14.19%
- 3Y*
- 11.72%
- 5Y*
- 6.63%
- 10Y*
- 8.01%
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VGSTX vs. DGSIX - Expense Ratio Comparison
VGSTX has a 0.31% expense ratio, which is higher than DGSIX's 0.24% expense ratio.
Return for Risk
VGSTX vs. DGSIX — Risk / Return Rank
VGSTX
DGSIX
VGSTX vs. DGSIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard STAR Fund (VGSTX) and DFA Global Allocation 60/40 Portfolio (DGSIX). 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.
| VGSTX | DGSIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.20 | 1.47 | -0.27 |
Sortino ratioReturn per unit of downside risk | 1.75 | 2.11 | -0.37 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.31 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.65 | 1.87 | -0.22 |
Martin ratioReturn relative to average drawdown | 7.31 | 8.46 | -1.15 |
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
| VGSTX | DGSIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.20 | 1.47 | -0.27 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.47 | 0.66 | -0.18 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.76 | 0.78 | -0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.80 | 0.60 | +0.20 |
Correlation
The correlation between VGSTX and DGSIX is 0.96, 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
VGSTX vs. DGSIX - Dividend Comparison
VGSTX's dividend yield for the trailing twelve months is around 9.33%, more than DGSIX's 8.63% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VGSTX Vanguard STAR Fund | 9.33% | 9.13% | 10.67% | 5.35% | 8.34% | 6.70% | 6.68% | 6.07% | 6.90% | 3.32% | 4.77% | 5.62% |
DGSIX DFA Global Allocation 60/40 Portfolio | 8.63% | 8.56% | 7.25% | 5.27% | 4.55% | 5.53% | 3.39% | 2.61% | 3.01% | 1.29% | 1.23% | 1.92% |
Drawdowns
VGSTX vs. DGSIX - Drawdown Comparison
The maximum VGSTX drawdown since its inception was -38.62%, smaller than the maximum DGSIX drawdown of -41.64%. Use the drawdown chart below to compare losses from any high point for VGSTX and DGSIX.
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Drawdown Indicators
| VGSTX | DGSIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.62% | -41.64% | +3.02% |
Max Drawdown (1Y)Largest decline over 1 year | -8.19% | -7.27% | -0.92% |
Max Drawdown (5Y)Largest decline over 5 years | -25.55% | -18.36% | -7.19% |
Max Drawdown (10Y)Largest decline over 10 years | -25.55% | -23.59% | -1.96% |
Current DrawdownCurrent decline from peak | -4.97% | -4.32% | -0.65% |
Average DrawdownAverage peak-to-trough decline | -4.04% | -4.46% | +0.42% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.85% | 1.60% | +0.25% |
Volatility
VGSTX vs. DGSIX - Volatility Comparison
Vanguard STAR Fund (VGSTX) has a higher volatility of 4.11% compared to DFA Global Allocation 60/40 Portfolio (DGSIX) at 3.51%. This indicates that VGSTX's price experiences larger fluctuations and is considered to be riskier than DGSIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VGSTX | DGSIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.11% | 3.51% | +0.60% |
Volatility (6M)Calculated over the trailing 6-month period | 6.62% | 5.73% | +0.89% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.45% | 9.96% | +1.49% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.81% | 10.17% | +1.64% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.80% | 10.36% | +1.44% |