VPKIX vs. DFRSX
Compare and contrast key facts about Vanguard Pacific Stock Index Fund Institutional Shares (VPKIX) and DFA Asia Pacific Small Company (DFRSX).
VPKIX is managed by Vanguard. It was launched on May 15, 2000. DFRSX is managed by Dimensional. It was launched on Jan 4, 1993.
Performance
VPKIX vs. DFRSX - Performance Comparison
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VPKIX vs. DFRSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VPKIX Vanguard Pacific Stock Index Fund Institutional Shares | 4.37% | 33.12% | 1.29% | 15.58% | -15.20% | 1.47% | 16.54% | 17.61% | -13.87% | 28.55% |
DFRSX DFA Asia Pacific Small Company | -4.61% | 34.73% | 0.27% | 3.99% | -16.96% | 12.59% | 14.24% | 13.30% | -15.48% | 25.17% |
Returns By Period
In the year-to-date period, VPKIX achieves a 4.37% return, which is significantly higher than DFRSX's -4.61% return. Over the past 10 years, VPKIX has outperformed DFRSX with an annualized return of 8.81%, while DFRSX has yielded a comparatively lower 6.02% annualized return.
VPKIX
- 1D
- -0.50%
- 1M
- -13.40%
- YTD
- 4.37%
- 6M
- 9.98%
- 1Y
- 35.15%
- 3Y*
- 15.50%
- 5Y*
- 6.38%
- 10Y*
- 8.81%
DFRSX
- 1D
- -0.63%
- 1M
- -12.55%
- YTD
- -4.61%
- 6M
- -2.53%
- 1Y
- 27.45%
- 3Y*
- 9.69%
- 5Y*
- 3.60%
- 10Y*
- 6.02%
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VPKIX vs. DFRSX - Expense Ratio Comparison
VPKIX has a 0.08% expense ratio, which is lower than DFRSX's 0.42% expense ratio.
Return for Risk
VPKIX vs. DFRSX — Risk / Return Rank
VPKIX
DFRSX
VPKIX vs. DFRSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Pacific Stock Index Fund Institutional Shares (VPKIX) and DFA Asia Pacific Small Company (DFRSX). 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.
| VPKIX | DFRSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.80 | 1.45 | +0.35 |
Sortino ratioReturn per unit of downside risk | 2.34 | 1.90 | +0.44 |
Omega ratioGain probability vs. loss probability | 1.35 | 1.30 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 2.35 | 1.82 | +0.53 |
Martin ratioReturn relative to average drawdown | 9.57 | 6.50 | +3.07 |
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
| VPKIX | DFRSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.80 | 1.45 | +0.35 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.40 | 0.21 | +0.19 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.55 | 0.36 | +0.19 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.24 | 0.32 | -0.08 |
Correlation
The correlation between VPKIX and DFRSX is 0.70, 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
VPKIX vs. DFRSX - Dividend Comparison
VPKIX's dividend yield for the trailing twelve months is around 3.39%, less than DFRSX's 5.15% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VPKIX Vanguard Pacific Stock Index Fund Institutional Shares | 3.39% | 4.00% | 3.15% | 3.11% | 2.74% | 3.17% | 1.81% | 2.85% | 3.05% | 2.60% | 2.67% | 2.45% |
DFRSX DFA Asia Pacific Small Company | 5.15% | 4.92% | 4.66% | 4.70% | 9.99% | 12.82% | 2.91% | 4.56% | 3.48% | 4.01% | 3.79% | 3.96% |
Drawdowns
VPKIX vs. DFRSX - Drawdown Comparison
The maximum VPKIX drawdown since its inception was -55.26%, smaller than the maximum DFRSX drawdown of -69.06%. Use the drawdown chart below to compare losses from any high point for VPKIX and DFRSX.
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Drawdown Indicators
| VPKIX | DFRSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.26% | -69.06% | +13.80% |
Max Drawdown (1Y)Largest decline over 1 year | -13.40% | -14.20% | +0.80% |
Max Drawdown (5Y)Largest decline over 5 years | -31.12% | -30.18% | -0.94% |
Max Drawdown (10Y)Largest decline over 10 years | -33.62% | -46.25% | +12.63% |
Current DrawdownCurrent decline from peak | -13.40% | -14.20% | +0.80% |
Average DrawdownAverage peak-to-trough decline | -15.52% | -17.28% | +1.76% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.29% | 3.97% | -0.68% |
Volatility
VPKIX vs. DFRSX - Volatility Comparison
Vanguard Pacific Stock Index Fund Institutional Shares (VPKIX) has a higher volatility of 8.79% compared to DFA Asia Pacific Small Company (DFRSX) at 6.08%. This indicates that VPKIX's price experiences larger fluctuations and is considered to be riskier than DFRSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VPKIX | DFRSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.79% | 6.08% | +2.71% |
Volatility (6M)Calculated over the trailing 6-month period | 13.71% | 12.03% | +1.68% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.88% | 18.54% | +0.34% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.02% | 17.14% | -1.12% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.07% | 16.98% | -0.91% |