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VPMAX vs. DFIEX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

VPMAX vs. DFIEX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Vanguard PRIMECAP Fund Admiral Shares (VPMAX) and DFA International Core Equity Portfolio I (DFIEX). The values are adjusted to include any dividend payments, if applicable.

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VPMAX vs. DFIEX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
VPMAX
Vanguard PRIMECAP Fund Admiral Shares
-2.75%54.11%13.30%28.25%-15.16%21.72%17.23%27.88%-1.93%28.28%
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, VPMAX achieves a -2.75% return, which is significantly lower than DFIEX's 2.80% return. Over the past 10 years, VPMAX has outperformed DFIEX with an annualized return of 16.91%, while DFIEX has yielded a comparatively lower 9.64% annualized return.


VPMAX

1D
3.30%
1M
-6.80%
YTD
-2.75%
6M
24.32%
1Y
51.98%
3Y*
26.74%
5Y*
15.10%
10Y*
16.91%

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%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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VPMAX vs. DFIEX - Expense Ratio Comparison

VPMAX has a 0.31% expense ratio, which is higher than DFIEX's 0.24% expense ratio.


Return for Risk

VPMAX vs. DFIEX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

VPMAX
VPMAX Risk / Return Rank: 9494
Overall Rank
VPMAX Sharpe Ratio Rank: 8888
Sharpe Ratio Rank
VPMAX Sortino Ratio Rank: 9595
Sortino Ratio Rank
VPMAX Omega Ratio Rank: 9494
Omega Ratio Rank
VPMAX Calmar Ratio Rank: 9696
Calmar Ratio Rank
VPMAX Martin Ratio Rank: 9797
Martin Ratio Rank

DFIEX
DFIEX Risk / Return Rank: 9090
Overall Rank
DFIEX Sharpe Ratio Rank: 9191
Sharpe Ratio Rank
DFIEX Sortino Ratio Rank: 9090
Sortino Ratio Rank
DFIEX Omega Ratio Rank: 8989
Omega Ratio Rank
DFIEX Calmar Ratio Rank: 9090
Calmar Ratio Rank
DFIEX Martin Ratio Rank: 9090
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

VPMAX vs. DFIEX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Vanguard PRIMECAP Fund Admiral Shares (VPMAX) 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.


VPMAXDFIEXDifference

Sharpe ratio

Return per unit of total volatility

1.78

1.95

-0.17

Sortino ratio

Return per unit of downside risk

3.30

2.55

+0.75

Omega ratio

Gain probability vs. loss probability

1.48

1.39

+0.09

Calmar ratio

Return relative to maximum drawdown

3.76

2.57

+1.19

Martin ratio

Return relative to average drawdown

16.16

10.07

+6.09

VPMAX vs. DFIEX - Sharpe Ratio Comparison

The current VPMAX Sharpe Ratio is 1.78, which is comparable to the DFIEX Sharpe Ratio of 1.95. The chart below compares the historical Sharpe Ratios of VPMAX and DFIEX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


VPMAXDFIEXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.78

1.95

-0.17

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.75

0.60

+0.15

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.84

0.59

+0.25

Sharpe Ratio (All Time)

Calculated using the full available price history

0.62

0.35

+0.27

Correlation

The correlation between VPMAX and DFIEX is 0.79, 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

VPMAX vs. DFIEX - Dividend Comparison

VPMAX's dividend yield for the trailing twelve months is around 32.75%, more than DFIEX's 3.14% yield.


TTM20252024202320222021202020192018201720162015
VPMAX
Vanguard PRIMECAP Fund Admiral Shares
32.75%31.85%6.71%7.24%9.94%10.18%9.82%7.23%8.43%4.52%5.13%5.99%
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

VPMAX vs. DFIEX - Drawdown Comparison

The maximum VPMAX drawdown since its inception was -48.32%, smaller than the maximum DFIEX drawdown of -62.22%. Use the drawdown chart below to compare losses from any high point for VPMAX and DFIEX.


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Drawdown Indicators


VPMAXDFIEXDifference

Max Drawdown

Largest peak-to-trough decline

-48.32%

-62.22%

+13.90%

Max Drawdown (1Y)

Largest decline over 1 year

-13.75%

-11.01%

-2.74%

Max Drawdown (5Y)

Largest decline over 5 years

-25.21%

-28.66%

+3.45%

Max Drawdown (10Y)

Largest decline over 10 years

-32.65%

-41.04%

+8.39%

Current Drawdown

Current decline from peak

-8.80%

-7.75%

-1.05%

Average Drawdown

Average peak-to-trough decline

-6.61%

-12.26%

+5.65%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.20%

2.81%

+0.39%

Volatility

VPMAX vs. DFIEX - Volatility Comparison

The current volatility for Vanguard PRIMECAP Fund Admiral Shares (VPMAX) is 6.72%, while DFA International Core Equity Portfolio I (DFIEX) has a volatility of 7.09%. This indicates that VPMAX 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


VPMAXDFIEXDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.72%

7.09%

-0.37%

Volatility (6M)

Calculated over the trailing 6-month period

22.09%

10.45%

+11.64%

Volatility (1Y)

Calculated over the trailing 1-year period

28.98%

15.90%

+13.08%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

20.17%

15.65%

+4.52%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

20.11%

16.35%

+3.76%