VRVIX vs. DFUSX

In the year-to-date period, VRVIX achieves a 2.76% return, which is significantly higher than DFUSX's 1.17% return. Over the past 10 years, VRVIX has underperformed DFUSX with an annualized return of 8.55%, while DFUSX has yielded a comparatively higher 10.83% annualized return.

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VRVIX has a 0.07% expense ratio, which is lower than DFUSX's 0.08% 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%.

This table presents a comparison of risk-adjusted performance metrics for Vanguard Russell 1000 Value Index Fund Institutional Shares (VRVIX) and DFA U.S. Large Company Portfolio (DFUSX). 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.

The current VRVIX Sharpe Ratio is 0.57, which is comparable to the DFUSX Sharpe Ratio of 0.66. The chart below compares the historical Sharpe Ratios of VRVIX and DFUSX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VRVIX's dividend yield for the trailing twelve months is around 1.99%, more than DFUSX's 1.26% yield.

The maximum VRVIX drawdown since its inception was -38.29%, smaller than the maximum DFUSX drawdown of -54.96%. Use the drawdown chart below to compare losses from any high point for VRVIX and DFUSX.

The current volatility for Vanguard Russell 1000 Value Index Fund Institutional Shares (VRVIX) is 4.25%, while DFA U.S. Large Company Portfolio (DFUSX) has a volatility of 4.70%. This indicates that VRVIX experiences smaller price fluctuations and is considered to be less risky than DFUSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.