WEFIX vs. DFEQX
Compare and contrast key facts about Weitz Short Duration Income Fund (WEFIX) and DFA Short-Term Extended Quality Portfolio (DFEQX).
WEFIX is managed by Weitz. It was launched on Dec 23, 1988. DFEQX is managed by Dimensional. It was launched on Mar 4, 2009.
Performance
WEFIX vs. DFEQX - Performance Comparison
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WEFIX vs. DFEQX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WEFIX Weitz Short Duration Income Fund | 0.14% | 5.64% | 6.12% | 5.90% | -2.72% | 1.04% | 3.34% | 4.23% | 1.34% | 1.54% |
DFEQX DFA Short-Term Extended Quality Portfolio | 0.28% | 4.27% | 5.50% | 5.44% | -5.18% | -0.60% | 2.24% | 4.51% | 1.34% | 1.51% |
Returns By Period
In the year-to-date period, WEFIX achieves a 0.14% return, which is significantly lower than DFEQX's 0.28% return. Over the past 10 years, WEFIX has outperformed DFEQX with an annualized return of 2.80%, while DFEQX has yielded a comparatively lower 1.90% annualized return.
WEFIX
- 1D
- 0.08%
- 1M
- -0.74%
- YTD
- 0.14%
- 6M
- 1.29%
- 1Y
- 4.10%
- 3Y*
- 5.25%
- 5Y*
- 3.03%
- 10Y*
- 2.80%
DFEQX
- 1D
- 0.11%
- 1M
- -0.65%
- YTD
- 0.28%
- 6M
- 1.31%
- 1Y
- 3.59%
- 3Y*
- 4.65%
- 5Y*
- 1.89%
- 10Y*
- 1.90%
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WEFIX vs. DFEQX - Expense Ratio Comparison
WEFIX has a 0.48% expense ratio, which is higher than DFEQX's 0.19% expense ratio.
Return for Risk
WEFIX vs. DFEQX — Risk / Return Rank
WEFIX
DFEQX
WEFIX vs. DFEQX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Weitz Short Duration Income Fund (WEFIX) and DFA Short-Term Extended Quality Portfolio (DFEQX). 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.
| WEFIX | DFEQX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.59 | 4.02 | -1.44 |
Sortino ratioReturn per unit of downside risk | 5.54 | 6.44 | -0.90 |
Omega ratioGain probability vs. loss probability | 1.77 | 2.51 | -0.74 |
Calmar ratioReturn relative to maximum drawdown | 5.11 | 4.46 | +0.65 |
Martin ratioReturn relative to average drawdown | 20.72 | 20.52 | +0.20 |
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
| WEFIX | DFEQX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.59 | 4.02 | -1.44 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.64 | 0.92 | +0.72 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.68 | 1.12 | +0.56 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.62 | 1.11 | +0.52 |
Correlation
The correlation between WEFIX and DFEQX is 0.56, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
WEFIX vs. DFEQX - Dividend Comparison
WEFIX's dividend yield for the trailing twelve months is around 4.19%, more than DFEQX's 3.94% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WEFIX Weitz Short Duration Income Fund | 4.19% | 4.55% | 5.07% | 3.73% | 2.54% | 1.87% | 2.54% | 2.49% | 2.41% | 2.11% | 2.43% | 2.39% |
DFEQX DFA Short-Term Extended Quality Portfolio | 3.94% | 3.62% | 4.40% | 3.34% | 1.78% | 1.05% | 0.47% | 2.18% | 3.14% | 1.51% | 1.59% | 1.72% |
Drawdowns
WEFIX vs. DFEQX - Drawdown Comparison
The maximum WEFIX drawdown since its inception was -5.98%, smaller than the maximum DFEQX drawdown of -8.40%. Use the drawdown chart below to compare losses from any high point for WEFIX and DFEQX.
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Drawdown Indicators
| WEFIX | DFEQX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -5.98% | -8.40% | +2.42% |
Max Drawdown (1Y)Largest decline over 1 year | -0.91% | -0.76% | -0.15% |
Max Drawdown (5Y)Largest decline over 5 years | -4.75% | -8.40% | +3.65% |
Max Drawdown (10Y)Largest decline over 10 years | -5.98% | -8.40% | +2.42% |
Current DrawdownCurrent decline from peak | -0.74% | -0.65% | -0.09% |
Average DrawdownAverage peak-to-trough decline | -0.60% | -0.96% | +0.36% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.22% | 0.17% | +0.05% |
Volatility
WEFIX vs. DFEQX - Volatility Comparison
Weitz Short Duration Income Fund (WEFIX) and DFA Short-Term Extended Quality Portfolio (DFEQX) have volatilities of 0.43% and 0.45%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WEFIX | DFEQX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.43% | 0.45% | -0.02% |
Volatility (6M)Calculated over the trailing 6-month period | 1.14% | 0.66% | +0.48% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.79% | 0.91% | +0.88% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 1.86% | 2.06% | -0.20% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 1.67% | 1.70% | -0.03% |