Find A Portfolio/Ticker
Comparison Box
DFAC: Dimensional U.S. Core Equity 2 ETF (ETF)
Basic Info 30.36 0.08(0.26%) May 01
Asset Class: | LARGE BLEND |
MyPlanIQ Rating: | Not Rated |
Start Date: | 06/14/2021 |
Last Dividend Date: | 03/19/2024 |
12-Mo. Yield | 1.41% |
Expenses | 0.17% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 04/26/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | Since 06/14/2021 |
2023 | 2022 | 2021 | |
---|---|---|---|---|---|---|---|
Annualized Return(%) | -1.2 | 4.1 | 20.0 | 6.0 | 22.0 | -14.9 | 9.5 |
Sharpe Ratio | NA | 1.29 | 1.72 | 0.24 | 1.28 | -0.69 | 1.29 |
Draw Down(%) | NA | 5.8 | 11.4 | 23.1 | 11.4 | 23.1 | 5.5 |
Standard Deviation(%) | NA | 11.7 | 12.4 | 17.8 | 14.0 | 23.8 | 13.7 |
Treynor Ratio | NA | 0.16 | 0.22 | 0.04 | 0.18 | -0.17 | 0.17 |
Alpha | NA | -0.01 | -0.01 | 0.0 | -0.01 | 0.02 | -0.02 |
Beta | NA | 0.95 | 0.98 | 0.97 | 0.98 | 0.95 | 1.03 |
RSquared | NA | 0.9 | 0.88 | 0.95 | 0.88 | 0.98 | 0.88 |
Yield(%) | N/A | 0.2 | 1.4 | N/A | 1.4 | 1.2 | 0.9 |
Dividend Growth(%) | N/A | -80.0 | 0.0 | N/A | -2.8 | 44.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/14/2021
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See LARGE BLEND Asset Class Trend Rankings |
Top Rated Funds in LARGE BLEND
Best Mutual Funds
- LLPFX (LONGLEAF PARTNERS FUND LONGLEAF PARTNERS FUND) 0.04% (100%)
- LMVTX (CLEARBRIDGE VALUE TRUST CLASS C) 0.33% (100%)
- MPGFX (MAIRS & POWER GROWTH FUND INVESTOR CLASS) 0.21% (100%)
- YACKX (AMG YACKTMAN FUND CLASS I) 0.12% (99%)
- FMIHX (LARGE CAP FUND LARGE CAP FUND INVESTOR CLASS) 0.13% (99%)
- FDGFX (FIDELITY DIVIDEND GROWTH FUND FIDELITY DIVIDEND GROWTH FUND) 0.66% (99%)
- THPGX (THOMPSON LARGECAP FUND THOMPSON LARGECAP FUND) 0.38% (99%)
- WVALX (VALUE FUND VALUE FUND - INVESTOR CLASS) 0.23% (99%)
- OAKMX (OAKMARK FUND INVESTOR CLASS) 0.41% (99%)
- SWANX (SCHWAB CORE EQUITY FUND INVESTOR SHARES) 0.42% (99%)
Best ETFs
- SPY (SPDR S&P 500 ETF Trust) 0.32% (100%)
- XLG (Invesco S&P 500® Top 50 ETF) 0.12% (100%)
- IWB (iShares Russell 1000 ETF) 0.29% (97%)
- IYY (iShares Dow Jones U.S. ETF) 0.29% (96%)
- VTI (Vanguard Total Stock Market Index Fund ETF Shares) 0.25% (96%)
- IWV (iShares Russell 3000 ETF) 0.16% (96%)
- RSP (Invesco S&P 500® Equal Weight ETF) 0.34% (96%)
- DSI (iShares MSCI KLD 400 Social ETF) 0.66% (94%)
- EPS (WisdomTree U.S. Earnings 500 Fund) 0.23% (93%)
- FEX (First Trust Large Cap Core AlphaDEX® Fund) 0.38% (93%)
Best Closed End Funds
- ADX (Adams Diversified Equity Closed Fund) 0.11% (95%)
- CLM (Cornerstone Strategic Value Fund Inc) 0.95% (95%)
- CRF (Cornerstone Strategic Return Fund) 0.13% (95%)
- ETB (Eaton Vance Tax Managed Buy Write Income Closed Fund) 0.08% (95%)
- ETY (Eaton Vance Tax Managed Diversified Equity Income Closed Fund) 1.07% (95%)
- FFA (First Trust Enhanced Equity Income Closed Fund) 0.17% (94%)
- GAB (Gabelli Equity Trust Closed Fund) 0.19% (94%)
- GGT (Gabelli MultiMedia Mutual Fund) 0.73% (94%)
- USA (Liberty All Star Equity Closed Fund) 0.60% (94%)
- GRF (Eagle Capital Growth Fund Inc) 0.22% (94%)