DFIC vs VTI

DFIC vs VTI

Which is better, DFIC or VTI?

Each has led over a different period.

VTI has a lower expense ratio. DFIC led over 1Y, VTI over 3Y and the full window.

Lower Fees: VTIHigher Returns: split

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricDFICVTI
Expense Ratio0.22%0.03%Best
AUM$15.4B$666.9B
Dividend Yield2.30%1.03%
Holdings4,1343,543
YTD Return+9.58%+13.14%Best
1Y Return+17.23%Best+16.63%
3Y Return (annualized)+19.80%+22.30%Best
5Y Return (annualized)-+12.01%
Volatility (annualized)16.0%Tie16.0%Tie
Max Drawdown-24.4%-22.4%Best
$10,000 over 4.5 years$16,807$17,687Best
Fund FamilyDimensionalVanguard (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionMar 23, 2022May 24, 2001

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 4.5 years row, are measured over the window both funds cover: Mar 24, 2022 to Sep 23, 2026 (4.5 years).

DFIC vs VTI growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 4.5 years both funds cover.

DFIC vs VTI Performance

Dimensional International Core Equity 2 ETF (DFIC) is an ETF from Dimensional and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US). Over the past year DFIC returned +17.23% while VTI returned +16.63%. Year to date, DFIC is up 9.58% versus a gain of 13.14% for VTI.

Over three years, DFIC compounded at +19.80% per year against +22.30% for VTI.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

DFIC and VTI have been equally volatile, both at 16.0% annualized.

The deepest peak-to-trough decline in our data was -24.4% for DFIC and -22.4% for VTI. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.77. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

DFIC charges 0.22% per year while VTI charges 0.03%. On a $10,000 position that is $22 vs $3 annually, a gap of $19 per year that compounds over a long holding period. On income, DFIC currently yields 2.30% against 1.03% for VTI.

Holdings Overlap

VTI already in DFIC0.2%

At least 0.2% of VTI's money is in holdings DFIC also owns.

Stated as a floor: for DFIC, our book for it covers 94.2% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

We cannot see either book well enough to say how much of this pair is duplicated.

10 positions in common, counted across the 3,991 positions we hold weights for in DFIC and 3,463 in VTI, against full books of 4,134 and 3,543.

Top Shared Holdings

StockWeight in DFICWeight in VTIDifference
SUNBSunbelt Rentals0.12%0.04%0.08%
WCN:CAWaste Connections Inc Common Stock Cad 00.08%0.06%0.02%
CDECoeur Mining Inc0.09%0.02%0.07%
RBA:CARb Global, Inc0.04%0.03%0.01%
IPInternational Paper Co.0.02%0.03%0.01%
OVVOvintiv Inc.0.01%0.02%0.01%
RAILFreightcar America Inc0.01%0.00%0.01%
BCGBinah Capital Group, Inc.0.00%0.00%0.00%
VMD:CAViemed Healthcare Inc0.00%0.00%0.00%
CAST:ILCastro0.00%0.00%0.00%

You are not choosing between two funds in isolation.

Whichever of DFIC and VTI you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

DFICVTI

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, DFIC or VTI?

DFIC has an expense ratio of 0.22% while VTI charges 0.03%. VTI is the cheaper option, by $19 a year on a $10,000 investment.

Which performed better, DFIC or VTI?

Over the past year DFIC returned +17.23% vs +16.63% for VTI, so DFIC leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, DFIC or VTI?

DFIC and VTI have been equally volatile, both at 16.0% annualized. Worst drawdown: DFIC -24.4% vs VTI -22.4%.

Should I hold both DFIC and VTI?

DFIC and VTI have a monthly-return correlation of 0.77, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, DFIC or VTI?

DFIC yields 2.30% while VTI yields 1.03%, so DFIC currently pays the higher dividend yield.

Is VTI better than DFIC?

VTI has a lower expense ratio. DFIC led over 1Y, VTI over 3Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.