Comparison of DFA and Vanguard *


1
2	13-Nov-2018		Rtn on	Total Trailing Return in %
3	Fund	Ticker	11/13/18	YTD		4 wk		1-yr		3-yrs		5-yrs		Yield	Exp

4
5	U.S. Large-cap Blend
6	Vanguard 500 Index Fund Admiral Shares	VFIAX	-0.14	10.53	FALSE	0.74	FALSE	18.30	TRUE	18.06	TRUE	13.77	TRUE	1.72	0.04	FALSE
7	Vanguard Large Cap Index Fund Admiral Shares	VLCAX	-0.13	10.49	FALSE	0.67	FALSE	18.22	FALSE	17.91	FALSE	13.59	FALSE	1.69	0.05	FALSE
8	DFA U.S. Large Company Portfolio	DFUSX	-0.14	10.55	TRUE	0.76	TRUE	18.27	FALSE	18.06	TRUE	13.74	FALSE	1.62	0.08	TRUE
9
10	U.S. Large-cap Value
11	Vanguard Value Index Fund Admiral Shares	VVIAX	-0.07	6.17	FALSE	0.27	TRUE	13.83	TRUE	16.66	TRUE	12.30	TRUE	2.30	0.05	FALSE
12	DFA U.S. Large Cap Value Portfolio Institutional Class	DFLVX	-0.29	3.60	FALSE	-0.48	FALSE	11.78	FALSE	16.43	FALSE	11.68	FALSE	1.75	0.27	TRUE
13	Vanguard Windsor™ II Fund Admiral™ Shares	VWNAX	-0.14	6.21	TRUE	0.26	FALSE	12.85	FALSE	14.55	FALSE	10.58	FALSE	1.84	0.26	FALSE	Not an index fund, actively managed
14
15	U.S. Mid-cap
16	Vanguard Mid-Cap Index Fund Admiral Shares	VIMAX	0.05	7.37	TRUE	-0.60	TRUE	13.92	TRUE	14.52	TRUE	11.61	TRUE	1.35	0.05	FALSE
17	Vanguard Mid-Cap Value Index Fund Admiral Shares	VMVAX	0.09	3.10	FALSE	-1.06	FALSE	9.79	FALSE	13.85	FALSE	11.42	FALSE	1.92	0.07	TRUE
18
19	U.S. Small-cap Blend
20	Vanguard Small-Cap Index Fund Admiral Shares	VSMAX	-0.11	11.04	FALSE	-1.22	FALSE	16.96	FALSE	16.75	FALSE	11.45	FALSE	1.30	0.05	FALSE
21	Vanguard Explorer Fund Admiral Shares	VEXRX	-0.06	21.28	TRUE	-0.22	TRUE	29.01	TRUE	20.53	TRUE	12.87	TRUE	0.37	0.32	FALSE	Not an index fund, actively managed
22	DFA U.S. Small Cap Portfolio Institutional Class	DFSTX	-0.23	8.80	FALSE	-2.05	FALSE	13.06	FALSE	15.85	FALSE	10.81	FALSE	0.87	0.37	FALSE
23	DFA U.S. Micro Cap Portfolio Institutional Class	DFSCX	-0.23	11.29	FALSE	-1.93	FALSE	14.40	FALSE	17.56	FALSE	11.43	FALSE	0.62	0.52	TRUE
24
25	U.S. Small-cap Value
26	Vanguard Small Cap Value Index Fund Admiral Shares	VSIAX	-0.05	6.38	FALSE	-1.80	TRUE	11.29	TRUE	15.59	FALSE	11.44	TRUE	1.79	0.07	FALSE
27	DFA U.S. Small Cap Value Portfolio Institutional Class	DFSVX	-0.27	6.46	TRUE	-3.17	FALSE	9.82	FALSE	14.65		9.29	FALSE	0.76	0.52	TRUE
28
29	U.S. REIT
30	Vanguard Real Estate Index Fund Admiral Shares	VGSLX	0.04	0.52	FALSE	-2.84	FALSE	2.06	FALSE	7.70	FALSE	8.45	FALSE	3.47	0.12	FALSE
31	DFA Real Estate Securities Portfolio Institutional Class	DFREX	0.11	2.27	TRUE	-2.62	TRUE	4.53	TRUE	8.61	TRUE	9.20	TRUE	3.00	0.18	TRUE
32
33	Int'l REIT
34	Vanguard Global ex-U.S. Real Estate Index Fund Admiral Shares	VGRLX	0.55	-5.47	FALSE	-2.90	FALSE	0.37	FALSE	8.06	TRUE	3.99	FALSE	4.96	0.14	FALSE
35	DFA International Real Estate Securities Portfolio Institutional Class	DFITX	0.61	-2.31	TRUE	-2.12	TRUE	4.29	TRUE	5.84	FALSE	4.34	TRUE	4.27	0.28	TRUE
36
37	Int'l Total Market (inclued Emerging Market)
38	Vanguard FTSE All-World ex-US Index Fund Admiral Shares	VFWAX	0.47	-2.86	TRUE	-0.58	TRUE	2.38	TRUE	10.63		4.27		2.94	0.11	FALSE
39	DFA World ex U.S. Core Equity Portfolio Institutional Class Shares	DFWIX	0.38	-4.79	FALSE	-1.09	FALSE	1.13	FALSE	-		-		2.39	0.38	TRUE
40
41	Int'l Developed Markets
42	Vanguard Developed Markets Index Fund Admiral Shares	VTMGX	0.32	-1.60	TRUE	-0.21	TRUE	3.30	TRUE	10.40	FALSE	4.70	FALSE	3.05	0.07	FALSE
43	DFA International Core Equity Portfolio Institutional Class	DFIEX	0.24	-2.70	FALSE	-0.47	FALSE	2.38	FALSE	11.46	TRUE	5.38	TRUE	2.57	0.30	TRUE
44							FALSE
45	Int'l Large-cap Blend
46	Vanguard FTSE All-World ex-US Index Fund Admiral Shares	VFWAX	0.47	-2.86	FALSE	-0.58	FALSE	2.38	FALSE	10.63	FALSE	4.14	FALSE	2.94	0.11	FALSE
47	Vanguard International Growth Fund Admiral Shares	VWILX	1.18	2.54	TRUE	-2.36	FALSE	7.63	TRUE	17.91	TRUE	8.42	TRUE	0.81	0.32	TRUE	Not an index fund, actively managed
48	DFA Large Cap International Portfolio Institutional Class	DFALX	0.33	-0.98	FALSE	-0.21	TRUE	3.57	FALSE	10.34	FALSE	4.35	FALSE	2.71	0.24	FALSE
49
50	Int'l Large-cap Value
51	Vanguard International Value Fund Investor Shares	VTRIX	0.53	-2.86	TRUE	-0.41	FALSE	2.59	TRUE	10.56	FALSE	3.76	FALSE	1.93	0.40	FALSE
52	DFA International Value Portfolio Institutional Class	DFIVX	0.28	-3.35	FALSE	0.29	TRUE	2.47	FALSE	11.45	TRUE	3.90	TRUE	3.18	0.43	TRUE
53
54	Int'l Small Cap
55	Vanguard FTSE All-World ex-US Small Capital Index Fund Investor Shares	VFSVX	0.21	-4.72	FALSE	-1.92	FALSE	1.26	FALSE	10.68	FALSE	5.20	FALSE	2.71	0.25	FALSE
56	Vanguard International Explorer Fund Investor Shares	VINEX	0.23	-4.93	FALSE	-1.65	FALSE	1.05	FALSE	11.28	FALSE	7.99	TRUE	2.09	0.38	FALSE	Not an index fund, actively managed
57	DFA International Small Company Portfolio Institutional Class	DFISX	0.05	-3.45	TRUE	-1.05	FALSE	1.52	TRUE	12.20	TRUE	7.05	FALSE	2.05	0.53	FALSE
58	DFA International Small Cap Value Portfolio Institutional Class	DISVX	-0.10	-6.58	FALSE	-0.33	TRUE	-2.45	FALSE	10.64	FALSE	6.56	FALSE	2.38	0.68	TRUE
59
60	Int'l Emerging Markets
61	Vanguard Emerging Markets Stock Index Fund Admiral Shares	VEMAX	0.86	-8.84	TRUE	-2.64	FALSE	-2.21	FALSE	11.13	FALSE	2.78	FALSE	2.61	0.14	FALSE
62	DFA Emerging Markets Core Equity Portfolio Institutional Class	DFCEX	0.58	-9.46	FALSE	-2.45	FALSE	-1.48	TRUE	12.53	TRUE	3.42	TRUE	2.05	0.53	TRUE
63	DFA Emerging Markets Portfolio Institutional Class	DFEMX	0.67	-14.44	FALSE	-1.61	TRUE	-11.12	FALSE	8.42	FALSE	2.04	FALSE	2.19	0.48	FALSE
64
65	Int'l Emerging Markets Value & Small Cap
66	DFA Emerging Markets Value Portfolio Institutional Class	DFEVX	0.41	-5.13	TRUE	-0.75	TRUE	3.32	TRUE	15.63	TRUE	3.42	FALSE	2.37	0.57	FALSE	*
67	DFA Emerging Markets Small Cap Portfolio Institutional Class	DEMSX	0.63	-12.58	FALSE	-3.44	FALSE	-3.94	FALSE	11.08	FALSE	4.55	TRUE	2.41	0.73	TRUE	*
68
69	* No Corresponding Vanguard Fund