Comparison of DFA and Vanguard *


1
2	24-Feb-2021		Rtn on	Total Trailing Return in %
3	Fund	Ticker	2/24/21	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	1.14	4.07	FALSE	-2.43	TRUE	7.84	TRUE	12.29	TRUE	10.98	TRUE	1.86	0.04	FALSE
7	Vanguard Large Cap Index Fund Admiral Shares	VLCAX	1.02	3.92	FALSE	-2.46	FALSE	7.69	FALSE	12.19	FALSE	10.84	FALSE	1.87	0.05	FALSE
8	DFA U.S. Large Company Portfolio	DFUSX	1.17	4.09	TRUE	-2.43	TRUE	7.83	FALSE	12.29	TRUE	10.96	FALSE	1.83	0.08	TRUE
9
10	U.S. Large-cap Value
11	Vanguard Value Index Fund Admiral Shares	VVIAX	1.32	3.15	TRUE	-0.31	TRUE	8.30	TRUE	12.20	TRUE	10.15	TRUE	2.48	0.05	FALSE
12	DFA U.S. Large Cap Value Portfolio Institutional Class	DFLVX	1.78	-1.48	FALSE	-1.76	FALSE	3.95	FALSE	10.96	FALSE	9.01	FALSE	1.85	0.27	TRUE
13	Vanguard Windsor™ II Fund Admiral™ Shares	VWNAX	1.38	0.61	FALSE	-2.38	FALSE	5.77	FALSE	9.48	FALSE	8.03	FALSE	1.94	0.26	FALSE	Not an index fund, actively managed
14
15	U.S. Mid-cap
16	Vanguard Mid-Cap Index Fund Admiral Shares	VIMAX	1.03	-0.02	TRUE	-2.28	FALSE	3.63	TRUE	9.70	TRUE	8.89	TRUE	1.65	0.05	FALSE
17	Vanguard Mid-Cap Value Index Fund Admiral Shares	VMVAX	1.60	-2.01	FALSE	-1.36	TRUE	3.03	FALSE	9.48	FALSE	8.77	FALSE	2.38	0.07	TRUE
18
19	U.S. Small-cap Blend
20	Vanguard Small-Cap Index Fund Admiral Shares	VSMAX	1.95	1.16	FALSE	-3.71	TRUE	5.01	FALSE	11.14	FALSE	8.31	FALSE	1.55	0.05	FALSE
21	Vanguard Explorer Fund Admiral Shares	VEXRX	1.56	8.31	TRUE	-4.57	FALSE	13.08	TRUE	14.07	TRUE	9.19	TRUE	0.42	0.32	FALSE	Not an index fund, actively managed
22	DFA U.S. Small Cap Portfolio Institutional Class	DFSTX	2.34	-0.84	FALSE	-3.91	FALSE	3.30	FALSE	10.11	FALSE	7.61	FALSE	1.02	0.37	FALSE
23	DFA U.S. Micro Cap Portfolio Institutional Class	DFSCX	2.46	0.85	FALSE	-4.12	FALSE	4.23	FALSE	11.58	FALSE	8.07	FALSE	0.72	0.52	TRUE
24
25	U.S. Small-cap Value
26	Vanguard Small Cap Value Index Fund Admiral Shares	VSIAX	2.02	-1.21	TRUE	-2.54	TRUE	3.05	TRUE	10.45	FALSE	8.56	TRUE	2.15	0.07	FALSE
27	DFA U.S. Small Cap Value Portfolio Institutional Class	DFSVX	2.37	-2.58	FALSE	-4.25	FALSE	1.84	FALSE	9.12		6.11	FALSE	0.96	0.52	TRUE
28
29	U.S. REIT
30	Vanguard Real Estate Index Fund Admiral Shares	VGSLX	0.78	0.74	FALSE	3.87	FALSE	-0.12	FALSE	6.26	FALSE	8.25	FALSE	4.43	0.12	FALSE
31	DFA Real Estate Securities Portfolio Institutional Class	DFREX	0.78	3.39	TRUE	4.38	TRUE	2.57	TRUE	7.46	TRUE	9.27	TRUE	4.83	0.18	TRUE
32
33	Int'l REIT
34	Vanguard Global ex-U.S. Real Estate Index Fund Admiral Shares	VGRLX	0.66	-8.08	FALSE	1.66	TRUE	-4.05	FALSE	6.10	TRUE	3.13	FALSE	5.53	0.14	FALSE
35	DFA International Real Estate Securities Portfolio Institutional Class	DFITX	1.30	-4.81	TRUE	0.61	FALSE	0.43	TRUE	4.44	FALSE	3.30	TRUE	4.52	0.28	TRUE
36
37	Int'l Total Market (inclued Emerging Market)
38	Vanguard FTSE All-World ex-US Index Fund Admiral Shares	VFWAX	-0.03	-9.73	TRUE	-2.50	TRUE	-7.01	TRUE	5.86		2.21		3.15	0.11	FALSE
39	DFA World ex U.S. Core Equity Portfolio Institutional Class Shares	DFWIX	0.15	-12.44	FALSE	-3.32	FALSE	-8.76	FALSE	-		-		2.68	0.38	TRUE
40
41	Int'l Developed Markets
42	Vanguard Developed Markets Index Fund Admiral Shares	VTMGX	0.25	-9.53	TRUE	-3.40	TRUE	-6.78	TRUE	5.22	FALSE	2.35	FALSE	3.26	0.07	FALSE
43	DFA International Core Equity Portfolio Institutional Class	DFIEX	0.59	-11.65	FALSE	-4.68	FALSE	-8.10	FALSE	5.93	TRUE	2.73	TRUE	2.85	0.30	TRUE
44							FALSE
45	Int'l Large-cap Blend
46	Vanguard FTSE All-World ex-US Index Fund Admiral Shares	VFWAX	-0.03	-9.73	FALSE	-2.50	TRUE	-7.01	FALSE	5.86	FALSE	#N/A	#N/A	3.15	0.11	FALSE
47	Vanguard International Growth Fund Admiral Shares	VWILX	-0.57	-7.31	TRUE	-2.85	FALSE	-6.07	FALSE	10.44	TRUE	5.68	#N/A	0.92	0.32	TRUE	Not an index fund, actively managed
48	DFA Large Cap International Portfolio Institutional Class	DFALX	0.34	-8.83	FALSE	-3.52	FALSE	-5.98	TRUE	5.27	FALSE	2.03	#N/A	2.99	0.24	FALSE
49
50	Int'l Large-cap Value
51	Vanguard International Value Fund Investor Shares	VTRIX	0.57	-9.30	TRUE	-3.13	TRUE	-6.24	TRUE	5.69	FALSE	1.63	TRUE	2.07	0.40	FALSE
52	DFA International Value Portfolio Institutional Class	DFIVX	1.20	-11.38	FALSE	-4.26	FALSE	-7.42	FALSE	5.79	TRUE	1.55	FALSE	3.31	0.43	TRUE
53
54	Int'l Small Cap
55	#N/A	VFSVX	#N/A	#N/A	#N/A	#N/A	#N/A	#N/A	#N/A	#N/A	#N/A	#N/A	#N/A	#N/A	#N/A	#N/A
56	Vanguard International Explorer Fund Investor Shares	VINEX	-0.14	-16.58	#N/A	-5.73	#N/A	-11.95	#N/A	5.08	#N/A	4.44	#N/A	2.38	0.38	#N/A	Not an index fund, actively managed
57	DFA International Small Company Portfolio Institutional Class	DFISX	0.70	-13.44	#N/A	-5.58	#N/A	-9.07	#N/A	6.68	#N/A	4.11	#N/A	2.32	0.53	#N/A
58	DFA International Small Cap Value Portfolio Institutional Class	DISVX	1.13	-16.86	#N/A	-6.45	#N/A	-12.47	#N/A	5.12	#N/A	3.37	#N/A	2.78	0.68	#N/A
59
60	Int'l Emerging Markets
61	Vanguard Emerging Markets Stock Index Fund Admiral Shares	VEMAX	-0.73	-12.63	FALSE	0.55	TRUE	-9.49	FALSE	7.33	FALSE	1.70	FALSE	2.77	0.14	FALSE
62	DFA Emerging Markets Core Equity Portfolio Institutional Class	DFCEX	-0.53	-13.92	FALSE	-0.15	FALSE	-10.31	FALSE	8.67	FALSE	2.15	TRUE	2.43	0.53	TRUE
63	DFA Emerging Markets Portfolio Institutional Class	DFEMX	-0.68	-12.24	TRUE	-0.49	FALSE	-9.30	TRUE	9.17	TRUE	2.07	FALSE	2.19	0.48	FALSE
64
65	Int'l Emerging Markets Value & Small Cap
66	DFA Emerging Markets Value Portfolio Institutional Class	DFEVX	-0.61	-10.06	TRUE	-0.86	FALSE	-5.24	TRUE	11.63	TRUE	2.09	FALSE	2.65	0.57	FALSE	*
67	DFA Emerging Markets Small Cap Portfolio Institutional Class	DEMSX	-0.77	-17.06	FALSE	0.36	TRUE	-12.51	FALSE	7.30	FALSE	3.21	TRUE	2.72	0.73	TRUE	*
68
69	* No Corresponding Vanguard Fund