Dimensional Fund Advisors
Statistics as of May 01, 2025
Search , , ,
in
Found total of 140 distinct funds
Download top 1000 CSV
Tip: click “3yr Sharpe” ratio to sort and find fund with best returns (reward) & the smallest drops (risk). Click on a few of these to compare them in the Ticker Box.
| Name | Expense Ratio | TTM Yield | 3yr Sharpe | YTD Return | 3yr Return | 1yr Return | Total Assets | 6M Money Flow ▲ |
|---|---|---|---|---|---|---|---|---|
Expense Ratio 0.18% | TTM Yield 1.2% | 3yr Sharpe 0.36 | YTD Return -5.5% | 3yr Return 34.3% | 1yr Return 8.6% | Total Assets $31B | 6M Money Flow -$2B | |
Expense Ratio 0.15% | TTM Yield 1.2% | 3yr Sharpe 0.40 | YTD Return -5.1% | 3yr Return 36.3% | 1yr Return 9.5% | Total Assets $33B | 6M Money Flow -$1B | |
Expense Ratio 0.23% | TTM Yield 2.0% | 3yr Sharpe 0.17 | YTD Return -2.7% | 3yr Return 22.7% | 1yr Return 3.7% | Total Assets $26B | 6M Money Flow -$1B | |
Expense Ratio 0.39% | TTM Yield 3.1% | 3yr Sharpe 0.21 | YTD Return 10.2% | 3yr Return 24.9% | 1yr Return 13.8% | Total Assets $12B | 6M Money Flow -$1B | |
Expense Ratio 0.23% | TTM Yield 3.2% | 3yr Sharpe 0.33 | YTD Return 10.9% | 3yr Return 31.4% | 1yr Return 13.6% | Total Assets $33B | 6M Money Flow -$897M | |
Expense Ratio 0.40% | TTM Yield 3.4% | 3yr Sharpe 0.05 | YTD Return 2.0% | 3yr Return 16.4% | 1yr Return 5.9% | Total Assets $27B | 6M Money Flow -$810M | |
Expense Ratio 0.41% | TTM Yield 1.1% | 3yr Sharpe 0.02 | YTD Return -11.3% | 3yr Return 16.0% | 1yr Return 0.4% | Total Assets $6B | 6M Money Flow -$738M | |
Expense Ratio 0.31% | TTM Yield 1.7% | 3yr Sharpe 0.03 | YTD Return -12.4% | 3yr Return 16.9% | 1yr Return -3.1% | Total Assets $14B | 6M Money Flow -$705M | |
Expense Ratio 0.40% | TTM Yield 4.2% | 3yr Sharpe 0.24 | YTD Return 17.1% | 3yr Return 29.2% | 1yr Return 17.3% | Total Assets $109M | 6M Money Flow -$678M | |
Expense Ratio 0.43% | TTM Yield 3.3% | 3yr Sharpe 0.50 | YTD Return 14.3% | 3yr Return 41.2% | 1yr Return 18.8% | Total Assets $12B | 6M Money Flow -$672M | |
Expense Ratio 0.22% | TTM Yield 3.7% | 3yr Sharpe -0.30 | YTD Return 3.5% | 3yr Return -3.4% | 1yr Return 14.7% | Total Assets $7B | 6M Money Flow -$544M | |
Expense Ratio 0.08% | TTM Yield 1.3% | 3yr Sharpe 0.50 | YTD Return -4.4% | 3yr Return 41.7% | 1yr Return 13.1% | Total Assets $12B | 6M Money Flow -$453M | |
Expense Ratio 0.29% | TTM Yield 1.7% | 3yr Sharpe 0.05 | YTD Return -10.9% | 3yr Return 17.9% | 1yr Return -1.1% | Total Assets $12B | 6M Money Flow -$402M | |
Expense Ratio 0.61% | TTM Yield 3.3% | 3yr Sharpe 0.01 | YTD Return 0.4% | 3yr Return 14.4% | 1yr Return 2.7% | Total Assets $3B | 6M Money Flow -$353M | |
Expense Ratio 0.24% | TTM Yield 1.4% | 3yr Sharpe 0.16 | YTD Return -6.7% | 3yr Return 24.1% | 1yr Return 3.6% | Total Assets $4B | 6M Money Flow -$322M | |
Expense Ratio 0.25% | TTM Yield 2.8% | 3yr Sharpe 0.27 | YTD Return -0.3% | 3yr Return 23.0% | 1yr Return 8.1% | Total Assets $3B | 6M Money Flow -$312M | |
Expense Ratio 0.26% | TTM Yield 1.8% | 3yr Sharpe 0.33 | YTD Return -1.9% | 3yr Return 31.2% | 1yr Return 9.5% | Total Assets $9B | 6M Money Flow -$299M | |
Expense Ratio 0.27% | TTM Yield 5.6% | 3yr Sharpe -0.35 | YTD Return 11.1% | 3yr Return -6.2% | 1yr Return 9.6% | Total Assets $3B | 6M Money Flow -$271M | |
Expense Ratio 0.18% | TTM Yield 3.0% | 3yr Sharpe -0.27 | YTD Return 0.8% | 3yr Return -2.5% | 1yr Return 16.5% | Total Assets $7B | 6M Money Flow -$269M | |
Expense Ratio 0.21% | TTM Yield 4.6% | 3yr Sharpe -0.55 | YTD Return 1.4% | 3yr Return 11.1% | 1yr Return 4.9% | Total Assets $9B | 6M Money Flow -$268M | |
Expense Ratio 0.12% | TTM Yield 2.8% | 3yr Sharpe -0.44 | YTD Return 3.7% | 3yr Return 4.1% | 1yr Return 7.3% | Total Assets $6B | 6M Money Flow -$266M | |
Expense Ratio 0.28% | TTM Yield 3.5% | 3yr Sharpe 0.50 | YTD Return 12.8% | 3yr Return 41.9% | 1yr Return 14.9% | Total Assets $13B | 6M Money Flow -$259M | |
Expense Ratio 0.19% | TTM Yield 3.7% | 3yr Sharpe -0.26 | YTD Return 2.6% | 3yr Return 7.9% | 1yr Return 6.4% | Total Assets $12B | 6M Money Flow -$252M | |
Expense Ratio 0.18% | TTM Yield 4.4% | 3yr Sharpe -0.24 | YTD Return 1.6% | 3yr Return 12.3% | 1yr Return 5.4% | Total Assets $6B | 6M Money Flow -$227M | |
Expense Ratio 0.22% | TTM Yield 1.2% | 3yr Sharpe 0.48 | YTD Return -3.8% | 3yr Return 39.2% | 1yr Return 10.5% | Total Assets $5B | 6M Money Flow -$212M | |
Expense Ratio 0.44% | TTM Yield 4.6% | 3yr Sharpe 0.10 | YTD Return 3.2% | 3yr Return 18.7% | 1yr Return 5.0% | Total Assets $11B | 6M Money Flow -$210M | |
Expense Ratio 0.16% | TTM Yield 4.7% | 3yr Sharpe -0.57 | YTD Return 1.4% | 3yr Return 11.9% | 1yr Return 4.9% | Total Assets $4B | 6M Money Flow -$165M | |
Expense Ratio 0.36% | TTM Yield 3.1% | 3yr Sharpe 0.01 | YTD Return 3.7% | 3yr Return 14.6% | 1yr Return 7.9% | Total Assets $5B | 6M Money Flow -$145M | |
Expense Ratio 0.11% | TTM Yield 3.0% | 3yr Sharpe -0.53 | YTD Return 4.2% | 3yr Return 2.5% | 1yr Return 7.9% | Total Assets $5B | 6M Money Flow -$136M | |
Expense Ratio 0.27% | TTM Yield 1.2% | 3yr Sharpe 0.05 | YTD Return -9.8% | 3yr Return 17.6% | 1yr Return 1.4% | Total Assets $15B | 6M Money Flow -$133M | |
Expense Ratio 0.21% | TTM Yield 1.6% | 3yr Sharpe -0.71 | YTD Return 0.1% | 3yr Return 5.8% | 1yr Return 2.2% | Total Assets $452M | 6M Money Flow -$105M | |
Expense Ratio 0.29% | TTM Yield 3.3% | 3yr Sharpe 0.35 | YTD Return 11.4% | 3yr Return 32.6% | 1yr Return 14.4% | Total Assets $4B | 6M Money Flow -$100M | |
Expense Ratio 0.17% | TTM Yield 1.0% | 3yr Sharpe 0.45 | YTD Return -6.0% | 3yr Return 39.8% | 1yr Return 10.6% | Total Assets $7B | 6M Money Flow -$100M | |
Expense Ratio 0.18% | TTM Yield 1.1% | 3yr Sharpe 0.60 | YTD Return -2.8% | 3yr Return 47.7% | 1yr Return 14.2% | Total Assets $3B | 6M Money Flow -$90M | |
Expense Ratio 0.44% | TTM Yield 3.1% | 3yr Sharpe 0.02 | YTD Return 2.7% | 3yr Return 15.1% | 1yr Return 7.0% | Total Assets $2B | 6M Money Flow -$88M | |
Expense Ratio 0.17% | TTM Yield 2.9% | 3yr Sharpe 0.37 | YTD Return 10.9% | 3yr Return 33.4% | 1yr Return 13.3% | Total Assets $6B | 6M Money Flow -$82M | |
Expense Ratio 0.15% | TTM Yield 3.8% | 3yr Sharpe -0.44 | YTD Return 3.0% | 3yr Return 8.3% | 1yr Return 6.6% | Total Assets $2B | 6M Money Flow -$79M | |
Expense Ratio 0.23% | TTM Yield 4.3% | 3yr Sharpe -0.15 | YTD Return 1.9% | 3yr Return 10.0% | 1yr Return 7.2% | Total Assets $3B | 6M Money Flow -$75M | |
Expense Ratio 0.22% | TTM Yield 1.0% | 3yr Sharpe 0.36 | YTD Return -6.4% | 3yr Return 37.0% | 1yr Return 9.8% | Total Assets $2B | 6M Money Flow -$74M | |
Expense Ratio 0.30% | TTM Yield 3.1% | 3yr Sharpe 0.24 | YTD Return 8.2% | 3yr Return 25.7% | 1yr Return 10.8% | Total Assets $4B | 6M Money Flow -$69M | |
Expense Ratio 0.17% | TTM Yield 4.4% | 3yr Sharpe -0.27 | YTD Return 1.5% | 3yr Return 12.0% | 1yr Return 5.4% | Total Assets $980M | 6M Money Flow -$68M | |
Expense Ratio 0.32% | TTM Yield 3.3% | 3yr Sharpe -0.67 | YTD Return 3.1% | 3yr Return -13.3% | 1yr Return 4.7% | Total Assets $1B | 6M Money Flow -$65M | |