Dimensional Fund Advisors
Statistics as of May 01, 2025
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Found total of 140 distinct funds
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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 0.51% | TTM Yield 3.6% | 3yr Sharpe 0.09 | YTD Return 6.5% | 3yr Return 20.4% | 1yr Return 11.6% | Total Assets $22M | 6M Money Flow -$199K | |
Expense Ratio 0.17% | TTM Yield 2.7% | 3yr Sharpe -0.20 | YTD Return 2.8% | 3yr Return 8.4% | 1yr Return 8.8% | Total Assets $24M | 6M Money Flow -$4M | |
Expense Ratio 0.30% | TTM Yield 2.2% | 3yr Sharpe -1.30 | YTD Return 0.7% | 3yr Return 6.6% | 1yr Return 3.0% | Total Assets $26M | 6M Money Flow -$2M | |
Expense Ratio 0.22% | TTM Yield 1.8% | 3yr Sharpe 0.42 | YTD Return -1.2% | 3yr Return 34.2% | 1yr Return 11.0% | Total Assets $33M | 6M Money Flow $8M | |
Expense Ratio 0.18% | TTM Yield 3.2% | 3yr Sharpe -0.10 | YTD Return 2.2% | 3yr Return 12.0% | 1yr Return 7.6% | Total Assets $58M | 6M Money Flow $1M | |
Expense Ratio 0.34% | TTM Yield 1.8% | 3yr Sharpe 0.34 | YTD Return -1.0% | 3yr Return 33.0% | 1yr Return 11.2% | Total Assets $61M | 6M Money Flow -$2M | |
Expense Ratio 0.18% | TTM Yield 2.9% | 3yr Sharpe -0.31 | YTD Return 2.5% | 3yr Return 4.7% | 1yr Return 8.2% | Total Assets $67M | 6M Money Flow -$7M | |
Expense Ratio 0.30% | TTM Yield 1.9% | 3yr Sharpe -0.73 | YTD Return 0.1% | 3yr Return 5.7% | 1yr Return 2.3% | Total Assets $74M | 6M Money Flow $2M | |
Expense Ratio 0.30% | TTM Yield 0.0% | 3yr Sharpe - | YTD Return 11.9% | 3yr Return - | 1yr Return - | Total Assets $80M | 6M Money Flow $30M | |
Expense Ratio 0.42% | TTM Yield 2.0% | 3yr Sharpe 0.09 | YTD Return -4.0% | 3yr Return 18.9% | 1yr Return 4.6% | Total Assets $94M | 6M Money Flow -$490K | |
Expense Ratio 0.22% | TTM Yield 1.8% | 3yr Sharpe 0.41 | YTD Return -1.1% | 3yr Return 34.2% | 1yr Return 11.0% | Total Assets $95M | 6M Money Flow $7M | |
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 0.22% | TTM Yield 1.8% | 3yr Sharpe 0.41 | YTD Return -1.2% | 3yr Return 34.0% | 1yr Return 11.0% | Total Assets $115M | 6M Money Flow $8M | |
Expense Ratio 0.21% | TTM Yield 4.8% | 3yr Sharpe -0.68 | YTD Return 1.4% | 3yr Return 11.6% | 1yr Return 4.9% | Total Assets $117M | 6M Money Flow -$5M | |
Expense Ratio 0.16% | TTM Yield 3.1% | 3yr Sharpe -0.34 | YTD Return 2.2% | 3yr Return 2.1% | 1yr Return 7.8% | Total Assets $125M | 6M Money Flow -$24M | |
Expense Ratio 0.17% | TTM Yield 4.6% | 3yr Sharpe -0.67 | YTD Return 1.4% | 3yr Return 11.7% | 1yr Return 4.8% | Total Assets $138M | 6M Money Flow -$5M | |
Expense Ratio 0.41% | TTM Yield 4.6% | 3yr Sharpe -0.34 | YTD Return 2.3% | 3yr Return -4.7% | 1yr Return 3.9% | Total Assets $145M | 6M Money Flow -$4M | |
Expense Ratio 0.43% | TTM Yield 0.0% | 3yr Sharpe - | YTD Return 0.4% | 3yr Return - | 1yr Return - | Total Assets $153M | 6M Money Flow $144M | |
Expense Ratio 0.25% | TTM Yield 2.8% | 3yr Sharpe -1.80 | YTD Return 0.8% | 3yr Return 7.3% | 1yr Return 3.0% | Total Assets $158M | 6M Money Flow $15M | |
Expense Ratio 0.17% | TTM Yield 3.3% | 3yr Sharpe -0.26 | YTD Return 0.9% | 3yr Return 3.7% | 1yr Return 7.4% | Total Assets $166M | 6M Money Flow -$26M | |
Expense Ratio 0.21% | TTM Yield 1.9% | 3yr Sharpe 0.42 | YTD Return -1.0% | 3yr Return 34.4% | 1yr Return 11.1% | Total Assets $169M | 6M Money Flow $5M | |
Expense Ratio 0.18% | TTM Yield 3.2% | 3yr Sharpe -0.11 | YTD Return 0.1% | 3yr Return 9.5% | 1yr Return 7.7% | Total Assets $185M | 6M Money Flow -$6M | |
Expense Ratio 0.25% | TTM Yield 2.9% | 3yr Sharpe -1.30 | YTD Return 0.8% | 3yr Return 7.7% | 1yr Return 3.1% | Total Assets $187M | 6M Money Flow -$6M | |
Expense Ratio 0.25% | TTM Yield 0.0% | 3yr Sharpe - | YTD Return -6.3% | 3yr Return - | 1yr Return - | Total Assets $191M | 6M Money Flow $129M | |
Expense Ratio 0.20% | TTM Yield 2.3% | 3yr Sharpe 0.40 | YTD Return -0.7% | 3yr Return 31.2% | 1yr Return 10.2% | Total Assets $194M | 6M Money Flow $7M | |
Expense Ratio 0.19% | TTM Yield 2.9% | 3yr Sharpe 0.16 | YTD Return -0.4% | 3yr Return 20.6% | 1yr Return 8.7% | Total Assets $194M | 6M Money Flow -$9M | |
Expense Ratio 0.40% | TTM Yield 2.9% | 3yr Sharpe 0.57 | YTD Return 8.0% | 3yr Return 38.2% | 1yr Return 14.0% | Total Assets $209M | 6M Money Flow -$27M | |
Expense Ratio 0.15% | TTM Yield 3.9% | 3yr Sharpe 0.40 | YTD Return -5.0% | 3yr Return 37.5% | 1yr Return 12.3% | Total Assets $211M | 6M Money Flow -$2M | |
Expense Ratio 0.41% | TTM Yield 2.4% | 3yr Sharpe -0.15 | YTD Return 1.7% | 3yr Return 6.4% | 1yr Return 4.3% | Total Assets $229M | 6M Money Flow $25M | |
Expense Ratio 0.58% | TTM Yield 4.5% | 3yr Sharpe 0.02 | YTD Return 1.3% | 3yr Return 14.9% | 1yr Return 2.6% | Total Assets $259M | 6M Money Flow $616K | |
Expense Ratio 0.45% | TTM Yield 2.3% | 3yr Sharpe 0.03 | YTD Return 9.1% | 3yr Return 14.6% | 1yr Return 12.7% | Total Assets $261M | 6M Money Flow -$14M | |
Expense Ratio 0.29% | TTM Yield 4.0% | 3yr Sharpe -0.23 | YTD Return 2.5% | 3yr Return 8.1% | 1yr Return 7.3% | Total Assets $269M | 6M Money Flow -$3M | |
Expense Ratio 0.32% | TTM Yield 2.0% | 3yr Sharpe 0.37 | YTD Return -1.7% | 3yr Return 32.0% | 1yr Return 8.4% | Total Assets $298M | 6M Money Flow $2M | |
Expense Ratio 0.38% | TTM Yield 3.9% | 3yr Sharpe 0.40 | YTD Return 9.8% | 3yr Return 33.9% | 1yr Return 11.9% | Total Assets $308M | 6M Money Flow $5M | |
Expense Ratio 0.26% | TTM Yield 2.5% | 3yr Sharpe -0.71 | YTD Return 1.6% | 3yr Return 7.7% | 1yr Return 3.7% | Total Assets $348M | 6M Money Flow $18M | |
Expense Ratio 0.12% | TTM Yield 5.6% | 3yr Sharpe -0.84 | YTD Return 0.6% | 3yr Return -32.0% | 1yr Return 1.7% | Total Assets $354M | 6M Money Flow $10M | |
Expense Ratio 0.41% | TTM Yield 2.1% | 3yr Sharpe - | YTD Return 2.7% | 3yr Return - | 1yr Return 7.3% | Total Assets $370M | 6M Money Flow $54M | |
Expense Ratio 0.19% | TTM Yield 1.3% | 3yr Sharpe - | YTD Return -3.5% | 3yr Return - | 1yr Return 6.7% | Total Assets $399M | 6M Money Flow $114M | |
Expense Ratio 0.19% | TTM Yield 3.0% | 3yr Sharpe - | YTD Return -1.0% | 3yr Return - | 1yr Return 1.2% | Total Assets $402M | 6M Money Flow $59M | |
Expense Ratio 0.34% | TTM Yield 1.4% | 3yr Sharpe 0.03 | YTD Return -10.5% | 3yr Return 16.6% | 1yr Return 0.2% | Total Assets $424M | 6M Money Flow -$4M | |
Expense Ratio 0.21% | TTM Yield 2.2% | 3yr Sharpe -0.63 | YTD Return -0.4% | 3yr Return 6.2% | 1yr Return 1.9% | Total Assets $434M | 6M Money Flow $20M | |
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 | |