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 0.12% | 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 0.27% | 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 0.15% | TTM Yield 4.9% | 3yr Sharpe - | YTD Return 1.4% | 3yr Return - | 1yr Return 5.1% | Total Assets $1B | 6M Money Flow $400M | |
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 0.13% | TTM Yield 4.8% | 3yr Sharpe -0.54 | YTD Return 1.4% | 3yr Return 12.4% | 1yr Return 4.9% | Total Assets $5B | 6M Money Flow $126M | |
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 0.21% | 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 0.17% | TTM Yield 4.6% | 3yr Sharpe -0.69 | YTD Return 1.3% | 3yr Return 11.6% | 1yr Return 4.7% | Total Assets $2B | 6M Money Flow -$24M | |
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 0.17% | 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 0.20% | TTM Yield 4.6% | 3yr Sharpe - | YTD Return 1.2% | 3yr Return - | 1yr Return 6.1% | Total Assets $563M | 6M Money Flow $107M | |
Expense Ratio 0.17% | TTM Yield 4.6% | 3yr Sharpe -0.29 | YTD Return 2.5% | 3yr Return 6.9% | 1yr Return 6.7% | Total Assets $7B | 6M Money Flow $733M | |
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 0.58% | 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 0.16% | TTM Yield 4.5% | 3yr Sharpe -0.09 | YTD Return 2.5% | 3yr Return 13.0% | 1yr Return 6.6% | Total Assets $4B | 6M Money Flow $759M | |
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 0.17% | 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 0.20% | TTM Yield 4.4% | 3yr Sharpe -0.16 | YTD Return 1.6% | 3yr Return 12.5% | 1yr Return 5.9% | Total Assets $848M | 6M Money Flow $57M | |
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 0.20% | TTM Yield 4.2% | 3yr Sharpe - | YTD Return 1.1% | 3yr Return - | 1yr Return 5.7% | Total Assets $813M | 6M Money Flow $208M | |
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 4.2% | 3yr Sharpe -0.24 | YTD Return 1.5% | 3yr Return 8.0% | 1yr Return 5.9% | Total Assets $689M | 6M Money Flow -$30M | |
Expense Ratio 0.11% | TTM Yield 4.2% | 3yr Sharpe -0.50 | YTD Return 4.5% | 3yr Return 2.8% | 1yr Return 8.1% | Total Assets $886M | 6M Money Flow $71M | |
Expense Ratio 0.20% | TTM Yield 4.1% | 3yr Sharpe -0.12 | YTD Return 1.8% | 3yr Return 10.3% | 1yr Return 7.0% | Total Assets $2B | 6M Money Flow -$58M | |
Expense Ratio 0.22% | TTM Yield 4.1% | 3yr Sharpe - | YTD Return 1.3% | 3yr Return - | 1yr Return 6.2% | Total Assets $1B | 6M Money Flow $337M | |
Expense Ratio 0.22% | TTM Yield 4.0% | 3yr Sharpe -0.13 | YTD Return 2.4% | 3yr Return 12.8% | 1yr Return 6.1% | Total Assets $2B | 6M Money Flow -$43M | |
Expense Ratio 0.24% | TTM Yield 4.0% | 3yr Sharpe - | YTD Return 1.5% | 3yr Return - | 1yr Return 5.8% | Total Assets $459M | 6M Money Flow $80M | |
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 0.15% | 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 0.38% | 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 0.15% | 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 0.19% | 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 0.22% | 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 0.51% | 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 0.22% | TTM Yield 3.6% | 3yr Sharpe - | YTD Return 3.4% | 3yr Return - | 1yr Return 14.7% | Total Assets $2B | 6M Money Flow $319M | |
Expense Ratio 0.22% | TTM Yield 3.6% | 3yr Sharpe -0.25 | YTD Return 2.5% | 3yr Return 8.1% | 1yr Return 6.3% | Total Assets $632M | 6M Money Flow $5M | |
Expense Ratio 0.27% | TTM Yield 3.6% | 3yr Sharpe 0.49 | YTD Return 13.2% | 3yr Return 41.4% | 1yr Return 15.3% | Total Assets $11B | 6M Money Flow $2B | |
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 0.24% | TTM Yield 3.5% | 3yr Sharpe 0.09 | YTD Return 1.0% | 3yr Return 15.4% | 1yr Return 6.6% | Total Assets $655M | 6M Money Flow -$39M | |
Expense Ratio 0.20% | TTM Yield 3.4% | 3yr Sharpe -0.37 | YTD Return 2.3% | 3yr Return 3.5% | 1yr Return 7.0% | Total Assets $946M | 6M Money Flow -$17M | |
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 0.17% | 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 | |