top of page

Your Move, Bogleheads: Advisor Finds DFA’s Returns Trump Vanguard’s

Writer: Steve MartinSteve Martin

Admittedly, few investment companies inspire more passionate feelings than Vanguard and Dimensional Fund Advisors (DFA). So many investors are invested in the idea that either one of those companies is the best that there are numerous analyses devoted to comparing them.

A Google search on “DFA vs. Vanguard” yields 114,000 results. A page on the Bogleheads website—named for Vanguard founder John Bogle—has 168 posts; Morningstar has a similarly named thread in its discussion forum. Indeed, the New York Times recently waded into the dispute with an article last month.

Now comes advisor Jeff Troutner, writing “DFA and Vanguard,” the subject of his firm Equius Partners’ April newsletter.

While there are legions of Vanguard fanatics out there, the good folks at Equius are confirmed DFAheads, as many advisors are.

Troutner argues that media coverage of investments tend to be biased toward Vanguard because of a simpleminded focus on costs, thereby missing out on the research DFA employs to engineer funds he claims delivers higher net returns over time. “You really do get what you pay for,” Troutner writes.

 
 
 

Recent Posts

See All

Avoid The Recency Pitfall

Larry Swedroe does a great job of talking about the importance of re-balancing.  Steve ============================================= Last...

Comments


Purposeful Financial and Legacy Planning

Fee-Only Financial Planning

(970) 443-1873

3400 Rosestone Ct, Fort Collins, CO 80525

  • Facebook
  • Twitter
  • LinkedIn

©2020 by Purposeful Financial and Legacy Planning

DISCLAIMER: This website is for informational purposes only and does not constitute a complete description of our investment services or performance. This website is in no way a solicitation or offer to sell securities or investment advisory services except, where applicable, in states where we are registered or where an exemption or exclusion from such registration exists. Information throughout this site, whether stock quotes, charts, articles, or any other statement or statements regarding market or other financial information, is obtained from sources which we, and our suppliers believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Nothing on this website should be interpreted to state or imply that past results are an indication of future performance. THERE ARE NO WARRANTIES, EXPRESSED OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY 'LINKED' WEBSITE.

All domestic and international rights reserved. No part of this website, including text, graphics, et al., may be reproduced or copied in any format, electronic, print, et al., without written consent.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CERTIFIED FINANCIAL PLANNER in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

bottom of page