Hi all,
I have access to DFA funds in my HSA (Healthequity) and the Utah 529s for my kids. I was hoping to add some mid cap and small cap funds in my portfolio via these. My question is, which fund co. do I go with? ... DFA's expense ratio is much higher than vanguard's for what seems to be very comparable performances over the last 1/3/5 yrs... not that we should be performance chasing
For eg., VEMPX (Vanguard mid-cap blend) has ER 0.06%, whereas DFVEX (DFA midcap value) has ER 0.32%. And, VSMAX (Vanguard small cap blend) has ER 0.09% vs DFA's DFSTX (small blend) is 0.37%.
I am not sure whether the underlying holdings are different enough in the two cos. for me to justify using the DFA funds instead of their Vanguard counterparts.
Thanks in advance!
I have access to DFA funds in my HSA (Healthequity) and the Utah 529s for my kids. I was hoping to add some mid cap and small cap funds in my portfolio via these. My question is, which fund co. do I go with? ... DFA's expense ratio is much higher than vanguard's for what seems to be very comparable performances over the last 1/3/5 yrs... not that we should be performance chasing

For eg., VEMPX (Vanguard mid-cap blend) has ER 0.06%, whereas DFVEX (DFA midcap value) has ER 0.32%. And, VSMAX (Vanguard small cap blend) has ER 0.09% vs DFA's DFSTX (small blend) is 0.37%.
I am not sure whether the underlying holdings are different enough in the two cos. for me to justify using the DFA funds instead of their Vanguard counterparts.
Thanks in advance!
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