A Simple Approach for Differential Test Functioning Based on Sum Scores

Differential test functioning (DTF) evaluates whether a test exhibits group differences beyond those attributable to latent trait differences. Its magnitude is often most interpretable on the raw-score scale. However, most existing DTF effect size measures rely on item response theory (IRT) modeling. Building on the renewed practical value of sum scores, this study proposes a simple observed-score-based approach to estimate the DTF magnitude directly in raw-score points. The proposed Index S stratifies examinees by an anchor-based sum score composed of items not flagged for differential item functioning (DIF), summarizes the within-stratum mean differences in total test scores, and aggregates these conditional differences using weights based on the observed distribution of the matching variable. To stabilize the estimation when score strata are sparse, adjacent strata are merged to satisfy a minimum per-group sample size requirement, and Index S_std provides a standardized version. We evaluated the indices using two-parameter logistic (2PL) simulation studies by varying the sample size, test length, DIF type, DIF proportion, DIF direction, and focal group latent trait distribution. The utility was assessed in terms of estimation accuracy, including Bias and root mean square error (RMSE), and correlation with established IRT-based DTF indices. An empirical application to TIMSS 2023 Grade 8 mathematics (Japan vs. the United States) illustrates how the proposed indices provide an accessible raw-score interpretation of the DTF magnitude for both psychometric and non-psychometric stakeholders.

Authors

Institutions

Publication Details

Journal
Educational and Psychological Measurement
Published
2026-06-28
DOI
https://doi.org/10.1177/00131644261455414
Primary Topic
Psychometric Methodologies and Testing
Type
article
Field-Weighted Citation Impact
0.00
Controls
|||
ALL TIME
JAN
FEB
MAR
APR
MAY
JUN
JUL
AUG
SEP
OCT
article

A Simple Approach for Differential Test Functioning Based on Sum Scores

Ryuichi Kumagai, Yutaro Sakamoto
Educational and Psychological Measurement
Psychometric Methodologies and Testing
article

A Simple Approach for Differential Test Functioning Based on Sum Scores

Ryuichi Kumagai, Yutaro Sakamoto
article en

Abstract

Differential test functioning (DTF) evaluates whether a test exhibits group differences beyond those attributable to latent trait differences. Its magnitude is often most interpretable on the raw-score scale. However, most existing DTF effect size measures rely on item response theory (IRT) modeling. Building on the renewed practical value of sum scores, this study proposes a simple observed-score-based approach to estimate the DTF magnitude directly in raw-score points. The proposed Index S stratifies examinees by an anchor-based sum score composed of items not flagged for differential item functioning (DIF), summarizes the within-stratum mean differences in total test scores, and aggregates these conditional differences using weights based on the observed distribution of the matching variable. To stabilize the estimation when score strata are sparse, adjacent strata are merged to satisfy a minimum per-group sample size requirement, and Index S_std provides a standardized version. We evaluated the indices using two-parameter logistic (2PL) simulation studies by varying the sample size, test length, DIF type, DIF proportion, DIF direction, and focal group latent trait distribution. The utility was assessed in terms of estimation accuracy, including Bias and root mean square error (RMSE), and correlation with established IRT-based DTF indices. An empirical application to TIMSS 2023 Grade 8 mathematics (Japan vs. the United States) illustrates how the proposed indices provide an accessible raw-score interpretation of the DTF magnitude for both psychometric and non-psychometric stakeholders.

Educational and Psychological Measurement
Tohoku University (JP)
Openalex Percentile: Top 4%
Psychometric Methodologies and Testing
AI Navigator

Ask Laika to Summarize, Analyze, and Connect papers live on the map.

Summarize Papers & Methodologies

Extract key findings, datasets, and comparative methods across publications.

Benchmark Rankings & Visual Analytics

Rank top research institutions, authors, funders, topics, and journals by Field-Weighted Citation Impact (FWCI) and paper volume with instant charts.

Connect Distant Disciplines

Bridge topological clusters on the map to find hidden collaborative intersections.