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ACEP vs DFIV

ARS Core Equity Portfolio ETF vs Dimensional International Value ETF

ACEP

ARS Core Equity Portfolio ETF

Annual cost

0.45%

Fund size

$100M

DFIV

Dimensional International Value ETF

Annual cost

0.27%

Fund size

$20.0B

Key differences

Both ACEP and DFIV are equity ETFs. ACEP charges 0.45% a year and DFIV 0.27%. The main difference: ACEP covers North America; DFIV covers global markets excluding the US.

  • ACEP covers North America; DFIV covers global markets excluding the US.
  • DFIV costs 0.18% less per year.
  • DFIV is much larger than ACEP. Larger funds are usually more liquid and less likely to close.
  • DFIV has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

ACEPDFIV
Annual cost (TER)0.45%0.27%
Fund size (AUM)$100M$20.0B
Since20251999
Dividend yield2.54%
Asset classequityequity
Regionnorth americaglobal ex us
Strategyactive selectionactive selection
CAGR 1YN/A+34.6%
CAGR 3YN/A+24.1%
CAGR 5YN/AN/A
Sharpe 3YN/A1.30
Volatility 1Y14.10%
Max drawdown-7.06%-25.42%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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