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ACEP vs DFLV

ARS Core Equity Portfolio ETF vs Dimensional US Large Cap Value ETF

ACEP

ARS Core Equity Portfolio ETF

Annual cost

0.45%

Fund size

$100M

DFLV

Dimensional US Large Cap Value ETF

Annual cost

0.21%

Fund size

$6.2B

Key differences

Both ACEP and DFLV are equity ETFs. ACEP charges 0.45% a year and DFLV 0.21%. The main difference: DFLV costs 0.24% less per year.

  • DFLV costs 0.24% less per year.
  • DFLV is much larger than ACEP. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

ACEPDFLV
Annual cost (TER)0.45%0.21%
Fund size (AUM)$100M$6.2B
Since20252022
Dividend yield1.42%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1YN/A+32.7%
CAGR 3YN/A+19.1%
CAGR 5YN/AN/A
Sharpe 3YN/A1.08
Volatility 1Y11.48%
Max drawdown-7.06%-16.80%

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

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