Screener
AFSC vs DFSV
abrdn Focused U.S. Small Cap Active ETF vs Dimensional US Small Cap Value ETF
Key differences
Both AFSC and DFSV are equity ETFs. AFSC charges 0.65% a year and DFSV 0.30%. The main difference: DFSV costs 0.35% less per year.
- DFSV costs 0.35% less per year.
- DFSV is much larger than AFSC. Larger funds are usually more liquid and less likely to close.
- AFSC has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| AFSC | DFSV | |
|---|---|---|
| Annual cost (TER) | 0.65% | 0.30% |
| Fund size (AUM) | $11M | $7.6B |
| Since | 2004 | 2022 |
| Dividend yield | 0.07% | 1.42% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +32.3% | +35.7% |
| CAGR 3Y | N/A | +16.7% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | 0.68 |
| Volatility 1Y | 18.98% | 17.62% |
| Max drawdown | -21.68% | -28.02% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.