Screener
BELT vs DFSV
iShares U.S. Select Equity Active ETF vs Dimensional US Small Cap Value ETF
Key differences
Both BELT and DFSV are equity ETFs. BELT charges 0.75% a year and DFSV 0.30%. The main difference: DFSV costs 0.45% less per year.
- DFSV costs 0.45% less per year.
- DFSV is much larger than BELT. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| BELT | DFSV | |
|---|---|---|
| Annual cost (TER) | 0.75% | 0.30% |
| Fund size (AUM) | $10M | $7.6B |
| Since | 2024 | 2022 |
| Dividend yield | 0.00% | 1.42% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +23.0% | +35.7% |
| CAGR 3Y | N/A | +16.7% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | 0.68 |
| Volatility 1Y | 17.67% | 17.62% |
| Max drawdown | -23.05% | -28.02% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.