Screener
BELT vs DFUV
iShares U.S. Select Equity Active ETF vs Dimensional US Marketwide Value ETF
Key differences
Both BELT and DFUV are equity ETFs. BELT charges 0.75% a year and DFUV 0.21%. The main difference: DFUV costs 0.54% less per year.
- DFUV costs 0.54% less per year.
- DFUV is much larger than BELT. Larger funds are usually more liquid and less likely to close.
- DFUV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| BELT | DFUV | |
|---|---|---|
| Annual cost (TER) | 0.75% | 0.21% |
| Fund size (AUM) | $10M | $14.9B |
| Since | 2024 | 1998 |
| Dividend yield | 0.00% | 1.36% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +23.0% | +34.5% |
| CAGR 3Y | N/A | +19.3% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | 1.04 |
| Volatility 1Y | 17.67% | 12.13% |
| Max drawdown | -23.05% | -17.60% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.