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BFOR vs DFUV

Barron's 400 ETF vs Dimensional US Marketwide Value ETF

BFOR

Barron's 400 ETF

ALPS

Annual cost

0.65%

Fund size

$211M

DFUV

Dimensional US Marketwide Value ETF

Dimensional Fund Advisors

Annual cost

0.21%

Fund size

$14.4B

Key differences

  • DFUV costs 0.44% less per year.
  • DFUV is significantly larger than BFOR — larger funds tend to be more liquid and less likely to close.
  • BFOR follows a index tracking strategy; DFUV uses active selection.
  • DFUV has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

BFORDFUV
Annual cost (TER)0.65%0.21%
Fund size (AUM)$211M$14.4B
Since20131998
Dividend yield0.55%1.41%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+22.3%+33.5%
CAGR 3Y+20.1%+19.3%
CAGR 5Y+10.0%N/A
Sharpe 3Y0.941.05
Volatility 1Y14.92%11.87%
Max drawdown-41.27%-17.60%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to BFOR and DFUV