Screener
BSVO vs DFIV
EA Bridgeway Omni Small-Cap Value ETF vs Dimensional International Value ETF
Key differences
Both BSVO and DFIV are equity ETFs. BSVO charges 0.45% a year and DFIV 0.27%. The main difference: BSVO covers North America; DFIV covers global markets excluding the US.
- BSVO covers North America; DFIV covers global markets excluding the US.
- DFIV costs 0.18% less per year.
- DFIV is much larger than BSVO. Larger funds are usually more liquid and less likely to close.
- Over the last three years, DFIV has delivered higher annualized returns.
- DFIV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| BSVO | DFIV | |
|---|---|---|
| Annual cost (TER) | 0.45% | 0.27% |
| Fund size (AUM) | $2.3B | $20.0B |
| Since | 2010 | 1999 |
| Dividend yield | 1.28% | 2.54% |
| Asset class | equity | equity |
| Region | north america | global ex us |
| Strategy | active selection | active selection |
| CAGR 1Y | +43.4% | +32.7% |
| CAGR 3Y | +21.0% | +24.7% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.82 | 1.33 |
| Volatility 1Y | 18.90% | 13.88% |
| Max drawdown | -28.67% | -25.42% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.