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BUSA vs DFSV

Brandes U.S. Value ETF vs Dimensional US Small Cap Value ETF

BUSA

Brandes U.S. Value ETF

Brandes

Annual cost

0.60%

Fund size

$292M

DFSV

Dimensional US Small Cap Value ETF

Dimensional Fund Advisors

Annual cost

0.30%

Fund size

$7.5B

Key differences

  • DFSV costs 0.30% less per year.
  • DFSV is significantly larger than BUSA — larger funds tend to be more liquid and less likely to close.

Side-by-side comparison

BUSADFSV
Annual cost (TER)0.60%0.30%
Fund size (AUM)$292M$7.5B
Since20232022
Dividend yield1.48%1.43%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+23.9%+35.8%
CAGR 3YN/A+17.8%
CAGR 5YN/AN/A
Sharpe 3YN/A0.71
Volatility 1Y11.96%17.83%
Max drawdown-14.19%-28.02%

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

Similar to BUSA and DFSV