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DFAC vs CGUS

Dimensional U.S. Core Equity 2 ETF vs Capital Group Core Equity ETF

DFAC

Dimensional U.S. Core Equity 2 ETF

Annual cost

0.17%

Fund size

$46.7B

CGUS

Capital Group Core Equity ETF

Annual cost

0.33%

Fund size

$10.8B

Key differences

Both DFAC and CGUS are equity ETFs. DFAC charges 0.17% a year and CGUS 0.33%. The main difference: DFAC costs 0.16% less per year.

  • DFAC costs 0.16% less per year.
  • DFAC is much larger than CGUS. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, CGUS has delivered higher annualized returns.
  • DFAC has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

DFACCGUS
Annual cost (TER)0.17%0.33%
Fund size (AUM)$46.7B$10.8B
Since20072022
Dividend yield0.91%0.87%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+24.1%+20.2%
CAGR 3Y+19.6%+21.1%
CAGR 5YN/AN/A
Sharpe 3Y1.031.15
Volatility 1Y12.43%12.76%
Max drawdown-23.11%-22.15%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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