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DFAS vs LRGC

Dimensional U.S. Small Cap ETF vs AB US Large Cap Strategic Equities ETF

DFAS

Dimensional U.S. Small Cap ETF

Annual cost

0.26%

Fund size

$14.4B

LRGC

AB US Large Cap Strategic Equities ETF

Annual cost

0.39%

Fund size

$1.3B

Key differences

Both DFAS and LRGC are equity ETFs. DFAS charges 0.26% a year and LRGC 0.39%. The main difference: DFAS costs 0.13% less per year.

  • DFAS costs 0.13% less per year.
  • DFAS is much larger than LRGC. Larger funds are usually more liquid and less likely to close.
  • DFAS has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

DFASLRGC
Annual cost (TER)0.26%0.39%
Fund size (AUM)$14.4B$1.3B
Since19982023
Dividend yield0.92%0.54%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+27.5%+21.7%
CAGR 3Y+16.5%N/A
CAGR 5YN/AN/A
Sharpe 3Y0.69N/A
Volatility 1Y16.89%12.15%
Max drawdown-26.13%-19.38%

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

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