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DFAT vs DFVX
Dimensional U.S. Targeted Value ETF vs Dimensional US Large Cap Vector ETF
Key differences
- DFVX costs 0.09% less per year.
- DFAT is significantly larger than DFVX — larger funds tend to be more liquid and less likely to close.
- DFAT has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| DFAT | DFVX | |
|---|---|---|
| Annual cost (TER) | 0.28% | 0.19% |
| Fund size (AUM) | $13.7B | $486M |
| Since | 1998 | 2023 |
| Dividend yield | 1.45% | 1.20% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +31.8% | +26.4% |
| CAGR 3Y | +17.6% | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.73 | N/A |
| Volatility 1Y | 16.98% | 10.94% |
| Max drawdown | -26.12% | -16.71% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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