Screener
DFIV vs FIVA
Dimensional International Value ETF vs Fidelity International Value Factor ETF
Key differences
- FIVA costs 0.09% less per year.
- DFIV is significantly larger than FIVA — larger funds tend to be more liquid and less likely to close.
- DFIV covers global ex us markets; FIVA covers global.
- DFIV follows a active selection strategy; FIVA uses index tracking.
- Over the last 3 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
| DFIV | FIVA | |
|---|---|---|
| Annual cost (TER) | 0.27% | 0.18% |
| Fund size (AUM) | $19.3B | $533M |
| Since | 1999 | 2018 |
| Dividend yield | 2.58% | 2.63% |
| Asset class | equity | equity |
| Region | global ex us | global |
| Strategy | active selection | index tracking |
| CAGR 1Y | +36.9% | +35.7% |
| CAGR 3Y | +23.5% | +21.9% |
| CAGR 5Y | N/A | +12.5% |
| Sharpe 3Y | 1.27 | 1.16 |
| Volatility 1Y | 13.72% | 15.23% |
| Max drawdown | -25.42% | -39.60% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to DFIV and FIVA
Explore further