Screener
DFIV vs IVAL
Dimensional International Value ETF vs Alpha Architect International Quantitative Value ETF
Key differences
Both DFIV and IVAL are equity ETFs. DFIV charges 0.27% a year and IVAL 0.38%. The main difference: DFIV follows a active selection strategy; IVAL uses systematic alpha.
- DFIV follows a active selection strategy; IVAL uses systematic alpha.
- DFIV costs 0.11% less per year.
- DFIV is much larger than IVAL. Larger funds are usually more liquid and less likely to close.
- Over the last three 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 | IVAL | |
|---|---|---|
| Annual cost (TER) | 0.27% | 0.38% |
| Fund size (AUM) | $20.0B | $217M |
| Since | 1999 | 2014 |
| Dividend yield | 2.54% | 2.63% |
| Asset class | equity | equity |
| Region | global ex us | global ex us |
| Strategy | active selection | systematic alpha |
| CAGR 1Y | +34.6% | +31.7% |
| CAGR 3Y | +24.1% | +19.6% |
| CAGR 5Y | N/A | +8.3% |
| Sharpe 3Y | 1.30 | 0.98 |
| Volatility 1Y | 14.10% | 15.56% |
| Max drawdown | -25.42% | -46.09% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.