Screener
DFIV vs IVLU
Dimensional International Value ETF vs iShares Edge MSCI Intl Value Factor ETF
Key differences
Both DFIV and IVLU are equity ETFs. DFIV charges 0.27% a year and IVLU 0.31%. The main difference: DFIV follows a active selection strategy; IVLU uses index tracking.
- DFIV follows a active selection strategy; IVLU uses index tracking.
- DFIV is much larger than IVLU. Larger funds are usually more liquid and less likely to close.
- DFIV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| DFIV | IVLU | |
|---|---|---|
| Annual cost (TER) | 0.27% | 0.31% |
| Fund size (AUM) | $20.0B | $4.3B |
| Since | 1999 | 2015 |
| Dividend yield | 2.54% | 3.28% |
| Asset class | equity | equity |
| Region | global ex us | global ex us |
| Strategy | active selection | index tracking |
| CAGR 1Y | +32.7% | +32.8% |
| CAGR 3Y | +24.7% | +25.2% |
| CAGR 5Y | N/A | +13.9% |
| Sharpe 3Y | 1.33 | 1.31 |
| Volatility 1Y | 13.88% | 15.30% |
| Max drawdown | -25.42% | -41.86% |
Similar to DFIV and IVLU
Explore further