Screener
DFIV vs QVAL
Dimensional International Value ETF vs Alpha Architect U.S. Quantitative Value ETF
Key differences
Both DFIV and QVAL are equity ETFs. DFIV charges 0.27% a year and QVAL 0.28%. The main difference: DFIV follows a active selection strategy; QVAL uses systematic alpha.
- DFIV follows a active selection strategy; QVAL uses systematic alpha.
- DFIV covers global markets excluding the US; QVAL covers North America.
- DFIV is much larger than QVAL. 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 | QVAL | |
|---|---|---|
| Annual cost (TER) | 0.27% | 0.28% |
| Fund size (AUM) | $20.0B | $530M |
| Since | 1999 | 2014 |
| Dividend yield | 2.54% | 1.46% |
| Asset class | equity | equity |
| Region | global ex us | north america |
| Strategy | active selection | systematic alpha |
| CAGR 1Y | +34.6% | +31.5% |
| CAGR 3Y | +24.1% | +20.7% |
| CAGR 5Y | N/A | +12.6% |
| Sharpe 3Y | 1.30 | 0.97 |
| Volatility 1Y | 14.10% | 14.57% |
| Max drawdown | -25.42% | -51.49% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.