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DFLV vs SVAL
Dimensional US Large Cap Value ETF vs iShares US Small Cap Value Factor ETF
Key differences
Both DFLV and SVAL are equity ETFs. DFLV charges 0.21% a year and SVAL 0.20%. The main difference: DFLV follows a active selection strategy; SVAL uses index tracking.
- DFLV follows a active selection strategy; SVAL uses index tracking.
- DFLV is much larger than SVAL. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| DFLV | SVAL | |
|---|---|---|
| Annual cost (TER) | 0.21% | 0.20% |
| Fund size (AUM) | $6.2B | $187M |
| Since | 2022 | 2020 |
| Dividend yield | 1.42% | 2.26% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +32.8% | +36.6% |
| CAGR 3Y | +20.3% | +20.0% |
| CAGR 5Y | N/A | +6.7% |
| Sharpe 3Y | 1.15 | 0.78 |
| Volatility 1Y | 11.35% | 17.89% |
| Max drawdown | -16.80% | -27.44% |
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