Skip to content
Beacon
Screener

DFNL vs DWLD

Davis Select Financial ETF vs Davis Select Worldwide ETF

DFNL

Davis Select Financial ETF

Davis ETFs

Annual cost

0.61%

Fund size

$469M

DWLD

Davis Select Worldwide ETF

Davis ETFs

Annual cost

0.62%

Fund size

$567M

Key differences

  • Over the last 3 years, DFNL has delivered higher annualized returns.

Side-by-side comparison

DFNLDWLD
Annual cost (TER)0.61%0.62%
Fund size (AUM)$469M$567M
Since20172017
Dividend yield1.40%0.90%
Asset classequityequity
Regionglobalglobal
Strategyactive selectionactive selection
CAGR 1Y+16.7%+21.0%
CAGR 3Y+24.1%+21.4%
CAGR 5Y+10.9%+7.6%
Sharpe 3Y1.140.98
Volatility 1Y14.63%14.70%
Max drawdown-44.51%-39.27%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to DFNL and DWLD