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DFSI vs DFIV
Dimensional International Sustainability Core 1 ETF vs Dimensional International Value ETF
Key differences
- DFIV is significantly larger than DFSI — larger funds tend to be more liquid and less likely to close.
- DFSI follows a index tracking strategy; DFIV uses active selection.
- Over the last 3 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
| DFSI | DFIV | |
|---|---|---|
| Annual cost (TER) | 0.24% | 0.27% |
| Fund size (AUM) | $1.0B | $19.3B |
| Since | 2022 | 1999 |
| Dividend yield | 2.17% | 2.58% |
| Asset class | equity | equity |
| Region | — | global ex us |
| Strategy | index tracking | active selection |
| CAGR 1Y | +22.0% | +37.2% |
| CAGR 3Y | +16.7% | +23.6% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.88 | 1.27 |
| Volatility 1Y | 15.03% | 13.74% |
| Max drawdown | -12.82% | -25.42% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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