Screener
DFSV vs EPSV
Dimensional US Small Cap Value ETF vs Harbor SMID Cap Value ETF
Key differences
- DFSV costs 0.58% less per year.
- DFSV is significantly larger than EPSV — larger funds tend to be more liquid and less likely to close.
- DFSV follows a active selection strategy; EPSV uses index tracking.
Side-by-side comparison
| DFSV | EPSV | |
|---|---|---|
| Annual cost (TER) | 0.30% | 0.88% |
| Fund size (AUM) | $7.5B | $5M |
| Since | 2022 | 2025 |
| Dividend yield | 1.43% | — |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +37.6% | +47.2% |
| CAGR 3Y | +18.3% | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.74 | N/A |
| Volatility 1Y | 17.85% | 17.87% |
| Max drawdown | -28.02% | -8.93% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to DFSV and EPSV
Explore further