Screener
DFSV vs SVAL
Dimensional US Small Cap Value ETF vs iShares US Small Cap Value Factor ETF
Key differences
- SVAL costs 0.10% less per year.
- DFSV is significantly larger than SVAL — larger funds tend to be more liquid and less likely to close.
- DFSV follows a active selection strategy; SVAL uses index tracking.
- Over the last 3 years, SVAL has delivered higher annualized returns.
Side-by-side comparison
| DFSV | SVAL | |
|---|---|---|
| Annual cost (TER) | 0.30% | 0.20% |
| Fund size (AUM) | $7.5B | $188M |
| Since | 2022 | 2020 |
| Dividend yield | 1.43% | 2.30% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +35.8% | +36.9% |
| CAGR 3Y | +17.8% | +18.9% |
| CAGR 5Y | N/A | +6.5% |
| Sharpe 3Y | 0.71 | 0.74 |
| Volatility 1Y | 17.83% | 18.05% |
| Max drawdown | -28.02% | -27.44% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to DFSV and SVAL
Explore further