Screener
DFSV vs VB
Dimensional US Small Cap Value ETF vs Vanguard Small-Cap Index Fund ETF Shares
Key differences
- VB costs 0.27% less per year.
- VB is significantly larger than DFSV — larger funds tend to be more liquid and less likely to close.
- DFSV follows a active selection strategy; VB uses index tracking.
- VB has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| DFSV | VB | |
|---|---|---|
| Annual cost (TER) | 0.30% | 0.03% |
| Fund size (AUM) | $7.5B | $177.4B |
| Since | 2022 | 2004 |
| Dividend yield | 1.43% | 1.23% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +35.8% | +29.2% |
| CAGR 3Y | +17.8% | +17.5% |
| CAGR 5Y | N/A | +7.2% |
| Sharpe 3Y | 0.71 | 0.76 |
| Volatility 1Y | 17.83% | 16.41% |
| Max drawdown | -28.02% | -42.05% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to DFSV and VB
Explore further