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DFUS vs VLUE
Dimensional U.S. Equity Market ETF vs iShares MSCI USA Value Factor ETF
Key differences
Both DFUS and VLUE are equity ETFs. DFUS charges 0.09% a year and VLUE 0.15%. The main difference: DFUS follows a active selection strategy; VLUE uses index tracking.
- DFUS follows a active selection strategy; VLUE uses index tracking.
- DFUS costs 0.06% less per year.
- Over the last three years, VLUE has delivered higher annualized returns.
- DFUS has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| DFUS | VLUE | |
|---|---|---|
| Annual cost (TER) | 0.09% | 0.15% |
| Fund size (AUM) | $20.9B | $15.9B |
| Since | 2001 | 2013 |
| Dividend yield | 0.83% | 1.43% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +25.6% | +81.6% |
| CAGR 3Y | +22.6% | +32.9% |
| CAGR 5Y | N/A | +15.4% |
| Sharpe 3Y | 1.18 | 1.58 |
| Volatility 1Y | 12.55% | 17.89% |
| Max drawdown | -24.62% | -39.47% |
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