Screener
DFUV vs IVAL
Dimensional US Marketwide Value ETF vs Alpha Architect International Quantitative Value ETF
Key differences
Both DFUV and IVAL are equity ETFs. DFUV charges 0.21% a year and IVAL 0.38%. The main difference: DFUV follows a active selection strategy; IVAL uses systematic alpha.
- DFUV follows a active selection strategy; IVAL uses systematic alpha.
- DFUV covers North America; IVAL covers global markets excluding the US.
- DFUV costs 0.17% less per year.
- DFUV is much larger than IVAL. Larger funds are usually more liquid and less likely to close.
- DFUV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| DFUV | IVAL | |
|---|---|---|
| Annual cost (TER) | 0.21% | 0.38% |
| Fund size (AUM) | $14.9B | $217M |
| Since | 1998 | 2014 |
| Dividend yield | 1.36% | 2.63% |
| Asset class | equity | equity |
| Region | north america | global ex us |
| Strategy | active selection | systematic alpha |
| CAGR 1Y | +34.5% | +31.7% |
| CAGR 3Y | +19.3% | +19.6% |
| CAGR 5Y | N/A | +8.3% |
| Sharpe 3Y | 1.04 | 0.98 |
| Volatility 1Y | 12.13% | 15.56% |
| Max drawdown | -17.60% | -46.09% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.