Screener
DFUV vs QVAL
Dimensional US Marketwide Value ETF vs Alpha Architect U.S. Quantitative Value ETF
Key differences
Both DFUV and QVAL are equity ETFs. DFUV charges 0.21% a year and QVAL 0.28%. The main difference: DFUV follows a active selection strategy; QVAL uses systematic alpha.
- DFUV follows a active selection strategy; QVAL uses systematic alpha.
- DFUV costs 0.07% less per year.
- DFUV is much larger than QVAL. Larger funds are usually more liquid and less likely to close.
- Over the last three years, QVAL has delivered higher annualized returns.
- DFUV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| DFUV | QVAL | |
|---|---|---|
| Annual cost (TER) | 0.21% | 0.28% |
| Fund size (AUM) | $14.9B | $530M |
| Since | 1998 | 2014 |
| Dividend yield | 1.36% | 1.46% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | systematic alpha |
| CAGR 1Y | +34.5% | +31.5% |
| CAGR 3Y | +19.3% | +20.7% |
| CAGR 5Y | N/A | +12.6% |
| Sharpe 3Y | 1.04 | 0.97 |
| Volatility 1Y | 12.13% | 14.57% |
| Max drawdown | -17.60% | -51.49% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.