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DFUV vs VLUE
Dimensional US Marketwide Value ETF vs iShares MSCI USA Value Factor ETF
Key differences
Both DFUV and VLUE are equity ETFs. DFUV charges 0.21% a year and VLUE 0.15%. The main difference: DFUV follows a active selection strategy; VLUE uses index tracking.
- DFUV follows a active selection strategy; VLUE uses index tracking.
- VLUE costs 0.06% less per year.
- Over the last three years, VLUE has delivered higher annualized returns.
- DFUV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| DFUV | VLUE | |
|---|---|---|
| Annual cost (TER) | 0.21% | 0.15% |
| Fund size (AUM) | $14.9B | $15.9B |
| Since | 1998 | 2013 |
| Dividend yield | 1.36% | 1.43% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +33.5% | +81.6% |
| CAGR 3Y | +20.3% | +32.9% |
| CAGR 5Y | N/A | +15.4% |
| Sharpe 3Y | 1.10 | 1.58 |
| Volatility 1Y | 11.95% | 17.89% |
| Max drawdown | -17.60% | -39.47% |
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