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DFVX vs MFSV

Dimensional US Large Cap Vector ETF vs MFS Active Value ETF

DFVX

Dimensional US Large Cap Vector ETF

Dimensional Fund Advisors

Annual cost

0.19%

Fund size

$486M

MFSV

MFS Active Value ETF

MFS

Annual cost

0.44%

Fund size

$443M

Key differences

  • DFVX costs 0.25% less per year.

Side-by-side comparison

DFVXMFSV
Annual cost (TER)0.19%0.44%
Fund size (AUM)$486M$443M
Since20232024
Dividend yield1.20%1.49%
Asset classequityequity
Regionnorth america
Strategyactive selectionactive selection
CAGR 1Y+26.4%+14.6%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y10.94%10.34%
Max drawdown-16.71%-12.74%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

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