Screener
DISV vs SVAL
Dimensional International Small Cap Value ETF vs iShares US Small Cap Value Factor ETF
Key differences
Both DISV and SVAL are equity ETFs. DISV charges 0.42% a year and SVAL 0.20%. The main difference: DISV follows a active selection strategy; SVAL uses index tracking.
- DISV follows a active selection strategy; SVAL uses index tracking.
- DISV covers global markets excluding the US; SVAL covers North America.
- SVAL costs 0.22% less per year.
- DISV is much larger than SVAL. Larger funds are usually more liquid and less likely to close.
- Over the last three years, DISV has delivered higher annualized returns.
Side-by-side comparison
| DISV | SVAL | |
|---|---|---|
| Annual cost (TER) | 0.42% | 0.20% |
| Fund size (AUM) | $4.9B | $187M |
| Since | 2022 | 2020 |
| Dividend yield | 2.35% | 2.26% |
| Asset class | equity | equity |
| Region | global ex us | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +30.1% | +35.9% |
| CAGR 3Y | +23.5% | +19.2% |
| CAGR 5Y | N/A | +7.0% |
| Sharpe 3Y | 1.20 | 0.75 |
| Volatility 1Y | 14.77% | 17.82% |
| Max drawdown | -26.77% | -27.44% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.