Screener
DIVY vs DFAC
Sound Equity Income ETF vs Dimensional U.S. Core Equity 2 ETF
Key differences
Both DIVY and DFAC are equity ETFs. DIVY charges 0.45% a year and DFAC 0.17%. The main difference: DFAC costs 0.28% less per year.
- DFAC costs 0.28% less per year.
- DFAC is much larger than DIVY. Larger funds are usually more liquid and less likely to close.
- Over the last three years, DFAC has delivered higher annualized returns.
- DFAC has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| DIVY | DFAC | |
|---|---|---|
| Annual cost (TER) | 0.45% | 0.17% |
| Fund size (AUM) | $28M | $46.7B |
| Since | 2020 | 2007 |
| Dividend yield | 3.10% | 0.91% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +19.4% | +27.1% |
| CAGR 3Y | +9.4% | +20.0% |
| CAGR 5Y | +6.5% | N/A |
| Sharpe 3Y | 0.44 | 1.05 |
| Volatility 1Y | 13.06% | 12.55% |
| Max drawdown | -18.23% | -23.11% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.