Screener
DIVY vs DFAI
Sound Equity Income ETF vs Dimensional International Core Equity Market ETF
Key differences
Both DIVY and DFAI are equity ETFs. DIVY charges 0.45% a year and DFAI 0.18%. The main difference: DIVY covers North America; DFAI covers global markets excluding the US.
- DIVY covers North America; DFAI covers global markets excluding the US.
- DFAI costs 0.27% less per year.
- DFAI is much larger than DIVY. Larger funds are usually more liquid and less likely to close.
- Over the last three years, DFAI has delivered higher annualized returns.
Side-by-side comparison
| DIVY | DFAI | |
|---|---|---|
| Annual cost (TER) | 0.45% | 0.18% |
| Fund size (AUM) | $28M | $16.6B |
| Since | 2020 | 2020 |
| Dividend yield | 3.10% | 2.23% |
| Asset class | equity | equity |
| Region | north america | global ex us |
| Strategy | active selection | active selection |
| CAGR 1Y | +18.5% | +21.0% |
| CAGR 3Y | +9.7% | +17.5% |
| CAGR 5Y | +6.1% | +9.1% |
| Sharpe 3Y | 0.46 | 0.94 |
| Volatility 1Y | 13.03% | 14.36% |
| Max drawdown | -18.23% | -27.44% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.