Screener
DIVY vs DFAW
Sound Equity Income ETF vs Dimensional World Equity ETF
Key differences
Both DIVY and DFAW are equity ETFs. DIVY charges 0.45% a year and DFAW 0.24%. The main difference: DIVY covers North America; DFAW covers global markets.
- DIVY covers North America; DFAW covers global markets.
- DFAW costs 0.21% less per year.
- DFAW is much larger than DIVY. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| DIVY | DFAW | |
|---|---|---|
| Annual cost (TER) | 0.45% | 0.24% |
| Fund size (AUM) | $28M | $1.4B |
| Since | 2020 | 2023 |
| Dividend yield | 3.10% | 1.26% |
| Asset class | equity | equity |
| Region | north america | global |
| Strategy | active selection | active selection |
| CAGR 1Y | +18.5% | +24.9% |
| CAGR 3Y | +9.7% | N/A |
| CAGR 5Y | +6.1% | N/A |
| Sharpe 3Y | 0.46 | N/A |
| Volatility 1Y | 13.03% | 12.47% |
| Max drawdown | -18.23% | -16.94% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.