Screener
DIVY vs DFAX
Sound Equity Income ETF vs Dimensional World ex U.S. Core Equity 2 ETF
Key differences
Both DIVY and DFAX are equity ETFs. DIVY charges 0.45% a year and DFAX 0.28%. The main difference: DIVY covers North America; DFAX covers global markets excluding the US.
- DIVY covers North America; DFAX covers global markets excluding the US.
- DFAX costs 0.17% less per year.
- DFAX is much larger than DIVY. Larger funds are usually more liquid and less likely to close.
- Over the last three years, DFAX has delivered higher annualized returns.
- DFAX has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| DIVY | DFAX | |
|---|---|---|
| Annual cost (TER) | 0.45% | 0.28% |
| Fund size (AUM) | $28M | $12.1B |
| Since | 2020 | 2008 |
| Dividend yield | 3.10% | 2.21% |
| Asset class | equity | equity |
| Region | north america | global ex us |
| Strategy | active selection | active selection |
| CAGR 1Y | +19.4% | +31.7% |
| CAGR 3Y | +9.4% | +20.8% |
| CAGR 5Y | +6.5% | N/A |
| Sharpe 3Y | 0.44 | 1.10 |
| Volatility 1Y | 13.06% | 15.74% |
| Max drawdown | -18.23% | -28.15% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.