Screener
DIVY vs DFIC
Sound Equity Income ETF vs Dimensional International Core Equity 2 ETF
Key differences
Both DIVY and DFIC are equity ETFs. DIVY charges 0.45% a year and DFIC 0.22%. The main difference: DIVY covers North America; DFIC covers global markets excluding the US.
- DIVY covers North America; DFIC covers global markets excluding the US.
- DFIC costs 0.23% less per year.
- DFIC is much larger than DIVY. Larger funds are usually more liquid and less likely to close.
- Over the last three years, DFIC has delivered higher annualized returns.
Side-by-side comparison
| DIVY | DFIC | |
|---|---|---|
| Annual cost (TER) | 0.45% | 0.22% |
| Fund size (AUM) | $28M | $14.3B |
| Since | 2020 | 2022 |
| Dividend yield | 3.10% | 2.25% |
| Asset class | equity | equity |
| Region | north america | global ex us |
| Strategy | active selection | active selection |
| CAGR 1Y | +19.4% | +26.6% |
| CAGR 3Y | +9.4% | +19.8% |
| CAGR 5Y | +6.5% | N/A |
| Sharpe 3Y | 0.44 | 1.08 |
| Volatility 1Y | 13.06% | 14.38% |
| Max drawdown | -18.23% | -24.40% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.