Screener
DIVY vs DFIS
Sound Equity Income ETF vs Dimensional International Small Cap ETF
Key differences
Both DIVY and DFIS are equity ETFs. DIVY charges 0.45% a year and DFIS 0.39%. The main difference: DIVY covers North America; DFIS covers global markets excluding the US.
- DIVY covers North America; DFIS covers global markets excluding the US.
- DFIS costs 0.06% less per year.
- DFIS is much larger than DIVY. Larger funds are usually more liquid and less likely to close.
- Over the last three years, DFIS has delivered higher annualized returns.
Side-by-side comparison
| DIVY | DFIS | |
|---|---|---|
| Annual cost (TER) | 0.45% | 0.39% |
| Fund size (AUM) | $28M | $6.0B |
| Since | 2020 | 2022 |
| Dividend yield | 3.10% | 1.98% |
| Asset class | equity | equity |
| Region | north america | global ex us |
| Strategy | active selection | active selection |
| CAGR 1Y | +18.5% | +22.8% |
| CAGR 3Y | +9.7% | +18.3% |
| CAGR 5Y | +6.1% | N/A |
| Sharpe 3Y | 0.46 | 0.94 |
| Volatility 1Y | 13.03% | 14.85% |
| Max drawdown | -18.23% | -27.23% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.