Screener
DIVY vs DFIV
Sound Equity Income ETF vs Dimensional International Value ETF
Key differences
Both DIVY and DFIV are equity ETFs. DIVY charges 0.45% a year and DFIV 0.27%. The main difference: DIVY covers North America; DFIV covers global markets excluding the US.
- DIVY covers North America; DFIV covers global markets excluding the US.
- DFIV costs 0.18% less per year.
- DFIV is much larger than DIVY. Larger funds are usually more liquid and less likely to close.
- Over the last three years, DFIV has delivered higher annualized returns.
- DFIV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| DIVY | DFIV | |
|---|---|---|
| Annual cost (TER) | 0.45% | 0.27% |
| Fund size (AUM) | $28M | $20.0B |
| Since | 2020 | 1999 |
| Dividend yield | 3.10% | 2.54% |
| Asset class | equity | equity |
| Region | north america | global ex us |
| Strategy | active selection | active selection |
| CAGR 1Y | +18.5% | +31.2% |
| CAGR 3Y | +9.7% | +23.2% |
| CAGR 5Y | +6.1% | N/A |
| Sharpe 3Y | 0.46 | 1.25 |
| Volatility 1Y | 13.03% | 13.92% |
| Max drawdown | -18.23% | -25.42% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.