Screener
DIVY vs DFLV
Sound Equity Income ETF vs Dimensional US Large Cap Value ETF
Key differences
Both DIVY and DFLV are equity ETFs. DIVY charges 0.45% a year and DFLV 0.21%. The main difference: DFLV costs 0.24% less per year.
- DFLV costs 0.24% less per year.
- DFLV is much larger than DIVY. Larger funds are usually more liquid and less likely to close.
- Over the last three years, DFLV has delivered higher annualized returns.
Side-by-side comparison
| DIVY | DFLV | |
|---|---|---|
| Annual cost (TER) | 0.45% | 0.21% |
| Fund size (AUM) | $28M | $6.2B |
| Since | 2020 | 2022 |
| Dividend yield | 3.10% | 1.42% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +18.5% | +30.2% |
| CAGR 3Y | +9.7% | +19.0% |
| CAGR 5Y | +6.1% | N/A |
| Sharpe 3Y | 0.46 | 1.07 |
| Volatility 1Y | 13.03% | 11.37% |
| Max drawdown | -18.23% | -16.80% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.