Screener
DIVY vs DFSV
Sound Equity Income ETF vs Dimensional US Small Cap Value ETF
Key differences
Both DIVY and DFSV are equity ETFs. DIVY charges 0.45% a year and DFSV 0.30%. The main difference: DFSV costs 0.15% less per year.
- DFSV costs 0.15% less per year.
- DFSV is much larger than DIVY. Larger funds are usually more liquid and less likely to close.
- Over the last three years, DFSV has delivered higher annualized returns.
Side-by-side comparison
| DIVY | DFSV | |
|---|---|---|
| Annual cost (TER) | 0.45% | 0.30% |
| Fund size (AUM) | $28M | $7.6B |
| 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% | +33.0% |
| CAGR 3Y | +9.7% | +17.9% |
| CAGR 5Y | +6.1% | N/A |
| Sharpe 3Y | 0.46 | 0.72 |
| Volatility 1Y | 13.03% | 17.57% |
| Max drawdown | -18.23% | -28.02% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.