Screener
DIVY vs DFUS
Sound Equity Income ETF vs Dimensional U.S. Equity Market ETF
Key differences
Both DIVY and DFUS are equity ETFs. DIVY charges 0.45% a year and DFUS 0.09%. The main difference: DFUS costs 0.36% less per year.
- DFUS costs 0.36% less per year.
- DFUS is much larger than DIVY. Larger funds are usually more liquid and less likely to close.
- Over the last three years, DFUS has delivered higher annualized returns.
- DFUS has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| DIVY | DFUS | |
|---|---|---|
| Annual cost (TER) | 0.45% | 0.09% |
| Fund size (AUM) | $28M | $20.9B |
| Since | 2020 | 2001 |
| Dividend yield | 3.10% | 0.83% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +19.4% | +25.5% |
| CAGR 3Y | +9.4% | +21.9% |
| CAGR 5Y | +6.5% | N/A |
| Sharpe 3Y | 0.44 | 1.14 |
| Volatility 1Y | 13.06% | 12.75% |
| Max drawdown | -18.23% | -24.62% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.