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DUHP vs DFIV

Dimensional US High Profitability ETF vs Dimensional International Value ETF

DUHP

Dimensional US High Profitability ETF

Dimensional Fund Advisors

Annual cost

0.20%

Fund size

$11.3B

DFIV

Dimensional International Value ETF

Dimensional Fund Advisors

Annual cost

0.27%

Fund size

$19.3B

Key differences

  • DUHP costs 0.07% less per year.
  • DUHP covers north america markets; DFIV covers global ex us.
  • Over the last 3 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

DUHPDFIV
Annual cost (TER)0.20%0.27%
Fund size (AUM)$11.3B$19.3B
Since20221999
Dividend yield1.03%2.58%
Asset classequityequity
Regionnorth americaglobal ex us
Strategyactive selectionactive selection
CAGR 1Y+21.2%+36.9%
CAGR 3Y+19.2%+23.5%
CAGR 5YN/AN/A
Sharpe 3Y1.091.27
Volatility 1Y11.42%13.72%
Max drawdown-20.05%-25.42%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

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