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DUSG vs FTGS

U.S. Small Cap Growth Portfolio: ETF Class Shares vs First Trust Growth Strength ETF

DUSG

U.S. Small Cap Growth Portfolio: ETF Class Shares

Dimensional Fund Advisors

Annual cost

0.32%

Fund size

$1.9B

FTGS

First Trust Growth Strength ETF

First Trust

Annual cost

0.60%

Fund size

$1.2B

Key differences

  • DUSG costs 0.28% less per year.
  • DUSG has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

DUSGFTGS
Annual cost (TER)0.32%0.60%
Fund size (AUM)$1.9B$1.2B
Since20122022
Dividend yield0.09%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1YN/A+12.9%
CAGR 3YN/A+19.9%
CAGR 5YN/AN/A
Sharpe 3YN/A0.97
Volatility 1Y13.50%
Max drawdown-4.19%-19.99%

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

Similar to DUSG and FTGS