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DUSG vs IJT

U.S. Small Cap Growth Portfolio: ETF Class Shares vs iShares S&P Small-Cap 600 Growth ETF

DUSG

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

Dimensional Fund Advisors

Annual cost

0.32%

Fund size

$1.9B

IJT

iShares S&P Small-Cap 600 Growth ETF

iShares

Annual cost

0.18%

Fund size

$7.3B

Key differences

  • IJT costs 0.14% less per year.
  • IJT is significantly larger than DUSG — larger funds tend to be more liquid and less likely to close.
  • IJT has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

DUSGIJT
Annual cost (TER)0.32%0.18%
Fund size (AUM)$1.9B$7.3B
Since20122000
Dividend yield0.77%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1YN/A+28.1%
CAGR 3YN/A+15.7%
CAGR 5YN/A+5.9%
Sharpe 3YN/A0.65
Volatility 1Y17.64%
Max drawdown-4.19%-42.03%

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

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