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DUSG vs ISCG

U.S. Small Cap Growth Portfolio: ETF Class Shares vs iShares Morningstar Small-Cap Growth ETF

DUSG

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

Dimensional Fund Advisors

Annual cost

0.32%

Fund size

$1.9B

ISCG

iShares Morningstar Small-Cap Growth ETF

iShares

Annual cost

0.06%

Fund size

$947M

Key differences

  • ISCG costs 0.26% less per year.
  • ISCG has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

DUSGISCG
Annual cost (TER)0.32%0.06%
Fund size (AUM)$1.9B$947M
Since20122004
Dividend yield0.58%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1YN/A+32.4%
CAGR 3YN/A+17.7%
CAGR 5YN/A+5.5%
Sharpe 3YN/A0.73
Volatility 1Y18.16%
Max drawdown-4.19%-41.48%

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

Similar to DUSG and ISCG