Screener
DUSG vs SVAL
U.S. Small Cap Growth Portfolio: ETF Class Shares vs iShares US Small Cap Value Factor ETF
Key differences
Both DUSG and SVAL are equity ETFs. DUSG charges 0.32% a year and SVAL 0.20%. The main difference: SVAL costs 0.12% less per year.
- SVAL costs 0.12% less per year.
- DUSG is much larger than SVAL. Larger funds are usually more liquid and less likely to close.
- SVAL has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| DUSG | SVAL | |
|---|---|---|
| Annual cost (TER) | 0.32% | 0.20% |
| Fund size (AUM) | $2.0B | $187M |
| Since | 2026 | 2020 |
| Dividend yield | — | 2.26% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | N/A | +35.9% |
| CAGR 3Y | N/A | +19.2% |
| CAGR 5Y | N/A | +7.0% |
| Sharpe 3Y | N/A | 0.75 |
| Volatility 1Y | — | 17.82% |
| Max drawdown | -4.19% | -27.44% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.