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DUSG vs TMFM

U.S. Small Cap Growth Portfolio: ETF Class Shares vs Motley Fool Mid-Cap Growth ETF

DUSG

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

Dimensional Fund Advisors

Annual cost

0.32%

Fund size

$1.9B

TMFM

Motley Fool Mid-Cap Growth ETF

Motley Fool

Annual cost

0.85%

Fund size

$117M

Key differences

  • DUSG costs 0.53% less per year.
  • DUSG is significantly larger than TMFM — larger funds tend to be more liquid and less likely to close.
  • DUSG follows a index tracking strategy; TMFM uses active selection.
  • TMFM has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

DUSGTMFM
Annual cost (TER)0.32%0.85%
Fund size (AUM)$1.9B$117M
Since20262014
Dividend yield0.00%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1YN/A-19.6%
CAGR 3YN/A+2.5%
CAGR 5YN/AN/A
Sharpe 3YN/A0.03
Volatility 1Y17.99%
Max drawdown-4.19%-31.75%

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

Similar to DUSG and TMFM