Skip to content
Beacon
Screener

DWLD vs DFNL

Davis Select Worldwide ETF vs Davis Select Financial ETF

DWLD

Davis Select Worldwide ETF

Davis ETFs

Annual cost

0.62%

Fund size

$567M

DFNL

Davis Select Financial ETF

Davis ETFs

Annual cost

0.61%

Fund size

$469M

Key differences

  • Over the last 3 years, DFNL has delivered higher annualized returns.

Side-by-side comparison

DWLDDFNL
Annual cost (TER)0.62%0.61%
Fund size (AUM)$567M$469M
Since20172017
Dividend yield0.90%1.40%
Asset classequityequity
Regionglobalglobal
Strategyactive selectionactive selection
CAGR 1Y+21.0%+16.7%
CAGR 3Y+21.4%+24.1%
CAGR 5Y+7.6%+10.9%
Sharpe 3Y0.981.14
Volatility 1Y14.70%14.63%
Max drawdown-39.27%-44.51%

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

Similar to DWLD and DFNL