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ECML vs DFIV

Euclidean Fundamental Value ETF vs Dimensional International Value ETF

ECML

Euclidean Fundamental Value ETF

Annual cost

0.95%

Fund size

$131M

DFIV

Dimensional International Value ETF

Annual cost

0.27%

Fund size

$20.0B

Key differences

Both ECML and DFIV are equity ETFs. ECML charges 0.95% a year and DFIV 0.27%. The main difference: ECML covers North America; DFIV covers global markets excluding the US.

  • ECML covers North America; DFIV covers global markets excluding the US.
  • DFIV costs 0.68% less per year.
  • DFIV is much larger than ECML. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, DFIV has delivered higher annualized returns.
  • DFIV has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

ECMLDFIV
Annual cost (TER)0.95%0.27%
Fund size (AUM)$131M$20.0B
Since20231999
Dividend yield1.22%2.54%
Asset classequityequity
Regionnorth americaglobal ex us
Strategyactive selectionactive selection
CAGR 1Y+29.9%+34.6%
CAGR 3Y+14.7%+24.1%
CAGR 5YN/AN/A
Sharpe 3Y0.651.30
Volatility 1Y14.72%14.10%
Max drawdown-24.66%-25.42%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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