Screener
ESN vs DFSV
Essential 40 Stock ETF vs Dimensional US Small Cap Value ETF
Key differences
Both ESN and DFSV are equity ETFs. ESN charges 0.70% a year and DFSV 0.30%. The main difference: DFSV costs 0.40% less per year.
- DFSV costs 0.40% less per year.
- DFSV is much larger than ESN. Larger funds are usually more liquid and less likely to close.
- ESN has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| ESN | DFSV | |
|---|---|---|
| Annual cost (TER) | 0.70% | 0.30% |
| Fund size (AUM) | $279M | $7.6B |
| Since | 2014 | 2022 |
| Dividend yield | 0.78% | 1.42% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +24.4% | +33.0% |
| CAGR 3Y | N/A | +17.9% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | 0.72 |
| Volatility 1Y | 9.87% | 17.57% |
| Max drawdown | -13.59% | -28.02% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.