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ESUM vs DFAC

Strategy Shares - Eventide US Market ETF vs Dimensional U.S. Core Equity 2 ETF

ESUM

Strategy Shares - Eventide US Market ETF

Annual cost

Fund size

DFAC

Dimensional U.S. Core Equity 2 ETF

Dimensional Fund Advisors

Annual cost

0.17%

Fund size

$44.5B

Key differences

  • ESUM follows a index tracking strategy; DFAC uses active selection.

Side-by-side comparison

ESUMDFAC
Annual cost (TER)0.17%
Fund size (AUM)$44.5B
Since2007
Dividend yield0.95%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+19.2%+29.7%
CAGR 3YN/A+21.0%
CAGR 5YN/AN/A
Sharpe 3YN/A1.10
Volatility 1Y13.11%12.32%
Max drawdown-17.70%-23.11%

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

Similar to ESUM and DFAC