Screener
ESUM vs DFSV
Strategy Shares - Eventide US Market ETF vs Dimensional US Small Cap Value ETF
Key differences
- ESUM follows a index tracking strategy; DFSV uses active selection.
Side-by-side comparison
| ESUM | DFSV | |
|---|---|---|
| Annual cost (TER) | — | 0.30% |
| Fund size (AUM) | — | $7.5B |
| Since | — | 2022 |
| Dividend yield | — | 1.43% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +19.2% | +35.8% |
| CAGR 3Y | N/A | +17.8% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | 0.71 |
| Volatility 1Y | 13.11% | 17.83% |
| Max drawdown | -17.70% | -28.02% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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