Screener
EVLU vs DFEV
iShares MSCI Emerging Markets Value Factor ETF vs Dimensional Emerging Markets Value ETF
Key differences
- EVLU costs 0.08% less per year.
- DFEV is significantly larger than EVLU — larger funds tend to be more liquid and less likely to close.
- EVLU follows a index tracking strategy; DFEV uses active selection.
Side-by-side comparison
| EVLU | DFEV | |
|---|---|---|
| Annual cost (TER) | 0.35% | 0.43% |
| Fund size (AUM) | $13M | $1.8B |
| Since | 2024 | 2022 |
| Dividend yield | 4.54% | 2.25% |
| Asset class | equity | equity |
| Region | — | emerging markets |
| Strategy | index tracking | active selection |
| CAGR 1Y | +59.9% | +50.2% |
| CAGR 3Y | N/A | +24.2% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | 1.21 |
| Volatility 1Y | 18.33% | 16.79% |
| Max drawdown | -17.17% | -18.49% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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