Screener
FNDA vs DFSV
Schwab Fundamental U.S. Small Company ETF vs Dimensional US Small Cap Value ETF
Key differences
- FNDA follows a index tracking strategy; DFSV uses active selection.
- Over the last 3 years, DFSV has delivered higher annualized returns.
- FNDA has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FNDA | DFSV | |
|---|---|---|
| Annual cost (TER) | 0.25% | 0.30% |
| Fund size (AUM) | $10.2B | $7.5B |
| Since | 2013 | 2022 |
| Dividend yield | 1.10% | 1.43% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +32.0% | +35.8% |
| CAGR 3Y | +16.5% | +17.8% |
| CAGR 5Y | +7.4% | N/A |
| Sharpe 3Y | 0.69 | 0.71 |
| Volatility 1Y | 17.24% | 17.83% |
| Max drawdown | -44.64% | -28.02% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to FNDA and DFSV
Explore further