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FQAL vs DFUV
Fidelity Quality Factor ETF vs Dimensional US Marketwide Value ETF
Key differences
Both FQAL and DFUV are equity ETFs. FQAL charges 0.15% a year and DFUV 0.21%. The main difference: FQAL follows a index tracking strategy; DFUV uses active selection.
- FQAL follows a index tracking strategy; DFUV uses active selection.
- FQAL costs 0.06% less per year.
- DFUV is much larger than FQAL. Larger funds are usually more liquid and less likely to close.
- DFUV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FQAL | DFUV | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.21% |
| Fund size (AUM) | $1.4B | $14.9B |
| Since | 2016 | 1998 |
| Dividend yield | 1.12% | 1.36% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +19.2% | +33.5% |
| CAGR 3Y | +20.5% | +20.3% |
| CAGR 5Y | +12.1% | N/A |
| Sharpe 3Y | 1.16 | 1.10 |
| Volatility 1Y | 11.39% | 11.95% |
| Max drawdown | -33.71% | -17.60% |
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