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HIS vs DFLV

Humilis US Focused Opportunities ETF vs Dimensional US Large Cap Value ETF

HIS

Humilis US Focused Opportunities ETF

Humilis Investment Strategies

Annual cost

0.54%

Fund size

DFLV

Dimensional US Large Cap Value ETF

Dimensional Fund Advisors

Annual cost

0.21%

Fund size

$5.9B

Key differences

  • DFLV costs 0.33% less per year.

Side-by-side comparison

HISDFLV
Annual cost (TER)0.54%0.21%
Fund size (AUM)$5.9B
Since20262022
Dividend yield1.46%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1YN/A+32.4%
CAGR 3YN/A+19.2%
CAGR 5YN/AN/A
Sharpe 3YN/A1.08
Volatility 1Y11.35%
Max drawdown0.00%-16.80%

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

Similar to HIS and DFLV