Screener
ISCV vs DFIS
iShares Morningstar Small-Cap Value ETF vs Dimensional International Small Cap ETF
Key differences
- ISCV costs 0.33% less per year.
- DFIS is significantly larger than ISCV — larger funds tend to be more liquid and less likely to close.
- ISCV follows a index tracking strategy; DFIS uses active selection.
- Over the last 3 years, DFIS has delivered higher annualized returns.
- ISCV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| ISCV | DFIS | |
|---|---|---|
| Annual cost (TER) | 0.06% | 0.39% |
| Fund size (AUM) | $651M | $5.6B |
| Since | 2004 | 2022 |
| Dividend yield | 1.90% | 2.06% |
| Asset class | equity | equity |
| Region | north america | — |
| Strategy | index tracking | active selection |
| CAGR 1Y | +29.2% | +31.3% |
| CAGR 3Y | +16.4% | +18.9% |
| CAGR 5Y | +6.7% | N/A |
| Sharpe 3Y | 0.69 | 0.98 |
| Volatility 1Y | 16.48% | 14.54% |
| Max drawdown | -51.56% | -27.23% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to ISCV and DFIS
Explore further