Screener
ISVL vs DFIV
iShares International Developed Small Cap Value Factor ETF vs Dimensional International Value ETF
Key differences
Both ISVL and DFIV are equity ETFs. ISVL charges 0.31% a year and DFIV 0.27%. The main difference: ISVL follows a index tracking strategy; DFIV uses active selection.
- ISVL follows a index tracking strategy; DFIV uses active selection.
- DFIV is much larger than ISVL. Larger funds are usually more liquid and less likely to close.
- Over the last three years, DFIV has delivered higher annualized returns.
- DFIV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| ISVL | DFIV | |
|---|---|---|
| Annual cost (TER) | 0.31% | 0.27% |
| Fund size (AUM) | $326M | $20.0B |
| Since | 2021 | 1999 |
| Dividend yield | 2.43% | 2.54% |
| Asset class | equity | equity |
| Region | global ex us | global ex us |
| Strategy | index tracking | active selection |
| CAGR 1Y | +26.0% | +31.2% |
| CAGR 3Y | +21.1% | +23.2% |
| CAGR 5Y | +10.1% | N/A |
| Sharpe 3Y | 1.08 | 1.25 |
| Volatility 1Y | 14.58% | 13.92% |
| Max drawdown | -30.48% | -25.42% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.