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IVLU vs DFAI
iShares Edge MSCI Intl Value Factor ETF vs Dimensional International Core Equity Market ETF
Key differences
Both IVLU and DFAI are equity ETFs. IVLU charges 0.31% a year and DFAI 0.18%. The main difference: IVLU follows a index tracking strategy; DFAI uses active selection.
- IVLU follows a index tracking strategy; DFAI uses active selection.
- DFAI costs 0.13% less per year.
- DFAI is much larger than IVLU. Larger funds are usually more liquid and less likely to close.
- Over the last three years, IVLU has delivered higher annualized returns.
- IVLU has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| IVLU | DFAI | |
|---|---|---|
| Annual cost (TER) | 0.31% | 0.18% |
| Fund size (AUM) | $4.3B | $16.6B |
| Since | 2015 | 2020 |
| Dividend yield | 3.28% | 2.23% |
| Asset class | equity | equity |
| Region | global ex us | global ex us |
| Strategy | index tracking | active selection |
| CAGR 1Y | +32.8% | +22.2% |
| CAGR 3Y | +25.2% | +18.7% |
| CAGR 5Y | +13.9% | +9.3% |
| Sharpe 3Y | 1.31 | 1.01 |
| Volatility 1Y | 15.30% | 14.30% |
| Max drawdown | -41.86% | -27.44% |
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