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IVLU vs DFIS
iShares Edge MSCI Intl Value Factor ETF vs Dimensional International Small Cap ETF
Key differences
Both IVLU and DFIS are equity ETFs. IVLU charges 0.31% a year and DFIS 0.39%. The main difference: IVLU follows a index tracking strategy; DFIS uses active selection.
- IVLU follows a index tracking strategy; DFIS uses active selection.
- IVLU costs 0.08% less per year.
- 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 | DFIS | |
|---|---|---|
| Annual cost (TER) | 0.31% | 0.39% |
| Fund size (AUM) | $4.3B | $6.0B |
| Since | 2015 | 2022 |
| Dividend yield | 3.28% | 1.98% |
| Asset class | equity | equity |
| Region | global ex us | — |
| Strategy | index tracking | active selection |
| CAGR 1Y | +32.8% | +25.0% |
| CAGR 3Y | +25.2% | +19.8% |
| CAGR 5Y | +13.9% | N/A |
| Sharpe 3Y | 1.31 | 1.02 |
| Volatility 1Y | 15.30% | 14.77% |
| Max drawdown | -41.86% | -27.23% |
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