Screener
IVLU vs DFIV
iShares Edge MSCI Intl Value Factor ETF vs Dimensional International Value ETF
Key differences
Both IVLU and DFIV are equity ETFs. IVLU charges 0.31% a year and DFIV 0.27%. The main difference: IVLU follows a index tracking strategy; DFIV uses active selection.
- IVLU follows a index tracking strategy; DFIV uses active selection.
- DFIV is much larger than IVLU. Larger funds are usually more liquid and less likely to close.
- DFIV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| IVLU | DFIV | |
|---|---|---|
| Annual cost (TER) | 0.31% | 0.27% |
| Fund size (AUM) | $4.3B | $20.0B |
| Since | 2015 | 1999 |
| Dividend yield | 3.28% | 2.54% |
| Asset class | equity | equity |
| Region | global ex us | global ex us |
| Strategy | index tracking | active selection |
| CAGR 1Y | +32.8% | +32.7% |
| CAGR 3Y | +25.2% | +24.7% |
| CAGR 5Y | +13.9% | N/A |
| Sharpe 3Y | 1.31 | 1.33 |
| Volatility 1Y | 15.30% | 13.88% |
| Max drawdown | -41.86% | -25.42% |
Similar to IVLU and DFIV
Explore further