Screener
IVLU vs DISV
iShares Edge MSCI Intl Value Factor ETF vs Dimensional International Small Cap Value ETF
Key differences
Both IVLU and DISV are equity ETFs. IVLU charges 0.31% a year and DISV 0.42%. The main difference: IVLU follows a index tracking strategy; DISV uses active selection.
- IVLU follows a index tracking strategy; DISV uses active selection.
- IVLU costs 0.11% less per year.
- IVLU has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| IVLU | DISV | |
|---|---|---|
| Annual cost (TER) | 0.31% | 0.42% |
| Fund size (AUM) | $4.3B | $4.9B |
| Since | 2015 | 2022 |
| Dividend yield | 3.28% | 2.35% |
| Asset class | equity | equity |
| Region | global ex us | — |
| Strategy | index tracking | active selection |
| CAGR 1Y | +32.8% | +31.4% |
| CAGR 3Y | +25.2% | +25.1% |
| CAGR 5Y | +13.9% | N/A |
| Sharpe 3Y | 1.31 | 1.28 |
| Volatility 1Y | 15.30% | 14.72% |
| Max drawdown | -41.86% | -26.77% |
Similar to IVLU and DISV
Explore further