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JGRW vs DFAC

Jensen Quality Growth ETF vs Dimensional U.S. Core Equity 2 ETF

JGRW

Jensen Quality Growth ETF

Annual cost

0.57%

Fund size

$96M

DFAC

Dimensional U.S. Core Equity 2 ETF

Annual cost

0.17%

Fund size

$46.7B

Key differences

Both JGRW and DFAC are equity ETFs. JGRW charges 0.57% a year and DFAC 0.17%. The main difference: DFAC costs 0.40% less per year.

  • DFAC costs 0.40% less per year.
  • DFAC is much larger than JGRW. Larger funds are usually more liquid and less likely to close.
  • DFAC has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

JGRWDFAC
Annual cost (TER)0.57%0.17%
Fund size (AUM)$96M$46.7B
Since20242007
Dividend yield0.45%0.91%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+1.9%+26.9%
CAGR 3YN/A+21.1%
CAGR 5YN/AN/A
Sharpe 3YN/A1.11
Volatility 1Y11.85%12.39%
Max drawdown-14.63%-23.11%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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