Screener
JGRW vs DFIV
Jensen Quality Growth ETF vs Dimensional International Value ETF
Key differences
Both JGRW and DFIV are equity ETFs. JGRW charges 0.57% a year and DFIV 0.27%. The main difference: JGRW covers North America; DFIV covers global markets excluding the US.
- JGRW covers North America; DFIV covers global markets excluding the US.
- DFIV costs 0.30% less per year.
- DFIV is much larger than JGRW. 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
| JGRW | DFIV | |
|---|---|---|
| Annual cost (TER) | 0.57% | 0.27% |
| Fund size (AUM) | $96M | $20.0B |
| Since | 2024 | 1999 |
| Dividend yield | 0.45% | 2.54% |
| Asset class | equity | equity |
| Region | north america | global ex us |
| Strategy | active selection | active selection |
| CAGR 1Y | +1.9% | +32.7% |
| CAGR 3Y | N/A | +24.7% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | 1.33 |
| Volatility 1Y | 11.85% | 13.88% |
| Max drawdown | -14.63% | -25.42% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.