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JGRW vs DFUS

Jensen Quality Growth ETF vs Dimensional U.S. Equity Market ETF

JGRW

Jensen Quality Growth ETF

Annual cost

0.57%

Fund size

$96M

DFUS

Dimensional U.S. Equity Market ETF

Annual cost

0.09%

Fund size

$20.9B

Key differences

Both JGRW and DFUS are equity ETFs. JGRW charges 0.57% a year and DFUS 0.09%. The main difference: DFUS costs 0.48% less per year.

  • DFUS costs 0.48% less per year.
  • DFUS is much larger than JGRW. Larger funds are usually more liquid and less likely to close.
  • DFUS has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

JGRWDFUS
Annual cost (TER)0.57%0.09%
Fund size (AUM)$96M$20.9B
Since20242001
Dividend yield0.45%0.83%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+1.9%+25.6%
CAGR 3YN/A+22.6%
CAGR 5YN/AN/A
Sharpe 3YN/A1.18
Volatility 1Y11.85%12.55%
Max drawdown-14.63%-24.62%

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

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